Connect Nozbe and Enrich CRM to Build Intelligent Automations

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Nozbe

When this happens...

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Enrich CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

Trigger when new Task is Created.

Update or New Task

Update or New Task

Trigger when new task is created or Updated.

New Comment

New Comment

Trigger when new Comment is Created.

New Project

New Project

Trigger when new Propject is Created.

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Do thisActions

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

Create Task

Create Task

Creates a New Task.

Update Task

Update Task

Updates an Existing Task.

Find Tasks By Id or Name

Find Tasks By Id or Name

Find an Existing Task.

Create Comment

Create Comment

Creates a New Comment.

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 Nozbe and Enrich CRM?

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

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

Absolutely. You can customize how Nozbe 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 Nozbe and Enrich CRM?

The data sync between Nozbe 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 Nozbe 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 Nozbe and Enrich CRM?

Yes, you can set conditional logic to control the flow of data between Nozbe 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.

Nozbe

About Nozbe

Nozbe is an organizational tool for busy professionals and small teams that helps them to get stuff done in work and in private life.

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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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