Connect Enrich CRM and docdroid to Build Intelligent Automations

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Enrich CRM

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docdroid

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Enable Integrations or automations with these events of Enrich CRM and docdroid

Enable Integrations or automations with these events of Enrich CRM and docdroid

Actions

Enrich Person & Company

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

How do I start an integration between Enrich CRM and docdroid?

To start, connect both your Enrich CRM and docdroid accounts to viaSocket. Once connected, you can set up a workflow where an event in Enrich CRM triggers actions in docdroid (or vice versa).

Can we customize how data from Enrich CRM is recorded in docdroid?

Absolutely. You can customize how Enrich CRM data is recorded in docdroid. This includes choosing which data fields go into which fields of docdroid, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Enrich CRM and docdroid?

The data sync between Enrich CRM and docdroid typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Enrich CRM to docdroid?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Enrich CRM and docdroid?

Yes, you can set conditional logic to control the flow of data between Enrich CRM and docdroid. 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

About 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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docdroid

About docdroid

DocDroid is a document sharing platform. Distribute your PDFs, DOCs and presentations easily using a public URL.

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