---
title: Workflow templates for sales and CRM | snapAddy
url: https://snapaddy.com/nl/products/dataagents/workflow-library
lang: nl
description: "Workflow templates for the maintenance of CRM data, event leads and contact research: automate your sales processes with DataAgents, with or without AI."
keywords: [workflow, templates, sales, emails, contact]
product: DataAgents
category: product
last_modified: 2026-09-21T08:57:35.335Z
---

# Workflow templates for sales and CRM.

Workflow

Browse workflow templates for the entire sales process, with optional AI support and CRM integration. Automate internal processes, marketing, trade shows and the maintenance of CRM data. This is a sample of what's possible, and every template adapts to the way you work.

CRM-datakwaliteit

## Use emails as a contact data source for your CRM.

Contact information from incoming emails is extracted automatically, matched against your CRM, and any missing details are added.

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Beurzen en evenementen

## Invitation management for events.

Visitors register for your events and are created in VisitReport and in your marketing automation. The confirmation email includes a QR code used to check them in at the event.

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Interne processen

## Research custom insights on leads and contacts.

AI agents research custom insights on existing leads or contacts, calculate lead scores, and add them to your CRM system in structured form.

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Beurzen en evenementen

## Self-service lead capture via web form.

Visitors at your trade show booth scan a QR code and fill in a contact form. The data they enter is enriched automatically, deduplicated, and stored in your CRM and in VisitReport.

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Interne processen

## Get to know DataAgents: receive improvement suggestions.

For incoming contacts or accounts, the workflow runs a duplicate check and creates suggested changes without writing anything to your CRM system. That way you can see how DataAgents can improve your data quality.

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Marketing

## Detect email bounces and find new contacts.

Undeliverable emails are detected automatically and the affected contacts are flagged in your CRM. A new contact is then searched for and created automatically.

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Beurzen en evenementen

## Notify your support or sales team about trade show conversations.

Conversation data from the trade show report is routed to the right team automatically, so support cases and leads reach the people responsible for them directly.

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Beurzen en evenementen

## Score trade show leads and prioritize them for sales.

Trade show leads are scored automatically right after capture, matched against your CRM, and transferred in priority order, with no manual effort at all.

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CRM-datakwaliteit

## Enrich new leads and contacts automatically.

Leads and contacts newly created in your CRM are assessed, normalized, and enriched with additional company and person data automatically.

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Interne processen

## Automate CRM follow-up after customer visits.

Visit reports from VisitReport flow into your CRM automatically. Contacts stay up to date, and follow-up appointments and tasks are created for you.

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Beurzen en evenementen

## Enrich trade show leads and export them to your CRM.

Export visit reports from trade shows or events to your CRM, including deduplication, enrichment, and notifications.

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CRM Systems

## Snelle koppelingen voor naadloze verkoop.

Of het nu een CRM-systeem of marketingautomatisering is: DataAgents kan met alle gangbare systemen goed overweg.

[Meer informatie](https://snapaddy.com/nl/integrations.md)

## FAQ.

Can I adapt the templates to my own processes?

Yes. The workflow library shows only a small part of what [CRM automation](https://snapaddy.com/en/solutions/use-cases/crm-automation.md) with DataAgents can do. Every template can be adapted to your own fields, CRM structures and approval steps, and you can add workflows of your own.

Do I need AI to use these workflows?

No. The workflows run without an AI component too. AI comes in only where it makes a real difference, or wherever you want it to: researching specific information about a lead, for example, or scoring trade show leads.

[More about AI agents in sales](https://snapaddy.com/en/resources/blog/ai-agents-in-crm.md)

Which workflow fits my use case?

We show you use cases for your own area, whether that is [sales](https://snapaddy.com/en/products/dataagents/use-cases-sales.md), [marketing](https://snapaddy.com/en/products/dataagents/use-cases-marketing.md), [sales & CRM ops](https://snapaddy.com/en/products/dataagents/use-cases-sales-and-crm-operations.md) or [revenue leaders](https://snapaddy.com/en/products/dataagents/use-cases-revenue-leaders.md). It is a good first stop for finding the right workflows.

The fastest route is a conversation: book a [demo](https://snapaddy.com/en/booking.md) and we will go through your use cases and help you pick and set up the workflows that fit.