Customer Onboarding & ManagementPurpose
1.2. Automatedly gather, validate, and update details such as credit score, utility usage history, address verification, company size, industry classification, and contact data essential for B2B onboarding and due diligence.
1.3. Automates compliance checks (e.g., KYC/AML), segmentation, and risk analysis while reducing manual intervention.
1.4. Enhances customer onboarding experience, automates efficiency in lead qualification, and enables targeted marketing and risk-based pricing.
Trigger Conditions
2.2. Automated data update request by sales/operations agent.
2.3. Triggered during onboarding workflow or electronic form submission.
2.4. Scheduled periodic batch automations to refresh data.
Platform Variants
• Feature/Setting: Configure "Data Integration Rules" for automated real-time enrichment using External Data API (e.g., invoke via Apex triggers).
3.2. Microsoft Dynamics 365
• Feature/Setting: Automate “Data Enrichment” using Power Automate with pre-built connectors to external KYC/AML and data validation APIs.
3.3. HubSpot
• Feature/Setting: Enable "Data Sync" and configure Webhooks for real-time company info enrichment via 3rd party APIs.
3.4. Zoho CRM
• Feature/Setting: Automates enrichment with "Zoho Enrich" or custom functions linking to Clearbit API.
3.5. SAP Cloud for Customer
• Feature/Setting: Automated “Data Workbench” jobs with enrichment APIs for company/industry/energy usage data.
3.6. Oracle CX
• Feature/Setting: Configure automated "Integration" flows to trigger Dun & Bradstreet Direct+ API for business info retrieval.
3.7. Segment
• Feature/Setting: Automates “Enrichment Destinations” for profile completion using 3rd party APIs like FullContact.
3.8. Clearbit
• Feature/Setting: API endpoint “/v2/companies/find” automatedly fetches company data on new record creation.
3.9. Dun & Bradstreet
• Feature/Setting: Use Direct+ API “Company Enrichment” endpoint for automated data pulls on customer onboarding.
3.10. Creditsafe
• Feature/Setting: Automate “Company Search” and “Credit Report” REST API endpoints in onboarding flows.
3.11. Experian
• Feature/Setting: Automated "Business Information API" for risk and data enrichment on commercial accounts.
3.12. Equifax
• Feature/Setting: Automate “BusinessConnect API” for real-time credit data pulls during onboarding workflows.
3.13. Twilio
• Feature/Setting: Automates number lookup via Lookup API for customer contact data validation.
3.14. SendGrid
• Feature/Setting: Automate “Email Validation API” for real-time customer email enrichment and validation.
3.15. LinkedIn API
• Feature/Setting: “Company Profile API” automates firmographic data fetch on corporate customers.
3.16. Google Maps API
• Feature/Setting: Automate address validation and enrichment using Geocoding API with address fields.
3.17. ZoomInfo
• Feature/Setting: “Enrich API” automates data population for contact/job-title/corporate hierarchy.
3.18. Pipl
• Feature/Setting: Automates “Person API” for contact information and identity automation.
3.19. FullContact
• Feature/Setting: Automate “Person Enrichment API” for customer demographic/identity automation.
3.20. OpenCorporates
• Feature/Setting: Automates company registry searches using “Companies API” for new signups.
3.21. Trulioo
• Feature/Setting: Automate KYC automation with “GlobalGateway API” for verification workflows.
3.22. Melissa Data
• Feature/Setting: Automates “Global Address API” and “Personator API” for automated data validation and enrichment.
Benefits
4.2. Accelerates onboarding with automated data population and fewer manual steps.
4.3. Reduces errors and automates data integrity checks.
4.4. Enables automated segmentation, credit risk analysis, and personalized engagement.
4.5. Automates workflows for ongoing data freshness and reliability.