Manual Data Entry Wastes Your Time

Every new client means duplicate work. Add them to your CRM. Add them to your project management tool. Add them to your reporting platform. Add them to SmartMetrics.

Same information. Multiple systems. Endless copy-pasting.

And when something changes? Update it everywhere. Or forget and end up with mismatched data across tools.

This isn't agency work. This is data entry.

Automate Client Creation

The SmartMetrics API connects with the tools you already use.

CRM integration: HubSpot, Attio, or your CRM of choice. New client closes? They appear in SmartMetrics automatically.

Form connections: Lead form submission triggers client creation. No manual steps between signup and onboarding.

Zapier workflows: Build custom automations that fit your process. Connect SmartMetrics to thousands of apps without writing code.

You set up the connection once. Every new client after that flows through automatically.

Validate and Enrich Client Data

Bad data causes problems. Invalid emails bounce. Missing company info slows down onboarding. Incomplete records create confusion.

SmartMetrics API includes endpoints for lead email validation and client website enrichment.

Email validation: Verify addresses before they enter your system. Catch typos and invalid domains early.

Website enrichment: Pull company details automatically from client URLs. Less manual research. More complete records.

Clean data from the start means fewer headaches later.

CSV Import for Bulk Migration

Already have a client list somewhere else? Don't recreate it manually.

Upload a CSV and import existing clients in bulk. Names. Contact info. Company details. Everything transfers in one step.

Migrating from another tool? Starting fresh with historical client data? CSV import gets you up and running fast.

How Agencies Use This

CRM automation: Close a deal in HubSpot. Client appears in SmartMetrics. Portal ready before the kickoff call.

Lead capture workflows: Prospect fills out your contact form. Zapier creates them as a lead in SmartMetrics. You follow up with a proposal already in the system.

Data hygiene: Validate emails before outreach. Enrich company profiles automatically. Keep your client database clean and complete.

Platform migration: Moving to SmartMetrics from spreadsheets or another tool? Import your full client list via CSV. No one-by-one data entry.

Why This Beats Manual Processes

Every minute spent on data entry is a minute not spent on client work. Manual processes also introduce errors. Typos. Missing fields. Outdated information that never gets updated.

Automation keeps your systems in sync. Data flows where it needs to go. You focus on the work that actually matters.

Get Started

Connect your CRM or form tool through the API. Set up Zapier workflows for custom automations. Import existing clients via CSV.

Your client data stays organized and current without the manual work.