- CRM Automation
- AI CRM Management
- AI-powered CRM enrichment
Using AI: ensure customer information is current and organized in a crm system
Automatically enriching customer records with AI-driven data ensures your CRM remains accurate and comprehensive, saving manual research time. By classifying new companies and refreshing existing profiles with up-to-date information, your team gains a fuller view of each prospect’s size, industry, and key contacts at a glance. Real-time notifications in communication tools keep everyone aligned and ready to act on the latest intelligence without switching platforms.
Filter by common apps:
Docusign
Formatter by Zapier
Ontraport
HubSpot
Webhooks by Zapier
AI by Zapier
Google Sheets
LeadConnector
ChatGPT (OpenAI)
Slack
Filter by Zapier
Google AI Studio (Gemini)
- Update contact information in Ontraport from Docusign when envelope status changes
- Update company records in HubSpot when a Docusign document is completed
Update company records in HubSpot when a Docusign document is completed
- Capture business card info, analyze data, add to Google Sheets, and update LeadConnector contacts
Capture business card info, analyze data, add to Google Sheets, and update LeadConnector contacts
- Classify new companies by industry, update HubSpot, and notify team in Slack
Classify new companies by industry, update HubSpot, and notify team in Slack
- Generate and update company in HubSpot from new company in HubSpot, and send prompt to Google AI Studio
Generate and update company in HubSpot from new company in HubSpot, and send prompt to Google AI Studio