CRM Automation Use Cases: How to Boost your Sales with DataQuality Automation
CRM automation doesn’t have to be complicated – if you know how to do it. Our real-life, practical examples highlight just how effortlessly and effectively DataQuality Automation, powered by AI, takes repetitive CRM tasks off your plate.
How Is DataQuality Automation Used Efficiently in Practice?
We’ll show you – using five selected real-world use cases.
You’ll see how the available components in Data Quality interact within individual workflows and which tasks can be automated – whether it’s an Excel upload or a middleware solution.
The sky is the limit!
From The Initial Trigger to the Result.
Each workflow created with DataQuality Automation follows the same basic principle: A predefined trigger initiates a fully automated process. Intelligent modules then enrich your data along the way. The result? Clean, structured and fully updated contact details in your CRM.
The Trigger – Your Starting Point.
A trigger is a predefined event that automatically launches your customized workflow. This could be an e-mail landing in your inbox or the upload of an Excel file, to give two examples.
Data Enrichment powered by Trusted Sources.
As the workflow progresses, various automation modules come into play. They validate, enrich, structure, and connect the available data, turning fragmented information into a reliable, actionable asset.
The Outcom: A Solution Tailored to You.
Every workflow leads to your custom solution: a complete, fully updated data record and a CRM free of duplicates.
Here's How Your Workflows Come Together:
All the workflows in DataQuality Automation consist of modular components that can be combined in a multitude of ways to suit your specific needs.
All the workflows in DataQuality Automation consist of modular components that can be combined in a multitude of ways to suit your specific needs.
Automatically enriches all available contact information with data pulled from multiple online sources.
Generates suggestions for missing email addresses by analyzing publicly available address patterns.
Checks fields such as phone numbers and postal codes for correct formatting and logical consistency.
Integrates external systems via API to retrieve or transmit information.
Automatically sends emails to contacts who match predefined criteria.
Identifies updates by comparing data with the CRM and hands off complex cases to the appropriate human expert.
CRM data can be automatically created, updated, and enriched.
Automatically compares new contact data with existing CRM entries to avoid duplicates.
Enriches CRM contact data by pulling publicly available information from LinkedIn profiles.
Leverages AI to organize and derive insights from CRM data.
Data Management Powered by AI.
All use cases in DataQuality Automation are AI-powered — from data enrichment to intelligent duplicate detection. By embedding AI within the CRM and integrating via the Model Context Protocol (MCP), we enable seamless connection of large language models (LLMs) with external systems and data sources. Consequently, DataQuality Automation can be utilized as an AI-driven CRM tool. What this means for you: more precise results, as well as smarter processes and workflows that adapt flexibly to your requirements.
When Data Delivers Real Value.
These five real-life use cases highlight how our customers successfully use DataQuality Automation in their day-to-day operations, saving time, ensuring data quality, and unlocking the full potential of their CRM data. And it is only glimpse of what's possible.
Use Email Signatures to Enrich Your CRM Records
The challenge: Contact details change over time, yet those changes go completely unnoticed in your CRM– even though the most up-to-date information is right there, readily available in your e-mail inbox.
The solution with snapAddy: Multiple e-mails make their way to your inbox every day– each one with a current and updated e-mail signature. With DataQuality Automation, contact details are automatically extracted, matched against your CRM records, and enriched if needed. DataQuality Automation pulls additional data from LinkedIn and different business databases to fill out any missing information, turning each email into a valuable and fully updated entry in your CRM.
Trigger: A new e-mail just landed in your inbox
Enrichment: Integration of LinkedIn and business data bases
Result: Existing contact records are refresehed, enriched, and verified
Import Leads Straight From Excel– Duplicate-Free
The challenge: A valuable attendee list from an event often requires tremendous manual effort and time to transfer into the CRM system. During this process, duplicate records are frequently created unintentionally.
The solution with snapAddy: After importing the Excel file into the CRM system, DataQuality Automation automatically checks all entries for duplicates, enriches missing data using online sources, email validation, LinkedIn, or artificial intelligence, and intelligently distinguishes between existing customers and new sales opportunities.
Trigger: Excel import into the CRM system.
Enrichment: Duplicate check, LinkedIn integration, AI query, company data lookup, email validation.
Result: New leads are created in the CRM without duplicates and are pre-qualified.
Keep Contact Data Continuously Up to Date.
The challenge: Outdated contact information in the CRM means potential leads become unreachable, resulting in lost sales opportunities.
The solution with snapAddy: With a continuously running workflow, DataQuality Automation takes over ongoing CRM data maintenance. New information from sources such as LinkedIn, company databases, or email validation is automatically detected, verified, and integrated. This ensures contact data stays current, and important changes never go unnoticed.
