Enable Integrations or automations with these events of Enrich CRM and civicengage
Enrich a person or company from a domain, email, or LinkedIn URL and optionally return firmographics, technology, and financial details.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Enrich CRM and civicengage accounts to viaSocket. Once connected, you can set up a workflow where an event in Enrich CRM triggers actions in civicengage (or vice versa).
Absolutely. You can customize how Enrich CRM data is recorded in civicengage. This includes choosing which data fields go into which fields of civicengage, setting up custom formats, and filtering out unwanted information.
The data sync between Enrich CRM and civicengage 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 Enrich CRM and civicengage. 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.
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.
Learn MoreCivicEngage is a local-government website design and hosting platform. This platform is used by 2,500+ clients and 55,000+ local government users. CivicEngage is one product in the larger CivicPlus integrated technology platform for local government.
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