CRM automation for Canadian revenue teams
Every night, CRM automation cleans HubSpot or Salesforce, and each Monday it rolls up your forecast. Your reports stop counting duplicates and empty fields.
HubSpot
Google Sheets
Stripe
PandaDoc
Snowflake
Slack
See CRM automation clean a messy record and log it
Every night at 2:00- SalesforceTriggeredEvery night at 2:00
- SalesforceScan for gaps1,284 records missing a field
- SalesforceMerge duplicates73 accounts merged
- Clay
Fill firmographicsIndustry, headcount, province - SalesforceFix stage dates41 opportunities corrected
- SlackPost the changelog#revops · 1,398 fields changed
CRM cleanup and forecasting your team can trust
Empty fields filled every night
Each night the agent finds records missing industry, size or province, fills them from Clay or your own data, and shows every change as a diff. CRM cleanup also merges duplicate contacts and accounts in HubSpot or Salesforce.
Harbourline Logistics4 fixed- Industry—Logistics
- Employees0142
- Province—British Columbia
- Close dateMar 31Oct 17
Quotes, invoices and payments on the same record
We connect HubSpot or Salesforce to PandaDoc, Stripe, Google Sheets and Snowflake. When a quote is signed, the deal updates, the invoice goes out and the payment lands on the right account.
Approve big changes before they're written
Bulk merges, owner changes and close-date updates post to Slack with a list of the records affected. Someone on your team approves them, and the agent writes nothing to the CRM until they do.
#paid-mediaYour Search campaign for spring roof repair in Calgary is ready. Want me to publish it?
A different model for matching and for writing
Duplicate matching can run on a small, fast model, and deal summaries on Claude or Gemini. You pick the model for each step and can switch it later without rebuilding the workflow.
Multiple models- Claude
- OpenAI
Gemini
Cohere- Your own model
A forecast you can trace back to the records
The Monday forecast rollup is logged with every deal, field change and Gong call it used. We watch each run, fix failed syncs, tune model costs each month and add the next CRM automation when you're ready.
- HubSpotQualify inbound leadsRunningMaya Chen · 16s
- SalesforceNightly CRM cleanupCompleted1,398 fields · 41s+1,398
- QuickBooks
Match supplier invoicesNeeds approvalINV-20931 · $13,104 - Zendesk
Triage new ticketsCompleted38 tickets · 2m 04s38 closed - Shopify
Sync Shopify ordersRetryingRate limited, retry 2 of 3
CRM automation use cases
HubSpotClay+1CRM cleanup
Duplicates and empty fields ruin your reports. A nightly cleanup merges, fills and logs every change.
Google SheetsGong
+1Forecast roll-up
The forecast gets rebuilt by hand every week. This roll-up updates it from Salesforce and Gong and flags the risky deals.
PandaDocStripe+1Quote to cash
Closed deals wait while billing gets set up by hand. This handoff creates the subscription and invoice from the signed order form.
CRM automation questions
Find out what's breaking your CRM reports
Book a 30-minute call. Within 3 business days you get a written plan with your top 3 CRM automations, the tools each one connects and what the first one takes to build.