Multi-source client profile enrichment

Purpose

1. Automates the enrichment of client profiles by aggregating, merging, and updating data from multiple internal and external data sources for business development purposes.

2. Automatedly collects contact, engagement, social, transactional, and firmographic data to build a unified, up-to-date client view.

3. Automator allows consulting teams to make informed decisions, increase personalized outreach, and sharply segment leads and clients.

4. Enables automating reporting and insights generation based on the constantly refreshed data set.

Trigger Conditions

1. Automation can be initiated when a new client record is created, updated, or flagged as incomplete in CRM.

2. Recurring automator runs scheduled daily, weekly, or monthly for batch enrichment.

3. Manual trigger by business development analyst via dashboard for custom enrichment requests.

4. Automated webhook from third-party apps signaling a data change or event.

Platform Variants

1. Salesforce

• Function: Flow Builder or REST API — configure auto-trigger on new/modified Lead/Contact to send profile to enrichment workflow.
  

2. HubSpot

• Feature: Workflow Automation — trigger enrichment by automating contact property update; use Contacts API for data retrieval.
  

3. Microsoft Dynamics 365

• Setting: Power Automate flow — Watch for created/updated contact; invoke HTTP action to third-party mapping.
  

4. Zoho CRM

• API: Automate Zoho API to fetch newly added/edited client records and push for enrichment.
  

5. Google Sheets

• Google Apps Script — automates reading new rows, triggers enrichment via URL Fetch API, writes enriched data back.
  

6. Clearbit

• Function: Reveal & Enrichment APIs — configure automation to lookup email or domain for enriched profiles.
  

7. LinkedIn Sales Navigator

• Feature: API or Integrations — automate fetching social/business signals associated with client profile.
  

8. People Data Labs

• Setting: Enrichment API — automate querying by email/name and mapping fields to enrich client profiles.
  

9. ZoomInfo

• Function: Data Enrichment API — automate company and contact detail retrieval; automated mapping into CRM record.
  

10. FullContact

• Feature: Person API — Automator configured to enrich with social and firmographic data from email or phone.
  

11. Pipedrive

• Automation: Webhook trigger on person update; automate push to enrichment sequence, map back results.
  

12. Segment

• Source: Track identify calls to trigger enrichment event; automatedly merge enriched data into unified profile.
  

13. Airtable

• Script Block or API — automates script to detect new/updated record, call enrichment API, update fields.
  

14. Freshsales

• Setting: Workflow automates triggering HTTP request for enrichment when record is added/edited.
  

15. Slintel

• API: Automated lead enrichment by domain/company match via Slintel API, update CRM fields.
  

16. Outreach.io

• Trigger: Sequence automation initiates enrichment for active/bounced leads; uses Outreach API for update.
  

17. Copper CRM

• Workflow: Automated trigger on contact change; use Apps Script or Copper API to start enrichment call.
  

18. DiscoverOrg

• Function: Enrichment API — configure automation for extracting business data for leads; auto-push into CRM.
  

19. Mailchimp

• Setting: Automated workflow triggers on new subscriber; integrates enrichment API and updates audience fields.
  

20. Marketo

• Feature: Automated Smart Campaigns trigger based on lead creation; HTTP request for enrichment, update lead fields.
  

21. Intercom

• Webhook: Listener detects new user or lead; automates enrichment API call, automatedly updates user profile.
  

22. SAP C4C

• Workflow: Automates detection of client change, triggers enrichment function, writes back via OData service.
  

Benefits

1. Automates manual research and data entry for client profiles.

2. Improves accuracy and richness of business data for development teams.

3. Accelerates lead qualification and personalized engagement by automatedly updating relevant data fields.

4. Ensures business development strategy is data-driven and current, with minimal manual intervention.

5. Maximizes ROI on existing client databases through continuous data enrichment automation.