Connect Enrich CRM and Insurance Xdate to Build Intelligent Automations
Enable Integrations or automations with these events of Enrich CRM and Insurance Xdate
Enable Integrations or automations with these events of Enrich CRM and Insurance Xdate
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 Insurance Xdate accounts to viaSocket. Once connected, you can set up a workflow where an event in Enrich CRM triggers actions in Insurance Xdate (or vice versa).
Absolutely. You can customize how Enrich CRM data is recorded in Insurance Xdate. This includes choosing which data fields go into which fields of Insurance Xdate, setting up custom formats, and filtering out unwanted information.
The data sync between Enrich CRM and Insurance Xdate 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 Insurance Xdate. 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 Insurance Xdate
Insurance Xdate is where new business begins. Identify and engage with prospects in minutes, keep track of your opportunities and get production done.
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