Nodes for Workflow Automation in Sales and Marketing.

Make sure your Microsoft Dynamics connection is up and running before a workflow writes any data. If the connection is down, the workflow can stop, take a different path or alert your team, so no records get lost along the way.

Make sure your HubSpot connection is up and running before a workflow writes any data. If the connection is down, the workflow can stop, take a different path or alert your team, so no records get lost along the way.

Make sure your Pipedrive connection is up and running before a workflow writes any data. If the connection is down, the workflow can stop, take a different path or alert your team, so no records get lost along the way.

Make sure your Salesforce connection is up and running before a workflow writes any data. If the connection is down, the workflow can stop, take a different path or alert your team, so no records get lost along the way.

Make sure your SAP Sales Cloud connection is up and running before a workflow writes any data. If the connection is down, the workflow can stop, take a different path or alert your team, so no records get lost along the way.

Make sure your SAP Sales Cloud connection is up and running before a workflow writes any data. If the connection is down, the workflow can stop, take a different path or alert your team, so no records get lost along the way.

See exactly which fields differ between your new data and what's already stored in Microsoft Dynamics. Your workflow only updates what has actually changed, which keeps the record history clean and saves API calls.

See exactly which fields differ between your new data and what's already stored in HubSpot. Your workflow only updates what has actually changed, which keeps the record history clean and saves API calls.

See exactly which fields differ between your new data and what's already stored in Pipedrive. Your workflow only updates what has actually changed, which keeps the record history clean and saves API calls.

See exactly which fields differ between your new data and what's already stored in Salesforce. Your workflow only updates what has actually changed, which keeps the record history clean and saves API calls.

See exactly which fields differ between your new data and what's already stored in SAP Sales Cloud. Your workflow only updates what has actually changed, which keeps the record history clean and saves API calls.

See exactly which fields differ between your new data and what's already stored in SAP Sales Cloud. Your workflow only updates what has actually changed, which keeps the record history clean and saves API calls.

Fill the gaps in your Microsoft Dynamics records without touching what's already there. Only empty fields are completed, so manual corrections by your sales team stay exactly as they are.

Fill the gaps in your HubSpot records without touching what's already there. Only empty fields are completed, so manual corrections by your sales team stay exactly as they are.

Fill the gaps in your Pipedrive records without touching what's already there. Only empty fields are completed, so manual corrections by your sales team stay exactly as they are.

Fill the gaps in your Salesforce records without touching what's already there. Only empty fields are completed, so manual corrections by your sales team stay exactly as they are.

Fill the gaps in your SAP Sales Cloud records without touching what's already there. Only empty fields are completed, so manual corrections by your sales team stay exactly as they are.

Fill the gaps in your SAP Sales Cloud records without touching what's already there. Only empty fields are completed, so manual corrections by your sales team stay exactly as they are.

Send new contacts, companies and other records from your workflow straight into ADITO. Captured and enriched data lands where your team works, without manual imports.

Attach business card scans, profile photos, notes or visit reports directly to the right Microsoft Dynamics record. Everything your team needs to know about a contact is in one place, without anyone uploading files by hand.

Attach business card scans, profile photos, notes or visit reports directly to the right HubSpot record. Everything your team needs to know about a contact is in one place, without anyone uploading files by hand.

Attach business card scans, profile photos, notes or visit reports directly to the right Pipedrive record. Everything your team needs to know about a contact is in one place, without anyone uploading files by hand.

Attach business card scans, profile photos, notes or visit reports directly to the right Salesforce record. Everything your team needs to know about a contact is in one place, without anyone uploading files by hand.

Attach business card scans, profile photos, notes or visit reports directly to the right SAP Sales Cloud record. Everything your team needs to know about a contact is in one place, without anyone uploading files by hand.

Attach business card scans, profile photos, notes or visit reports directly to the right SAP Sales Cloud record. Everything your team needs to know about a contact is in one place, without anyone uploading files by hand.

Turn captured leads, form submissions and enriched company data into new contacts, accounts or leads in Microsoft Dynamics. Records are created automatically at the end of your workflow, with no manual data entry.

Turn captured leads, form submissions and enriched company data into new contacts, accounts or leads in HubSpot. Records are created automatically at the end of your workflow, with no manual data entry.

Turn captured leads, form submissions and enriched company data into new contacts, accounts or leads in Pipedrive. Records are created automatically at the end of your workflow, with no manual data entry.

Turn captured leads, form submissions and enriched company data into new contacts, accounts or leads in Salesforce. Records are created automatically at the end of your workflow, with no manual data entry.

Turn captured leads, form submissions and enriched company data into new contacts, accounts or leads in SAP Sales Cloud. Records are created automatically at the end of your workflow, with no manual data entry.

