Data enrichment for Agile CRM using INSEE database

• Automatically enrich company profiles in Agile CRM with official data from the INSEE database.
• Ensure accurate and up-to-date addresses for companies in your CRM.
• Integrate government identification numbers into your customer records for compliance.

Trigger the workflow manually or on a schedule. Set the INSEE API key for authentication. Retrieve all companies from Agile CRM. Filter out companies marked as read-only. Query the INSEE database for additional company details. Merge the enriched data back into Agile CRM.

1. 1
   Import the workflow template.
2. 2
   Add your Agile CRM credentials.
3. 3
   Enter your INSEE API key in the designated node.
4. 4
   Configure custom fields in Agile CRM for SIREN and read-only status.
5. 5
   Run the workflow to test the integration.