---
title: Our workflow automation platform DataAgents | snapAddy
url: https://snapaddy.com/en/products/dataagents
lang: en
description: DataAgents automates your CRM and lead workflows with intelligent duplicate detection, dedicated data sources, and expert support from snapAddy specialists. Built for B2B sales.
keywords: [automation, built, sales, team, should]
product: DataAgents
category: product
last_modified: 2026-06-01T10:48:14.483Z
---

## Key Facts

- **Pricing**: Sales-led — not available via touchless self-checkout. Tiers: Starter / Core / Business / Enterprise.
- **Free trial**: Yes — free trial available, no credit card required
- **Supported CRMs**: Salesforce, HubSpot, Microsoft Dynamics 365, SAP, Pipedrive, SugarCRM, SugarAI, SuiteCRM, SuperOffice, Sage, Close, CentralStationCRM, GEDYS IntraWare, Aurea, CRM Plus, dialogcrm, compublish, falcana, itmx, ProTeam, Marketo Engage, Salesforce Pardot — plus any other CRM via custom DataAgents workflows
- **Data hosting**: AWS eu-central-1 (Frankfurt), EU-only
- **Languages**: English, German, French, Italian, Dutch
- **Certifications**: ISO/IEC 27001:2022, GDPR-compliant

DataAgents

# Automation Built for Your Sales Team.

DataAgents Addy

DataAgents automates your CRM and lead workflows with intelligent duplicate detection, dedicated data sources, and hands-on support from snapAddy experts. Built for B2B sales.

[Book a Demo](https://meetings.hubspot.com/snapaddygmbh/gettoknow)

#### Enrich and update CRM data.

Public sources like business socials and commercial registers are combined with AI to complete contact records and keep them accurate over time.

Contacts

#### Collect contact data automatically.

From email signatures, online sources, business cards, trade show reports, and more: DataAgents identifies relevant contact data and transfers it directly to your CRM.

Duplicate Intelligence

#### Deduplicate the smart way.

DataAgents detects duplicates and similar entries even when data is incomplete, inconsistently formatted, or spread across multiple systems.

CRM System Sync

#### Keep your systems in sync.

DataAgents ensures your CRM, marketing automation platform, and other systems stay permanently synchronized—automatically, without manual intervention.

##### More than 4,000 customers already trust us.

-   Logo Alcatel Lucent
-   Icon Büfa
-   Logo Covestro
-   Logo Omicron
-   Logo Schunk

Use cases

## Your Sales team should be selling, not managing data.

DataAgents automates the data processes that slow your sales team down every day. Explore proven workflows from the areas of CRM data management and trade shows & events — just a glimpse of what's possible with DataAgents.

CRM Data Management.

## When data creates real value.

These five use cases show how our customers use DataAgents in their day-to-day operations to save time and get the most out of their data. And this is just a small sample of what's possible.

### Use email signatures for CRM data maintenance.

**The problem:** Changes to contact addresses are not captured in the CRM, even though the most recent data is already in the e-mail in box.

**The solution with snapAddy:** Emails land in your inbox several times a day, usually with a complete and up to date Signature. DataAgents automatically detects the contact information, reconciles it with the CRM, and fills in missing details. Business networks and company databases provide additional data, so contact enrichment is automated and every email becomes a current and complete CRM entry.

**Trigger:** Receipt of an email in the P.O. box.

**Enrichment:** Business network integration, company data search.

**Result:** Existing contact information is updated, completed, and validated.

### Import leads from Excel lists into your CRM, duplicate-free.

**The problem:** A valuable attendee list from an event can only be imported into the CRM system with a huge amount of time and manual effort. In the process, duplicates are often created unintentionally.

**The solution with snapAddy:** After the Excel import into the CRM system, DataAgents checks all entries for duplicates, enriches missing data via online sources, email validation, business networks, or artificial intelligence, and automatically distinguishes between existing customers and new sales opportunities.

**Trigger:** Excel import into the CRM system.

**Enrichment:** Duplicate check, business network integration, AI queries, company data search, email validator.

**Result:** New leads are created in the CRM without duplicates and are pre-qualified.

### Keep contact data continuously up to date.

**The problem:** Outdated contact information in the CRM means potential leads are no longer reachable and valuable sales opportunities are lost.

**The solution with snapAddy:** With a continuously running workflow, DataAgents takes over the ongoing maintenance of CRM data. New information from sources such as business networks, company databases, or email validation is automatically detected, reviewed, and applied. Your contact information remains up to date and important changes no longer slip through the cracks.

**Trigger:** The workflow runs in a continuous loop; once all contacts have been reviewed, it starts again from the beginning.

