B2B lead capture & sales handoff
Move form, ad and event leads into a CRM, enrich the record, apply qualification rules, assign ownership and trigger the next action without waiting for manual triage.
Marketing Automation Services for Connected Lead Nurturing & CRM Workflows
Rudrriv manages the professionals, workflow build, quality checks, communication and handover from requirements through delivery.
✦Service Highlights
- Managed setup for lead capture, nurture, scoring, routing and lifecycle workflows.
- Integrations are scoped around your CRM, forms, marketing tools and available APIs.
- Workflow logic, field mapping, branches and handoffs are quality-checked before delivery.
- Documentation and post-launch support are included according to the selected package.
- Third-party platform subscriptions, usage charges and channel approvals are separate unless a custom quote states otherwise.
What Clients Appreciate
See supplied client reviewsLK
Laura Klein🇩🇪 Germany★★★★★ 4.7Marketing Automation
We needed specialist support for Marketing Automation, but we also needed the output to be usable by a busy in-house team. The team delivered a cross-channel marketing automation framework connecting CRM data, lead stages, triggered journeys, and handoffs with close attention to workflow logic, lead scoring, CRM synchronization, trigger conditions, sales handoffs, and automation QA. They made complex decisions easier to follow, documented why priorities changed, and kept the work connected to the commercial objective. Revision cycles were efficient because each round came back with clear responses rather than silent changes. The end result was that manual follow-up was reduced and the marketing-to-sales process became more predictable across lead stages. We especially appreciated the clean handoff, the practical level of detail, and the fact that the recommendations could be acted on immediately.
1 month ago
About This Marketing Automation Service
What is marketing automation?
Marketing automation uses software and defined workflow logic to trigger repeatable marketing and lead-management actions based on events, data and lifecycle stage. A well-designed setup can capture leads, update CRM records, nurture contacts, score intent, route qualified opportunities and coordinate follow-up without requiring a person to perform every step manually.
Rudrriv provides this as a managed professional service. You share the business objective, current process, tools and constraints; Rudrriv assigns the appropriate professionals, coordinates implementation, reviews the work and delivers the agreed automation framework. The goal is not to add automation for its own sake, but to remove specific manual gaps while keeping ownership, stop conditions and human handoffs clear.
What this service can cover
- Journey and workflow mapping: identify lead stages, trigger points, manual bottlenecks, decision rules and desired outcomes.
- Lead capture and CRM synchronization: move agreed lead data from forms, landing pages, ad sources or other supported systems into the correct CRM fields and stages.
- Nurture and lifecycle workflows: configure welcome, lead nurture, onboarding, re-engagement, renewal or win-back sequences using supported channels.
- Lead scoring and routing: apply agreed fit or engagement signals, then create tasks, notifications or assignments when thresholds are reached.
- Conditional logic and branching: make workflows respond differently based on source, lifecycle stage, engagement, product interest, region or other available fields.
- Automation QA: test records, data mapping, trigger conditions, stop rules, handoffs and expected exceptions before launch or handover.
- Documentation: provide a practical map of what runs, what each workflow depends on and where your team should make future updates.
What we need from you
Provide the business objective, current customer or lead journey, systems in use, lead sources, lifecycle definitions, desired messages or approved copy, assignment rules, account access, reporting needs and any technical or compliance constraints. If a channel requires verified accounts, approved templates, opt-in records or paid API access, those prerequisites should be available before the related workflow can be activated.
How the managed delivery process works
01
Map the journey
Document lead sources, stages, manual follow-up gaps, desired outcomes and the systems already in use.
02
Define logic & data
Confirm fields, trigger events, ownership rules, scoring criteria, branches, stop conditions and channel requirements.
03
Build & integrate
Configure the agreed workflows and connect forms, CRM, messaging, automation tools and analytics within scope.
04
Test end to end
Run test records through the workflow to verify data mapping, conditions, actions, handoffs and expected exceptions.
05
Launch carefully
Activate the approved journeys, verify initial runs and resolve implementation issues covered by the selected package.
06
Document & hand over
Provide workflow logic, dependencies, practical handover notes and post-launch support according to the package.
