Deploy a centralized automation layer that connects Salesforce, HubSpot, and other MarTech tools, ensuring seamless data flow, deduplication, and workflow triggers across sales, marketing, and customer success. This system leverages Clay and custom API connectors to automate lead routing, sync lifecycle stages, and standardize field mapping, removing manual integration headaches.

Implement an AI-driven handoff QA and lead lifecycle management system that monitors, scores, and standardizes lead transitions between marketing and sales in your CRM. Automated QA rules flag gaps, missed SLAs, and duplicate records, triggering corrective actions instantly—ensuring pipeline hygiene and consistent buyer journeys.

Improves SQL conversion rates by 10–20% due to cleaner handoffs; reduces sales cycle time by 1–2 weeks. Assumes 300+ leads/month and current handoff error rates of 15–20%.

Continuously enrich and update CRM records by integrating real-time data feeds (job changes, funding, intent signals) using Clay enrichment workflows. Automated deduplication and enrichment keep account/contact data fresh, boosting reporting accuracy and enabling precise segmentation for outbound campaigns.

Saves 5–8 hours/week per ops resource on manual research; increases data quality and forecast reliability, improving pipeline projections by 20%. Enables more targeted campaigns, lifting response rates by 10%+.