Tarification

Enrich your CRM with Middesk and your AI agents

Swiftask connects Middesk to your CRM. Qualify your prospects automatically and keep business data up to date without manual entry.

Resultat:

Gain commercial precision and accelerate your sales cycles with reliable, enriched data.

Manual CRM data entry slows down your teams

Managing customer data is often a bottleneck. Between incomplete information, input errors, and time spent searching for official data, your sales teams lose precious time instead of selling.

Les principaux impacts négatifs :

Outdated CRM data: Customer information changes rapidly. Without continuous updates, your marketing campaigns and sales calls lose relevance.
Operational time loss: Searching for legal information on every prospect takes hours. This time, taken away from selling, directly impacts your revenue.
Qualification errors: Bad data leads to poor qualification. You target the wrong profiles and waste your marketing resources.

Swiftask automates CRM enrichment via Middesk. As soon as a new prospect is created, your AI agent queries Middesk and automatically fills in the legal and professional information.

AVANT / APRÈS

Ce qui change avec Swiftask

Traditional CRM management

A sales rep creates a prospect file. They must switch to multiple sites to verify the company's legal existence, address, and activity, then copy this into the CRM. It's slow and error-prone.

Enrichment with Swiftask + Middesk

A prospect is added. The Swiftask AI agent detects the event, calls Middesk to retrieve official data, and instantly updates the CRM record. Your reps have a complete, verified file from the first contact.

Automate your data in 4 simple steps

ÉTAPE 1 : Configure your Swiftask agent

Create an agent dedicated to CRM enrichment. Define the fields to fill and the necessary data sources.

ÉTAPE 2 : Integrate the Middesk connector

Connect your Middesk account to Swiftask. The agent can now query the API to extract verified information.

ÉTAPE 3 : Set your trigger rules

Set up the automation: trigger on lead creation, weekly updates, or status changes.

ÉTAPE 4 : Sync with your CRM

The agent pushes enriched data directly into your CRM (Salesforce, HubSpot, etc.). No human action required.

Intelligent enrichment features

The agent analyzes each company entity, cross-references Middesk data with your existing base, and identifies gaps to fill.

Connecteur cible : L'agent exécute les bonnes actions dans middesk selon le contexte de l'événement.
Actions automatisées : Automatic retrieval of legal data. Verification of company address and status. Real-time CRM field updates. Alerts for detected inconsistencies.
Gouvernance native : All enrichment operations are tracked in Swiftask to ensure perfect transparency regarding the state of your data.

Chaque action est contextualisée et exécutée automatiquement au bon moment.

Chaque agent Swiftask utilise une identité dédiée (ex. agent-middesk@swiftask.ai ). Vous gardez une visibilité complète sur chaque action et chaque message envoyé.

À retenir : L'agent automatise les décisions répétitives et laisse à vos équipes les actions à forte valeur.

Benefits for your sales productivity

1. Increased data quality

Benefit from information verified by Middesk, eliminating manual input errors.

2. Massive time savings

Eliminate manual data searching. Your sales team focuses only on customer relationships.

3. Better qualification

Better enriched leads allow for finer segmentation and better prioritization.

4. No-code flexibility

Adapt your enrichment workflows in a few clicks according to your evolving business needs.

5. Seamless integration

Swiftask fits natively into your existing stack without requiring complex development.

Data security and reliability

Swiftask applique des standards de sécurité enterprise pour vos automatisations middesk.

Encrypted connections: Exchanges between Swiftask, Middesk, and your CRM use secure and encrypted protocols.
Update traceability: Each enrichment is logged. You know exactly what data was updated and when.
Access governance: Finely control who can modify enrichment rules within your organization.
Compliance ensured: Swiftask meets the most demanding security standards to protect your client data.

Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.

RÉSULTATS

Impact on your operations

Métrique	Avant	Après
Qualification time	10-15 minutes per lead	Instant (automated)
Data accuracy	Human error rate	Middesk verified data
Sales productivity	Intensive manual entry	100% focus on sales
Deployment time	API development (weeks)	Rapid configuration

Passez à l'action avec middesk

Gain commercial precision and accelerate your sales cycles with reliable, enriched data.

Validez vos prospects entreprises instantanément via Middesk

Cas d'usage suivant.