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08 · AI & Automation03 of 07

Every lead captured, enriched and scored automatically, then routed to the right person.

A CRM is only as good as the data in it. We connect your forms, inbox, calls and ads to your CRM, use AI to enrich and score each lead, remove duplicates and route hot prospects to the right person, so your team spends time selling, not tidying.

Start a project
What's included
Place for every lead
1
Place for every lead
Of lead sources connected
100%
Of lead sources connected
Routing to the right person
Instant
Routing to the right person

New leads

Enriched

Scored

Ready for sales
CRM integration & AI enrichment · illustration
HubSpotPipedriveSalesforceLead captureAI enrichmentLead scoringDeduplicationRoutingHubSpotPipedriveSalesforceLead captureAI enrichmentLead scoringDeduplicationRouting
Sound familiar?

The problems we hear most often before someone asks us about CRM integration & AI enrichment.

01

Leads in too many places

Enquiries arrive by form, email, phone and social, and not all of them reach the CRM.

02

Half-empty records

Missing company size, role and context mean reps research every lead by hand.

03

Hot leads go cold

Without scoring and routing, high-value enquiries wait in a queue with everything else.

What's included

01

CRM audit

Data quality, fields, pipelines and how your team uses the CRM today.

02

Source integration

Forms, inbox, calls, chat and ad platforms connected automatically.

03

AI enrichment

Company, role and context added from your own data and trusted sources.

04

Lead scoring

Scores based on fit and behaviour, so the best leads surface first.

05

Routing and alerts

Leads assigned to the right person instantly, with alerts for hot prospects.

06

Data hygiene

Duplicates merged, fields standardised and rules to keep it clean.

How we do it

You follow every step live in Mission Control, your project dashboard: tasks, files, approvals and a launch forecast.

  1. 1

    Audit

    We review your CRM, data and sales process.

  2. 2

    Design

    Fields, scoring rules and routing agreed with sales.

  3. 3

    Integrate

    Sources connected and enrichment set up and tested.

  4. 4

    Train and tune

    Team training and score tuning based on real results.

1

Place for every lead

100%

Of lead sources connected

Instant

Routing to the right person

Built for

Who this is for.

    B2B sales teams
    Businesses with leads from many channels
    Companies migrating CRM
    Teams with messy, duplicated data
Tools we useClaudeVercel AI SDKn8nZapierMakeHubSpotSupabasePython
Helpful extras

Try it yourself, or see what's built in.

Questions

CRM integration & AI enrichment, answered.

Something else on your mind? Ask the Zelvorm Concierge in the corner, or talk to the team.

HubSpot, Pipedrive, Salesforce, Zoho and others with good APIs. We can also help you choose or migrate.

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