No manual entry
Leads from your forms, inbox and shop land in the CRM complete, without anyone retyping a name and an email.
CRM automation
A CRM is only useful when it is up to date.
Most CRMs decay because keeping them current is somebody's least favourite task. Automate the upkeep and the pipeline starts telling the truth again.
What it looks like
TriggerNew lead arrives
AI stepDetails enriched and scored
HubSpotContact created or updated
ActionOwner assigned
SlackSales team notified
Done automatically
Why teams automate this
Clean data by default
Duplicates are caught as they appear rather than during a painful clean-up two years later.
Follow-up actually happens
A lead that nobody has touched does not just sit there. The next step is triggered, or someone is told it was missed.
What you can automate
Where CRM automation removes the most friction.
- Create a contact from a form, an email or an order
- Qualify a lead against your own criteria
- Score leads so the sales team calls the right ones first
- Detect and merge duplicate records
- Keep company and contact details current
- Assign an owner by territory, product or workload
- Trigger a follow-up when a deal goes quiet
- Act on a stage change — notify, create, schedule
- Keep the CRM in sync with your shop and your accounting
Automations + AI employees
When a step needs judgement, an AI employee takes over.
Creating and updating records is automation. Reading a reply, judging whether the lead is serious and writing back is what Noah does.
Questions people ask
- Which CRMs are supported?
- The common ones — HubSpot, Salesforce and others — plus anything that exposes an API. If your CRM is internal, it can usually still be connected.
- Will it overwrite data my team entered?
- No. You decide which fields automation may write to, and which are only ever changed by a person. Every change is logged.
- Can it merge duplicates on its own?
- It can, but by default it proposes the merge and waits for approval. Merging records is hard to undo, so it is treated that way.
Keep exploring
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