Automate your RelationCity lead qualification with AI
Swiftask connects your AI agents to RelationCity to analyze and qualify new leads instantly, 24/7.
Result:
Stop wasting time on unqualified leads. Prioritize your calls and increase your conversion rates.
AI Agents
relationcity
Connector relationcity · Secure OAuth 2.0
Manual qualification is slowing down your sales cycle
Your sales teams spend too much time manually sorting through leads entering RelationCity. Between incomplete data and slow response times, high-value opportunities are often missed.
Main negative impacts:
Excessive response times
A lead qualified too late is a lost lead. Responsiveness is the #1 factor in sales success.
Time-consuming data entry
Your sales reps waste valuable time on admin tasks instead of focusing on selling.
Inefficient prioritization
Without automated analysis, it is hard to distinguish warm prospects from casual browsers.
Swiftask automates the analysis of your RelationCity leads. The AI agent evaluates, enriches, and segments your prospects as soon as they arrive, so your team focuses only on opportunities ready to close.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
A new lead arrives in RelationCity. It sits in the queue until a sales rep opens it, checks the info, looks for additional data, and decides whether to reach out. This process can take hours.
With Swiftask + RelationCity
As soon as the lead enters RelationCity, the Swiftask AI agent retrieves the data, analyzes the profile, checks relevance, and updates the lead status. Your rep only gets notified for highly qualified leads.
4 steps to automate your qualification
1
STEP 1 : Define your scoring criteria
Configure in Swiftask the specific qualification rules for your business (industry, company size, budget).
2
STEP 2 : Connect your RelationCity instance
Link Swiftask to RelationCity via API credentials to enable secure read/write access.
3
STEP 3 : Activate automated analysis
The AI agent processes every new incoming lead and automatically applies your scoring criteria.
4
STEP 4 : Automate follow-up actions
Trigger welcome emails, CRM reminders, or Slack notifications based on the assigned score.
Advanced features for your sales team
Your AI agent analyzes data sources from RelationCity, associated emails, and interaction history to produce a reliable qualification score.
- Target connector: The agent performs the right actions in relationcity based on event context.
- Automated actions: Automatic field updates in RelationCity. Dynamic lead list segmentation. Priority alerts for sales reps. Profile enrichment via external sources.
- Native governance: All decisions made by the agent are logged to allow for continuous optimization of your scoring criteria.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-relationcity@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 with Swiftask
Unmatched processing speed
Qualify your leads in seconds, ensuring maximum responsiveness.
Better pipeline quality
Eliminate noise and focus your reps on leads with the highest potential.
Standardized processes
Apply the same rigorous qualification criteria across all your prospects.
Seamless integration
Swiftask runs in the background of your RelationCity CRM without disrupting your workflow.
Guaranteed scalability
Handle thousands of additional leads without hiring more administrative staff.
CRM data security
Swiftask applies enterprise-grade security standards for your relationcity automations.
- Encrypted communication: All connections between Swiftask and RelationCity are encrypted.
- GDPR compliant: Your prospect data remains under your total control and is processed in compliance with regulations.
- Restricted access: Control exactly what permissions your AI agent has within your CRM.
- Continuous audit: Access a complete log of actions taken by your agent on your RelationCity records.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your sales performance
| Metric | Before | After |
|---|---|---|
| Qualification time | Several hours | Real time |
| Conversion rate | Low (due to slow follow-up) | Optimized (+20-30%) |
| Scoring accuracy | Subjective | AI-driven data |
| Sales time saved | 20% of time | 0% (fully automated) |
Take action with relationcity
Stop wasting time on unqualified leads. Prioritize your calls and increase your conversion rates.