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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Account profile enrichment

You can save time on searching and entering contact details of an account using the profile enrichment function. Profile enrichment includes:

  • Adding company website address and logo on a new account page. This function is performed if you select one of suggested company names from the drop-down list when filling out the [Name] field of a new account record. Read more >>>

  • Adding communication options to an account page: phone numbers, email addresses and social network profile. This is performed automatically, when you run the [Enrich data] action. Read more >>> 

  • Adding information from the social network public pages to an account page. Performed by the [Update with social networks data] action. Read more >>> 

To enable data enrichment, Creatio on-site users will need to specify a cloud service key in the corresponding system setting. Read more >>> 

Contents

How to enrich the account data from the open Internet sources

Receiving account information from Facebook

See also

Contact profile enrichment

Additional setup

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