Purpose
1. Automate the process of collecting public data to enrich incoming leads and update CRM records to maximize qualification, personalization, and conversion rates.
2. Reduce manual entry, speed up lead follow-ups, and ensure up-to-date information for better outreach and targeting in appliance customer service.
Trigger Conditions
1. Submission of a new lead form on the website or social channels.
2. Ingestion of an unverified lead from third-party marketing sources.
3. New contact record created in CRM or legacy system import event.
Platform Variants
1. Salesforce
• Feature/Setting: Flow Builder, API Access – Configure incoming webhook for new leads, map enrichments to custom fields.
2. HubSpot
• Feature/Setting: Workflows, CRM API – Set triggers on new contacts, call external enrichment APIs, auto-update records.
3. Zoho CRM
• Feature/Setting: Zoho Flow, Deluge Script – Use webhook trigger, invoke enrichment API, push updates via API integration.
4. Microsoft Dynamics 365
• Feature/Setting: Power Automate, Dataverse API – Listen for Lead entity changes, trigger HTTP call to enrichment services, update attributes.
5. Pipedrive
• Feature/Setting: Webhooks, API – On new lead, trigger external enrichment, PATCH person/org fields via API.
6. Intercom
• Feature/Setting: Webhooks, REST API – On user creation, lookup enrichment services, PATCH user custom attributes.
7. Freshsales
• Feature/Setting: Workflow Automations, API – New lead trigger, GET/POST data from enrichment API, update lead entity.
8. Google Sheets
• Feature/Setting: Apps Script Trigger, External API – On new row, fetch data from enrichment source, write back.
9. Airtable
• Feature/Setting: Automation Trigger, Scripting – New record in leads table, run script to enrich, upsert data.
10. Clearbit
• Feature/Setting: Enrichment API – Provide email or domain to receive company/person data, connect output to CRM API.
11. FullContact
• Feature/Setting: Person API – Supply contact info, collect identity and company metadata, sync to lead record.
12. Hunter.io
• Feature/Setting: Email Finder/Verifier API – Find verified emails/reveal organization, sync to CRM or list.
13. LinkedIn Sales Navigator
• Feature/Setting: Lead Enrichment API – Fetch social bio, job changes, add to CRM profile.
14. ZoomInfo
• Feature/Setting: Enrich API – Input contact, retrieve firmographic and technographic data, auto-push to CRM.
15. People Data Labs
• Feature/Setting: Person Enrichment API – Append employment, location, and social profiles, update CRM.
16. Lusha
• Feature/Setting: API – Enrich business profiles—phone, email, location—store to CRM lead/contact object.
17. Apollo
• Feature/Setting: Enrichment Endpoint – Pipe data on new lead to retrieve company/role and push to CRM.
18. Snov.io
• Feature/Setting: Enrichment API – Identify roles, tech stack, emails, synchronize to CRM or mailing platform.
19. Slintel
• Feature/Setting: REST API – Automated lead enrichment, integrate responses into CRM via custom mapping.
20. Segment
• Feature/Setting: Functions (Destination/Source) – Route incoming lead data, enrich via enrichment service, dispatch to CRM.
21. Mailchimp
• Feature/Setting: API Automations – On new subscriber, call enrichment API, sync results to tags or contact fields.
22. Copper CRM
• Feature/Setting: Zapier Webhook, API – Trigger on new lead, use enrichment call, update record via PATCH.
23. Marketo
• Feature/Setting: Smart Campaign, REST API – Automate data enrichment on lead creation, upsert data fields.
Benefits
1. Reduces manual data entry for appliance service reps, saving time.
2. Improves accuracy and completeness of lead data for targeted support outreach.
3. Enables faster, more personalized communication with potential appliance customers.
4. Increases conversion rates and reduces lead response times.
5. Ensures all customer touchpoints use the latest, most comprehensive information.
Lead Management & Customer Acquisition