Turn captured leads, form submissions and enriched company data into new contacts, accounts or leads in SAP Sales Cloud. Records are created automatically at the end of your workflow, with no manual data entry.

Add new leads to Evalanche automatically so they enter your marketing nurturing right away. Contacts arrive cleaned and enriched, and can be sorted into the right pool for each campaign.

Send new contacts, companies and other records from your workflow straight into CAS genesisWorld. Captured and enriched data lands where your team works, without manual imports.

Send new contacts, companies and other records from your workflow straight into Odoo. Captured and enriched data lands where your team works, without manual imports.

Send new contacts, companies and other records from your workflow straight into SmartWe. Captured and enriched data lands where your team works, without manual imports.

Send new contacts, companies and other records from your workflow straight into SugarAI. Captured and enriched data lands where your team works, without manual imports.

Send new contacts, companies and other records from your workflow straight into SuiteCRM. Captured and enriched data lands where your team works, without manual imports.

Send new contacts, companies and other records from your workflow straight into weclapp. Captured and enriched data lands where your team works, without manual imports.

Send new contacts, companies and other records from your workflow straight into Zoho CRM. Captured and enriched data lands where your team works, without manual imports.

Find out whether a contact or company already exists in Microsoft Dynamics before anything new is created. Your workflow then decides on its own whether to update the existing record or create a new one, which keeps duplicates out of your CRM from the start.

Find out whether a contact or company already exists in HubSpot before anything new is created. Your workflow then decides on its own whether to update the existing record or create a new one, which keeps duplicates out of your CRM from the start.

Find out whether a contact or company already exists in Pipedrive before anything new is created. Your workflow then decides on its own whether to update the existing record or create a new one, which keeps duplicates out of your CRM from the start.

Find out whether a contact or company already exists in Salesforce before anything new is created. Your workflow then decides on its own whether to update the existing record or create a new one, which keeps duplicates out of your CRM from the start.

Find out whether a contact or company already exists in SAP Sales Cloud before anything new is created. Your workflow then decides on its own whether to update the existing record or create a new one, which keeps duplicates out of your CRM from the start.

Find out whether a contact or company already exists in SAP Sales Cloud before anything new is created. Your workflow then decides on its own whether to update the existing record or create a new one, which keeps duplicates out of your CRM from the start.

Search ADITO for existing records using the field values of your choice. Check whether a contact already exists before creating it, or select exactly the records your workflow should process next.

Pull emails, notes and custom fields from Microsoft Dynamics into your workflow. Use this context to decide what happens next, for example skipping contacts with recent activity or letting AI assess the conversation history.

Pull emails, notes and custom fields from HubSpot into your workflow. Use this context to decide what happens next, for example skipping contacts with recent activity or letting AI assess the conversation history.

Pull emails, notes and custom fields from Pipedrive into your workflow. Use this context to decide what happens next, for example skipping contacts with recent activity or letting AI assess the conversation history.

Pull emails, notes and custom fields from Salesforce into your workflow. Use this context to decide what happens next, for example skipping contacts with recent activity or letting AI assess the conversation history.

Pull emails, notes and custom fields from SAP Sales Cloud into your workflow. Use this context to decide what happens next, for example skipping contacts with recent activity or letting AI assess the conversation history.

Pull emails, notes and custom fields from SAP Sales Cloud into your workflow. Use this context to decide what happens next, for example skipping contacts with recent activity or letting AI assess the conversation history.

Look up an Evalanche profile by email address before creating or updating it. That prevents duplicate profiles and keeps all engagement data in one place.

Search CAS genesisWorld with a precise SQL query and get back exactly the records you need. Check whether a contact already exists before creating it, or load a filtered set of records for your workflow to process next.

Search Odoo for existing records using the field values of your choice. Check whether a contact already exists before creating it, or select exactly the records your workflow should process next.

Search SmartWe with a precise SQL query and get back exactly the records you need. Check whether a contact already exists before creating it, or load a filtered set of records for your workflow to process next.

Search SugarAI for existing records using the field values of your choice. Check whether a contact already exists before creating it, or select exactly the records your workflow should process next.

Search SuiteCRM for existing records using the field values of your choice. Check whether a contact already exists before creating it, or select exactly the records your workflow should process next.

Search weclapp for existing records using the field values of your choice. Check whether a contact already exists before creating it, or select exactly the records your workflow should process next.

Search Zoho CRM for existing records using the field values of your choice. Check whether a contact already exists before creating it, or select exactly the records your workflow should process next.

Load a complete ADITO record by its ID. Your workflow always works with current data, whether it's comparing values, checking for gaps or preparing an update.

