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