Lead Enrichment

Lead enrichment automatically appends valuable data to captured leads, giving your sales team the context they need to close deals.

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What Gets Enriched

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Contact Data

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Company Data

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Setting Up Enrichment

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Step 1: Connect Your Account

1. Go to Settings → Integrations → Enrichment
2. Click Connect
3. Follow the prompts to authorize your enrichment account
4. Test the connection

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Step 2: Enable Auto-Enrichment

Choose when enrichment runs:

• On capture: Enrich as soon as a lead is created
• On demand: Enrich manually when needed

You can also enable automatic retries if enrichment fails on the first attempt.

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Enrichment Triggers

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Automatic (Recommended)

Enrich immediately when leads are captured:

• on_capture: Enrich as soon as lead is created
• on_qualify: Enrich only when lead meets criteria

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Manual

Enrich on demand:

1. Go to lead detail page
2. Click Enrich
3. Wait for data to populate

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Batch

Enrich multiple leads:

1. Select leads in list view
2. Click Bulk Actions → Enrich
3. Process runs in background

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Matching Strategies

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Email-Based (Primary)

Most reliable method:

1. Extract email domain
2. Match against the enrichment database
3. Return exact match or suggest alternatives

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Name + Company (Fallback)

When email isn’t available:

1. Search by name
2. Filter by company name
3. Use fuzzy matching for variations

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Domain Resolution

New in v2.4: Improved company matching:

1. Extract domain from email
2. Look up company in the enrichment database
3. Enrich company data even if contact not found

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Enrichment Settings

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Field Mapping

Enrichment data is automatically mapped to your lead fields, including title, LinkedIn profile, company name, and company size. You can customize which enrichment fields map to which lead fields in the settings.

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Overwrite Rules

Control how enrichment updates existing data: Configure overwrite rules per field to control whether enrichment data replaces, supplements, or leaves existing values unchanged.

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Enrichment Quality

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Match Confidence

Enrichment matches come with confidence scores:

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Handling Low Confidence

You can set a minimum confidence threshold (e.g., 70%) and choose whether to flag low-confidence matches for manual review or skip them entirely.

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Monitoring Enrichment

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Dashboard Metrics

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Enrichment Status

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Cost Management

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Credit Usage

Enrichment credits are consumed per lookup. Monitor usage:

1. Go to Settings → Integrations → Enrichment
2. View credit balance
3. Set usage alerts

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Optimization Tips

• Only enrich qualified leads
• Use batch enrichment during off-hours
• Cache results to avoid re-enrichment
• Skip leads with complete data

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Troubleshooting

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Best Practices

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Enrich Strategically

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Validate Before Enriching

Ensure email is valid before enriching:

• Check format
• Verify domain exists
• Remove obvious test/fake emails

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Monitor Quality

Regularly review enrichment quality:

• Spot check enriched data
• Track match rates
• Adjust confidence thresholds

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Next Steps