CRM Automation

CRM Data Enrichment & Deduplication with n8n + AI

Duplicate contacts and incomplete records cost your sales team momentum. Integratie automates data cleanup while keeping all information securely in Canada.

The Problem

Duplicate Contacts
Multiple entries for the same person slow down sales and confuse reporting.
Incomplete Data
Missing phone numbers, job titles, or company info prevent effective outreach.
Stale Information
Contacts change jobs, companies merge, emails bounce—your CRM falls behind.

Core Capabilities

AI-Based Duplicate Detection

Smart matching identifies duplicates even with slight variations in names, emails, or phone numbers. Merge with confidence.

Real-Time Enrichment

Automatically fill missing fields from trusted sources: job titles, company info, social profiles, phone numbers.

Automated Tagging

Segment creation based on industry, company size, location, or engagement level. Keep your CRM organized.

CRM Integrations

Works with HubSpot, Odoo, Pipedrive, Zoho CRM, Salesforce. API-based sync keeps everything current.

Compliance First

All Data Processed & Stored Within Canada
No U.S. servers, no shadow APIs. Full PIPEDA/FIPPA compliance for Canadian businesses. Optional consent tracking and GDPR support.

Why It Works

Before

CRM Chaos

  • 3 entries for the same contact
  • Missing job titles and phone numbers
  • Outdated company information
  • Poor segmentation and targeting
After

Clean Data

  • Single, accurate record per contact
  • Complete profiles with enriched data
  • Up-to-date company and role info
  • Precise segments for campaigns

Results

Higher Conversion Rates
Quality data fuels accurate forecasting and better targeting. Sales teams spend less time hunting for info.
Improved Reporting
Clean, deduplicated data means your analytics actually reflect reality.
Faster Onboarding
New sales reps get complete, accurate contact info from day one.

"We cleaned up 15,000 contacts in our CRM within two weeks. The enrichment workflows keep it clean automatically now."

— Sales Director, Canadian SaaS Company

How We Implement

  • Audit: Analyze your CRM for duplicate patterns and missing data (1-2 days)
  • Configure: Set up AI matching rules and enrichment sources
  • Pilot: Start with one segment or team (test deduplication + enrichment)
  • Scale: Roll out to entire CRM with monitoring and alerts