Automations · for agencies

Automate CRM data entry for your agency

Your CRM can keep itself current: new leads from email, forms, and calls are captured, enriched, and logged automatically, and pipeline stages update from real activity, so the data is actually trustworthy for once.

The problem

A CRM is only as good as its data, and manual entry guarantees it is stale. Reps forget, fields go blank, and the pipeline stops reflecting reality.

How the automation works

  1. 01New contacts from your inbox, forms, and call tools are captured automatically.
  2. 02AI enriches each record (company, role, source) and de-duplicates.
  3. 03Activity (emails, meetings, replies) updates the pipeline stage without manual clicks.
  4. 04Missing or stale fields trigger a nudge so records stay complete.
  5. 05Clean data flows into your reporting and forecasting.
n8nYour CRM (HubSpot / Pipedrive / Airtable)AI enrichmentGmail APICalendar

Common questions

Which CRMs are supported?

HubSpot, Pipedrive, Close, Airtable, Notion, and most CRMs with an API.

Will it create duplicates?

No. It de-duplicates on capture and merges records intelligently.

Can it update stages automatically?

Yes. Pipeline stages move based on real activity, not manual dragging.

Want this built for your agency?

Describe it and get a real scope back in seconds. Shipped in about 7 to 10 days, on open tech you own.

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