Workflow library.

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

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.

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

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.

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

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.

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

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

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