Use emails as a contact data source for your CRM.
Contact information from incoming emails is extracted automatically, matched against your CRM, and any missing details are added.
A good fit if...
your company receives a high volume of email and your sales team depends on up-to-date contact information in the CRM system.
- Category
- CRM data quality
Nodes
1
TriggerIncoming email
Incoming emails are scanned for the sender's signature.
2
ActionContact data extraction
Name, job title, company, and other contact information are extracted.
3
ActionDuplicate check
The contact found is matched against your CRM to identify contacts that already exist.
4
ActionCreate CRM entity
A new contact is created, or an existing one is updated.
5
FinishContact suggestions for critical fields
Approve critical fields manually and work with the complete contact in your CRM system.