Web process automation

Web process automation: forms, bookings and orders straight into your systems

Much of what happens on a website ends in manual work. A contact form becomes an email, the email becomes a CRM entry, a quote request becomes a spreadsheet row and a follow-up someone has to remember. With web process automation we connect your website to the systems behind it, so requests are checked, routed and recorded automatically and your team only steps in where a decision is needed.

Discuss your web processes

What web process automation solves

The website itself usually works. The problem starts after someone clicks send. The request lands in a shared inbox, someone copies the details into the CRM, another person checks the calendar or the stock, and the customer waits for an answer. Every step is a chance for a typing error, a delay or a request that nobody picks up.

Web process automation removes the copying in between. A web form is connected to your CRM, a booking to your planning and invoicing, a webshop to your stock and accounting. The customer gets an immediate confirmation, the record exists in the right system straight away and the follow-up is a task with an owner, not something to remember.

Signs your website is creating manual work

You are likely to benefit when one or more of these sound familiar:

Form submissions arrive as emails that someone retypes into the CRM
Quote requests are tracked in a spreadsheet next to the CRM
Online bookings are copied into a planning tool or calendar by hand
Webshop orders are entered again in the stock or accounting system
Customers wait for a reply because nobody saw their request
You cannot say how many requests came in last month, or what happened to them

How we connect your web forms to your CRM, ERP and accounting

We never automate a broken process; we fix it first. So before we connect anything, we look at the route each type of request takes today and agree what should happen to it.

Map the route: follow a contact form, a quote request, a booking or an order from the website to the moment it is handled, with the people who handle it, and record volumes and response times as a baseline
Decide the rules: which requests can be processed automatically, where they should go, what the customer receives and where a person needs to decide
Build the connection: requests checked on the way in, recorded in the systems you already use, with an immediate confirmation to the customer and tasks for the follow-up
Plan for exceptions: error handling, logging and an alert when something needs attention, so no request disappears silently
Test with real cases: run actual requests through the flow, including the unusual ones, before it goes live
Hand over and measure: documentation and training for your team, and a measurement against the baseline

What web process automation delivers

The result is a website that hands work to your systems instead of to your inbox, and a team that spends its time on the requests that need a person.

Web requests in your CRM or ERP without retyping
Faster, consistent responses to customers
Fewer leads and orders lost between the inbox and the follow-up
Bookings connected to planning and invoicing, orders to stock and accounting
A record of every request, so you can see what came in and what happened to it

Frequently asked questions

Can you connect my website to the CRM, ERP or accounting software we already use?

In most cases, yes. We integrate with the systems you already run rather than asking you to switch. What is possible depends on what each system allows from the outside, and we check that early, before you commit to a build.

Do I need a new website for this?

Usually not. Existing forms, booking pages and webshops can often be connected as they are, sometimes with a few extra fields so the right information arrives. If your site also needs a redesign, we can do both in one project.

How secure is the data customers enter in our forms?

Security is part of the design, not an afterthought. Input is checked before it is passed on, each request is logged, and the connection only writes to the places it needs to. A security review is part of every build.

What happens if a connection fails?

The request is not lost. Every automation has error handling, logging and a clear escalation path: if a system does not respond or a request does not fit the rules, the right person gets an alert and can pick it up by hand.

What does it cost and how long does it take?

That depends on how many flows you want to automate, which systems are involved and how many exceptions the process has. After a short call we send a concrete proposal with a clear scope, a fixed price for the first phase and the measure we will judge success by.

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Requests still landing in an inbox?

Tell us which forms, bookings or orders your team retypes today, and we will reply with an honest first assessment.