---
title: snapAddy DataAgents | snapAddy Knowledge Base
description: Create and run automated workflows for lead management and CRM processes. Save time with intelligent automation and AI.
---

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2. [snapAddy DataAgents](https://portal.snapaddy.com/knowledge/snapaddy-dataagents)

# snapAddy DataAgents

 Create and run automated workflows for lead management and CRM processes. Save time with intelligent automation and AI.

## Frequently Asked Questions (FAQ)

- [What is the CRM Health score?](https://portal.snapaddy.com/knowledge/what-is-the-crm-health-score)
- [How do I check suggestions in DataAgents?](https://portal.snapaddy.com/knowledge/how-to-check-suggestions)
- [How do I trigger a workflow in snapAddy DataAgents via the API?](https://portal.snapaddy.com/knowledge/how-do-i-trigger-a-workflow-in-snapaddy-dataagents-via-the-api)
- [What is DataAgents?](https://portal.snapaddy.com/knowledge/what-is-dataquality-automation)
- [What are "Logs" in snapAddy DataAgents?](https://portal.snapaddy.com/knowledge/executions-in-dataquality-automation)
- [What do I have to do in order to use DataAgents?](https://portal.snapaddy.com/knowledge/what-do-i-need-to-do-to-connect-to-dataquality-automation)
- [What do the numbers on the DataAgents Home page mean?](https://portal.snapaddy.com/knowledge/what-do-the-numbers-on-the-dataquality-automation-home-page-mean)

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## Installation and Setup

- [How do I connect shared mailboxes to snapAddy DataAgents?](https://portal.snapaddy.com/knowledge/how-to-connect-shared-mailboxes)
- [Connecting Your Mailbox to snapAddy for DataAgents.](https://portal.snapaddy.com/knowledge/connecting-your-mailbox-to-snapaddy-for-dataquality-automation)
- [How do I establish a shared CRM connection for SAP Sales Cloud V2?](https://portal.snapaddy.com/knowledge/how-do-i-establish-a-shared-crm-connection-for-sap-sales-cloud-v2)
- [How do I use Application Secrets in DataAgents to store sensitive data securely?](https://portal.snapaddy.com/knowledge/how-do-i-use-application-secrets-in-dataquality-to-store-sensitive-data-securely)
- [How to configure DataAgents to use shared CRM connections for Microsoft Dynamics](https://portal.snapaddy.com/knowledge/how-to-configure-dataquality-automation-to-use-shared-crm-connections-for-microsoft-dynamics)
- [How do I configure DataAgents to use a shared CRM connection for HubSpot?](https://portal.snapaddy.com/knowledge/how-to-configure-dataquality-automation-to-use-shared-crm-connections-for-hubspot)
- [How to enable a shared CRM connection for Salesforce](https://portal.snapaddy.com/knowledge/how-to-configure-dataquality-automation-to-use-shared-crm-connections-for-salesforce)
- [How to configure DataAgents to use shared CRM connections for SAP](https://portal.snapaddy.com/knowledge/how-to-configure-dataquality-automation-to-use-shared-crm-connections-for-sap)
- [How do I set up an email blocklist for email contact suggestions?](https://portal.snapaddy.com/knowledge/how-to-set-up-a-blacklist-for-the-email-suggestions)
- [What Permissions do I need for the Outlook Integration?](https://portal.snapaddy.com/knowledge/dataquality-outlook-permissions)

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## Workflows

- [How do I activate workflows in snapAddy DataAgents?](https://portal.snapaddy.com/knowledge/how-do-i-activate-a-workflow)
- [How do continuous workflows in snapAddy DataAgents work?](https://portal.snapaddy.com/knowledge/how-do-continuous-workflows-in-snapaddy-dataquality-work)
- [What is the difference between event-based workflows and continuous workflows in snapAddy DataAgents?](https://portal.snapaddy.com/knowledge/what-is-the-difference-between-event-based-workflows-and-continuous-workflows-in-snapaddy-dataquality)
- [How do event-based Workflows work in snapAddy?](https://portal.snapaddy.com/knowledge/what-are-workflows-and-how-do-they-work)
- [How does lead scoring work in snapAddy VisitReport?](https://portal.snapaddy.com/knowledge/how-does-lead-scoring-work-in-visitreport)

- [Global Settings](https://portal.snapaddy.com/knowledge/global-settings#main-content)

    - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/global-settings#frequently-asked-questions-faq)
    - [Profile Settings](https://portal.snapaddy.com/knowledge/global-settings#profile-settings)
    - [User Management](https://portal.snapaddy.com/knowledge/global-settings#user-management)
    - [General Settings](https://portal.snapaddy.com/knowledge/global-settings#general-settings)
- [Video Tutorials](https://portal.snapaddy.com/knowledge/video-tutorials#main-content)