**Enrichment:** Business network integration, AI queries, company data search, email validator, plausibility check.

**Result:** Existing CRM data is continuously updated, completed, and validated, leading to a sustained increase in data quality.

### Sync CRM and marketing automation.

**The problem**: Customer data is maintained separately in both the CRM and the marketing automation platform, often with conflicting information. There's no clear single source of truth.

**The solution with snapAddy**: DataAgents intelligently connects both systems without additional middleware. The workflow automatically synchronizes CRM and marketing automation, reconciles records, and enriches them as needed via email signatures, Excel lists, or online sources.

**The result:** consistent, up-to-date information across both systems, with no duplicates and no redundant manual work.

**Trigger**: Contact data in the CRM system.

**Enrichment**: Data from marketing automation software, duplicate check.  
Result: CRM and marketing automation are synchronized and duplicate-free—with no dual maintenance.

### Automatically capture web form leads in your CRM.

**The problem:** Leads from web forms go unused because the contact information is incomplete. What is intended to make filling out forms easier actually makes it harder for your team to follow up.

**The solution with snapAddy:** With DataAgents, new contacts flow directly from the web form into the CRM, including duplicate checking, data enrichment, and validation. Even if only a few fields are requested, the system automatically adds missing information, for example via business networks or company databases. This turns every form submitter into a fully usable record.

**Trigger:** A newsletter form is submitted.

**Enrichment:** Duplicate check, AI queries, company data search, business network integration, plausibility check.

**Result:** Contacts from newsletter web forms are transferred to the CRM duplicate-free.

DataAgents CheckE-Mail SignaturesContacts up-tp-dateCRM AutomationWeb Reports

Trade Shows & Events

## Trade show reports: Automatically in your CRM.

These six use cases show how our customers use DataAgents together with our VisitReport product to automatically export trade show reports to their CRM. And this is just a small sample of what can be automated during the export of a report.

### Export all trade show reports to your CRM—fast and duplicate-free.

**The problem**: New contacts are saved with erroros or duplicated in the CRM, leading to manual clean-up later.

**The solution with snapAddy**: Reports created in VisitReport are exported to the CRM in bulk and automatically checked for duplicates (you define what counts as a duplicate). Your custom CRM entities are then populated accordingly.

**Result**: Visit report data is exported without duplicates, in a structured format, and in batch, with zero manual effort.

### Validate new contacts for plausibility.

**The problem**: In the fast-paced environment of a trade show, data entry errors are common and they significantly reduce CRM data quality.

**The solution with snapAddy**: After a report is exported, a plausibility check is run on all captured data, ensuring that fields like postal code and city, or phone prefix and country, are consistent.

**Result**: Implausible records are flagged for manual review, but only where necessary. For maximum CRM data quality.

### Automate lead routing.

**The problem**: Newly created reports need to be manually assigned to the right sales rep—a time-consuming process that ties up capacity.

**The solution with snapAddy**: Assignment to the correct sales rep is fully automated , through workflows and integration with external communication systems. Custom criteria (postal code, product interest, etc.) ensure accurate routing.

**Result**: VisitReport acts as a lead routing engine, enabling sales reps to follow up on opportunities faster.

### Automated lead scoring powered by AI.

**The problem:** Countless leads pour into the CRM during a trade show — with no clear prioritization for follow-up.

**The solution with snapAddy**: Custom lead rating criteria ensure that created reports and leads are automatically prioritized. Missing information needed for scoring can be sourced via AI.

**Result**: A prioritized lead list is generated in the CRM during the event itself, ready for immediate follow-up.

### Controlled export to multiple systems simultaneously.

**The problem**: Customer data ends up in marketing automation even when the contact already exists in the CRM, creating duplicate records with potentially conflicting information.

**The solution with snapAddy**: DataAgents workflows act as a processing hub between the CRM and the marketing automation platform. If a contact already exists in the CRM, it is updated. If not, a new entry is created in marketing automation.

**Result**: CRM and marketing automation are synchronized and duplicate-free, with no dual maintenance needed.

CRM ReportsLead ControlLead RoutingLead ScoringData Sync

## Stay in Control — with flexible automation levels.

DataAgents eliminates time-consuming CRM and lead processes through automation, while letting you decide exactly how far that automation goes. Our recommendation: the best of both worlds. This approach preserves manual interaction where it adds genuine value, while automating routine cases. Exceptions that require human judgment can still be handled manually.

**One example:** reports flagged as implausible can be routed for manual review, while all others are processed automatically.

DataAgents Automation

CRM Systems

## Fast integrations for seamless sales.

Whether CRM system or marketing automation, DataAgents works seamlessly with all common systems.

