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‹ Alle workflows

Enrich new leads and contacts automatically.

Leads and contacts newly created in your CRM are assessed, normalized, and enriched with additional company and person data automatically.

A good fit if...
new leads or contacts are created in your CRM manually or through web interfaces and often arrive incomplete and inconsistent.

Categorie
CRM-datakwaliteit
Nodes
Salesforce
Dynamics
HubSpot
Pipedrive
SAP
SAP Sales Cloud V2
1
TriggerNew lead or contact

A new lead or contact is created in your CRM, one that is missing an email address, for example, or has a badly formatted phone number.

2
ActieData normalization

The data already on the record is assessed in context and normalized: phone numbers are brought into a single format, for example, and the matching city is added to a postal code.

3
ActieCompany Data Search

Company Data Search adds further information about the organization from online sources such as legal information pages and business registers.

4
ActieAI research

An AI agent adds further detail about the person or the company from publicly available data, such as current job titles or other relevant live data.

5
VoltooidCRM update

Depending on the record, the newly created contact or lead is completed and enriched with the researched data and saved to your CRM.