Marketing automation agency for HubSpot, CRM and inbound
We turn scattered leads into a measurable process: a clean CRM, lead scoring, email that nurtures and workflows that alert sales at the right moment. On HubSpot, ActiveCampaign, RD Station or Doppler, delivered by a nearshore team in Colombia.
3,000+ prospects in three months (2021) · Libertec
Quick answer
What does a marketing automation agency do?
A marketing automation agency connects your content, CRM and email so leads move toward a purchase without manual work. DataLab implements and runs your CRM (HubSpot, ActiveCampaign, RD Station or Doppler), designs lead scoring, builds email nurturing workflows and connects forms, ads and WhatsApp so sales gets leads that are ready to buy.
The problem
Problems we solve
✕ 01
Leads going cold in a spreadsheet
Contacts arrive through forms, WhatsApp and ads, but no one follows up in time. By the time sales calls, the buyer has already chosen someone else.
✕ 02
A CRM nobody uses
You pay for licenses on a CRM full of duplicates, pipeline stages that don't match how you sell and reports no one trusts.
✕ 03
Marketing and sales don't agree
Marketing celebrates leads; sales says they're useless. There's no shared definition of a qualified lead.
✕ 04
Bulk emails nobody opens
The same newsletter goes to the whole list, deliverability drops and you can't tell which email led to a sale.
What's included
What you get with marketing automation & CRM
Funnel and CRM audit
Review of your database, properties, pipeline stages, lead sources and response times, with a prioritized action plan.
CRM architecture and setup
Pipelines, stages, properties, assignment rules and permissions configured around how your sales team actually sells.
Lead scoring and sales SLA
Fit and behavior scoring, MQL and SQL definitions, and a service-level agreement for sales response times.
Email marketing automation
Welcome, stage-based nurturing, re-engagement and post-purchase workflows, with segmentation, responsive templates and A/B tests.
Integrations and CDP
Website forms, WhatsApp, LinkedIn and Meta lead ads, e-commerce and in-house platforms connected to the CRM, with data unified in one customer view.
Inbound content
Content offers (guides, webinars, calculators), landing pages and forms with qualifying questions, aligned with your SEO strategy.
Funnel dashboard
Leads, MQLs, SQLs, opportunities, stage conversion rates and cost per lead in a Looker Studio dashboard.
Training, deliverability and data privacy
A user playbook for your team, SPF, DKIM and DMARC setup, and consent records that meet each market's privacy rules.
How we work
How we work: marketing automation & CRM, step by step
Weeks 1–2
Discovery
Access, interviews with marketing and sales, CRM and database audit, and a map of your current funnel.
Weeks 2–3
Design
CRM architecture, lead scoring model, marketing-sales SLA and a workflow map approved by both teams.
Weeks 3–6
Build
Configuration, data cleanup and migration, integrations, templates and the first nurturing workflows.
Weeks 6–7
Testing and launch
End-to-end tests with real leads, team training and workflow go-live.
Monthly
Ongoing optimization
A/B tests, scoring adjustments based on closed deals, new workflows and a monthly report with recommendations.
Stage timings are estimates: your project's schedule is set in the proposal.
Case studies
Programs already generating leads and customers
LibertecWith a social media strategy, DataLab connected payroll loan fintech Libertec with 3,000+ prospects in under three months. In the same period, the brand booked 150+ qualified appointments and closed 60+ deals. Figures published in 2021 also show that more than half of its customers were acquired through digital.CredytyDataLab built the brand strategy and improved the digital presence of Credyty, a student loan fintech, during its first year of operations. That year, Credyty grew its market share 30%, granted 35,000+ student loans and acquired customers at a cost 40% below other brands in the category.DataLabDataLab ran its own LinkedIn playbook on itself: 1:1 outreach that booked 35 meetings in 3 months, and buying-signal prospecting that brings in 2 leads a week and more than USD 200,000 a year in opportunities.
We work with HubSpot, ActiveCampaign, RD Station and Doppler, and recommend the one that fits your size and budget, not the one we'd rather sell.
Automation tied to ads and content
The team that generates your leads also designs how they're nurtured. What the CRM learns flows back into ad targeting.
Engineers in-house
If an integration doesn't exist, we build it. DataLab has its own development team to connect your CRM with custom platforms and core systems.
Nearshore, with ISO 9001 quality management
A Bogotá team on UTC−5 all year, the same clock as Chicago from March to November, working in Scrum on an ISO 9001:2015-certified quality management system: every workflow is documented, tested and signed off.
Platforms and tools
HubSpot
ActiveCampaign
RD Station
Doppler
WhatsApp Business
Google Analytics 4
Google Tag Manager
Looker Studio
Engagement models
Ways to engage and how pricing works
Implementation project
Fixed scope to get your CRM, lead scoring and first workflows running, with training and documentation.
Monthly operations
A monthly fee to produce email campaigns, inbound content and new workflows, with optimization and a report every month.
Dedicated pod
Automation and CRM specialists assigned to your company when campaign or brand volume calls for it.
What drives the cost?