    - [snapAddy VisitReport](https://portal.snapaddy.com/knowledge/video-tutorials#snapaddy-visitreport)
    - [snapAddy LeadResearch](https://portal.snapaddy.com/knowledge/video-tutorials#snapaddy-leadresearch)
    - [snapAddy BusinessCards](https://portal.snapaddy.com/knowledge/video-tutorials#snapaddy-businesscards)
    - [snapAddy Quick Tips](https://portal.snapaddy.com/knowledge/video-tutorials#snapaddy-quick-tips)
    - [CRM Integrations](https://portal.snapaddy.com/knowledge/video-tutorials#crm-integrations)
- [CRM Integrations](https://portal.snapaddy.com/knowledge/crm-integrations#main-content)

    - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/crm-integrations#frequently-asked-questions-faq)
    - [CRM System integration (Mapping)](https://portal.snapaddy.com/knowledge/crm-integrations#crm-system-integration-mapping)
    - [Salesforce](https://portal.snapaddy.com/knowledge/crm-integrations#salesforce)
    - [MS Dynamics 365 CRM](https://portal.snapaddy.com/knowledge/crm-integrations#ms-dynamics-365-crm)
    - [SAP Sales Cloud](https://portal.snapaddy.com/knowledge/crm-integrations#sap-sales-cloud)
    - [HubSpot CRM](https://portal.snapaddy.com/knowledge/crm-integrations#hubspot-crm)
    - [Pipedrive](https://portal.snapaddy.com/knowledge/crm-integrations#pipedrive)
    - [Sugar CRM](https://portal.snapaddy.com/knowledge/crm-integrations#sugar-crm)
    - [Suite CRM](https://portal.snapaddy.com/knowledge/crm-integrations#suite-crm)
    - [SAGE CRM](https://portal.snapaddy.com/knowledge/crm-integrations#sage-crm)
    - [Close CRM](https://portal.snapaddy.com/knowledge/crm-integrations#close-crm)
    - [weclapp](https://portal.snapaddy.com/knowledge/crm-integrations#weclapp)
    - [snapAddy API](https://portal.snapaddy.com/knowledge/crm-integrations#snapaddy-api)
    - [Zapier](https://portal.snapaddy.com/knowledge/crm-integrations#zapier)
- [snapAddy BusinessCards](https://portal.snapaddy.com/knowledge/snapaddy-businesscards#main-content)

    - [Frequently asked questions (FAQ)](https://portal.snapaddy.com/knowledge/snapaddy-businesscards#frequently-asked-questions-faq)
    - [First steps](https://portal.snapaddy.com/knowledge/snapaddy-businesscards#first-steps)
    - [Export](https://portal.snapaddy.com/knowledge/snapaddy-businesscards#export)
    - [Digital business cards](https://portal.snapaddy.com/knowledge/snapaddy-businesscards#digital-business-cards)
    - [BusinessCards Quick Tips](https://portal.snapaddy.com/knowledge/snapaddy-businesscards#businesscards-quick-tips)
- [snapAddy VisitReport](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#main-content)

    - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#frequently-asked-questions-faq)
    - [Working with the VisitReport app](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#working-with-the-visitreport-app)
    - [Working within the VisitReport Dashboard](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#working-within-the-visitreport-dashboard)
    - [Export (CRM, PDF, Excel ...)](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#export-crm-pdf-excel)
    - [Inventory Data](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#inventory-data)
    - [Video instructions](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#video-instructions)
    - [E-Mail Integration](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#e-mail-integration)
    - [Meetings](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#meetings)
    - [VisitReport Quick Tipps](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#visitreport-quick-tipps)
    - [Questionnaire](https://portal.snapaddy.com/knowledge/snapaddy-visitreport#questionnaire)
- [snapAddy LeadResearch](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#main-content)

    - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#frequently-asked-questions-faq)
    - [Installation and Setup](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#installation-and-setup)
    - [Working with contact data](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#working-with-contact-data)
    - [Exporting the contact data](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#exporting-the-contact-data)
    - [LeadResearch in Chrome & Edge](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#leadresearch-in-chrome-edge)
    - [LeadResearch in your CRM System](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#leadresearch-in-your-crm-system)
    - [Technical requirements](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#technical-requirements)
    - [Microsoft 365 Integration (Outlook)](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#microsoft-365-integration-outlook)
    - [Automation](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch#automation)
- [snapAddy DataAgents](https://portal.snapaddy.com/knowledge/snapaddy-dataagents#main-content)

    - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/snapaddy-dataagents#frequently-asked-questions-faq)
    - [Installation and Setup](https://portal.snapaddy.com/knowledge/snapaddy-dataagents#installation-and-setup)
    - [Workflows](https://portal.snapaddy.com/knowledge/snapaddy-dataagents#workflows)
- [Data Enrichment](https://portal.snapaddy.com/knowledge/data-enrichment)

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