medium 15 minutes to set up
No code required
Automate CRM Data Enrichment and Hygiene
Clean, enriched CRM data without the manual work
What this agent does
Deploy an AI agent that identifies incomplete CRM records, researches missing company and contact data from the web, fills in the gaps, and flags duplicates — keeping your pipeline data trustworthy.
What you'll get
- CRM data completeness goes from 60% to 95%+ automatically
- Sales reps stop wasting time on manual research
- Duplicate records are flagged before they corrupt pipeline reporting
- Data freshness improves — company information is re-verified quarterly
How to set it up
- 1
Connect your CRM
Authorize HubSpot or Salesforce — the agent gets read and write access to contacts and companies.
- 2
Define enrichment rules
Tell the agent which fields to fill: employee count, industry, funding stage, LinkedIn URL, tech stack.
- 3
Set hygiene rules
Configure duplicate detection logic and incomplete record thresholds.
- 4
Run on a schedule
The agent enriches new records as they arrive and audits existing records weekly.
Frequently asked questions
Where does the enrichment data come from?
The agent uses Exa and Brave Search to research company websites, LinkedIn, Crunchbase, and news sources.
Is automated writing to my CRM safe?
The agent operates with the exact permissions you grant via OAuth. We recommend starting with a read-only audit before enabling writes.
Can it enrich existing historical records, not just new ones?
Yes. You can run a bulk enrichment pass on your entire existing database.
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Start with this template
CRM Dashboard
Free tier · No credit card · 15 minutes setup
Integrations used
Setup details
- Difficulty
- medium
- Setup time
- 15 minutes
- Code required
- None
- Best for
- sales