Using smart contact data for better workflows and efficiency. Member Posts: 67
10 Comments First Anniversary Name Dropper 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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