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Instantly qualify your CompanyHub leads with AI

Swiftask analyzes and qualifies every new lead in CompanyHub in real-time. Your sales team receives leads ready for closing.

Result:

Shorten your sales cycle and increase the impact of your sales efforts.

Manual lead processing slows down your growth

As your CompanyHub lead volume grows, your team wastes valuable time manually sorting through unqualified contacts. This inefficiency is costly and hurts your sales responsiveness.

Main negative impacts:

  • Decreased sales responsiveness: Prospects wait too long for a response, giving competitors an advantage.
  • Missed opportunities: High-potential leads get lost among unqualified contacts.
  • Sales team burnout: Salespeople spend more time on admin work than on selling.

Swiftask automates the evaluation of your leads in CompanyHub, enriching and scoring every prospect the moment they arrive.

BEFORE / AFTER

What changes with Swiftask

Manual workflow

Each new lead in CompanyHub requires manual verification: searching for information, manual scoring, and manual assignment. It takes hours or days.

Swiftask automated approach

As soon as a lead is created in CompanyHub, Swiftask analyzes it instantly, checks your qualification criteria, and updates the CRM in seconds.

Setting up your AI qualification in 4 steps

STEP 1 : Agent initialization

Define your qualification criteria (industry, company size, needs) in Swiftask.

STEP 2 : CompanyHub connection

Connect Swiftask to your CompanyHub instance to sync your data.

STEP 3 : AI rule definition

Configure the analysis engine to score leads based on your standards.

STEP 4 : Deployment and automation

Activate the workflow to process every incoming lead automatically.

Advanced automation capabilities

Semantic message analysis, company data enrichment, and behavioral scoring.

  • Target connector: The agent performs the right actions in companyhub based on event context.
  • Automated actions: Automatic update of CompanyHub fields, assignment to sales reps, Slack/Teams alerts, and emailing triggers.
  • Native governance: All actions are logged for full operational transparency.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-companyhub@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.

Strategic gains for your sales

1. Intelligent prioritization

Focus your efforts on leads with the highest conversion probability.

2. Reduced sales cycle

Contact is established faster, accelerating the entire sales process.

3. Clean CRM data

Your CompanyHub data is systematically enriched and segmented.

4. Effortless scalability

Handle thousands of leads with the same precision, without hiring.

5. Improved prospect experience

A fast and personalized response increases customer satisfaction from the first touch.

Security and data privacy

Swiftask applies enterprise-grade security standards for your companyhub automations.

  • Secure API integration: Encrypted communication between Swiftask and CompanyHub.
  • Data governance: You maintain full control over the information being processed.
  • GDPR compliance: Data processing according to European standards.
  • Continuous audit: Full traceability of every action taken by the AI agent.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Measurable impact on your pipeline

MetricBeforeAfter
Qualification delaySeveral hoursA few seconds
Conversion rateStandard baselineSignificant improvement
Sales time saved0%Up to 40%

Take action with companyhub

Shorten your sales cycle and increase the impact of your sales efforts.

Personalize prospect follow-ups in CompanyHub with AI

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