CRM · Integration
Practifi
Sourcing.sh connects its data index to Practifi to provide your wealth management advisors with fresh and structured contacts. Your Salesforce CRM works with living data.
What Sourcing.sh communicates with Practifi
Send the data
sourcing.sh pushes companies, profiles and fresh offers into your tool.
Refresh the data
Your records are re-crawled and updated continuously — the data no longer dies.
Send signals
Position changes, recruitments, hiring and timing signals pushed to your agents.
The index provides Practifi with up-to-date customer and prospect profiles, enriched with signals that can be used in your Salesforce workflows: mobility, liquidity, change of situation. Synchronization is continuous and billed on a flat rate basis, for a clean and prioritized asset pipeline.
This record describes a compatibility to study. Availability, data exchanged, required rights and any costs are confirmed before activation. General API and webhooks require Scale.
Your workflow
The right data. The right action.
New information, a detected change or a record to complete: your agent checks the data and applies the rules you defined.
Create a record, update approved fields or request human approval: you stay in control before data reaches your tool.
New or more recent data
Our index and partner indexes
Create a record
Update
Human approval
Practifi
Contact record
Workflow to configure with your team
How it works
- 01
Frame the connection to Practifi
Confirm compatible objects and necessary rights: OAuth, API key or export.
- 02
Define exchanges
Choose the fields to complete and the update rules in Practifi.
- 03
Plan the checks
Choose the cadences and actions to trigger when a change is detected.
Your next step
Turn data into action.
Find the right contacts, keep your data up to date and connect your tools.