FlowRunner for revenue operations
Automate the lead enrichment, CRM hygiene, and handoff work that decides whether pipeline moves or stalls, with an agent that runs the routine and a human who owns every move that touches a named account, a big deal, or the whole database.
The plumbing everyone forgets until it breaks
You are the reason pipeline is clean, and the reason nobody thinks about it until it is not. A lead comes in from a form, an ad, or a list buy, and it needs enriching, deduping, scoring, and routing before a rep ever sees it, or it sits and rots. The CRM fills with half-typed company names, three records for the same account, and owners who left last quarter. Marketing wants sequences enrolled, sales wants deals created, finance wants the numbers to tie, and all of it flows through you.
The tools are not the problem. You already run a CRM, an enrichment provider, a sequencer, and an email platform. The problem is the manual glue between them, and the fact that the moves that actually matter, enrolling a strategic account, blasting a segment, reassigning ownership, merging two records into one, are exactly the moves you cannot hand to a blind sync that does not know when to stop.
- Inbound leads sit unenriched and unrouted while they go cold.
- The CRM fills with duplicates and half-typed company names.
- Owners who left last quarter still sit on live accounts.
- Deals live in one system and the numbers never tie to the other.
- The move that matters, a segment blast or a merge, is exactly what a blind sync should not touch.
What you can automate
Each of these runs as a flow. The agent does the enrichment, the matching, and the routine syncing on its own. It stops and asks a human at the one point where a wrong move is expensive or irreversible, a strategic account, a mass send, a bulk overwrite, a merge. Every tool named here is a FlowRunner connector, built and verified against the vendor's official API.
- 01
Inbound lead enrichment and routing
Every lead arrives enriched, scored, and routed. Named accounts wait for a human.
TriggerA lead comes in from a form, a Facebook Lead Ads campaign, or a Google Ads landing page.
AgentThe agent enriches the record with Clearbit and Hunter.io, fills the missing firmographics and verified email, scores it against your fit rules, matches it to an existing account, and routes it to the right rep in HubSpot on the territory logic you already use.
Human checkpointStandard leads route on their own. When the enrichment tags the record as a named or strategic account, the agent stops before it assigns and hands the fully-enriched lead to the ops owner, who confirms the routing and the owner before a rep ever touches it.
ResultReps stop working raw form fills and open leads that are already enriched, scored, and correctly routed, with your top accounts routed by a person, not a rule.
- 02
CRM data hygiene and dedup
The agent finds and stages the duplicates. The merge waits for a sign-off.
TriggerA scheduled hygiene run, or a new record created in the CRM.
AgentThe agent scans Salesforce for duplicate leads, contacts, and accounts, normalizes company names and domains against Clearbit, verifies stale emails with Hunter.io, and compiles the match set with a proposed surviving record and field-by-field resolution.
Human checkpointCosmetic fixes it applies on its own. A record merge destroys history and cannot be cleanly undone, so the agent stages the merge and waits. An ops owner reviews the surviving record and the field choices before the merge runs, and every decision lands in the log.
ResultThe database stops filling with duplicates and half-typed names, and no record is ever merged out of existence without a named human confirming what survives.
- 03
Sequence and campaign enrollment
Enrollment is instant for the routine list. The segment blast stops for a human.
TriggerA lead crosses a scoring threshold, changes stage, or a marketing segment is built.
AgentThe agent resolves the right audience, checks each contact for suppression, active opportunities, and existing enrollments, dedupes against Outreach and Apollo.io sequences already running, and enrolls the routine list into the correct Mailchimp Marketing campaign or Outreach sequence.
Human checkpointSmall, well-scoped enrollments go through. A mass send to a whole segment, or enrollment of a named or strategic account, stops for a human who sees the exact audience, the message, and the suppression check before a single email leaves.
ResultRoutine enrollment is instant and clean of double-sends, and no segment-wide blast or strategic outreach ever goes out without a person signing off on who receives it.
- 04
Deal creation and stage sync
Deals are created and kept in sync automatically. The high-value deal waits for a human.
