Clean your CRM database with Lusha and Swiftask
Swiftask automates CRM data cleaning by leveraging Lusha's accuracy. Remove outdated contacts and enrich profiles automatically.
Result:
Boost sales reliability and optimize marketing campaigns with a database that is always up to date.
AI Agents
lusha
Connector lusha · Secure OAuth 2.0
Rapid CRM data decay slows down your sales team
A neglected CRM database quickly becomes dead weight. Between job changes, company closures, and duplicates, your sales reps waste precious time qualifying non-existent leads.
Main negative impacts:
Loss of sales productivity
Sales reps spend hours manually verifying phone numbers or emails instead of prospecting.
Ineffective marketing campaigns
Outdated data leads to high bounce rates and a damaged brand reputation with prospects.
Biased decision-making
With corrupted data, your performance reports and sales forecasts are completely skewed.
Swiftask orchestrates CRM cleaning by querying Lusha in real time. Your data is automatically verified, corrected, and enriched, ensuring perfect hygiene without human intervention.
BEFORE / AFTER
What changes with Swiftask
Manual data management
A sales rep notices a contact is outdated. They must manually search on LinkedIn, update the CRM, then check if it's a duplicate. This process is slow, error-prone, and rarely prioritized.
Automated cleaning by Swiftask
As soon as a contact is created or updated in your CRM, the Swiftask agent triggers a verification via Lusha. If data is outdated or incomplete, it is corrected instantly in your CRM.
4 steps to automate your data hygiene
1
STEP 1 : Configure your maintenance agent
Define in Swiftask your 'clean data' criteria: required fields, formatting, and verification frequency.
2
STEP 2 : Activate Lusha connection
Connect your Lusha API key to Swiftask to allow the agent to access verified contact data.
3
STEP 3 : Set correction rules
Tell the agent what to do: enrich incomplete profiles, remove duplicates, or flag unreachable contacts.
4
STEP 4 : Launch the automation cycle
The agent scans your CRM continuously and applies corrections. You receive a weekly activity report.
What your cleaning agent can do
The agent analyzes each contact record, compares data with Lusha sources, and identifies reliability gaps.
- Target connector: The agent performs the right actions in lusha based on event context.
- Automated actions: Automatic search and update of phone numbers and emails. Duplicate detection and merging. Profile enrichment with Lusha company data. Flagging unreachable contacts.
- Native governance: All changes are logged in the Swiftask audit trail for complete transparency.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-lusha@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 CRM cleaning
Optimal data quality
Your CRM remains a reliable source of truth for all your teams.
Focus on sales
Your sales reps no longer waste time on administrative data entry tasks.
Improved marketing ROI
Better targeting thanks to enriched and verified data.
Simplified compliance
Automatic deletion of outdated data helps comply with data protection regulations.
Security and data integrity
Swiftask applies enterprise-grade security standards for your lusha automations.
- Secure connections: Swiftask uses encrypted API protocols to communicate with Lusha and your CRM.
- Granular control: You retain full control over which fields the agent is authorized to modify.
- Full traceability: Every change made to your CRM is logged, allowing for a rollback if necessary.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your performance
| Metric | Before | After |
|---|---|---|
| Contact update time | 5-10 minutes (manual) | A few seconds (automated) |
| Data entry error rate | High | Near zero |
| Data coverage | Incomplete | 95% enriched |
Take action with lusha
Boost sales reliability and optimize marketing campaigns with a database that is always up to date.