Imagine you are a small business owner, juggling a million tasks at once. You may have to write blogs to engage your audience, capture leads, and manage them across different audience sets. Maybe you even run a WooCommerce store and want to boost sales by reaching out to your customers via email. On top of that, you still need to maintain strong customer communication. And here’s the catch—you’re doing it all alone or with a small team.
The struggle is real. Managing every aspect of your business manually is overwhelming, time-consuming, and often leads to burnout. But what if there was a way to automate all these tasks and make them more efficient?
The solution lies in marketing automation tools. With the right tools, you can automate your marketing processes, improve customer communication, and drive sales—all without the need for manual input. Best of all, it’s more cost-effective and easier to manage. Let’s explore the best marketing automation tools that can take the weight off your shoulders and help you grow your small business easily.
Marketing automation refers to using tools or plugins to automate repetitive marketing tasks. Instead of doing everything manually, you can set up rules or workflows that run in the background smoothly.
For example, you can:
With these WordPress automation tools, you can automate marketing tasks in WordPress easily. It’s ideal for e-commerce stores, blogs, service websites, LMS platforms, membership sites, and booking sites. WordPress marketing automation helps you scale faster and work smarter.
As a small business owner, you’re no stranger to wearing multiple hats. As a Bit Apps plugin development company, we understand this struggle all too well. When we started, our small team was overwhelmed with repetitive tasks that consumed a significant amount of time and resources.
From managing customer data to handling follow-up emails, we were caught in a constant loop of manual work. Hiring additional staff seemed like the only solution, but it wasn’t cost-effective or efficient for our growing business.
That’s when we realized that there had to be a better way to manage these tasks. So, we developed our own automation plugins. These tools helped us streamline marketing tasks, improve customer engagement, and save valuable time—all without the need to expand our team. By automating marketing, we were able to focus more on innovation, strategy, and growth.
Here are some points on how we got benefits using those marketing automation tools, which you can use to design your simple-to-complex workflows to automate your business:
When you automate timely messages like customized re-engaged emails, product discount updates, or follow-up messages, your audience stays connected with you. You can also set segments and send personalized content automatically, leading to more clicks, better relationships, and higher conversions.
Manually sending emails, updating data in the CRM, or posting the same wordpress content on various social platforms can drain your time. With marketing automation, these repetitive tasks run in the background. So you can focus on what actually grows your business.
Marketing automation tools do the follow-ups, cart reminders, and upsell messages for you. So you can make more sales without lifting a finger. It’s an easy way to improve ROI without extreme work.
Small business? Limited team? No problem! With the best marketing automation tool, you can manage more customers, leads, and campaigns without increasing your workload.
Not all automation tools are built the same. If you’re choosing one for your WordPress site, here are a few features you’ll definitely want to check off:
You shouldn’t need to be a developer to automate your WordPress site. A visual drag-and-drop builder makes it easy to set up workflows without touching a line of code. Anyone can build powerful automations with a simple drag-and-drop editor; no coding skill is needed.
For example, Sarah manages a coaching business and uses WordPress for her website. She wants to automate her onboarding process like this: When someone fills out the “Free Discovery Call” form on her site, she might be automatically:
Using a no-code workflow builder like Bit Integration or Bit Flows, she simply connects each block, no coding, no hassle. The visual layouts help her see the entire journey, make edits easily, and launch the workflow within 10 minutes.
Make sure it connects smoothly with your favorite email tools and CRMs like MailChimp, HubSpot, or Zoho CRMs, automatically sending lead data and triggering follow-up emails.
For example, a digital marketing agency uses WPForms on its site to collect leads. Each submission automatically sent to Brevo CRM, tagged by service type, triggers a follow-up email via MailerLite and alerts the sales team on Slack, all without lifting a finger.
Whether you’re collecting leads through forms or running an online store, your marketing automation tool should support both. That means capturing form submissions, orders, and even abandoned carts without manual work.
For example, Sami sells homemade cakes on WooCommerce. Whenever someone places an order, their marketing automation tool:
Your Automation runs the moment immediately when something happens. Like, when a form is submitted or a purchase is made, no delays, no waiting.
For example, someone signs up for a free consultation on a coaching website. Right after they submit the form, they instantly receive an email with the next step process. While they are excited and paying attention. This keeps the momentum going and makes the experience feel smooth and professional.
Our experts have carefully selected these marketing automation plugins. Among the list. We also have some automation plugins, which will actually help you automate your business smoothly without manual touch. Most importantly, you can use their free version to automate your business during its early phase.
Once your business starts to grow, you can purchase the pro version, and the good news is that all of Bit Apps’ plugins are affordable and very helpful for running and automating your business at minimal costs.
Well, let’s check those affordable marketing automation plugins, which are really able to automate and speed up your business with lower costs, even with free versions.
If you are looking for a no-code automation plugin with a highly affordable price, Bit Integration should be at the top of your list. You can start your marketing automation journey with this automation tool for free.
With this powerful automation plugin, you can totally automate your WordPress site; you can connect your forms, WooCommerce store, membership site, and LMS with over 150+ popular platforms, including Google Sheets, MailChimp, Zoho CRM, Brevo, WhatsApp, and more, all directly from your WordPress dashboard.
With this automation plugin, you can automate marketing tasks, like sending a follow-up email after a form submission or sending an abandoned cart reminder to a customer, and more. All you have to do is just choose a trigger platform, for example, WordPress Form, LMS, and then set the action (platforms) like CRM, Email marketing platform and then match the field between two platforms and see the magic. Data will flow from one platform to another without a single touch. No coding or third-party automation tools required.
