Automate French Company Data Enrichment in Agile CRM with INSEE API
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Seamlessly enrich Agile CRM with official French company data (SIREN, address) from the INSEE API. Save hours and ensure data accuracy.
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How it works
This workflow automates the enrichment of your Agile CRM company data using the French INSEE Open Data API. It starts by fetching all companies from Agile CRM, then filters out any marked as read-only. For the remaining companies, it queries the INSEE SIREN database to find matching company details based on their legal unit name. Subsequently, it retrieves all available data for that company from the SIREN database. The data from Agile CRM and INSEE is then merged, prioritizing the INSEE data for addresses and adding the SIREN number to a custom field. Finally, the enriched company data is updated back in Agile CRM. This process ensures your CRM has accurate, up-to-date official French company information.
Key Features
- Automatically sync company data from Agile CRM to INSEE.
- Enrich company records with official SIREN number and headquarters address.
- Filter out read-only entries to prevent unintended updates.
- Flexible scheduling for continuous data synchronization.
- Customizable read-only flags for granular control.
How To Use
- Configure Agile CRM Credentials: Link your Agile CRM account by providing the necessary API keys and credentials in the
AgileCRM accountnode. - Set INSEE API Key: Obtain your API key from the INSEE Open Data Portal and enter it into the
Set Insee API Keynode. - Configure Custom Fields in Agile CRM: Ensure you have the following custom fields set up in your Agile CRM settings:
- Label:
SIREN, Type:Text Field, Description:N° de SIREN - Label:
RO, Type:Number, Description:Locks entry from update
- Label:
- Choose Trigger: Select either the
Schedule Triggerfor automated runs or theWhen clicking ‘Test workflow’trigger for manual execution. - Activate Workflow: Once configured and tested, activate the workflow to begin automated data enrichment.
Apps Used
Workflow JSON
{
"id": "766ba54d-403b-4b14-95ec-973c5e2baef8",
"name": "Automate French Company Data Enrichment in Agile CRM with INSEE API",
"nodes": 0,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 766ba54d-403b...
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