InfoLobby integration & automation experts
We can help you automate your business with InfoLobby and hundreds of other systems to improve efficiency and productivity.
What you can automate with InfoLobby
InfoLobby is a cloud-based project and data management platform that combines spreadsheet-like interfaces with database functionality. It’s built for teams that need to organise, track, and collaborate on structured information — think project tracking, asset management, client databases, or compliance registers — without the limitations of a traditional spreadsheet. The platform stands out for its visual approach to data management. Users can switch between grid views, Kanban boards, calendars, and Gantt charts depending on how they need to see their information. This flexibility makes it useful across departments, from operations teams tracking deliverables to sales teams managing their pipeline. InfoLobby becomes significantly more powerful when connected to other business systems. Rather than manually exporting data or re-entering information across platforms, you can use workflow automation to keep InfoLobby in sync with your CRM, accounting software, or communication tools. Our business automation team helps organisations set up exactly these kinds of integrations, and our system integration services ensure data flows reliably between platforms. If your organisation is hitting the ceiling of what spreadsheets can do — broken formulas, version control nightmares, no audit trail — InfoLobby offers a structured alternative. For businesses wanting to go further with automation and AI-driven workflows, our AI consulting team can assess where tools like InfoLobby fit into a larger digital strategy.
InfoLobby FAQs
Frequently Asked Questions
Common questions about how InfoLobby consultants can help with integration and implementation
How it works
We work hand-in-hand with you to implement InfoLobby
As InfoLobby consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate InfoLobby with integrate and automate 800+ tools.
Step 1
Identify Your Use Case
Determine which data management challenge you want to solve first. Starting with a single, well-defined use case (like project tracking or client management) gives you a quick win and helps your team learn the platform.
Step 2
Design Your Data Structure
Plan your tables, fields, and relationships before building. Think about what information you need to capture, how records relate to each other, and what views your team will need for their daily work.
Step 3
Build and Populate Your Workspace
Create your tables in InfoLobby, define field types and validation rules, and import your existing data. Start clean — this is a good opportunity to fix data quality issues you've been living with.
Step 4
Configure Views for Different Teams
Set up grid, Kanban, calendar, or Gantt views tailored to how each team member or department needs to interact with the data. The right view makes adoption much smoother.
Step 5
Set Up Permissions and Access Controls
Define who can view, edit, and manage each workspace and table. Getting permissions right from the start prevents data leaks and ensures people only see what's relevant to their role.
Step 6
Connect to Your Other Systems
Use InfoLobby's API or a workflow automation platform to sync data with your CRM, email, accounting, or other tools. This eliminates duplicate data entry and keeps all your systems aligned.
Get in touch
Ready to automate InfoLobby?
Tell us what you want InfoLobby to talk to and we’ll map out the build, the cost and the payback.
Transform your business with InfoLobby
Get in touch for a free consultation to see how we can automate your operations with InfoLobby.
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