Email to CRM
Create or enrich the right contact and opportunity automatically.
Your tools do not talk to each other? We connect them.
Data stays in sync, duplicate entry disappears and workflows become reliable. We automate one precise process without adding another tool to manage.
Discuss your projectA reliable, visible and documented workflow
Automation receives an event, checks the data, performs the expected actions and clearly reports anything outside the normal path.
Before: email → spreadsheet → CRM → ERP → manual follow-up
After: tools communicate and the team only handles exceptions
Use cases
A process to streamline, a tool to create or information to put to work: we bring the right pieces together around your operations.
Documents and billing
Extract data, check fields and prepare accounting entries.
Follow-ups
Send the right message based on the actual status.
Synchronisation
Keep data consistent across ERP, CRM, files and internal databases.
A simple path from problem to production
A clear path, shared decisions and a system designed to last beyond launch.
01 / 05
Event detected
Your operations, constraints and intended outcome.
02 / 05
Data checked
The right solution, priorities and architecture.
03 / 05
Tools synchronised
Short cycles with regular checkpoints.
04 / 05
Action completed
The data, tools and teams involved.
05 / 05
Exception reported
A documented, monitored release into production.
What Cleito builds
A process to streamline, a tool to create or information to put to work: we bring the right pieces together around your operations.
01 /API connections
02 /n8n workflows
03 /Email processing
04 /CRM / ERP sync
05 /Document generation
06 /Alerts and reporting
Reliable, observable, reversible.
We design error handling, retries, logs and alerts. Automation must remain understandable to the team using it.
Frequently asked questions
Which tools can you connect?
Any tool with an API, webhooks or a reliable exchange format. We verify this during scoping.
Do you always use n8n?
No. We use it when it fits. Custom code is often more reliable for complex or critical flows.
What happens when something fails?
Exceptions are logged and reported, with automatic recovery or human intervention depending on the process.
What is slowing your business down?
Tell us about the context, your tools and the outcome you need. A few lines are enough to start.