Connect Enrich CRM and Dovetail to Build Intelligent Automations

Choose a Trigger

Enrich CRM

When this happens...

Choose an Action

Dovetail

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

Triggers when a new project is created

New Insight

New Insight

Request a new Trigger for Enrich CRM

Do thisActions

Action is the task that follows automatically within your Enrich CRM integrations.

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.

Create Note

Create Note

Create Data Point

Create Data Point

Add Data to Project

Add Data to Project

Add Data to Project.

List Tags

List Tags

List of all tags associated with a workspace

List Insights

List Insights

List of insights associated with a workspace.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Enrich CRM and Dovetail 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 Dovetail?

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 Dovetail?

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

About Dovetail

Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.

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