Prioritize your leads with automated account scoring via Crunchbase
Swiftask connects your Crunchbase data to your sales process. Instantly evaluate the relevance of every prospect based on financial and strategic criteria.
Result:
Stop wasting time on unqualified leads. Focus your sales efforts on high-conversion potential accounts.
AI Agents
crunchbase
Connector crunchbase · Secure OAuth 2.0
Your sales team is wasting time on unqualified leads
High lead volume often makes manual qualification impossible. Sales teams often process leads in arrival order rather than by priority, missing major opportunities while burning out on accounts with no immediate potential.
Main negative impacts:
Inefficient prioritization
Without reliable external data, it's impossible to distinguish a high-potential prospect from an account with no budget or need.
Time-consuming manual research
Checking Crunchbase for every new lead is a repetitive task that slows down the sales cycle and reduces productivity.
Poor sales reactivity
Time spent on manual qualification is time lost to engage, giving competitors an advantage.
Swiftask automates account scoring by cross-referencing your internal data with real-time signals from Crunchbase. Your team receives pre-qualified leads ranked by your business rules.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
A rep receives a lead. They must manually search the company on Crunchbase, analyze funding rounds, team size, and sector. They then try to estimate a score on Excel. If the lead is cold, 15 minutes are already wasted.
With Swiftask + Crunchbase
As soon as a lead arrives, the AI agent queries Crunchbase, analyzes financial signals, applies your scoring grid, and updates your CRM. The rep receives a notification with the score and the reasons for qualification.
Set up your intelligent scoring in 4 steps
1
STEP 1 : Define your scoring grid
Configure your success criteria in Swiftask: funding amounts, headcount, industry, location.
2
STEP 2 : Connect your data source
Integrate Crunchbase to Swiftask via your API key to allow AI agents to access real-time data.
3
STEP 3 : Automate the workflow
Set the trigger: a new email, a CRM lead, or a web form. The agent processes the data instantly.
4
STEP 4 : Sync with your CRM
The agent automatically pushes the score and key insights directly into your sales management tool.
Advanced features for your sales team
The AI agent analyzes funding rounds (series, amount), leadership changes, recent acquisitions, and headcount growth.
- Target connector: The agent performs the right actions in crunchbase based on event context.
- Automated actions: Automated rule-based scoring. Automatic prospect profile enrichment. Real-time alerts on key account status changes. Dynamic prospecting list prioritization.
- Native governance: Every scoring decision is documented in Swiftask, ensuring total transparency on the methodology used.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-crunchbase@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 automated scoring
Focus on high-ROI accounts
Your sales team only handles leads that meet your defined qualification threshold.
Actionable Crunchbase data
Turn raw data into business insights directly usable in your sales processes.
Marketing-Sales alignment
Everyone works with the same definition of a 'good' prospect thanks to standardized scoring.
Operational time savings
Eliminate hours of manual company research, freeing up time for closing.
Effortless scalability
Handle thousands of leads with the same precision, whether you have 10 or 1000 prospects per month.
Data privacy and integrity
Swiftask applies enterprise-grade security standards for your crunchbase automations.
- Secure API management: Your Crunchbase access is encrypted and isolated within your Swiftask environment.
- Granular control: You determine exactly which Crunchbase data points are used for scoring.
- GDPR compliance: Swiftask processes data in compliance with European security standards.
- Activity logs: Every generated score is tracked, facilitating the audit of qualification decisions.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on sales performance
| Metric | Before | After |
|---|---|---|
| Qualification time | 10-15 mins per lead | Instant (automated) |
| Targeting precision | Subjective (gut feeling) | Objective (Crunchbase data) |
| Conversion rate | Market average | Significant increase |
| Sales productivity | Low (admin tasks) | High (active selling) |
Take action with crunchbase
Stop wasting time on unqualified leads. Focus your sales efforts on high-conversion potential accounts.