CRM refresh
Your CRM keeps up with changes to contacts and companies.
Connect your CRM or ATS. Choose contacts, companies and fields to check, then define the rules to apply when information changes.
Camille Martin
Lyon · Contact tracked in your CRM
Current record
Altis
Sales manager
New information
Novéa
Sales director
Company change: Altis → Novéa
Role change: promoted to director
Your journey
Up-to-date data, with your validation rules.
- 01
Connect and set the scope
Connect your CRM, ATS or business tool and choose the contact or company records to refresh.
You select lists, fields and the level of information needed for each record type.
Checks are scheduled at the cadence available for the service: quarterly, monthly or weekly.
A defined scope and checking schedule.
- 02
Define change rules
Before any sync, you decide what should happen when newer information is detected.
Create a record, update a field or request approval: each action follows your conditions.
Clearing a value must be explicitly authorised in the workflow; missing data alone is not enough to erase it.
Changes governed by your rules.
- 03
Detect and surface changes
At each scheduled check, the platform compares available information with the records in your tool.
A new role, a move to another company or a record change: relevant differences trigger the agreed workflow.
Alongside the update, a notification can reach Slack or another connected tool, depending on your configuration.
Updated information and an alert in the right place.
- 04
Adjust as your needs change
You stay in control of scope, frequency and authorised actions as your business evolves.
Add or remove records, change monitored fields or update notification recipients.
New rules apply to subsequent checks; usage reflects the actions actually performed.
Monitoring that stays aligned with your needs and budget.
What you get
Results to use in your tools.
You define the scope, the useful information and the rules that accompany its delivery.
Controls according to the chosen cadence.
Changes available within your scope.
Validation before modification, if you wish.
Frequently asked questions
Before you start
Is a check charged if nothing has changed?+
Yes. Each check performed consumes credits, even without any changes detected. The cost depends on the cadence chosen and your offer.
Does a check find a new email?+
Email or telephone enrichment is a separate action. You activate it when you need to complete the contact details.
Are my files modified automatically?+
You define what should happen: propose a modification, request validation or synchronize authorized fields. The connection method depends on your CRM and your offer.
Your next step
Turn data into action.
Find the right contacts, keep your data up to date and connect your tools.