Enrich your CRM with data from The Official Board
Swiftask automatically syncs decision-maker profiles and company structures from The Official Board directly into your CRM.
Result:
Improve data accuracy and eliminate tedious manual data entry.
AI Agents
the official board
Connector the official board · Secure OAuth 2.0
Outdated CRM data slows down your sales teams
Keeping a CRM up to date is a constant struggle. Job changes, departures, and company restructurings render your data obsolete in just a few months, directly impacting your sales performance.
Main negative impacts:
Inaccurate customer data
Outdated contact information leads to high bounce rates and a loss of credibility during prospecting campaigns.
Wasted entry time
Your sales reps spend hours every week manually updating org charts and contact info instead of selling.
Missed opportunities
Without a clear view of organizational changes at your prospects, you miss the right moment to start the conversation.
Swiftask automates CRM enrichment by extracting up-to-date information from The Official Board, ensuring your teams always work with reliable data.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
A sales rep must manually check on LinkedIn or the company website if a contact still holds the same position. This task is often neglected, leaving the CRM filled with erroneous information.
With Swiftask + The Official Board
As soon as a change is detected on The Official Board, Swiftask automatically updates the corresponding profile in your CRM. Your data is always up to date, with zero human intervention.
Automate your CRM updates in 4 steps
1
STEP 1 : Configure The Official Board source
Connect your The Official Board account to Swiftask to authorize access to target organizational data.
2
STEP 2 : Define mapping rules
Identify the CRM fields to enrich (name, title, department, hierarchy) and map them to data from The Official Board.
3
STEP 3 : Activate intelligent sync
Swiftask scans for changes and applies updates only when data is confirmed and relevant.
4
STEP 4 : Monitor the data flow
Check the activity log in Swiftask to verify the updates made and adjust mapping rules if necessary.
Intelligent enrichment features
The agent analyzes structural changes, new hires, and internal mobility to update contact and company records.
- Target connector: The agent performs the right actions in the official board based on event context.
- Automated actions: Automatic update of CRM fields. Creation of new contacts based on organizational charts. Notifications to sales reps in case of major changes at a key account. Data normalization to ensure consistency.
- Native governance: All updates are logged to ensure full transparency regarding data origin.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-the-official-board@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 performance
Reliable CRM data
Your teams rely on verified and current information, improving conversion rates.
Increased productivity
Total elimination of manual entry for contact data and org charts.
Sales reactivity
Immediate detection of decision-maker changes to adapt your outreach strategy.
Data governance
Full control over enrichment rules and authorized data sources.
Seamless integration
Swiftask adapts to your CRM (Salesforce, HubSpot, Pipedrive) for fast implementation.
Security and data management
Swiftask applies enterprise-grade security standards for your the official board automations.
- Secure API access: Uses encrypted and authenticated connections to retrieve The Official Board data.
- GDPR compliance: Processing of contact data in strict accordance with current regulations.
- Fine-grained permissions: You decide which CRM fields can be modified by the AI agent.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on your processes
| Metric | Before | After |
|---|---|---|
| CRM update time | Several hours per week | Automated in real-time |
| Data accuracy | Low (rapid obsolescence) | High (fresh data) |
| Manual entry rate | High | Zero |
Take action with the official board
Improve data accuracy and eliminate tedious manual data entry.