Automate your profile sourcing with Captain Data and Swiftask
Swiftask connects Captain Data to your sales tools. Your new profiles are sourced, qualified, and ready for outreach, with zero manual entry.
Result:
Save hours every week on prospecting. Focus on closing, not on data collection.
AI Agents
captain data
Connector captain data · Secure OAuth 2.0
Manual profile collection slows down your sales team
Profile sourcing is a time-consuming and repetitive task. Searching for prospects, extracting data, cleaning it, and importing it into your CRM takes valuable time that your salespeople could spend selling.
Main negative impacts:
Wasted time on data entry
Manually copy-pasting data from LinkedIn or other sources is a major source of inefficiency and errors.
Inconsistent sales pipeline
Without automation, the flow of new leads is irregular, making sales forecasting difficult.
Obsolete or incomplete data
The lack of automatic updates makes your prospecting files quickly unusable or irrelevant.
Swiftask automates the link between Captain Data and your ecosystem. As soon as a profile is detected by Captain Data, it is processed by your Swiftask AI agent for qualification, enrichment, and automatic routing.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
A salesperson spends 2 hours a day exporting lists from Captain Data, cleaning them on Excel, then manually importing them into the CRM. Data is often already outdated by the time they call.
With Swiftask + Captain Data
The workflow is automated. Captain Data identifies a qualified prospect, Swiftask retrieves it, enriches it with relevant data, and injects it directly into your CRM, ready to be contacted.
Automate sourcing in 4 easy steps
1
STEP 1 : Configure your workflow on Captain Data
Define your search criteria and data sources directly in the Captain Data interface.
2
STEP 2 : Connect Captain Data to Swiftask
Use webhooks to send extracted data to your Swiftask agent in real time.
3
STEP 3 : Define your AI processing rules
Teach your Swiftask agent to qualify incoming profiles according to your specific business criteria.
4
STEP 4 : Automate the final action
Automatically trigger CRM addition, outreach email sending, or Slack notification.
Your agent's sourcing capabilities
Your agent analyzes the profile, checks for persona match, and detects weak or strong buying signals.
- Target connector: The agent performs the right actions in captain data based on event context.
- Automated actions: Automatic data extraction, profile enrichment, AI qualification, CRM routing, prospecting action triggering.
- Native governance: All actions are logged to ensure accurate reporting on lead origin and quality.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-captain-data@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Benefits of automation
Increased sales productivity
Free your salespeople from data entry tasks to focus on selling.
Data always up-to-date
Continuous flow ensures fresh and relevant information for your teams.
Better qualification
AI filters profiles according to your criteria before they reach your CRM.
Pipeline scalability
Increase sourcing volume without increasing team workload.
Seamless integration
Swiftask adapts to your existing stack without complex development.
Security and compliance
Swiftask applies enterprise-grade security standards for your captain data automations.
- Secure API connection: Data exchanges between Captain Data and Swiftask are encrypted and secure.
- Access management: Precisely control who has access to sourcing data within your organization.
- GDPR compliance: Data is processed in compliance with European data protection standards.
- Full audit trail: A detailed history allows you to verify every step of lead processing.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on key metrics
| Metric | Before | After |
|---|---|---|
| Processing time per lead | 5-10 minutes | A few seconds |
| Volume of leads handled | Limited by human capacity | Unlimited (automated) |
| Data entry errors | Inevitable | Reduced to zero |
| Time to deploy | Weeks | A few hours |
Take action with captain data
Save hours every week on prospecting. Focus on closing, not on data collection.