How can I use Auto-Profiling for Accounts and Contacts?

What if you could enter a single piece of data—and the rest would be filled in automatically?

It’s a high-tech age, and high-tech solutions are the order of the day. Introducing Pipeliner CRM Automatic Data Profiling:

Automatic Data Profiling: Saving Hours of Sales Rep’s Work

Automatic data profiling auto profile the following Pipeliner CRM entities:

  • Contacts – when you enter an email address for any contact.
  • Accounts – when you enter a home page URL for any account.

When you enter an email address for any Contact or home page URL for any Account, Pipeliner automatically fills in the Contact and Account record with publicly available information like: avatar, address, title, social media accounts, and more, saving you time and effort.

Important is that Pipeliner CRM will only return data when there is high probability of an exact match (no dirty data!).

Automatic data profiling auto fills following fields within the Pipeliner CRM entities form:

  • Contacts
    • Avatar – Contact’s Photo
    • Address –  City, Country, ZIP Code, State/Province, Street Address
    • Title
    • Social Media Profiles such as Twitter, LinkedIn, Facebook and more.
  • Accounts
    • Avatar – Account’s Company Logo
    • Address – City, Country, ZIP Code, State/Province, Street Address
    • Social Media Profiles such as Twitter, LinkedIn, Facebook and more.

Here is the list of the social media profiles you can link within Pipeliner CRM to your business contacts and accounts.

How the Automatic Data Profiling Works?

Note: This feature is currently available by invitation. Please sign up here to take advantage of Pipeliner CRM’s new Auto-Profiling feature.

In the following next steps, we show you how the automatic data profiling works on the contact record. The classical situation is the following: Someone contacts you over the email and writes you an email that they would like to purchase your product. In the terms of CRM this is a sales lead. It means that the only information about the person you have is the name and the email address.

Because Pipeliner CRM autofills the data of your contact based on the contact’s email address, we need to add only the name and email address into the contact record.

  1. Run Pipeliner
  2. Click on the “Contacts”.
    Pipeliner CRM Open Contacts
  3. Click “New Contact”.
    Pipeliner CRM Create New Contact
  4. Enter the Contact’s name.
    Pipeliner CRM Contact Name
  5. Scroll down and enter the email address of that contact.
    Pipeliner CRM Contact Email Address
  6. Click “Save” in order to save the new contact into the CRM.
    Pipeliner CRM Save New Contact
  7. Now, the automatic Pipeliner CRM sync is performed in two ways i.e. Pipeliner CRM sends the data to the secure cloud and download all the updates on the cloud to your local machine. Wait until the sync will be complete.
    Pipeliner CRM Sync
  8. Go to the Global search to access “Recently Opened Entities”. Open the Contact you have just entered into the system i.e. in our case Todd Martin.
    Pipeliner CRM Recently Opened
  9. Pipeliner CRM autofills the publicly available information to your contact.
    Pipeliner CRM Automatic Data Profiling and AvatarPipeliner CRM Automatic Address Fill In

Important: Pipeliner CRM analysis publicly available information during your sync process. Please note that this could take a while and it does not update your contact or account data immediately. Moreover, some of the contacts and accounts (based on the provided email address or URL home page) should not be found. Keep in mind that if the data for your some of you contacts and accounts are not automatically fill-ed in it means that those records do not have this information publicly available. Thank you for understanding and fill free to reach us with any questions.

Be a Part of Auto-Profiling Feature from the Beginning

This feature is currently available by invitation. Please sign up here to take advantage of Pipeliner CRM’s new Auto-Profiling feature.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request