Clean CRM data takes more than a quarterly cleanup. Lifecycle stages drift, owners go missing, duplicates pile up, and the fixes queue up behind a few admins while forecasts and routing quietly get worse.
With Tines 3B, you build hygiene to match your own standards, whether that’s checks that run as records change, a request portal for bulk updates, or nudges that ask reps to fix their own deals. RevOps decides what good data looks like, routine fixes are made on their own, and bulk or high-impact changes wait for approval. Each change is logged, so you can see what changed, when, and why.
How it works
Record changes and update requests come in from your CRM, Slack, or a request form.
Featured build
Salesforce lifecycle and lead-stage automation with historical tracking
This workflow automates Salesforce lifecycle and lead-stage management for revenue operations teams. It centralizes all stage-transition logic in 3B — evaluating scoring, SLA timers, and funnel rules triggered by CRM events — then writes decisions back to Salesforce with a full audit trail. The architecture allows leads and contacts to cycle through multiple lifecycle journeys, surfacing re-engagement intent and removing manual stage-progression work from XDRs and sales reps.
Examples
A gallery of real-world agents, apps, and automations, ready to use. Start from an example or a prompt, and shape it around how your team works.
RevOpsEnd-of-day Salesforce hygiene companion using Gong, Slack and 3B- RevOps & FinanceSalesforce opportunity hygiene reminders via Slack
- RevOps & FinanceSalesforce opportunity hygiene scorer with MEDDICC tracking
- IT & RevOpsSalesforce field explorer app
RevOps, IT & SecurityRevOps case management system with AI assistant and Slack integration
Related use cases
Lead management, enrichment, and routingLeads enriched, scored, and routed by your rules.
Forecasting and pipeline analyticsPipeline, risk flags, and forecasts, with views built on live CRM data.
Deal desk and commercial approvalsDiscounts, terms, and exceptions, with each approval on record.
Revenue risk detection and retentionUsage drops, health scores, and renewal dates, with at-risk accounts flagged while there’s still time to act.
Customer onboarding and handoverDeal context, kickoff tasks, and owners, with context carried from sales to success.
RevOps helpdesk and internal toolingRequests, access, and quick fixes, with answers based on how your team actually works.