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Last Updated: May 13, 2026, 11:42 AM

Contact Enrichment

Automatically fill in missing contact information with data from third-party sources. Enrich your contact records with company details, professional backgrounds, and firmographic data.

What is Contact Enrichment?​

Contact enrichment automatically gathers and adds missing information to your existing contacts. Instead of manually researching, the system:

  1. Takes incomplete contact information
  2. Searches external data sources
  3. Finds matching records
  4. Fills in missing fields automatically

What Gets Enriched:

  • Company name and details
  • Job title and role
  • LinkedIn profiles
  • Company size and industry
  • Revenue and funding information
  • Phone numbers and emails
  • Professional background
  • And much more

Single Contact Enrichment​

Enriching One Contact​

Step 1: Open Contact​

  1. Go to Contacts
  2. Find and select a contact to enrich
  3. Click the contact to open details

Step 2: Trigger Enrichment​

  1. Click the Enrich button (usually in the contact header)
  2. Or go to Contact Actions > Enrich Contact
  3. System starts enrichment process

Step 3: Review Results​

Enrichment typically completes in seconds:

  1. System displays found information
  2. Shows:
    • Matched company (if found)
    • Company details filled in
    • Professional information
    • Additional contact details
    • Data source and confidence level
  3. Click Accept to save data
  4. Or Reject if data is incorrect

What Gets Filled​

When enrichment succeeds, these fields update:

  • Company Name — Verified company
  • Industry — Company industry
  • Company Size — Number of employees
  • Company Website — Company web address
  • Phone — Additional phone numbers
  • Email Addresses — Verified work emails
  • LinkedIn Profile — LinkedIn URL
  • Job Title — Professional title
  • Department — Work department
  • Additional Fields — Other professional data

Note: Enrichment only fills empty fields. Existing data is never overwritten.

Batch Contact Enrichment​

Enriching Multiple Contacts​

Step 1: Select Contacts​

  1. Go to Contacts
  2. Use filters or search to find contacts to enrich
  3. Select multiple contacts using checkboxes
  4. Or click Select All to enrich entire view

Step 2: Start Batch Enrichment​

  1. Click Bulk Actions > Enrich Contacts
  2. System shows enrichment dialog:
    • Number of contacts to enrich
    • Estimated time (depends on count)
    • Data sources
  3. Click Start Enrichment

Step 3: Monitor Progress​

  1. Enrichment runs asynchronously in background
  2. Progress bar shows:
    • Processed — # of contacts enriched
    • Successful — # with data found
    • Failed — # without matches
    • Pending — # still processing
  3. View report when complete

Limits:

  • Maximum 100 contacts per batch
  • Takes 1-5 minutes depending on count
  • System queues large batches

Step 4: Review Results​

When enrichment completes:

  1. Go to Enrichment History
  2. Select your batch job
  3. View summary:
    • Total processed
    • Successful enrichments
    • Partial matches
    • No matches
  4. Export detailed results (CSV)

Company Auto-Enrichment​

Automatic Company Detection​

When adding contacts, enrichment can run automatically:

  1. Go to Settings > Enrichment Settings
  2. Toggle Auto-Enrich on Import
  3. When contacts imported or created:
    • System identifies company
    • Auto-fills company information
    • No manual action needed

Manual Company Enrichment​

Enrich just company information:

  1. Go to Companies section
  2. Select a company
  3. Click Enrich Company
  4. System fills in:
    • Company size
    • Industry
    • Website
    • Revenue (if available)
    • Technologies used
    • And more

Understanding Enrichment Data​

Data Confidence Levels​

Each enriched field shows confidence:

LevelMeaningAction
HighVery confident matchUse as-is
MediumLikely match, may need reviewReview before using
LowUncertain matchVerify before using

Enrichment Sources​

  1. Getting Enrichment data from various data sources.

Enrichment Settings​

Configure Enrichment Behavior​

  1. Go to Settings > Enrichment
  2. Configure options:

Auto-Enrichment​

  • Enable Auto-Enrich — Automatically enrich on import
  • Enrich Companies — Also enrich company details
  • Overwrite Fields — Allow updates to existing data (caution!)

Data Preferences​

  • Confidence Threshold — Minimum confidence level to accept
  • Data Source Priority — Which source to trust more
  • Include — Which fields to include in enrichment

Billing​

  • Budget Limit — Monthly enrichment budget
  • Alerts — Notify when approaching limit

Best Practices​

  • Enrich Strategically — Focus on high-value contacts
  • Review Results — Check medium/low confidence matches
  • Respect Privacy — Only enrich contacts you have permission to contact
  • Update Regularly — Re-enrich annually for current data
  • Monitor Quality — Check that enrichment accuracy stays high
  • Clean First — Remove duplicates before batch enrichment
  • Segment Smart — Enrich leads before outreach

Troubleshooting​

Enrichment found no matches?

  • Contact information may be incomplete
  • Company/person may not exist in data sources
  • Try with more complete information
  • Manual research may be needed

Data seems incorrect?

  • Check confidence level
  • Manually verify with online search
  • Report inaccurate data to support

Enrichment slow or stuck?

  • Large batches take time (check progress)
  • System may be queued (wait a few minutes)
  • Check your enrichment quota/limits
  • Contact support if still stuck

What's Next​

Creating a Contact Add contacts to your database → Contact Details View and manage contact information → Companies Directory Manage company information →