Quality and implementation considerations
Reliable automation depends on more than a sequence of actions. Field names must stay consistent, contacts need sensible entry and exit criteria, sales handoffs must not create duplicate work, and changes in one platform should not silently break another system. Rudrriv therefore scopes the workflow logic and dependencies alongside the visible marketing journey.
Scope boundary: platform licences, paid connectors, messaging charges, custom API development beyond the package, bulk content production and ongoing campaign management are not automatically included. They can be quoted separately when required.
Compare Marketing Automation Packages
Choose by workflow complexity, number of integrations, routing depth and the level of documentation and post-launch support you need.
| Included | ₹6,999 Essential Core Workflow SetupFor one high-priority automation journey that needs clean implementation and handover. |
₹19,999 Professional Recommended Lead Nurture SystemFor teams connecting CRM data, lead stages, scoring, routing and coordinated follow-up. |
₹39,999 Advanced Cross-Channel Automation FrameworkFor broader lifecycle journeys with deeper logic, integrations, reporting and handover. |
|---|---|---|---|
| Automation workflows | 1 | Up to 3 | Up to 5 |
| Steps per workflow | Up to 5 | Up to 8 | Up to 12 |
| Integrations | 1 source + 1 destination | Up to 2 | Up to 3 |
| CRM field mapping | ✓ | ✓ | ✓ |
| Lead scoring | — | ✓ | ✓ |
| Conditional branching | Basic | Advanced | Advanced |
| Sales handoff / routing | Basic notification | ✓ | Advanced rules |
| Cross-channel orchestration | — | Up to 2 configured channels | Up to 3 configured channels |
| Testing & automation QA | ✓ | ✓ | ✓ |
| Documentation | Workflow map + notes | Implementation guide | Guide + handover session |
| Post-launch support | 5 days | 14 days | 30 days |
| Revision rounds | 1 | 2 | 3 |
| Standard delivery | 5 business days | 10 business days | 15 business days |
| Package price | ₹6,999 | ₹19,999 | ₹39,999 |
Common Marketing Automation Use Cases
Lead nurture & lifecycle journeys
Build welcome, education, demo follow-up, onboarding, renewal, re-engagement or win-back sequences that react to lifecycle stage and behaviour.
Ecommerce follow-up
Connect store events with email or approved messaging to support abandoned-cart, post-purchase, replenishment and repeat-purchase journeys where the platform supports them.
CRM hygiene & pipeline automation
Standardize fields, stage updates, task creation, notifications and handoff rules so marketing and sales work from a more consistent operating process.
Campaign-to-CRM synchronization
Capture source and campaign context, route leads into agreed stages and reduce repeated spreadsheet imports or disconnected channel reporting.
Reporting & optimization readiness
Define tracking points and workflow outcomes so the team can see where contacts progress, where journeys stall and which automations need refinement.
Frequently Asked Questions
Rudrriv can map the customer journey, configure triggers and workflow logic, connect agreed systems, build nurture or routing automations, test data flow and handoffs, document the setup, and provide post-launch support according to the selected package.
The delivery team can work with common CRM, email, messaging and workflow platforms such as HubSpot, Zoho CRM, Salesforce, ActiveCampaign, Klaviyo, Mailchimp, Brevo, GoHighLevel, Zapier, Make and n8n when the required account access, plan features and APIs are available. The exact stack is confirmed during scoping.
Not always. A simple automation can begin with an existing form, email platform or spreadsheet-based process, but CRM-connected lead scoring, lifecycle stages and sales handoffs work best when there is a suitable CRM or a clear destination for lead data.
Yes, where the selected tools, accounts and channel permissions support it. Email, WhatsApp and SMS workflows can be configured within the agreed scope, but software subscriptions, messaging charges, verification, consent requirements and third-party approvals remain separate from the Rudrriv service fee.
The Essential package is planned for about 5 business days, Professional for about 10 business days, and Advanced for about 15 business days after the required access, content and decisions are available. Complex migrations, custom APIs or approval-dependent channels can require a custom timeline.
