Data enrichment

Maintain the completeness and relevance of the customer base via the data enrichment functionality. You can add new users to the system, and enrich contact and account data from all available sources in a few clicks.

In Creatio, you can enrich data in three ways:

• add new contact data to the contact page from the correspondence

• add new account data from the open Internet sources

• enrichment of contacts and accounts data from their profiles in social networks

Attention

To enable data enrichment from correspondence and open sources, Creatio on-site users will need to specify a cloud service key in the corresponding system setting. More information about the setup is available in a separate article.

Contents

•Contact profile enrichment

•Account profile enrichment

See also

•How to set up data enrichment

•Working with emails