Trigger: The workflow runs in a continuous loop, restarting as soon as all contacts have been reviewed.
Enrichment: LinkedIn integration, AI query, company data lookup, email validation, plausibility check.
Result: Existing CRM data is continuously updated, completed, and validated, leading to sustained improvements in data quality.
Synchronize Your CRM & Marketing Automation System
The challenge: Customer data is maintained separately in both the CRM system and the marketing automation platform, often containing conflicting information. There is no clear overview of where the accurate data resides.
The solution with snapAddy: DataQuality Automation intelligently connects both systems without the need for additional middleware. The workflow automatically synchronizes the CRM and marketing automation platforms, reconciles records, enriches data when needed using email signatures, Excel lists, or online sources, and ensures consistent, up-to-date information across both systems. This reduces manual effort, prevents duplicate data maintenance, and eliminates data silos.
Trigger: Contact data in the CRM system
Enrichment: Data from marketing automation software, duplicate check
Result: Your CRM and marketing automation system are synchronized without duplicates—and without double the work.
Automatically Captures Web Form Data in Your CRM
The challenge: Leads from web forms often go unused because the contact data is incomplete. What’s meant to simplify form submissions ends up complicating follow-up communication.
The solution with snapAddy: With DataQuality Automation, new contacts flow directly from the web form into your CRM—complete with duplicate checks, data enrichment, and validation. Even if the form includes only a few fields, the system automatically fills in missing details using sources like LinkedIn or company databases. This turns every submission into a fully usable and qualified contact.
Trigger: Newsletter form submission
Enrichment: Duplicate check, AI query, company data lookup, LinkedIn integration, plausibility check
Result: Contacts from the newsletter form are transferred to the CRM without duplicates and enriched with complete, reliable data.
Why Automated Data Quality in Your CRM Is Valuable
Clean CRM data is the foundation of successful sales and effective marketing. But manual data maintenance often fails—due to a lack of time, unclear ownership, or simple human error. The consequences can be quite serious: incorrect contacts, inefficient processes, and lost revenue.
Automation and AI in your CRM ensure that data remains up to date, complete, and reliable—effortlessly and with maximum impact on your business success.
Smart Solutions for Your Data Quality Challenges– with DataQuality Automation
Connect systems and components flexibly
Whether it's your CRM system, marketing automation, web forms, or Excel lists– DataQuality Automation links all your data sources in customized workflows tailored to your needs.
snapAddy experts always by your side
Our specialists work with you to create practical, personalized workflows, aligned precisely with your business goals.
Automation processes that follow your rules
You decide which steps run automatically and where manual approval is still required, giving you full control at all times.
Our robust and efficient IT security management is ISO 27001 certified, ensuring the highest level of data protection.
Even companies with the strictest compliance requirements can rely on internationally recognized security standards. All processes are also fully GDPR-compliant.
More than 4,000 Satisfied Companies
Real success stories with snapAddy solutions
You’ve Got Questions? We’ve Got Answers!
We're also happy to address any specific questions you may have. Schedule a meeting and get to know our solutions better.
We're also happy to address any specific questions you may have. Schedule a meeting and get to know our solutions better.
The use cases shown are just a small glimpse of what’s possible with DataQuality Automation. Thanks to the flexible combination of individual modules, workflows can be customized almost without limits—powered by artificial intelligence within your CRM. This allows you to integrate AI tools as needed and leverage their structured knowledge for your processes. Let’s talk about your specific use case—our experts are happy to advise you.
DataQuality Automation is available as an enterprise solution in three packages—tailored to your number of users and workflows. Get in touch, and we’ll provide you with a custom quote based on your needs.
The time required depends on the complexity of your workflow. Our data scientists support you every step of the way—with a user-friendly interface and practical experience. Once the workflow is set up, you’ll benefit from the very first trigger.
Automated workflows in DataQuality Automation are custom-defined processes that execute tasks independently. Full automation is possible, yet you retain the option to intervene manually at key points and grant human approval where needed.
DataQuality Automation is ideal for anyone who wants to rely on their CRM data—from startups to global enterprises. It’s especially valuable for companies with large contact volumes, multiple systems, or complex sales processes. The AI-powered automation significantly improves CRM data quality with minimal manual effort.
Because only up-to-date, complete, and error-free data enables reliable decision-making and effective marketing and sales activities. With automated, AI-driven CRM data maintenance, duplicates are eliminated, manual data entry is minimized, and efficiency increases across the board. Less effort. Better results.
Let DataQuality Automation Do The Work For You.
DataQuality Automation maximizes the potential of your contact date – with customized, reliable, and automated workflows. Our flexible modules make it possible.