Get to know DataAgents: receive improvement suggestions.
For incoming contacts or accounts, the workflow runs a duplicate check and creates suggested changes without writing anything to your CRM system. That way you can see how DataAgents can improve your data quality.
A good fit if...
you are using DataAgents for the first time and want to see the effect on your data before anything is saved to your CRM system.
- Category
- Internal processes
Contact information is captured.
The captured contact is matched against your CRM to identify contacts that already exist.
Suggestions are created for new contacts and for improvements to existing ones, and you can review every proposed change in detail. Nothing is written to your CRM system at this stage.
Based on the suggestions, you can refine and customize your workflow.
Once you are satisfied with the result, changes can be transferred to your CRM automatically or after human review.