Load the complete, up-to-date Microsoft Dynamics record when all you have is its ID. Ideal for scheduled workflows that regularly review and improve your existing data.

Load the complete, up-to-date HubSpot record when all you have is its ID. Ideal for scheduled workflows that regularly review and improve your existing data.

Load the complete, up-to-date Pipedrive record when all you have is its ID. Ideal for scheduled workflows that regularly review and improve your existing data.

Load the complete, up-to-date Salesforce record when all you have is its ID. Ideal for scheduled workflows that regularly review and improve your existing data.

Load the complete, up-to-date SAP Sales Cloud record when all you have is its ID. Ideal for scheduled workflows that regularly review and improve your existing data.

Load the complete, up-to-date SAP Sales Cloud record when all you have is its ID. Ideal for scheduled workflows that regularly review and improve your existing data.

Load the current field values of an Evalanche profile by its ID. Check what's already stored before an update, or pass campaign responders straight into your enrichment workflows.

Load a complete CAS genesisWorld record by its ID. Your workflow always works with current data, whether it's comparing values, checking for gaps or preparing an update.

Load a complete Odoo record by its ID. Your workflow always works with current data, whether it's comparing values, checking for gaps or preparing an update.

Load a complete SmartWe record by its ID. Your workflow always works with current data, whether it's comparing values, checking for gaps or preparing an update.

Load a complete SugarAI record by its ID. Your workflow always works with current data, whether it's comparing values, checking for gaps or preparing an update.

Load a complete SuiteCRM record by its ID. Your workflow always works with current data, whether it's comparing values, checking for gaps or preparing an update.

Load a complete weclapp record by its ID. Your workflow always works with current data, whether it's comparing values, checking for gaps or preparing an update.

Load a complete Zoho CRM record by its ID. Your workflow always works with current data, whether it's comparing values, checking for gaps or preparing an update.

Send cleaned and enriched contacts straight into an Oracle Eloqua form. Eloqua takes over from there, creating contacts, adding them to campaigns or starting nurture programs, even without a direct CRM-to-Eloqua integration.

Send cleaned and enriched contacts straight into a Salesforce Account Engagement (Pardot) form handler. The completion actions you've set up take over from there, such as creating prospects, adding them to lists or notifying your team.

Write enriched or corrected values back to existing ADITO records. Only the fields you choose are changed, so everything else stays as it is.

Keep your Microsoft Dynamics data current by writing enriched, corrected or standardized values straight back to existing records. You can also update status fields so everyone can see what a workflow has already processed.

Keep your HubSpot data current by writing enriched, corrected or standardized values straight back to existing records. You can also update status fields so everyone can see what a workflow has already processed.

Keep your Salesforce data current by writing enriched, corrected or standardized values straight back to existing records. You can also update status fields so everyone can see what a workflow has already processed.

Keep your Pipedrive data current by writing enriched, corrected or standardized values straight back to existing records. You can also update status fields so everyone can see what a workflow has already processed.

Keep your SAP Sales Cloud data current by writing enriched, corrected or standardized values straight back to existing records. You can also update status fields so everyone can see what a workflow has already processed.

Keep your SAP Sales Cloud data current by writing enriched, corrected or standardized values straight back to existing records. You can also update status fields so everyone can see what a workflow has already processed.

Keep Evalanche profiles in sync with your latest data, from new job titles to updated company details. Your segments stay accurate and your campaigns reach the right people.

Write enriched or corrected values back to existing CAS genesisWorld records. Only the fields you choose are changed, so everything else stays as it is.

Write enriched or corrected values back to existing Odoo records. Only the fields you choose are changed, so everything else stays as it is.

Write enriched or corrected values back to existing SmartWe records. Only the fields you choose are changed, so everything else stays as it is.

Write enriched or corrected values back to existing SugarAI records. Only the fields you choose are changed, so everything else stays as it is.

Write enriched or corrected values back to existing SuiteCRM records. Only the fields you choose are changed, so everything else stays as it is.

Write enriched or corrected values back to existing weclapp records. Only the fields you choose are changed, so everything else stays as it is.

Write enriched or corrected values back to existing Zoho CRM records. Only the fields you choose are changed, so everything else stays as it is.

Give connected systems a moment to catch up. The workflow pauses for a set number of seconds, so follow-up steps don't run before a new record can be found or a service is ready for the next request.

Let your workflow make decisions. Depending on a condition you set, such as a missing email address or a specific country, records follow one path or the other, so each step only runs when it makes sense.

Process lists one item at a time, such as search results, imported contacts or event leads. Each entry runs through the same steps, so even large batches are handled consistently.

