CRM Enrichment

Future-proof your CRM with Copy.ai's seamless integration, bringing AI-powered automation and intelligence directly to your favorite platforms like Salesforce and HubSpot. Unlock unprecedented efficiency with real-time data sync, automated lead management, and trigger-based workflows that keep your CRM data always accurate and actionable. Empower your teams to work smarter, not harder, by effortlessly infusing AI into their existing workflows - all while minimizing disruption and maximizing adoption.

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Seamless CRM Integration

Effortlessly connect Copy.ai with your favorite CRM systems like Salesforce and HubSpot. Our robust APIs and native integrations enable smooth data flow and intelligent automation, empowering your sales and marketing teams to work smarter, not harder. Unlock the full potential of AI-powered workflows directly within your CRM's familiar interface.

Bi-directional data sync in real-time
Automated lead scoring, segmentation, and nurturing
Trigger Copy.ai Workflows to run based on changes to CRM fields

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Streamline Your CRM Workflows

Unlock the full potential of your CRM with integrated AI workflows that drive efficiency and growth. Say goodbye to manual data entry and hello to automated processes that keep your team focused on what matters most: delivering exceptional customer experiences. Optimize your sales processes + operations and accelerate your pipeline + revenue growth.

Automate repetitive tasks and eliminate data silos
Ensure data accuracy and consistency across systems
Enhance visibility and enable data-driven decision-making

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Trigger-Based Actions and Workflows

Keep your CRM data accurate and actionable with event-driven enrichment workflows. Copy.ai's field-level listening capabilities trigger data appending processes automatically whenever key information changes. Reduce the reliance on manual updates from reps and make sure you have an always up-to-date, insights-rich CRM.

Enrich records instantly as lead statuses evolve
Append key intel to deals as stages progress
Arm GTM teams with with full context on high priority accounts

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Meet Teams in the Flow of Work

Sync Copy.ai with your existing tools and workflows, minimizing disruption and driving user adoption. By leveraging native integrations, customizable automation, and mobile accessibility, teams can access critical customer data directly within the natural flow of their work. Ideal for organizations looking to centralize information, streamline processes, and scale with agility.

Infuse AI across your CRM while keeping change management low
Unify data in a single, cloud-based hub
Automate workflows to align with team behaviors

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See the Copy.ai platform in action

Get a demo and discover how sales and marketing teams use Copy.ai to add an AI superpower to their revenue engine.

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