Five tools. One lead intelligence workflow.

The problem

The firm collected information on companies and contacts from several sources. Details lived in different tools, duplicates crept in, and enriching a lead with useful context meant manual research.

Good opportunities could be missed or delayed because information was incomplete, duplicated or sitting in the wrong place. The team spent time cleaning data instead of acting on it.

What we changed

• An AI powered workflow that collects, enriches and organises lead information
• Connections between Airtable, Slack, Gmail, Apollo and People Data Labs
• Deduplication to keep one clean record per company and contact
• Audit trails so every change is visible and traceable
• Secure token handling and controlled API access

The result

A connected lead process with far less manual data handling, more consistent information, and clear visibility of what happened to every lead.

The lesson: AI is most useful when it sits inside a clean, well connected process, not on top of a messy one.