Solutions ยท CRM Intake

CRM signals routed with urgency and ownership โ€” automatically.

CRM updates โ€” deal stage changes, churned customer flags, payment failures โ€” arrive as emails or API events. InboxIQ triages them with the same AI logic as email: urgency scoring, owner assignment, and a logged rationale.

Via email notification or Intake API Same routing rules as email Audit trail on every event
The Problem

CRM signals get buried alongside email noise

Critical account events ignored

A CRM notification about an enterprise account going dormant or a deal going cold arrives as an email โ€” and sits unread in a shared inbox.

No urgency classification

CRM email notifications all look the same. A payment failure at an enterprise account and a minor contact update have identical priority in the inbox.

No clear owner assigned

CRM notifications go to a shared address. Everyone assumes someone else is handling the account event. Nobody acts until the situation escalates.

How It Works

CRM event to routed, owned decision

1

Route CRM notifications to InboxIQ

Configure your CRM to send notification emails to your connected InboxIQ inbox โ€” or push events directly via the Intake API for programmatic integration.

2

AI reads the event and scores urgency

InboxIQ classifies the event type (churn risk, payment failure, deal update, renewal reminder) and scores urgency. High-risk events are escalated immediately.

3

Routed to the account owner

Each CRM event is assigned to the correct account manager or team based on your routing rules. The account owner gets the event with urgency context โ€” no digging through CRM required.

Common use cases

See it in practice

CRM signals deserve the same urgency as email.

Start free โ€” connect your CRM notification inbox in under 10 minutes.