Deal Enrichment

Whether it’s Salesforce, HubSpot, Zoho CRM, or any other CRM, Alloy Embedded offers pre-built connectors to facilitate deal enrichment workflows that bring data from those CRMs (not just deal, this can also apply to companies, contacts, and other objects) into your system.

Select any of the CRMs supported, and choose the trigger option to see what webhook events are available. From there, you can see the output data, such as in the example below with Hubspot deal creation.

You can then use Alloy's drag-and-drop interface to map CRM deal data fields to the corresponding fields in your platform’s API.