Connect Reflect and Enrich CRM to Build Intelligent Automations

Choose a Trigger

Reflect

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 Link

New Link

Triggers when a new link is created

Request a new Trigger for Reflect

Do thisActions

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

Create Note

Create Note

Creates a Note with supplied HTML or Markdown.

Create Link

Create Link

Creates a Link inside of Reflect.

Append to Daily Note

Append to Daily Note

Appends text to the daily note

List Graphs

List Graphs

Get a list of all graphs.

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 Reflect

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

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

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

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

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

The data sync between Reflect 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 Reflect 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 Reflect and Enrich CRM?

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

Reflect

About Reflect

Reflect is a powerful tool designed to help users capture, organize, and reflect on their thoughts and ideas. With features that support note-taking, journaling, and idea management, Reflect.app is perfect for individuals looking to enhance their productivity and mindfulness.

Learn More
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.

Learn More