Bit Integrations is best if you need a simple workflow, don’t want to go through a difficult learning curve, and want to automate WooCommerce, Bit Form, WPForms, Contact Form 7 and Elementor Form for free, as Bit Integrations offers these 5 triggers in their free version and users can send data from those 5 free triggers to 150+ action platforms without losing a single penny. Bit Integrations offers unlimited integrations, unlimited flows and no extra cost—just pure automation.
This automation tool is for those who need advanced, multi-step workflows; Bit Flows is a game-changer. It brings functionality inside WordPress. If you’re a small business owner, Bit Flows is perfect for you. You can simply create multi-step workflows in an affordable budget inside your site; no complex setup is needed.
Bit Flows is designed for users who want powerful advanced automation at an affordable, one-time price with no recurring subscription headaches. It offers a drag-and-drop visual canvas builder. So you can design workflows just the way you imagine. Additionally, Bit Flows provides several free features to help you begin your automation. Here are some features of Bit Flows:
Medium to large business owners use this type of workflow because it saves hours of manual work, ensures no lead slips through the cracks, and creates a consistent customer experience every single time. Imagine this.
For example: A customer books a service on your website → Their info is added to your Google Sheets →at the same time, your team gets a Telegram alert → and two hours later, the customer automatically receives an email, such as a discount coupon for the next booking.
Not just that, Bit Flows also includes AI workflows, as Bit Flows already has native integrations of AI tools like Grok, OpenAI, Perplexity, DeepSeek and more. This automation tool allows you to automate complex marketing tasks. This functionality helps you respond faster, handle queries 24/7, and keep customers engaged without manual effort.
Are you in search of a simple and easy-to-use email automation plugin for WordPress? MailPoet lets you send newsletters, welcome emails, and follow-up emails without leaving your dashboard.
It’s easy to use, works right inside WordPress, and helps you keep in touch with your audience automatically.
Need more than just emails? HubSpot combines CRM, email marketing, and lead capture in one plugin. You can store contacts, send targeted campaigns, and track every interaction.
It’s a great choice if you want one tool that does more than typical email automation plugins for WordPress and also helps you manage your customer from start to finish.
Brevo is one of the most flexible email automation plugins for WordPress. You can use it to send newsletters, schedule campaigns, and set up automated follow-ups based on what your visitor does on your site.
It also comes with SMS marketing, signup forms, and contact management, making it a solid choice if you want to run all your email and customer messaging from one place.
| Use Case | Recommended Tool | Why It’s the Best Fit |
| Lead capture to CRM | Bit Integration | Instantly send form entries or leads to CRM without coding |
| E-commerce marketing automation | Bit Integration with WordPress default mail | Automate order follow-ups and cart reminders, and send discount coupons to targeted customers. |
| Multi-step AI workflows | Bit Flows | Build advanced, multi-step AI automations with delays, conditions, Iterator and more |
| Beginner email automation | MailPoet | Send newsletters and welcome emails easily |
| Full CRM system | HubSpot | Manage contacts and segment lists, and send campaigns automatically |
With Bit Integration, anyone can automate WordPress marketing in just a few clicks, using the default mail feature in WordPress. There is no need to use third-party marketing tools or write any code. It’s a simple, step-by-step process anyone can follow:
Note
Before you can use WordPress’s default mail feature, make sure SMTP is set up on your site so your emails get delivered properly. You can use Bit SMTP as well.
First, open your WordPress dashboard, go to Plugins, search for Bit Integration, and then install and activate it.
After installing Bit Integration, go to the dashboard and create a new integration. Search for and select your desired trigger, such as a form, WooCommerce store, LMS, or membership site. I’m using Bit Form.
In this step, search and select WordPress default mail
In this step, enter your “From” email address, choose the “To” recipient (such as Email), add a subject line, and write your desired message in the box. For advanced marketing, you can enable conditional logic. Finally, click Save to finish.
Now, whenever someone fills out your form, they’ll instantly receive an email in their inbox. With no-code marketing automation in WordPress, you can also automate WordPress marketing by sending promotional messages to your WooCommerce customers, LMS students, or membership site members without lifting a finger.
Note
We’re using a temporary email here just for demonstration. You can use your personal or business email instead.
The best marketing automation tools don’t just save your time; they help to increase your conversion. Marketing automation can be a game-changer for any WordPress site. From small businesses to large e-commerce stores, no-code marketing automation tools make it easier than ever to engage customers and grow. Here are some tips to increase your conversion using a marketing automation tool:
If you are still doing every marketing task on your WordPress site manually, you’re working harder than you need to. Things like sending personalized emails, following up with leads, or reminding buyers about their cart can all run on autopilot mode once you set them up.
That’s where tools like Bit Integrations and Bit Flows come in. You don’t need to write code or hire a developer. Just pick your trigger, choose the action, and let it run. It’s like setting a few smart switches that keep working for you day and night.
Start automating your WordPress marketing tasks today. And watch your business run smoother, smarter, and more profitably.
Yes! You can use the WordPress default mail option in tools like Bit Integration to send customized emails, follow-ups, or promotional messages directly from your WordPress site.
Not at all. Marketing automation tools are great for blogs, service websites, LSM platforms, membership sites, and booking websites. Basically any site that needs to communicate with users or customers.
Absolutely. Set it up so that if someone adds a product to their WooCommerce cart but doesn’t check out, they automatically get a friendly reminder or discount email.
Yes. Your data stays on your WordPress site, and all transfers happen securely. There’s no unnecessary sharing with third-party servers.
Yes. Many users begin with a simple task like sending a welcome email and gradually build more workflows as they see the results.
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