Using smart contact data for better workflows and efficiency.

Akhil_Supermeet.ai
Akhil_Supermeet.ai Member Posts: 67
First Anniversary Name Dropper First Comment Photogenic
edited July 2022 in Ideas and Product Feedback #1

Smart contact data seems very disconnected!. It would be great if there is an option to use the smart contact data that we get from an email or website.

a few use cases are-

  1. Create an organization from smart data captured using a person's email address
  2. Use this data to update standard and custom fields on person and organization
  3. Smart data can be auto-updated. or an option for auto-update will help to automate workflows
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Comments

  • MBrown
    MBrown Member Posts: 29
    5 Likes First Comment Name Dropper

    I'm not sure where this data is coming from, but I do know that the SIC codes don't match up to what we have in Australia, so it's pretty useless to us.