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Automation for your sales pipeline.

Your SDRs lose hours to research, data entry and checking the CRM before a single call. We automate that layer, so every inbound lead, website visitor and outbound reply is enriched, scored and routed to a rep while they are still interested.

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Inbound signals18caught today

Form fillReplyDemo request

DedupeEnrichScoreRoute

Priya N.Form fillAlex0:41

Marcus T.ReplySam1:12

Dana R.Demo requestAlex0:58

By hand18 minAutomated1m 04s

Inbound signals18caught today

Form fillReplyDemo request

DedupeEnrichScoreRoute

Priya N.Form fillAlex0:41

Marcus T.ReplySam1:12

Dana R.Demo requestAlex0:58

By hand18 minAutomated1m 04s

Tools we run inside your stack

Inbound

Every form fill reached in minutes.

When someone fills a form, books a demo or replies to a campaign, the record is checked against your CRM, tested against your ICP, enriched, scored and sent to the next available SDR. Scroll to follow one enquiry from the form to the first call.

Inbound routing, step by stepScroll to follow ↓

STEP 01

Lead capture

The message, the source and the contact details arrive together. Before anything new is created the record is checked against your CRM, so nobody works a duplicate.

↗One clean record. No duplicates.

▤

YOUR WEBSITE FORMSomeone asks for a demo.

↘

NEW ENQUIRYSOURCE ATTACHED

Alex CarterHead of Sales, Example account

WORK EMAILalex@example.com

MESSAGEWe would like a demo for our sales team.

Website form✓ Captured

✓Checked against your CRM. No duplicate found.

ILLUSTRATIVE WORKFLOW

STEP 02

Lead enrichment

The account is tested against your ICP, then the lead is enriched with the fields your team uses. The decision maker and the influencers at that account are added to the same record.

↗A qualified record with the whole buying group.

◎

ICP CHECKFits your ideal account

⌖

ENRICHMENTCompany and role data

THE RECORD, ENRICHEDEXAMPLE

Alex CarterOne record. More useful context.

Company: Example account✓
ICP fit: Matches your criteria✓
Decision maker: Added to the record✓
Influencers: Added to the record✓

ILLUSTRATIVE WORKFLOW

STEP 03

Lead routing

Your rules score the lead and route it to the next available SDR. An unclear match or a missing field goes to a review owner, so the exception has somewhere to go too.

↗Clear ownership, including the exception.

⌖

YOUR ROUTING RULEDoes the lead meet your score?

QUALIFIED↗

Next available SDR

Routed by your rules.
Context attached.

✓ Assigned

NEEDS A CLOSER LOOK◎

Review owner

The gap is flagged.
A person decides.

◎ Review task

A route for the rule. An owner for the exception.

ILLUSTRATIVE WORKFLOW

STEP 04

Rep alerts

The SDR gets an instant alert with the record, the source and the buying group. The task and every touch are logged in your CRM, and first contact happens in 2 to 3 minutes.

↗The first call starts with context.

YOUR CRM / ACTIVITYEXAMPLE

Alex CarterReady for the first call.

✓

Contact createdForm and source attached

✓

Account enrichedBuying group added

✓

Owner assignedNext available SDR

✓

Rep alertedSlack message with the record

↗

NEXT ACTION / YOUR SDRCall Alex now.

First contact in 2 to 3 minutes.

✓

ILLUSTRATIVE WORKFLOW

02Allbound and outbound

Four more workflows we automate.

Inbound is one workflow. These are the four we are asked for most after it, each built inside the tools you already use and running without anyone copying data between them.

Most people who read your pricing page never fill a form. Using Factors, RB2B and Vector we identify the companies and people behind those visits.

Each identified visitor runs through the same checks as an inbound lead and reaches an SDR the same day, without anyone exporting a list.

Your list tool, sequencer, dialer and CRM are connected, so sequences run across email, LinkedIn and calling without copying data between tools.

When a LinkedIn request is accepted or an email gets a reply, your team is alerted in Slack and the SDR calls while the prospect is still warm.

It is the same system every Blueberg lead generation campaign runs on.

A booked meeting is matched to the right contact and account, so no duplicate record is created.

The notes and email history are attached and the owner is confirmed, so the rep walks in with the whole story.

Activity from your CRM and campaigns is collected, the important fields are checked and the summary is built on the measures you agreed.

Missing data and outstanding follow ups are flagged beside the summary, so the review starts with what needs action.

Visitor identification01 / 04

yourcompany.com/pricing

Visitors right now

Anonymous visitorLondon, 3 pages

Example accountVP Sales

Identified

Anonymous visitorBerlin, pricing page

Anonymous visitorAustin, 2 pages

Sample companyHead of RevOps

Identified

Identified withFactorsRB2BVector

Same checks as inbound

✓Dedupe against CRM

✓Check the ICP

✓Enrich the visitor

✓Enrich buying group

✓Score

✓Route to an SDR

SDR assignedThe same day.

↗Named accounts from anonymous traffic. No exported lists.

EXPLORE

How we work

A practical build. A clear way through.

Map the work

Start with the trigger, the people and the tools. Agree what a good handoff looks like before anything is built.

↗A clear workflow and scope

Build the connections

Connect the agreed systems, map the fields and write down the rules that choose the next action.

↗Connected tools and defined rules

Test the edges

Try the expected path, duplicates, missing fields and uncertain matches. Check that every exception has somewhere to go.

↗Tested paths and visible exceptions

Put it in your hands

Walk through the workflow with its owner and agree access and documentation. We keep monitoring it and fix what breaks.

↗A handover your team can use

Results

Built for teams that sell.

Their CRM and outbound setup was instrumental in building our pipeline significantly within the first month.

Saurabh, Founder, Meet7

SaaS & AI · Recruitment Tech

CRM plumbing and enrichment in place before the first dial.

1,953Contacts enriched and refreshed monthly

EnrichmentCRM logging

Read full case study

SaaS & AI · Longevity Health

Every account checked with Claygent before a contact was enriched.

9Countries filtered on company location

EnrichmentICP rules

Read full case study

View all case studies →

FAQ

Questions about our automation services.

The work between a lead arriving and a sales conversation. That includes inbound lead routing, website visitor identification, enrichment, scoring, CRM updates, Slack alerts and outbound workflows across email, LinkedIn and calling.

No. We build inside the stack you already have, including HubSpot, Salesforce, Zoho and the tools around them. If a gap needs a new tool we recommend it before anything is bought.

No. Automation is available on its own. If you also run lead generation with us, it is already part of how every campaign runs.

It depends on how many workflows and tools are involved. We scope it on the first call and share a timeline before work starts.

We monitor every workflow we build and fix issues as they come up, so your team is not left debugging integrations.

Pricing depends on the number of workflows, tools and lead volume. Book a call and we will scope it for your setup.

Let's fix the gaps

Ready to stop losing leads to delay?

sales@blueberg.in

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