Financial Services Creatio, sales edition
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Contact profile enrichment

Contact profile enrichment is a quick an easy way to update contact records with latest information about their communications, addresses, noteworthy events and accounts in the system. You can create a new contact from the incoming email, add new data to the contact page, link the contact record with its profiles in social networks and obtain new data.

Contents

Enrichment of contacts from the incoming emails

Contact profile enrichment from the incoming email

How to enrich contact profile from the contact page

How to add a new contact from an email

Receiving contact information from Facebook

Connecting a contact to its Facebook account

Populating the contact page with Facebook information

FAQ on populating the contact page with Facebook information

See also

Account profile enrichment

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