Route records into up to four paths, for example by country, lead priority or record type. Each group gets exactly the processing it needs, and one path can serve as the default for everything else.

Find out whether a company's website is still live, parked, suspended or redirecting somewhere new. Spot companies that may have closed or rebranded, and keep the website addresses in your CRM up to date.

Complete company records using official registers, Wikipedia and website imprints. Get details like industry, company size, address and contact information for better lead qualification and segmentation, without manual research.

Missing an email address? Based on a contact's name and company domain, this node suggests the most likely business email address using known address patterns. Ideal for completing records from business cards or attendee lists before they reach your CRM.

Find the right people at your target accounts by role, company and location. Reach the actual decision makers, build lists for account-based campaigns and add contacts to accounts that depend on just one or two people.

Clean up and standardize contact data automatically, from email addresses and phone numbers to postal addresses. Missing details like the salutation are derived from what's already in the record, so data from any source arrives in your CRM consistent and ready to use.

Enrich contacts with up-to-date professional details like job title and current employer, based on just a name and company. Know who you're dealing with before your first follow-up, and spot when people change roles.

Send automatic emails to any recipients you choose, with PDF attachments if needed. Notify account owners about changes, confirm completed processes or deliver VisitReport reports to CRMs without a direct integration.

Send transactional emails through Mandrill, either from a stored template or as a custom HTML message built in your workflow. Workflow data personalizes each email, and open and click tracking shows you how recipients engage.

Connect your workflow to any system with an HTTP API. Fetch data from a credit agency, verify email addresses with a validation service or send cleaned records to your internal systems, even where no dedicated node exists.

Keep your team in the loop directly in Slack. Notify sales reps about new leads, alert data stewards when a record needs a second look or share a daily summary of priority deals.

Stop a workflow run on purpose when something isn't right, such as missing required data or a case no branch covers. The run is marked as failed with your own message, so problems show up in the logs instead of disappearing silently.

Start one workflow from another and build your automations from reusable building blocks. Define a validation process once and use it everywhere, or route records to specialized workflows based on their characteristics.

Convert text between Markdown and HTML in either direction. Turn Markdown into polished HTML for emails or CRM notes, or reduce bulky HTML to clean Markdown for storage or AI prompts.

When the standard nodes aren't enough, add your own JavaScript. Calculate data quality scores, apply company-specific mapping rules or enforce your own data governance checks, all within the workflow.

Bring every phone number into the same international format, no matter how it was entered. Local numbers get the right country code, and main, mobile and fax numbers can be formatted in a single step.

Store values once and use them anywhere in the same workflow run. Collect results across loop iterations, reuse an API response in later steps or keep count of how many records passed your checks.

Reshape your data so it fits exactly where it needs to go. Match your CRM's field structure, combine results from several workflow steps into one record or prepare the right format for external APIs.

Put a large language model to work inside your workflow to summarize notes, write company briefings or turn free text into structured data. With web search enabled, answers draw on current public information and include source references.

Use the AI provider of your choice, including OpenAI, Anthropic, Mistral or Perplexity, right inside your workflow. Draft personalized outreach, classify free-text input or check whether data is plausible, guided by your own prompts and workflow data.

Turn free-text job titles into the structured values your CRM needs, such as department or seniority. You define the categories and AI assigns each contact to the right one, for cleaner segmentation, lead scoring and routing.

Turn email signatures and message content into structured contact data with AI. Contacts from forwarded threads or shared inboxes become clean records, without anyone copying details by hand.

Pull names, phone numbers, companies and other contact details out of any free text with AI. Meeting notes, call summaries or chat transcripts become structured contact data you can use right away.

Add contacts to an inventory data list in VisitReport so your team has them at hand in the app and dashboard at the next trade show. Prepare the people you want to meet in advance and use the new contact ID for follow-up steps like event invitations.

Create new VisitReport reports automatically from the contact and report data in your workflow. The reports are ready in VisitReport without anyone entering them by hand.

Access VisitReport report data for each participant and pass it on to your workflow. Conversations from trade shows and customer visits can then be enriched and synchronized with your CRM.

Write enriched and cleaned participant data back to VisitReport. Your team sees complete company details and consistently formatted phone numbers directly in the VisitReport Dashboard.

Collect possible duplicates in a clear review list instead of merging them automatically. Your team decides what happens to each match, with a direct link to the record in your CRM.

Save contacts to snapAddy LeadResearch, either in a personal list or in a list shared with your whole team. That gives leads a place to wait until they're researched, approved and ready for your CRM.

Review changes before they reach your CRM. Differences between enriched data and existing records are saved as suggestions, so your team can approve sensitive updates like a new employer or email address first.