Automate contact creation and data enrichment from spreadsheets
This automation streamlines contact creation and data enrichment directly from spreadsheets. When new data is added to a spreadsheet, the automation automatically validates contact information. For valid entries, it enriches the data with details from external sources and automatically creates a new contact record in your system. The spreadsheet is also updated with this enriched information.
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Here is our 5-step process for turn-key automation:
- We assess your needs and verify that the automation does what you expect.
- We map out the systems you currently have in place, and identify any additional needs.
- We send you a proposal for implementation.
- We implement the automation.
- We provide documentation and training for the automation.
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