Badger Automation Group
Make your CRM, inbox, and calendar actually talk to each other
Copy-paste between Jobber, HubSpot, spreadsheets, and Gmail is where small businesses lose margin. We design integrations and automations—often with Zapier, Make, n8n, or native APIs—so leads, jobs, and follow-ups flow in one direction: forward.
What you get
- Process maps from lead → job → invoice → review request, with failure points highlighted.
- Automation builds with logging, error handling, and owner-readable documentation.
- Data hygiene rules: deduping, naming conventions, and CRM fields that stay clean.
- Training so your office manager can tweak workflows without calling a developer every week.
How we roll it out
- Step 1
Systems inventory
What you pay for today, what is underused, and what hurts most.
- Step 2
Build & QA
Staging tests with real records before anything touches production.
- Step 3
Handoff
Runbooks, alerts, and a 30-day stabilization window.
We avoid brittle automations: if a Zap fails silently, you lose money—we design for visibility.
Frequently asked questions
Which tools do you integrate? +
Common stacks include HubSpot, Salesforce, Jobber, ServiceTitan, Google Workspace, Slack, Airtable, and QuickBooks—but we evaluate based on what you already run.
Is my data safe in automations? +
We use least-privilege API keys, avoid sharing credentials in plain text, and document where data travels. For regulated industries we align with your compliance requirements.
What if we outgrow no-code tools? +
We design with migration in mind: clear data models and naming so moving to custom code or a larger platform is not a rewrite from scratch.