You can now bring web data directly into your CRM workflows, making it easier to collect useful business information, track important updates, and act on that data without juggling extra tools or manual steps.

📌 Why This Matters

For small business owners, time matters. If you regularly research local businesses, check competitor websites, or pull details from webpages, doing it by hand can slow you down. With scraping actions and triggers built into your CRM workflows, you can automatically gather data, respond when a task is finished, and use that information inside your day-to-day process. That means less copying and pasting, faster follow-up, and better visibility into what is happening in your market.

✨ What’s New

• Workflow triggers for completed jobs: Start a workflow when an actor run or task run finishes, so your CRM can respond automatically when data is ready.
• Run scraping tasks inside workflows: Launch a predefined task or actor directly from your workflow using custom inputs.
• Scrape a single webpage: Pull structured information from a specific URL and use it inside your CRM records or follow-up steps.
• Fetch dataset items: Retrieve scraped or processed results so you can review, organize, or use them in later workflow actions.
• Check recent runs: Find the latest task run or actor run details to keep tabs on what has already been processed.

🛠️ How to Use It

1. Step 1: Open your CRM workflow builder and search for the available scraping actions or triggers.
2. Step 2: Connect your account using your API key if it is not already connected.
3. Step 3: Choose what you want the workflow to do, such as run a task, run an actor, scrape a URL, or fetch dataset items.
4. Step 4: Add the next step in your workflow, such as updating a contact record, creating a task for your team, or sending an internal alert when fresh data is available.
5. Step 5: If you are working with a large dataset, add a wait step before fetching dataset items so the results have time to finish processing.

📋 Practical Ways to Use This

• Research local businesses: Collect business information from public web sources and organize it in your CRM for sales or partnership opportunities.
• Keep an eye on competitors: Watch for changes on competitor pages and trigger reminders or internal tasks when something important changes.
• Fill in missing business details: Scrape a company website to gather helpful information and add it to a contact profile for better segmentation and more relevant follow-up.

💡 Pro Tip

Use scraped website details to qualify opportunities faster, so you spend more time on the leads and business activities most likely to turn into revenue.