1.Triggers on new Account record
Integrate Salesforce and CRM data validation tools to capture Account ID and available Account fields for enrichment and lookup.
Update account master data with verified company details
Automatically monitor Salesforce for new Account records across Salesforce and AI enrichment tools. Create and update verified account fields across your CRM—when account created, fields populate, or account id captured—so you can enrich company profiles, log audit rows, and update accounts after review without manual enrichment.
How this automation validates your enriched account details
When a new Account gets created with incomplete or unverified master data, follow-up slows and pipelines lose accuracy. This automation prompts Gemini to enrich and validate fields, writes an audit row in Google Sheets, and updates the Salesforce Account only after a Passed review—so you can reduce manual enrichment time.
Salesforceor swap with your favorite app
2.Enriches Account with structured output
Integrate Google AI Studio (Gemini) and AI enrichment workflows to prompt structured enrichment and return website and industry details.
Google AI Studio (Gemini)or swap with your favorite app
3.Runs enrichment quality check
Integrate Google AI Studio (Gemini) and data validation rules to verify URLs resolve and enforce the required output format.
4.Creates audit row in sheet
Integrate Google Sheets and reporting systems to map AI output lines into configured columns for traceable review.
Google Sheetsor swap with your favorite app
5.Updates Account from reviewed data
Integrate Salesforce and CRM field mapping to look up the sheet row by Account ID and update verified website and industry fields.
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