Email to CRM
Create or enrich the right contact and opportunity automatically.
In real work
Automation receives an event, checks the data, performs the expected actions and clearly reports anything outside the normal path.
email → spreadsheet → CRM → ERP → manual follow-up
tools communicate and the team only handles exceptions
Use cases
A useful first release, then improvements guided by real usage.
Create or enrich the right contact and opportunity automatically.
Extract data, check fields and prepare accounting entries.
Send the right message based on the actual status.
Keep data consistent across ERP, CRM, files and internal databases.
Workflow
Deliverables
Connected to your tools
Control and security
We design error handling, retries, logs and alerts. Automation must remain understandable to the team using it.
Limited access
Activity logs
Monitoring
For sensitive decisions, the system prepares the action and a person approves it.
NDLZ
Show us the process, tools and expected outcome. We will tell you honestly what is worth building.
FAQ
Any tool with an API, webhooks or a reliable exchange format. We verify this during scoping.
No. We use it when it fits. Custom code is often more reliable for complex or critical flows.
Exceptions are logged and reported, with automatic recovery or human intervention depending on the process.