TriggerA qualified opportunity is created, or a deal changes stage in the CRM.
AgentThe agent creates the deal with the right amount, stage, and owner, keeps it in sync across Pipedrive and Salesforce, pulls the latest signals from Gong to update the close date and next step, and writes the activity trail back so both systems agree.
Human checkpointRoutine deals sync on their own. When the amount crosses your threshold or the deal is flagged strategic, the agent stops before it creates or advances the deal and routes it to the ops owner, who confirms the amount, stage, and owner before it becomes forecast.
ResultDeals stop living in one system and missing from the other, the numbers tie, and every high-value deal enters the forecast with a named human behind it.
- 05
Lead-to-account matching and sales handoff
Leads are matched to accounts and handed off clean. Ownership changes wait for a human.
TriggerA new lead is enriched, or an account is created or updated in the CRM.
AgentThe agent matches the lead to the right account in Salesforce using enriched domain and firmographic data from Clearbit and Apollo.io, resolves the existing owner and territory, attaches the lead to the account, and packages the handoff context for the assigned rep.
Human checkpointMatching and attachment happen automatically. Reassigning account ownership changes who gets paid and who works the account, so a bulk owner reassignment or a change on a named account stops for the ops owner, who sees the current owner, the proposed owner, and the reason before it applies.
ResultLeads land on the right account with full context, and ownership never changes underneath a rep without a person confirming the reassignment.
The pattern that makes it safe to automate
RevOps automation fails when a blind sync does something it should not. FlowRunner's answer is the digital andon cord: the agent runs the line and pulls it the instant a step carries real consequence. It enriches, matches, dedupes, and keeps the routine records in sync on its own. Blasting a segment, merging duplicate records, creating a high-value deal, enrolling a strategic account, or reassigning ownership always stops and routes to a person through the channel they already watch, with everything the agent found attached. The reversible, routine work happens immediately; the move that touches revenue or the whole database waits for a human. That is the difference between automation your team trusts with the CRM and automation it does not.
The digital andon cord →What your team gets
Leads that arrive ready to work
Every inbound lead is enriched, scored, matched, and routed before a rep sees it, so nothing sits and goes cold in a queue.
A CRM that stays clean
Duplicates get found and staged, names and domains get normalized, and stale records get flagged, on a schedule, without a person combing the database by hand.
Numbers that tie across systems
Deals stay in sync across your CRM and sequencer, so the forecast reads the same in every system your team pulls from.
No unsupervised mass sends
An agent never blasts a segment or enrolls a strategic account on its own. The send that reaches your whole list always has a named human behind it.
No records merged out of existence
A merge or a bulk overwrite destroys history, so it always stops for a person who confirms what survives before it runs.
No coverage gaps
The agent connects to the stack you already run, every connector verified against the vendor API, so there is no tool it cannot reach.
Built for revenue operations' requirements
The controls you would demand of any automation touching the CRM, the pipeline, and your prospect data are native to the platform, not add-ons.
Complete audit trail
Every enrollment, merge, deal change, and owner reassignment, the user or agent that took it, the approver, and the timestamp, recorded and exportable when finance or an auditor asks who changed what.
RBAC and SSO/SAML
Role-based access to the platform itself, so ops owns the flows and reps cannot touch them, with SSO and SAML tied to your identity provider.
Bring your own keys
Your model providers, your keys. Enrichment and inference run on credentials you control, and you pay the provider directly.
Self-hosted option
Deploy inside your own infrastructure so your prospect and customer data never leaves your environment.
The complete revenue operations stack
CRM, sales intelligence, outreach, and email marketing, from HubSpot, Salesforce, and Pipedrive to Apollo.io, Clearbit, Outreach, Gong, and Mailchimp Marketing, plus the ad and social sources that feed them. Every connector is built and verified against the vendor's official API, so an agent calls it the way the vendor's API actually allows.
Every connector verified against each vendor's official API.
Put your revenue operations on autopilot, safely
$100 in credits. No card required. Every integration here is built and verified against the vendor's official API, with a human in the loop where it counts.