Compliance Automation Services

A major European construction group needed to migrate a massive CRM dataset from a locally hosted vTiger system to HubSpot.

The solution had to:

• Handle 15,000+ records across contacts, companies, deals, tasks, notes, and offers.
• Ensure 100% accurate field mapping between the two CRMs.
• Overcome the complexity of vTiger being hosted on a local server.
• Deliver the migration fast to avoid downtime and disruption to daily operations.

We created a no-code migration workflow using Make to move all CRM data from a local vTiger server to HubSpot quickly and securely:

• Supabase staging to extract and store local data safely without overloading the legacy server.
• Make's visual data mapping to translate data types and ensure perfect field alignment.
• Automated transfer from Supabase to HubSpot with zero manual work.
• Reusable Make scenarios that provide a scalable setup for future large-scale data syncs.

Shortly after deploying the no-code migration workflow, the construction group achieved:

• 24-minute full migration, moving 15,000+ records end-to-end without downtime.
• 0 data errors, with every field and relationship preserved.
• 100% automated process, eliminating the need for manual data handling.
• Reusable migration pipeline, ready for future CRM syncs or platform changes.

A financial services company needed to automate their entire loan prequalification process, from application to pre-approval, without manual review. The solution had to:

• Reduce processing time
• Automate employment and income verification
• Match applicants to loan programs instantly
• Keep CRM data accurate and up to date
• Work 24/7 without staff involvement

We designed and developed an AI lending chatbot that guides applicants through the entire credit qualification process, fully automated:

• Conversational Data Collection: AI chatbot gathers personal and financial information naturally, adapting questions in real time.
• Instant Employment Verification: TryFinch API integration verifies employment and retrieves payroll data in seconds.
• Automated Credit Assessment: Soft credit checks trigger automatically with AI-powered loan matching (FICO, LTV, DSCR).
• CRM Enrichment: All data flows into Airtable automatically: contacts, opportunities, documents, and loan programs.
• End-to-End Flow: Dynamic follow-ups, pre-approval summaries, and e-signature integration.

After implementing the AI-powered workflow, the company achieved:

• Faster prequalification, cutting processing time from 5–7 days to 5 minutes.‍
• Hundreds of hours saved monthly on manual data entry and verification.‍
• Zero manual intervention for standard loan applications.‍
• 24/7 availability, enabling applicants to complete prequalification anytime.

The problem was simple: the premium perfume campaigns required personalized offer matching, and their current automations couldn't handle the scale.

This meant:

• 50+ email marketing campaigns monthly, each with multiple offers
• 10,000+ contacts requiring automated personalization and email segmentation
• Memory overflow issues when processing over 1,000 contacts in their workflow automation
• Duplicate emails destroying customer trust and email deliverability
• Marketing team drowning in Excel files instead of marketing automation strategy

We replaced Make.com workflows with memory-optimized n8n automation:

1. Built sequential processing architecture preventing system crashes at any scale.
2. Automated the entire email pipeline:
   • Monday.com to n8n workflow automation
   • Batch processing with intelligent offer matching
   • Duplicate prevention via Supabase
   • Automated email delivery through SendGrid
3. Delivered instant ROI: 85% faster processing, zero downtime, marketing team refocused on strategy.

The retailer achieved 85% faster email campaign execution, processing 50+ monthly campaigns with zero system crashes. €20,000 monthly operational savings delivered ROI within 6 weeks, while the marketing team reclaimed 100+ hours monthly for strategic work instead of Excel management.

Most critically, their n8n email automation platform now handles 10x the volume with high reliability, enabling personalized email marketing that before was impossible.