AI-powered automation for efficient marketing.

The problem: Leads from web forms often arrive with incomplete contact information. Short forms convert better, but the fewer fields you ask for, the less data you get.

The solution: With DataAgents, new contacts flow directly from the web form into your CRM, including duplicate checking, data enrichment, and validation. Even with just a few fields filled in, the system automatically adds missing information from business networks or company databases. Every submission becomes a complete, usable contact record.

The problem: Contacts captured at events end up created incorrectly or twice in the CRM, leading to time-consuming cleanup work after the fact.

The solution: Reports from VisitReport are exported to your CRM in bulk and automatically checked for duplicates. You define what counts as a duplicate. Your CRM records are then populated accordingly.

The problem: At a busy trade show, mistakes happen — wrong postal codes, mismatched phone prefixes, fields filled in too quickly to be accurate.

The solution: After a report is exported, DataAgents runs an automatic consistency check on the captured data. It verifies, for example, that postal codes match cities and phone prefixes match countries, before anything lands in your CRM.

The problem: Newly created reports have to be manually assigned to the right salesperson. That costs time your team doesn't have after a busy event day.

The solution: With DataAgents, assignment is automated through workflows and integrations with external communication systems. Custom criteria (postal code, product interest, region) ensure every lead lands with the right person.

The problem: After a trade show, dozens or hundreds of leads sit in the CRM with no clear indication of who to follow up with first.

The solution: Custom lead rating criteria in DataAgents ensure that reports and leads are automatically prioritized as soon as they're created. Where information needed for scoring is missing, AI fills in the gaps.

The problem: Contact data lives in two places — the CRM and the marketing automation platform — and the two don't match. It's never clear which system has the right version.

The solution: DataAgents connects both systems directly, without additional middleware. A workflow automatically synchronizes CRM and marketing automation, reconciles records, enriches them as needed from email signatures, Excel lists, or online sources, and keeps both systems consistent.