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Automatically enrich your CRM with Crunchbase data

Swiftask connects your AI agents to Crunchbase to enrich your CRM leads in real time. Get financial and structural insights with zero manual effort.

Result:

Boost your conversion rates with a CRM database that is always up-to-date and qualified.

Manual CRM data entry slows down your sales team

Your sales team wastes valuable time searching for company information on Crunchbase and copying it into your CRM. This process is inefficient, error-prone, and delays critical outreach.

Main negative impacts:

  • Outdated CRM data: Lack of daily updates makes your segmentation ineffective and your prospecting campaigns less relevant.
  • Reduced sales productivity: Time spent on data entry is time stolen from client relationships and closing deals.
  • Decisions based on incomplete data: Without recent financial or funding insights, your team misses the ideal timing to engage high-quality prospects.

Swiftask automates CRM enrichment by querying Crunchbase as soon as a new prospect is created. Your CRM is instantly updated with the latest available data.

BEFORE / AFTER

What changes with Swiftask

The traditional process

A sales rep identifies a target. They switch to Crunchbase, copy funding and headcount data, return to the CRM, create the record, and paste the data. A long, repetitive process prone to typos.

The Swiftask approach

As soon as a prospect is added to the CRM, the Swiftask agent detects the event, queries Crunchbase, retrieves key data, and automatically updates the prospect record. Zero entry, 100% accuracy.

Set up automated enrichment in 4 steps

STEP 1 : Define enrichment criteria

Configure in Swiftask which Crunchbase fields you want to automatically sync with your CRM.

STEP 2 : Connect data sources

Connect your CRM and Crunchbase account to Swiftask through a secure no-code interface.

STEP 3 : Set up triggers

Define the trigger: new lead creation, account update, or periodic requests.

STEP 4 : Activate the agent

The AI agent processes data in the background and updates your CRM as soon as relevant information is detected.

Advanced features for your data

The agent analyzes the relevance of Crunchbase data against your prospect profile to keep only what matters.

  • Target connector: The agent performs the right actions in crunchbase based on event context.
  • Automated actions: Automatic retrieval of funding, headcount, industry, and location. Automatic updates of custom fields in the CRM. Detection of major changes on your strategic accounts.
  • Native governance: All synchronizations are tracked in the Swiftask activity log for a complete audit trail.

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 for your sales operations

1. Always qualified data

Your CRM reflects the current state of the market with real-time synchronization.

2. Operational time savings

Eliminate manual entry and let your sales team focus on selling.

3. Better strategic targeting

Use Crunchbase data to prioritize efforts on high-growth potential companies.

4. No-code agility

Adjust your enrichment rules in a few clicks without relying on the technical team.

5. Marketing-sales alignment

A clean database ensures marketing and sales work with the same information.

Data security and compliance

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

  • Encrypted connections: All exchanges between Swiftask, Crunchbase, and your CRM use encryption protocols compliant with industry standards.
  • API quota management: Swiftask intelligently manages your API calls to optimize costs and respect your Crunchbase subscription limits.
  • Change traceability: Every update made in your CRM is recorded in the Swiftask history.
  • Access control: You maintain control over access rights and permissions for your AI agents.

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

RESULTS

Measurable impact on your productivity

MetricBeforeAfter
Qualification time10-15 minutes per leadAutomatic (a few seconds)
Data entry error rateHigh (manual)0% (systematic)
Data freshnessAd-hocReal-time
Deployment timeWeeks (development)A few hours (no-code)

Take action with crunchbase

Boost your conversion rates with a CRM database that is always up-to-date and qualified.

Anticipate competitor moves with AI and Crunchbase

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