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Marketing automation and CRM: no lead left unanswered
Claude Partner NetworkSpain’s first B2B marketing agency in the Claude Partner Network

Marketing automation and CRM: no lead left unanswered

We connect your campaigns, your website and your sales team in a CRM with automations across email, WhatsApp, SMS and AI calls. Every contact gets a reply within minutes, is qualified automatically and reaches the right salesperson with its source attached.

Marketing automation and CRM

Generating leads is only half the job

Claude Partner NetworkSelect

Claude PartnerSpain’s first B2B marketing agency in the Claude Partner Network

Most companies invest in campaigns and SEO to get contacts, then lose them along the way: the form lands in an inbox nobody checks, the salesperson calls two days late, nobody knows which ad brought in each customer and the quotes sent out never get followed up.

Marketing automation fixes that stretch. A well-built CRM captures every lead with its source, assigns it according to clear rules and triggers email, WhatsApp, SMS or call sequences that reply instantly, remind people of appointments, revive quotes and alert the team when someone needs to step in.

At ARTIC we use the tool that fits each company: GoHighLevel for lead generation funnels with booking and WhatsApp, Klaviyo for ecommerce, HubSpot or Holded CRM when they are already part of the business. And because we work with Claude, we add AI where it helps: lead qualification, personalised replies and voice agents.

What we automate

CRM and sales pipeline

CRM setup with stages, source fields (UTM), assignment by territory or product and team alerts.

Email marketing and nurturing

Welcome sequences, quote follow-ups, newsletters and behaviour-based flows.

WhatsApp and SMS

Instant replies, appointment reminders and WhatsApp campaigns using the official API and approved templates.

AI calls and voice agents

Agents that call the lead within minutes, qualify and book them, or answer calls out of hours.

Ecommerce with Klaviyo

Abandoned carts, post-purchase, repeat purchase and segmentation by buying behaviour.

End-to-end measurement

From ad to sale: attribution by campaign, offline conversions sent to Google and Meta, and funnel reports.

Examples of flows already working

  • A Meta Ads lead enters GoHighLevel with its campaign, is assigned to the salesperson for its territory and receives an email the same minute.
  • A clinic manages bookings by specialist and location and sends automatic reminders for the first, second and third appointment.
  • An online shop recovers abandoned carts with Klaviyo and tells its customers about new arrivals.
  • A quote sent with no reply triggers an email reminder after 3 days and an alert to the salesperson after 7.
  • Deals closed in the CRM are sent back to Google Ads and Meta as conversions, so campaigns optimise for customers, not form fills.

Technology and tools

  • GoHighLevel
  • Klaviyo
  • HubSpot
  • Holded CRM
  • WhatsApp Business API
  • Meta Lead Ads
  • Google Ads
  • Claude API

How we build it

  1. 1

    Funnel map

    We review where leads come from, what happens to them and where they get lost, then define stages and rules.

  2. 2

    CRM and data

    We configure the CRM, import contacts and connect forms, ads, website and calendar.

  3. 3

    Flows and messages

    We write and launch the email, WhatsApp, SMS and call sequences, testing them with real cases before going live.

  4. 4

    Measure and improve

    We track reply rates, appointments and sales, and fine-tune messages and timing every month.

Partners

Official partners, not just users

Four partner programmes, each with its own validation process. Few agencies in Spain hold all four, and it shows in the access to training, support and product news on every platform.

  • Claude Partner NetworkSelect

    Claude Partner Network

    Spain’s first B2B marketing agency in the Claude Partner Network, Anthropic’s official partner programme.

  • Holded Solution Partner GoldGold

    Holded Solution Partner Gold

    Gold-tier Solution Partner in Holded’s official directory: implementation, integration, training and support.

  • Google Premier PartnerPremier

    Google Premier Partner

    Certified Google Ads specialists with access to official Google support and training.

  • Meta Business PartnerMember

    Meta Business Partner

    Meta partners for results-driven Facebook and Instagram campaigns.

Marc Bolet, Web, automation and AI at ARTIC

Marc Bolet

Web, automation and AI at ARTIC

Who builds your website and automations

Marc Bolet has been a web designer and developer since 2009. At ARTIC he leads web, automation and AI: he designs, builds and maintains websites and online stores on WordPress, WooCommerce and PrestaShop, implements GoHighLevel as a CRM and automation platform, and connects forms, payment gateways, CRMs and Holded through automation and artificial intelligence.

Frequently asked questions

What is marketing automation?

It is the use of a CRM and automated workflows to reach each contact at the right moment (email, WhatsApp, SMS or a call) based on what they have done, without relying on someone remembering. It helps you reply faster, qualify better and stop losing opportunities.

Which marketing automation tool is best?

It depends on the business. GoHighLevel suits service companies that generate leads and manage appointments; Klaviyo suits ecommerce; HubSpot suits large sales teams already using it; and Holded CRM suits companies that do their invoicing there. We recommend the tool that fits your case.

How much does it cost to automate a company’s marketing?

There are two parts: the tool licence, paid to the vendor, and the implementation, which we quote at a fixed price based on the number of workflows and integrations. We start with the highest-impact flows, such as lead response and quote follow-up.

Can it connect to Holded?

Yes. As a Holded Solution Partner Gold, we connect the CRM to Holded so customers, quotes and invoices stay in sync and nobody has to copy data.

Does marketing automation work for B2B?

Yes, especially in B2B, where sales cycles are long and several people are involved in the decision. Nurturing sequences keep in touch for months and alert the salesperson when the lead shows interest.

Is it GDPR compliant?

We set it up to comply: separate consent for marketing communications, one-click unsubscribe, approved WhatsApp templates and a record of where each contact came from.

Other AI solutions

AI & automation with Claude

Let’s talk about your project

We connect your campaigns, your website and your sales team in a CRM with automations across email, WhatsApp, SMS and AI calls. Every contact gets a reply within minutes, is qualified automatically and reaches the right salesperson with its source attached.

  • Spain’s first B2B marketing agency in the Claude Partner Network
  • Holded Solution Partner Gold · Google Partner · Meta Business Partner
  • +25 companies with AI built into their processes
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Let’s talk about your project

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Your details
Your company

Annual revenue

Currently…

Your project

What do you need?

Planned investment

Basic data protection information
Controller:
ARTIC AGENCY DIGITAL CONSULTING, S.L.
Purpose:
Reply to your request and, if you tick the box, send you news.
Legal basis:
Pre-contractual steps at your request and, for news, your consent.
Recipients:
We do not share your data unless required by law. Hosting and email providers process it on our behalf.
Rights:
Access, rectification, erasure, objection, restriction and portability, at [email protected].

More information in the privacy policy.

Your data is protected.