Connect Enrich CRM and documents to Build Intelligent Automations
Enable Integrations or automations with these events of Enrich CRM and documents
Enable Integrations or automations with these events of Enrich CRM and documents
Actions
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 Enrich CRM and documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Enrich CRM triggers actions in documents (or vice versa).
Absolutely. You can customize how Enrich CRM data is recorded in documents. This includes choosing which data fields go into which fields of documents, setting up custom formats, and filtering out unwanted information.
The data sync between Enrich CRM and documents 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 documents. 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 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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About documents
The otris solution platform (Documents) is an ECM platform for managing documents and business processes.
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