Share your objective, current lead or customer journey, CRM and marketing tools, lead sources, lifecycle stages, desired triggers, message content or brand guidance, routing rules, reporting needs, available account access and any deadline or technical constraints.
Rudrriv checks trigger conditions, field mapping, branching, duplicate handling, message or task actions, CRM updates, routing and agreed failure cases with test records before handover. Live activation is coordinated only after the agreed QA checks are complete.
No. Rudrriv package prices cover the managed professional service scope. CRM licences, automation-platform subscriptions, email sending costs, WhatsApp or SMS charges, paid connectors and other third-party fees are billed by their respective providers unless a custom quote explicitly says otherwise.
Yes. Existing workflows can be audited and refined when the current platform and permissions allow it. The team can identify broken triggers, conflicting rules, missing handoffs, data-sync problems and unnecessary steps, then scope the most efficient repair or rebuild.
You receive the configured workflows in your account, a practical handover describing the logic and key dependencies, and post-launch support according to the selected package. Ongoing optimization, new journeys, additional integrations or campaign management can be scoped separately.
Client Reviews
IF
Isla Foster
🇬🇧 United Kingdom
Marketing Automation
The final result from our Marketing Automation project was closely aligned with what we needed. The team created a cross-channel marketing automation framework connecting CRM data, lead stages, triggered journeys, and handoffs while keeping a close eye on workflow logic, lead scoring, CRM synchronization, and trigger conditions. Early recommendations were tested against our constraints before they were treated as final, which saved time later in the project. Questions were answered quickly and tradeoffs were made explicit. We ultimately reached a point where manual follow-up was reduced and the marketing-to-sales process became more predictable across lead stages. The documentation was easy to navigate and gave our team a reliable reference for future decisions.
SQ
Sara Qureshi
🇦🇪 United Arab Emirates
Marketing Automation
We brought the team in for Marketing Automation after realizing that our existing process had grown inconsistent. They rebuilt the work around a cross-channel marketing automation framework connecting CRM data, lead stages, triggered journeys, and handoffs and paid close attention to CRM synchronization, trigger conditions, sales handoffs, and automation QA. What stood out was their ability to separate symptoms from root causes, so we were not just patching the latest issue. Reviews were focused and changes were made without losing the original objective. The project finished with a meaningful improvement: manual follow-up was reduced and the marketing-to-sales process became more predictable across lead stages. The final output was clear enough for both specialists and non-specialists to use.
CP
Camille Petit
🇫🇷 France
Marketing Automation
Our brief for Marketing Automation had several competing priorities, but the team kept the engagement focused. They translated our requirements into a cross-channel marketing automation framework connecting CRM data, lead stages, triggered journeys, and handoffs and were particularly strong on workflow logic, lead scoring, CRM synchronization, trigger conditions, sales handoffs, and automation QA. Rather than overloading us with options, they explained the consequences of each choice and helped us make decisions at the right level. Communication stayed consistent through revisions, and delivery remained organized. The completed work meant that manual follow-up was reduced and the marketing-to-sales process became more predictable across lead stages. We now have a much stronger baseline for the next phase.
Request a Marketing Automation Quote
Tell us what currently happens from lead capture to follow-up, which systems are involved and where the manual or inconsistent steps occur. Rudrriv will review the scope and recommend the most suitable package or custom implementation.
Goal & current journeyExplain the business objective, current lead or customer journey and the manual steps you want to reduce.
Platforms & integrationsList your CRM, forms, email platform, WhatsApp or SMS provider, ecommerce stack, ads and any automation tools already in use.
Triggers & lead stagesShare the events, lifecycle stages, scoring rules, routing logic, delays or conditions you already use or want to introduce.
Content & channel requirementsNote whether approved email, WhatsApp or SMS copy exists and whether channel accounts, templates or verification are already available.
Reporting & handoffDescribe what marketing and sales need to see, who should own qualified leads and which outcomes should be recorded.
Access, deadline & constraintsInclude available account access, API limitations, migration needs, launch date and any internal approval or compliance dependencies.
Helpful to include: preferred package, approximate contact or lead volume, number of workflows, number of integrations and the single most important manual gap you want to fix first.