Automatically Enrich Sellsy Client Data with Clearbit
Enhance your Sellsy client profiles by automatically fetching and updating client information using Clearbit whenever a new person is added.
This workflow triggers whenever a new client, specifically a person, is added to Sellsy. It filters these entries to ensure only new people are processed. The workflow then uses Clearbit to find additional information about the client using their email address. If the information is found, it updates the client's profile in Sellsy with enriched data such as name, email, and company details. This automation ensures your client data is comprehensive and up-to-date, improving your CRM's effectivene
- Platform
- Make
- Category
- Other
- Price
- $4.99
- Creator
- Jose Maurino
- sellsy
- clearbit
- client-enrichment
- crm
- data-automation
How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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