Every proposal is built around your goals, scope and timeline. We send you a detailed quote at no cost.
The platform and license tier, contracted directly by your company with the vendor.
Database size and condition: cleanup, deduplication and migration from another system.
Number of pipelines, nurturing workflows and segments.
Integrations with your website, WhatsApp, e-commerce, ERP or in-house platforms.
Monthly volume of inbound content and emails.
Number of countries, brands or sales teams using the CRM.
Content, CRM and email automation built as one inbound marketing system
Inbound marketing has three parts that rarely work together: content that attracts, a CRM that organizes and automation that responds. As an inbound marketing agency, DataLab designs them as one system. We cover the business case in marketing automation benefits.
First, we bring marketing and sales to the same table to define what a qualified lead means for your business. That definition drives lead scoring: points for fit (job title, company size, location) and for behavior (pages viewed, emails opened, downloads). When a contact crosses the threshold, the CRM assigns it to a rep and alerts them by email or WhatsApp.
Then come the workflows: welcome for new contacts, stage-based nurturing for those not ready yet, re-engagement for those who went quiet and post-purchase for customers. Each workflow has a goal and a metric on the dashboard, so you know which email moved each deal forward.
HubSpot agency or tool-agnostic? Choosing your platform
There's no best CRM, only the right one for your stage. HubSpot brings CRM, marketing, sales and service into one platform and scales well with larger sales teams. ActiveCampaign stands out in email automation at a reasonable cost. RD Station is strong in inbound for Latin American companies. Doppler is a solid option for email marketing and automation with Spanish-language support.
Before we recommend anything, we look at your database size, number of sales users, required integrations and license budget. Our HubSpot implementation services start by cleaning up what you already have: a migration costs time and data, so we only propose one when it pays off.
When customer data lives in many systems, we add a CDP (customer data platform) to unify web, CRM, ads and sales into one customer view and activate sharper audiences.
From lead to revenue: fintech and insurance case studies
For Libertec, a payroll-lending fintech, DataLab's social media strategy generated more than 3,000 potential customers in under three months. In the same period, it produced more than 150 qualified appointments and more than 60 closed deals, and more than 50% of its customers came through digital channels (figures published in 2021).
For Credyty, a student-loan fintech, our brand strategy supported its first year of operation: more than 35,000 student loans granted and a customer acquisition cost 40% below its category (2021).
And when a sales process doesn't fit an off-the-shelf CRM, we build the tool with custom software development: for an insurance agency whose name is confidential, we developed the software it uses to manage more than 25,000 policies, calculate commissions for 300 sales reps and handle renewals. All three cases share one principle: every step between first touch and closed deal has a number. How many leads come in, how many qualify, how many reach a meeting and what each one costs.
It depends on the platform, database size, number of workflows and integrations, and monthly content volume. You contract CRM licenses directly with the vendor; DataLab bills implementation as a project and ongoing operations as a monthly fee. After a discovery call, we send you a detailed proposal at no cost.
02
How long does a HubSpot or CRM implementation take?
It follows four phases: discovery, design, build, and testing with launch. In our standard plan, a CRM with few integrations is up and running in about seven weeks; a migration from another system, many integrations or multiple sales teams extend the timeline. Marketing results typically show between 6 and 8 weeks after launch, depending on how mature your channels are.
03
What is lead scoring?
Lead scoring is a score your CRM assigns to each contact based on fit and behavior. It adds points for job title, company size or visits to your pricing page, and subtracts them for inactivity. When the score crosses the threshold agreed with sales, the contact is handed to a rep as a qualified lead.
04
What's the difference between inbound marketing and marketing automation?
Inbound marketing is the strategy: attract customers with useful content instead of interrupting them. Marketing automation is the technology that runs that strategy at scale: it sends the right email, assigns the lead and updates the CRM without manual work. One without the other falls short.
05
Can you work with the CRM we already have?
Yes. We audit your current CRM first and clean it up: properties, stages, duplicates and integrations. We only recommend switching platforms when the current one can't do what your business needs or its costs don't add up, because every migration means time, risk of data loss and retraining.
06
Do you offer email marketing automation without a CRM?
Yes. As an email marketing automation agency, we design newsletters, campaigns and workflows in platforms like ActiveCampaign or Doppler, with segmentation, A/B testing and deliverability setup (SPF, DKIM and DMARC). Even so, we recommend connecting email to a CRM so you know which campaign turned into revenue.
07
How do you protect our customers' data?
We work with explicit consent and consent records, in line with Colombia's Law 1581 of 2012 and the email rules of each market you send to, such as CAN-SPAM in the US. We set up visible unsubscribe links and role-based CRM permissions, and keep credentials and integration keys on the server, never in the browser.
08
Why hire a nearshore marketing automation agency?
DataLab is headquartered in Bogotá, which never changes its clocks, so our workday overlaps most with US Eastern and Central hours and workflows get built and fixed during your business day. We have a presence in Mexico, Peru, Chile and the United States. The working language (English, Spanish or both) is agreed in your proposal, and one CRM setup can serve several markets.
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