CRM data entry
Automate your CRM data entry processes with ThinkAutomation. ThinkAutomation monitors multiple sources – mailboxes, system folders, databases, etc – retrieves any new messages, and then parses those messages into your CRM. Simply build your connections and automations inside our drag-and-drop orchestration studio.
CRM data entry – overview
- Once connected, ThinkAutomation can read and update entities in Microsoft Dynamics (Online), Salesforce, Zoho CRM, and Sugar CRM
- For messages from new customers, ThinkAutomation can create new CRM accounts complete with all relevant information
- For existing CRM accounts, ThinkAutomation will update the record with the latest correspondence or extracted data
- Data entry can be a simple automation from A-B, or part of a larger workflow with multiple actions and integration chains
- You can build any number of automations to act on the parsed data once inside your CRM
CRM data entry – use cases
- Automate the updating of your CRM from any received message, any source
- Attach entire emails to CRM entities or extract specific data
- Upload attachments
- Query any CRM entity and use the information on outgoing messages
- Track customer sentiment or assign tokens to track and count CRM values
- Translate email to CRM
- Plus countless more, depending on your desired workflow
- Backup emails
- Email attachment storage
- Email parsing
- Email sentiment analysis
- Email to cloud
- Email to CRM
- Email to CSV
- Email to database
- Email to spreadsheet
- Email translation
- Move email attachment to folder automatically
- Outlook export all emails
- Parse email attachment
- Translate attachment
Database
- Data ETL
- Database automation
- Database counters
- Database monitoring
- Mongo update
- SQL to Excel
- Translate database
- Update a database
Telephony
CRM
- CRM data entry
- CRM sentiment analysis
- Dynamics automation
- Salesforce automation
- SugarCRM automation
- Zoho automation
Automation actions
- Automatic compression
- Automatic encryption
- Automatic translation
- Create hash file
- Database lookup
- Date operation
- Detect language
- Execute PowerShell
- Execute script
- Extract field
- File operation
- FTP download
- FTP upload
- GeoIP lookup
- MongoDB lookup
- OAuth sign-in
- Process files
- Run a program
- Send Teams message
- Sentiment score
- Set variable
- Speak text
- SQL command to update data in a database
- SQL execute command
- String operation
- Summarise text
- Train sentiment analysis model
Product
- .NET scripting
- Automation gateway
- Automation IDE
- Automation studio
- C# scripting
- Continuous processing
- Design actions
- High speed automation
- HTTP API
- JSON parser
- Local automation
- Markdown support
- Message store
- Public web API
- RPA community
- RPA designer
- SendGrid mail server
- Text summariser
- Visual Studio code paste without formatting