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AI Agents · Lifecycle Automation · CRM Sync · Transactional Email

Enterprise marketing automation & CRM engineering

Stop paying thousands for rigid marketing tools. We design and build custom event-triggered lifecycles, bulletproof transactional email setups, real-time two-way CRM syncs, and personalized AI-driven outreach agents. Seamless automated communication engineered directly into your core product.

RG INSYS LLP delivers custom marketing automation and deep CRM systems integrations. We engineer reliable transactional email pipelines (AWS SES, Resend, SendGrid), real-time two-way database synchronizations with Salesforce and HubSpot, event-driven background queues (Redis + BullMQ), multi-channel SMS and WhatsApp notification routes, and agentic AI outreach personalizers (LangGraph, CrewAI). We build secure, high-deliverability messaging hubs that fit seamlessly into SaaS platforms, recruitment portals, and fintech tools.

What we deliver
HubSpot/Salesforce API sync, AWS SES/Resend high-deliverability pipelines, event-triggered background workers, LangGraph AI outreach agents, WhatsApp/Twilio routes, and preference centers.
Typical timeline
2 to 4 weeks for standard transactional integrations. 4 to 8 weeks for complex CRM workflows and AI-driven personalization agents.
Pricing from
Proof of Concepts (PoCs) start at $10,000. Full custom CRM sync architectures and multi-channel workflows start at $15,000.
Stack
AWS SES, SendGrid, Resend, HubSpot API, Salesforce API, Klaviyo API, Twilio, BullMQ, Redis, LangGraph, CrewAI, Node.js, Express, PostgreSQL.
Compliance-ready for
GDPR data prunings, UK DPA 2018, CAN-SPAM Act, CASL compliance, opt-out management structures, and SOC 2 security protocols.
What's included

Custom outreach infrastructure engineered for your scale

🤖

AI-Powered Warm Outreach

Dynamic LangGraph or CrewAI agent configurations that read CRM lead behaviors, search recent open-source signals (LinkedIn posts, news updates), and generate custom personal outreach copy with human-in-the-loop review dashboards.

📧

High-Deliverability Infrastructure

Hardening transactional email routes via AWS SES, Resend, or SendGrid. We configure DKIM, SPF, DMARC records, feedback loop registers, dedicated IPs, and write custom auto-prune middleware for hard bounces and spam complaints.

Event-Driven User Lifecycles

Building resilient background queuing architectures (BullMQ + Redis / RabbitMQ). Automatically fire multi-step triggered flows—onboarding drops, inactive triggers, milestone notifications—without lagging the main app.

🔄

Real-Time CRM Integrations

Deep two-way API synchronizations with Salesforce, HubSpot, or Klaviyo. Sync contacts, opportunities, and product actions automatically. Custom conflict-resolution rules ensure data consistency across multiple platforms.

💬

SMS & WhatsApp Channels

Multi-channel fallback routing built on top of Twilio, WhatsApp Cloud API, and Sinch. Deliver OTPs, system alerts, or reminders via instant SMS or WhatsApp, complete with automatic failover to alternative channels.

⚙️

Preference Centers & Opt-Outs

Secure, user-facing preference centers allowing fine-grained email/SMS channel configurations. Programmatic opt-outs ensure full GDPR/CAN-SPAM compliance, automatically pruninng suppressed items at the database level.

Our method

How an automation project unfolds

01
Workflow Audit, week 1

Audit current customer lifecycle logic, CRM data schemas, deliverability scores, and database models. Output: a detailed integration and queue design document.

02
Queue & Core Sync, weeks 2-4

Provision background worker infrastructure (BullMQ + Redis), program CRM API endpoints, verify SPF/DKIM/DMARC records, and set up two-way contact sync pipelines.

03
AI & Channels, weeks 5-6

Deploy LangGraph AI personalization agents, configure WhatsApp Cloud APIs, build customer preference centers, and launch human-in-the-loop review dashboards.

04
Verification & Launch

Run deliverability tests, load-test queuing pipelines, confirm auto-suppression GDPR routines, and hand over codebase with 30 days of standby maintenance support.

Our tech stack for Marketing Automation

We build on robust, high-performance open-source tools and proven cloud APIs that process millions of requests smoothly. We scale messaging flows asynchronously using isolated background processes so your primary databases remain completely unburdened.

AWS SES SendGrid Resend HubSpot REST API Salesforce REST / Bulk API Klaviyo API Twilio WhatsApp Cloud API Redis BullMQ RabbitMQ LangGraph / CrewAI Node.js (Express / NestJS) PostgreSQL
Proof

A representative case study

B2B SaaS · UK UK Recruitment SaaS Platform

Agentic automation: building two-way CRM sync and AI-personalized outreach

A UK recruitment SaaS needed to synchronize candidate interactions in real time with HubSpot, automate custom marketing triggers, and scale warm lead outreach without hiring additional staff. We designed background worker nodes (BullMQ + Redis) that process 100,000+ daily synchronization events. We deployed LangGraph agents that personalized warm outreach based on dynamic dashboard interactions. The results: $5,000/month saved on commercial SaaS automation fees, a 180% increase in prospect response rates, and 99.8% transactional email deliverability.

$5k/moSoftware Fees Saved
+180%Lead Response Rate
99.8%Deliverability Rate
100k+Daily Sync Events

Read related case study →

Pricing

Transparent pricing for CRM & Automation

From $10,000 PoC

Proof of Concepts (PoCs) for AI outreach agents or single-channel email workflows start at $10,000. Full CRM-integrated transactional infrastructures and multi-channel campaigns start at $15,000.

  • Deep REST/Bulk two-way API synchronizations with Salesforce or HubSpot
  • AWS SES/SendGrid integration with custom SPF, DKIM, and deliverability tuning
  • Resilient asynchronous background queues (Redis + BullMQ)
  • Fully compliant customer preference centers and automatic opt-out flows
Full pricing & engagement models →

All pricing transparent. No hidden fees. Free 48-hour written estimate.

FAQ

Common questions

Zapier and standard plugins become extremely expensive at high transaction scales, run into hard API rate limits, and fail to support complex conditional business logic. Custom API-native integrations are lightning-fast, handle millions of sync operations without cost spikes, and support bespoke business rules with proper error-recovery queues.
We handle the complete technical deliverability setup: SPF, DKIM, and DMARC record codification, custom tracking domains, feedback loops, and automated bounce/spam-complaint webhooks that instantly prune failing contacts from your lists. We also configure IP warmup strategies.
Yes. We have deep experience integrating custom web and mobile backends directly with leading CRMs like Salesforce, HubSpot, Klaviyo, ActiveCampaign, and Marketo using their REST and GraphQL APIs.
AI outreach agents (built using LangGraph or CrewAI) analyze real prospect data (like recent LinkedIn activity or custom website interactions) to write hyper-personalized warm emails. They are entirely safe because we implement human-in-the-loop validation dashboards, allowing your sales team to review and approve drafted messages before they launch.
Related

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Free consultation, no commitment

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