Connect Flow and Enrich CRM to Build Intelligent Automations

Choose a Trigger

Flow

When this happens...

Choose an Action

Enrich CRM

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

Triggers when a new task is created in GetFlow.

Task Completed

Task Completed

Triggers when a task is marked as completed in GetFlow.

New Project

New Project

Triggers when a new project is added.

Request a new Trigger for Flow

Do thisActions

Action is the task that follows automatically within your Flow integrations.

Create Task

Create Task

Creates a new task in GetFlow Account.

list task

list task

get a task in flow.

Get List

Get List

get a List in flow.

List  workspaces

List workspaces

get a workspaces in flow.

List memberships

List memberships

get a memberships in flow.

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.

Request a new Action for Flow

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Frequently Asked Questions

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

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

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

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

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

The data sync between Flow and Enrich CRM 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 Flow to Enrich CRM?

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 Flow and Enrich CRM?

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

Flow

About Flow

GetFlow is a task and project management tool designed to help teams collaborate efficiently and manage their workflows effectively. It offers features such as task assignments, due dates, project timelines, and team communication to streamline project management processes.

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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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