Connect ClosedLoop AI and Enrich CRM to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Product Insight Generated
Runs when new product insight is generated
Do thisActions
Action is the task that follows automatically within your ClosedLoop AI integrations.
Ingest Feedback
Send customer feedback from any source to extract product insights.
Enrich Person & Company
Enrich a person or company from a domain, email, or LinkedIn URL and optionally return firmographics, technology, and financial details.
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Frequently Asked Questions
To start, connect both your ClosedLoop AI and Enrich CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ClosedLoop AI triggers actions in Enrich CRM (or vice versa).
Absolutely. You can customize how ClosedLoop AI data is recorded in Enrich CRM. This includes choosing which data fields go into which fields of Enrich CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ClosedLoop AI and Enrich CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ClosedLoop AI and Enrich CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ClosedLoop AI
ClosedLoop AI offers advanced AI solutions tailored for healthcare analytics, enabling organizations to leverage data-driven insights for improved patient outcomes and operational efficiency.
Learn MoreAbout Enrich CRM
Enrich CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers robust tools for managing customer interactions, tracking sales leads, and enhancing customer satisfaction.
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