How To Automate CRM Data Entry

  • Create a free Docparser account at

  • Upload your first document and set data extraction rules

  • Integrate your CRM with Docparser

  • Set your documents to forward to Docparser automatically

  • If Zapier is needed, create an account and integrate

  • Set new workflow in motion and watch new CRM entries appear automatically

This checklist was created by docparser

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