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In today’s fast-paced business world, efficient lead management is crucial for driving sales and growth. Integrating various data sources and automating lead enrichment can save valuable time and resources. This article will guide you through the process of adding leads to IRBIS from Google Contacts and enriching them with ESPY Data Enrichment, all by using a powerful MAKE.com template.
Why Use MAKE.com for Lead Management?
MAKE.com, formerly known as Integromat, is a no-code automation platform that connects your apps and automates workflows. By leveraging MAKE.com, you can create a seamless process for transferring contacts from Google Contacts to IRBIS and enriching them with ESPY data without manual intervention. This integration ensures your leads are always up-to-date and enriched with valuable information.
Step-by-Step Guide to Setting Up the Integration
1. Setting Up Google Contacts in MAKE.com
To begin, you need to configure Google Contacts in MAKE.com to watch for new or updated contacts. This ensures that every time a contact is added or updated in Google Contacts, the information will be automatically processed.
- Login to MAKE.com: Go to MAKE.com and log in to your account.
- Create a New Scenario: Click on the “Create a new scenario” button, or use this Template.
- Add Google Contacts Module: Search for the Google Contacts module and select the “Watch Contacts” action. This module will monitor your Google Contacts for any changes.
2. Configuring ESPY Data Enrichment
Next, set up the ESPY module to enrich your contacts with additional data. ESPY provides comprehensive data enrichment services that can enhance your lead information.
Obtain API Keys from ESPY:
Register on ESPY:
- Go to ESPY Registration and register for an account.
- Fill in the required details and complete the registration process.
Get API Key:
- Log in to your ESPY account.
- Navigate to the Developer Section.
- Follow the instructions to generate your API key.
Add ESPY Module:
- Add ESPY Module: In the same scenario on MAKE.com, add the ESPY module by searching for it and selecting the “Update a Phone” action. This module will be used to enrich your contacts with additional data based on their phone numbers.
- Enter API Key: When prompted, enter the API key you obtained from ESPY to authenticate the module.
3. Connecting IRBIS
IRBIS is your target CRM where you want to store and manage your leads. Configure the IRBIS module to receive enriched data from Google Contacts and ESPY.
4. Mapping Data Fields
Properly mapping data fields between Google Contacts, ESPY, and IRBIS is crucial for ensuring that the correct information is transferred and enriched.
- Map Google Contacts Fields: In the Google Contacts module, map the fields such as name, email, and phone number to the corresponding fields in the ESPY module.
- Map ESPY Enrichment Data: In the ESPY module, map the enriched data fields to the corresponding fields in the IRBIS module.
- Map IRBIS Fields: Finally, map all the necessary fields to ensure the enriched contact data is correctly added to IRBIS.
5. Testing and Running the Scenario
Before fully implementing the automation, it’s important to test the scenario to ensure everything is working as expected.
- Run a Test: Click on the “Run once” button in MAKE.com to execute the scenario with a test contact.
- Verify Data: Check the data in IRBIS to verify that the contact has been added and enriched correctly.
- Activate the Scenario: Once you’re satisfied with the test results, activate the scenario to run automatically.
Benefits of Using This Integration
- Automation: Eliminate manual data entry and ensure your leads are always up-to-date.
- Data Enrichment: Enhance your contact information with additional data from ESPY, providing valuable insights for your sales team.
- Efficiency: Streamline your lead management process, saving time and resources.
Conclusion
Integrating Google Contacts with IRBIS and enriching your leads with ESPY data using MAKE.com is a powerful way to automate and enhance your lead management process. By following the steps outlined in this guide, you can set up a seamless workflow that ensures your leads are always enriched and up-to-date, helping you drive sales and grow your business.
