CRM Automation That Logs and Enriches Every Record For You
Short answer: CRM automation is a system that captures, enriches, scores, and files records for you, so your pipeline stays current without anyone typing. We build it into the CRM you already run (HubSpot, Salesforce, or Pipedrive) and wire it to the tools around it. New leads get logged and enriched the moment they land, and the right person gets pinged to follow up.
We are the team that builds the pipeline and wires it into the CRM you already run, not another tool your reps have to learn.
How it works for your business
The bottleneck is manual entry. A lead arrives through a form, a shared inbox, or a list import, and someone has to log it, look up the company, decide who owns it, and set a follow-up. The work is dull, it gets deprioritized, and records go stale. By the time anyone acts, the context is gone and half the CRM is empty.
We build the pipeline that does that work the moment a record lands. New contacts are captured, enriched with firmographic data, scored against your ideal customer profile, routed to the right owner, and written to the correct stage in HubSpot, Salesforce, or Pipedrive. A follow-up task and a Slack alert fire so nothing sits unattended.
A person still approves what matters. The system handles the repetitive logging and enrichment; your team decides which deals to chase and what to say. You set the scoring rules and routing logic, and you can review or override anything before it moves. The CRM stays clean without anyone babysitting it.
Capture from anywhere
Forms, shared inboxes, spreadsheets, webhooks, or another tool's export all feed the same pipeline. However a lead arrives, it ends up as a structured, enriched record in one place instead of scattered across tabs and threads.
Enrich automatically
Each record is matched against firmographic data through enrichabl, our own Clay-style enrichment platform, so you get company size, industry, and the fields you actually filter on without manual lookups.
Score and route by your rules
Leads are scored against your ICP and assigned to the right owner or pipeline stage. High-fit prospects surface first; low-fit ones are tagged and parked instead of cluttering someone's queue.
What we connect
We work with the CRM you already run. HubSpot, Salesforce, and Pipedrive are the most common, and we connect them to the tools around them: forms, shared inboxes, enrichment, Slack, and your scheduling or proposal stack. Anything with an API can join the pipeline.
If you are mid-migration or running more than one system, we can keep records in sync across them so no team works from stale data. The goal is one clean source of truth, not another silo to maintain.
Sync, not a dead end
Data flows both ways where it should. When a record changes in the CRM, the connected tools reflect it; when something happens upstream, the CRM updates. Your reps stop copying fields between systems and trust what they see.
How we build it, and what it costs
We start with a free audit. We map how leads reach you today, where records go stale, and which fields your team actually relies on. You walk away with a scoped plan and a fixed price before any work begins.
Most builds go live in 2 to 4 weeks; a straightforward capture-enrich-route pipeline can ship in one. We build against your real data, test every branch, and hand over a system that runs quietly in the background. You own it, and it integrates with the tools you already pay for.
Pricing is fixed-scope, fixed-fee. Productized workflows start from EUR 1,999. Deeper custom builds, like syncing several systems or scoring trained on your historical deals, are quoted after your free audit so you see the number before you commit.
Inbound lead to clean CRM record
A pipeline that turns every new lead into an enriched, scored, and routed CRM record without a single manual entry.
records logged and enriched the moment they land
Works with
Capture the lead
A new contact arrives from a form, a shared inbox, or a list import and lands in the pipeline automatically.
Enrich the record
enrichabl matches the contact against firmographic data, filling in company size, industry, and the fields your team filters on.
Score against ICP
The lead is scored against your ideal customer profile so high-fit prospects surface ahead of the rest.
Route and log
The record is assigned to the right owner and written to the correct stage in HubSpot, Salesforce, or Pipedrive.
Trigger follow-up
A follow-up task and a Slack alert fire so the lead is worked while it is still warm.
Frequently asked questions
Enrichment is matched against trusted firmographic sources, and the pipeline is built human-in-the-loop by design. The system logs and enriches every record, but you set the scoring and routing rules and can review or override anything before a lead is worked. The machine does the repetitive entry; a person decides what to chase.
Yes. Code2b is SOC 2 certified and GDPR compliant, with encryption at rest and in transit, role-based access, and audit logging. When data residency matters, we offer a self-hosted option so your records never leave infrastructure you control.
Most CRM builds go live in 2 to 4 weeks. A straightforward capture-enrich-route pipeline can ship in one. After the free audit you get a fixed scope and timeline, so you know exactly when it lands before work starts.
We build into the CRM you already run, most commonly HubSpot, Salesforce, or Pipedrive, and connect it to forms, inboxes, enrichment, and Slack. Anything with an API can join the pipeline, so you do not switch tools or change how your team works.
See what a clean, self-updating CRM looks like
Book a free audit. We map how leads reach you today, where records go stale, and what a capture-enrich-route pipeline would look like in your CRM. You leave with a scoped plan and a fixed price, no commitment.
Book a free strategy callEngagements are led personally by Aleksandar Janca, founder of Code2b, who architects every CRM build himself.
Fixed scope and go-live date agreed up front. No surprise costs.