Continuously Enrich Deals

Add to your app

Works with:

  • Salesforce
  • HubSpot
  • MS Dynamics CRM
  • Zoho CRM
  • Pipedrive
  • 12+  see all

Enrich newly created Deals

This scenario enables your application to enrich with the new data any newly createad Deals in external application.

It handles subscription to the created events and Deal fields mapping from your application's schema to the application-specific schema.

How It Works

  1. Configuration:

    • You will setup the schema of fields that you wish to enrich Deal with and configure mapping to our default model.
    • If needed - your customer can customize this mapping based on their specific setup or even custom fields
  2. Enable receiving of Deal created events:

    • Enable subscription via a single API or SDK call to continuously receive created events from external applications.
    • Integration.app manages all integration-specific logic, including subscribing to/unsubscribing from webhooks, custom polling of events, or performing periodic full syncs.
    • You will only receive the necessary events as real-time as supported by the external application's API.
  3. React to created Deals:

    • Integration.app flow will be launched when new Deal is created
    • It will send existing data to your app API, so you can decide how to enrich. Your API will return enriched data.
    • Integration.app will send enriched data to the external application mapped to the supported format based on the configuration above