Workflows
OpenClaw for CRM Automation
Your sales team spends 28% of their week on CRM admin instead of selling. That is not a productivity issue. It is a structural problem that automation solves overnight.
The problem
The problem you already know.
80% of CRM data goes unused because it is incomplete. You invested in a CRM to make better decisions. But when half your contact records are missing job titles, company sizes, or last-touch dates, the data is useless for segmentation, scoring, or forecasting. The CRM becomes an expensive address book. Reps stop trusting it, managers stop referencing it, and the org flies blind.
Reps spend 28% of selling time on CRM admin. Salesforce's own research shows reps spend only 28% of their time actually selling. The rest goes to CRM updates, internal meetings, and admin tasks. Every deal stage that needs manual updating, every contact that needs manual enrichment, every activity that needs manual logging is time stolen from revenue-generating work.
Pipeline forecasts are fiction because stages are never updated. Your pipeline says you have $800K in Stage 3. But three of those deals went cold two weeks ago and nobody moved them. Two others should be in Stage 4 because contracts were sent last Thursday. Your forecast is based on where deals were, not where they are. Leadership makes staffing and budget decisions on this fiction.
Duplicate records and missing fields make reporting useless. When 15-20% of your contacts are duplicates and critical fields are empty on half the rest, every report you pull is wrong. Revenue attribution is broken. Territory assignments overlap. Reps call the same prospect twice from different records. The cleanup project keeps getting pushed to next quarter because nobody has the bandwidth.
The solution
How OpenClaw solves this.
Here is the primary automation workflow for this category, visualized step by step. Click any step to expand the full details, including the exact tools involved and time saved.
New Deal Created in CRM
A rep creates a new deal or a deal enters the pipeline from a form submission
Auto-Enrich the Contact
Saves 10 min/contactFill every empty field on the contact and company record
Evaluate and Set Deal Stage
Saves 5 min/dealMove the deal to the correct stage based on real signals
Recalculate Pipeline Metrics
Saves 15 min/weekUpdate weighted values, velocity, and forecast numbers
Generate Weekly Pipeline Report
Saves 45 min/weekAI-written summary with trends, risks, and next actions
Post to Slack and Archive
Saves 10 min/weekReport hits Slack and saves to Google Sheets automatically
Clean Data, Live Pipeline, Weekly Report
Contact enriched, deal staged, pipeline calculated, report delivered. All without a rep touching the CRM.
This flow covers the full CRM lifecycle from contact enrichment to reporting. Below, you can explore individual workflows for each piece: deal stage automation, contact enrichment, and pipeline reporting.
Available workflows
More workflows you can deploy.
Each workflow below solves a specific CRM pain point. Start with whichever one matches your biggest frustration, or deploy all three for a fully automated CRM.
Advance deals through your pipeline automatically based on real activity signals. Keep your CRM accurate and forecasting trustworthy.
Enrich CRM contacts with firmographic data, LinkedIn info, and ICP scores automatically. Give your sales team complete records before they reach out.
Generate live pipeline reports with AI-written insights, pushed to Slack and Google Sheets on schedule. No more manual Monday morning exports.
Results
What real results look like.
CRM Data Accuracy
Before: 60% complete (missing fields everywhere)
After: 95%+ complete with auto-enrichment
Weekly CRM Admin Time
Before: 28% of rep's week (5.5+ hours)
After: Near zero. Updates happen automatically.
Forecast Reliability
Before: Based on outdated, manually-updated stages
After: Real-time, signal-driven stage tracking
Duplicate Contact Rate
Before: 15-20% of records are duplicates
After: Eliminated with pre-write dedup checks
Requirements
What you will need.
OpenClaw (free, open source) running on a VPS ($5-15/month). Plus AI API keys from OpenAI or Anthropic ($5-20+/month depending on volume). And your existing tools:
HubSpot, GoHighLevel, OpenAI, Slack, and Calendly. Most of these have pre-built skills on ClawHub that install in under a minute.
Realistic monthly cost: VPS: $5-15/month. AI API fees for enrichment and report generation: $5-20/month. Total: $10-35/month for a fully automated CRM.
Equivalent tools (Clearbit for enrichment, Troops for Slack sync, Clari for forecasting) would cost $300-1,500/month combined.
Implementation
Getting started.
Install OpenClaw and the CRM automation skill
Get OpenClaw running on your VPS and install the crm-automation skill from ClawHub. Connect your CRM API key.
Map your pipeline stages and trigger criteria
Define what signals advance a deal: meeting booked, proposal sent, contract signed. Write these in plain English in the workflow config.
Run enrichment on your existing contacts
Backfill your current database. OpenClaw can batch-enrich existing contacts overnight. Start with your open pipeline to see immediate impact.
Enable reporting and monitor for two weeks
Turn on the weekly pipeline report. Watch the data for two weeks to tune stage criteria and enrichment fields before trusting it for forecasting.
Related guides
Keep exploring.
Common questions
OpenClaw for CRM Automation: FAQ
Want this running
by Friday?
Our team builds your automation end to end. You describe what you need, we deliver a working OpenClaw setup on your infrastructure. Or join the free Skool community to see how other operators are automating their workflows.
Written by
Kevin Jeppesen
Founder, The Operator Vault
Kevin is an early OpenClaw adopter who has saved an estimated 400 to 500 hours through AI automation. He stress-tests new workflows daily, sharing what actually works through step-by-step guides and a security-conscious approach to operating AI with real tools.