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How To Automate CRM Data Entry

• Create a free Docparser account at https://app.docparser.com/account

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• Upload your first document and set data extraction rules

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• Integrate your CRM with Docparser

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• Set your documents to forward to Docparser automatically

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• If Zapier is needed, create an account and integrate

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

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