[Learn more](https://snapaddy.com/en/integrations.md)

## Get the most out of your data with DataAgents.

DataAgents Workflows

### Connect systems and components flexibly.

Whether it's a CRM, marketing automation platform, web form, or Excel list, DataAgents links your data sources in custom workflows.

Experts Workflows

### snapAddy experts by your side.

Our experts set up the right workflows together with you: practical, tailored, and precisely aligned to your goals.

CRM Process Control

### Automation on your terms.

You can automate virtually every step of your CRM processes, while deciding which steps run automatically and where manual approval is required. You stay in control.

## Proven solution, real results.

More than 4,000 customers already rely on us – read their success stories here.

[All success stories](https://snapaddy.com/en/resources/success-stories.md)

[HAHN + KOLB In the end, it's a win-win situation for everyone. More contact persons Updated email addresses](https://snapaddy.com/en/resources/success-stories/hahn-kolb.md)

### Interested?

[Book a Demo](https://meetings.hubspot.com/snapaddygmbh/gettoknow)

CRM Health Score

## How's your CRM doing? Run the health check.

The CRM Health Score gives you an instant overview of how "healthy" your data really is, measured across recency, reachability, and address quality.

The dashboard delivers a real-time diagnosis. You'll know immediately where action is needed.

Stop searching for good data. Start acting on good data.

[Find out more](https://snapaddy.com/en/resources/blog/crm-data-health-score.md)

CRM Health Score

## Got questions? We've got answers.

What is the implementation effort?

Implementation effort for DataAgents is minimal, as the solution uses standard CRM interfaces that are already integrated. Setup only requires configuration to your specific environment, carried out by snapAddy specialists. Your IT team simply needs to provide the field specifications for your CRM system.

[Our integrations](https://snapaddy.com/en/integrations.md)

Can fields in DataAgents be customized?

All fields in DataAgents are fully customizable and are typically mapped to the fields in your CRM system, allowing seamless integration into your existing workflow. This customization is offered under the name CRM Mapping and can be booked as an add-on.

Does snapAddy DataAgents check for duplicates?

Yes. The DataAgents solution checks for duplicates in the CRM system and only creates new contacts if no existing contact or company is found. The duplicate detection is a proprietary development by snapAddy and can be further tailored to your specific requirements. When new values are detected, they can be used to enrich existing duplicates.

Does contact updating run automatically?

Depending on your settings, proposed changes can be processed fully automatically or semi-automatically. With the implemented workflows, you decide for which types of changes (for example, a new phone number) contact information is updated automatically and when it should be routed to an employee or team for review.

What are enrichment data sources?

-   Email Signatures
-   Business cards
-   Public databases (commercial registers, industry directories, and other databases that provide information on companies and contact persons)
-   Business socials
-   Company website (imprint data)
-   Other sources (Google Maps & Google Places)

Can DataAgents be used worldwide?

All pricing information for DataAgents is available on our [pricing page.](https://snapaddy.com/en/prices/dataagents.md)

How much does the solution cost?

You can find all information about DataAgents pricing packages on our [pricing page](https://snapaddy.com/en/prices/dataagents.md).

Is the data processed in compliance with GDPR?

Your data is processed in compliance with GDPR. Data storage and the business logic of our software solutions are hosted with AWS in Germany.

[Privacy & Security Hub](https://snapaddy.com/en/legal/privacy-security.md)

Is DataAgents the same as DataQuality Automation?

Yes. DataAgents is the new name of our former solution “DataQuality Automation”. We introduced the new name in March 2026 to better reflect what the product actually delivers.

## Proven solution, real results.

[Blog Finding Email Addresses. →](https://snapaddy.com/en/resources/blog/finding-email-addresses.md) [Blog Five workflows for automated B2B sales. →](https://snapaddy.com/en/resources/blog/part-3-five-sales-workflows.md) [Success Story How the Tool Wholesaler Increases ROI from SAP Sales Cloud with snapAddy Solutions. →](https://snapaddy.com/en/resources/success-stories/hahn-kolb.md) [Blog Middleware & Data Synchronization. →](https://snapaddy.com/en/resources/blog/middleware-data-synchronization.md) [Blog New names, clear message. →](https://snapaddy.com/en/resources/blog/new-names-clear-message.md) [Success Story The Automated Capture of Contact Data Sustainably Enhances CRM Data Quality. →](https://snapaddy.com/en/resources/success-stories/omicron.md) [Blog The CRM Health Score. →](https://snapaddy.com/en/resources/blog/crm-data-health-score.md) [Blog What a workflow automation platform really is. →](https://snapaddy.com/en/resources/blog/part-2-workflow-automation-platform.md) [Blog Why sales teams are suffocating under manual data maintenance →](https://snapaddy.com/en/resources/blog/part-1-manual-data-maintenance.md)
