Workflow Automations

AI CRM syncs that keep teams aligned

We orchestrate real-time, bi-directional syncs so marketing, sales, and success are always working with trusted data.

CRM sync automation

What the CRM sync automation delivers

Trusted by revenue operations teams that need accurate data everywhere

Bi-directional syncs

Keep CRM, marketing automation, support, and billing platforms aligned with real-time updates.

Data hygiene guardrails

Merge duplicates, enforce naming conventions, and validate records before they hit your CRM.

API & webhook orchestration

Connect dozens of systems using pre-built integrations and custom triggers managed by AI.

Source-of-truth dashboards

Monitor sync status, error logs, and key data health metrics from one command centre.

AI data stewardship

Let AI agents enrich missing fields, update ownership, and align lifecycle stages automatically.

Workflow automation

Trigger playbooks, alerts, and tasks the moment data changes across your stack.

Blog

CRM automation resources

Plan your next integration with proven playbooks

Frequently asked questions

How Foxtra keeps your CRM and systems perfectly aligned

We support Salesforce, HubSpot, Pipedrive, Zoho, Microsoft Dynamics, and custom CRMs. Integrations cover marketing tools, ERPs, billing systems, and data warehouses.

AI agents validate payloads, enforce business rules, and maintain audit logs so every system stays consistent and compliant.