Context
We record the current state, objective, constraints, access and the definition of done.
Scope
I separate the required release from optional work and identify dependencies before changes begin.
Implementation
Work happens locally or on staging, with a practical way to compare and roll back risky changes.
When is this service useful?
Automation should remove a defined manual operation: copying a lead, assigning an owner, creating a task or notifying someone about a status change.
- Website leads need to enter CRM with source, UTM values and required fields.
- Managers need Telegram or email notifications without forwarding data manually.
- Contacts, orders or statuses need synchronisation between two systems.
What is included?
Workflow map
I define the source, fields, rules, system of record and failure behaviour.
CRM handoff
I connect an API or webhook and verify field mapping and deduplication.
Notifications
I send useful operational context rather than a raw technical payload.
Reliability
I add logging, retries or a fallback channel where losing a lead is material.
How the work proceeds
- Context. We record the current state, objective, constraints, access and the definition of done.
- Scope. I separate the required release from optional work and identify dependencies before changes begin.
- Implementation. Work happens locally or on staging, with a practical way to compare and roll back risky changes.
- Verification. I test priority pages, mobile widths, links and the complete user journey that the work affects.
What is controlled before release?
- Tokens and keys stay on the server rather than exposed in frontend code.
- Automation must not create duplicates when a webhook is retried.
- CRM permissions are limited to the operations the workflow actually needs.
Relevant real projects
Only real Montana WebStudio portfolio projects are referenced — no invented case studies or performance claims.
Frequently asked questions
Which CRMs can be integrated?
Any platform with a documented API, webhook or stable official connector can be assessed before estimating.
Can leads be sent to Telegram?
Yes, but Telegram is best used as a notification while CRM or another system remains the source of record.
What happens if the CRM is unavailable?
Important flows can include logging, retries or a fallback notification route.
Is a manual process repeating every day?
Describe the data source, destination system and final action — enough to map the first automation.