Your CRM stays clean without anyone typing
New leads land logged, enriched, and routed to the right owner. Built into the CRM you already run, live in 2 days to 2 weeks.
- Built to SOC 2 controls
- GDPR aligned · DPA on request
- Private AI on your own servers: yourtrained.ai
Capture
new record
Enrich
fill the gaps
Score
rank intent
Route
to the owner
Illustration of a real system. Values are examples.
- Zero
- Manual CRM entries once live
- 3 CRMs
- HubSpot, Salesforce, Pipedrive
- 2 days to 2 wks
- Call to live pipeline
What we connect to your CRM
Built into the CRM you already run, wired to the tools around it. Anything with an API joins the pipeline.
- 01
Your CRM
Records logged, enriched, and staged in HubSpot, Salesforce, or Pipedrive. No manual entry.
- 02
Lead capture
Forms, shared inboxes, spreadsheets, and webhooks all feed one pipeline.
- 03
Enrichment
Firmographic fields fill themselves in through your CRM's native enrichment or a connected data feed.
- 04
Slack and email
The right owner gets pinged the moment a warm lead lands.
- 05
Scheduling and proposals
Booking links and proposal tools fire at the right stage, not on a rep.
- 06
Two-way sync
Run more than one system? Records stay matched across all of them.
Built on tools made for this. Orchestrated in n8n, enriched through your CRM's native tools or a connected data feed, de-duplicated on the way in, connected via your CRM's native API.
One source of truth, kept in sync
Running more than one system, or mid-migration? Every record stays matched, so no one works from stale data.
Data flows both ways. Change a record in the CRM and the connected tools follow; when something happens upstream, the CRM updates. We de-duplicate on the way in, so the same account never lands twice.
- Synced across HubSpot, Salesforce, or Pipedrive
- De-duplicated on the way in, so no account lands twice
- Firmographic enrichment on every new contact
- Scoring and routing rules you set and control
- Runs in the background, no rep retraining
Kept clean by hand vs with Code2b
Manual upkeep slips on a busy week. The pipeline does not have busy weeks.
By hand, today
With a Code2b pipeline
Each lead retyped into the CRM, eventually
Logged and enriched the moment it lands
Company details looked up one tab at a time
Firmographic fields filled automatically from your CRM's native enrichment
Hot leads sit while the context goes cold
Owner pinged in Slack the second a lead arrives
Half the fields empty, accounts entered twice
Complete, de-duplicated records in one place
How we build it, and what it costs
A 15-minute call, a fixed price, then a live pipeline in 2 days to 2 weeks.
Start with a 15-minute call.
We map how leads reach you, where records go stale, and the fields your team relies on. You leave with a scoped plan and a fixed price.
Fixed-scope, fixed-fee.
Productized workflows start from €2,500; deeper custom builds are quoted after a scoping call. Most go live in 2 days to 2 weeks, and you own what we build.
Built to SOC 2 controls and GDPR aligned, DPA on request, human-in-the-loop by design, with a self-hosted option when data residency matters.
Inbound lead to clean CRM record
Every new lead becomes an enriched, scored, routed CRM record, with zero manual entry.
records logged and enriched the moment they land
Works with
- 01
Capture the record
A new contact arrives from a form, a shared inbox, or a list import and lands in the pipeline automatically.
- 02
Enrich from your CRM or a data feed
The CRM's native enrichment, or a connected data feed, fills in company size, industry, and the fields your team filters on.
- 03
De-duplicate on the way in
The record is matched against existing contacts so the same account never lands twice.
- 04
Route and log
The record is assigned to the right owner and written to the correct stage in HubSpot, Salesforce, or Pipedrive.
- 05
Trigger follow-up
A follow-up task and a Slack alert fire so the new contact does not sit untouched.
Questions, answered straight.
Enrichment is matched against trusted firmographic sources, and the pipeline is human-in-the-loop by design. The system logs and enriches every record, but you set the scoring and routing rules and can override anything before a lead is worked.
Yes. Code2b is built to SOC 2 controls and GDPR aligned, DPA on request, 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 days to 2 weeks; a straightforward capture-enrich-route pipeline can ship in one. After your 15-minute call you get a fixed scope and timeline, so you know 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.
See what a clean, self-updating CRM looks like
Book a 15-minute call. We map how leads reach you, where records go stale, and what a capture-enrich-route pipeline looks like in your CRM. You leave with a scoped plan and a fixed price.
- Built to SOC 2 controls
- GDPR aligned · DPA on request
- Private AI on your own servers: yourtrained.ai
Every engagement is led personally by Code2b's founders, Alex and Dusan. Fixed scope and go-live date agreed up front. No surprise costs.