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Clean your CRM automatically with Klazify

Swiftask integrates Klazify to enrich your customer data in real time. Turn incomplete lists into strategic assets without the manual work.

Result:

Boost sales accuracy and eliminate input errors with seamless automatic enrichment.

Outdated CRM data hurts your sales performance

A poorly maintained CRM is a major bottleneck for sales teams. Between missing data, outdated information, and input errors, your teams waste valuable time searching for or fixing information instead of selling.

Main negative impacts:

  • Decreased sales productivity: Sales reps spend too much time manually qualifying leads instead of focusing on conversion.
  • Ineffective marketing segmentation: Inaccurate data prevents relevant personalization, drastically reducing the conversion rate of your campaigns.
  • Risk of targeting errors: Relying on erroneous data leads to strategic errors and a loss of credibility with your prospects.

With Swiftask and Klazify, automate data enrichment as soon as a new contact is added. Your CRM stays clean, complete, and qualified continuously.

BEFORE / AFTER

What changes with Swiftask

Manual CRM management

A new prospect signs up. The sales rep must manually search for their company, industry, revenue, and technologies on the web to fill the CRM profile. It is a time-consuming task prone to oversight.

Klazify + Swiftask enrichment

Upon lead entry, the Swiftask AI agent queries Klazify using the company URL. In seconds, the CRM profile is automatically updated with industry data, company size, and technologies used.

4 steps to automate your CRM cleanup

STEP 1 : Connect your CRM to Swiftask

Configure access to your CRM (Salesforce, HubSpot, Pipedrive, etc.) in Swiftask in just a few clicks.

STEP 2 : Integrate Klazify as a data source

Add your Klazify API key in Swiftask to grant the agent access to enrichment data.

STEP 3 : Define your update rules

Specify the CRM fields to populate (industry, size, technologies) and the update frequency.

STEP 4 : Launch the automation

The AI agent monitors new contacts and executes updates automatically.

Klazify enrichment capabilities

The agent analyzes the domain URL to extract structured insights relevant to your sales cycle.

  • Target connector: The agent performs the right actions in klazify based on event context.
  • Automated actions: Precise industry categorization. Identification of technologies used by the prospect. Retrieval of social and contact data. Normalization of company formats.
  • Native governance: All enrichment operations are logged in Swiftask to ensure total data consistency.

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

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

Why automate your CRM?

1. Optimal data quality

Eliminate human error and maintain up-to-date data without any manual entry.

2. Accelerated sales cycle

Sales reps immediately have key information to personalize their approach.

3. Better marketing targeting

Segment your campaigns with precision using reliable, enriched industry data.

4. Increased scalability

Handle thousands of new contacts without increasing your team's workload.

5. Process compliance

Standardize data entry across the organization through automated rules.

Security and privacy

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

  • Secure API: Data exchanges between Swiftask and Klazify are encrypted and follow the strictest security standards.
  • Access management: Precisely control which data is accessible and modifiable by your AI agents.
  • Full audit trail: Every update made in your CRM is logged for a complete audit.
  • GDPR compliance: Data processing is designed to comply with applicable regulations.

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

RESULTS

Impact on your operations

MetricBeforeAfter
Qualification time5-10 minutes / contact0 seconds (automated)
Missing dataHigh (incomplete)Minimal (enriched)
Sales productivityHigh administrative burdenFocus on selling
Input error rateRecurrentZero

Take action with klazify

Boost sales accuracy and eliminate input errors with seamless automatic enrichment.

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