INSEE Enrichment for Agile CRM

For Agile CRM, this automated workflow enriches company data by integrating with the French INSEE OpenDatabase API. It updates the official address of company headquarters and adds the government-issued SIREN number in a custom field, ensuring accurate and comprehensive CRM records. Scheduled to run automatically, it streamlines data management and enhances business insights.

7/8/2025
14 nodes
Complex
schedulecomplexsticky noteschedule triggernoopagilecrmautomationadvancedapiintegrationcron
Categories:
Schedule TriggeredComplex Workflow
Integrations:
Sticky NoteSchedule TriggerNoOpAgileCrm

Target Audience

  • Business Owners: Looking to enrich their company data for better decision-making.
    - CRM Managers: Need to maintain accurate and up-to-date information about companies in Agile CRM.
    - Data Analysts: Require enriched datasets for analysis and reporting.
    - Developers: Interested in automating data integration processes between Agile CRM and external APIs.

    • Problem Solved

  • This workflow automates the process of enriching company data in Agile CRM with information from the French INSEE OpenDatabase API.
    - It ensures that key company details, such as the official address and government ID number (SIREN), are updated without manual intervention, saving time and reducing errors.

    • Workflow Steps

  • Trigger the Workflow: The workflow can be initiated either on a schedule or manually by clicking ‘Test workflow’.
    - Set API Key: The INSEE API key is set to enable API calls.
    - Fetch Companies: All companies from Agile CRM are retrieved.
    - Filter Companies: Companies with a ReadOnly key set are filtered out to prevent updates on locked entries.
    - Find Company in SIREN Database: For each company, a request is made to the SIREN database to find matching records.
    - Request Additional Data: Detailed information about the company is fetched from the SIREN database.
    - Merge Data: The data from Agile CRM and the SIREN database is merged, enriching the CRM data with new information.
    - Update CRM: The enriched data is then used to update the corresponding company records in Agile CRM.

    • Customization Guide

  • Change API Key: Update the Set Insee API Key node with your own INSEE API key.
    - Adjust Custom Fields: Ensure that the custom fields in Agile CRM match the expected names and types, particularly for SIREN and RO.
    - Modify Filter Logic: If needed, adjust the filter logic in the FilterOut all Company that have the ReadOnly Key set node to include or exclude specific companies based on different criteria.
    - Schedule Frequency: Change the scheduling rule in the Schedule Trigger node to set how often the workflow should run (e.g., daily, weekly).
    - Test the Workflow: After making changes, use the Test workflow button to verify that the workflow operates as expected before setting it to active.