Auto-enrichment of lead details from public data sources

Purpose

 1.1. Automate the enrichment of new and existing lead records with accurate, real-time public data for a fitted furniture wholesale business in home & living, improving CRM quality and sales conversions.
 1.2. Automating extractions of social profiles, company data, and purchasing intent indicators from external sources to append to lead profiles.
 1.3. Automator pulls data like company size, online presence, social activity, purchase signals, and contact verification into the CRM, cutting manual research time.
 1.4. Lead scoring, segmentation, and follow-up workflows are automated based on enriched fields, enabling targeted and personalized outreach by sales teams.

Trigger Conditions

 2.1. Automated triggering on creation or update of a new lead in the CRM system.
 2.2. Automate data enrichment when an inquiry form is submitted on the company website.
 2.3. Scheduled automation to refresh or batch-enrich stale lead data weekly or monthly.
 2.4. Automate enrichment after inbound communications (email, phone chat, etc.) are received.
 2.5. Automated trigger based on certain fields missing or below a data quality threshold.

Platform variants

 3.1. Salesforce
  • Feature/Setting: Automated Flow → Configure "Enrich Lead" using Salesforce Data.com or third-party managed package API calls
 3.2. HubSpot
  • Feature/Setting: Workflow Automation → Set up "Lead Enrichment" via webhook to Clearbit or ZoomInfo APIs
 3.3. Pipedrive
  • Feature/Setting: Automated Data Fields → Enable enrichment with Pipedrive Marketplace apps (e.g., Lusha, Prospector)
 3.4. Zoho CRM
  • Feature/Setting: Automation Rule → Create function to call Zoho Enrich API on lead creation
 3.5. Microsoft Dynamics 365
  • Feature/Setting: Power Automate Flow → Configure HTTP action to FullContact API and update entity
 3.6. Clearbit
  • Feature/Setting: Enrichment API → Configure endpoint to retrieve company, role, and social details by email input
 3.7. People Data Labs
  • Feature/Setting: Person Enrichment API → Fetch job title, company, and social handles using contact fields
 3.8. Lusha
  • Feature/Setting: Prospecting API → Automates retrieval of direct dials and LinkedIn profiles on lead submit
 3.9. Apollo.io
  • Feature/Setting: API Lead Enrichment → Pull buyer intent, company size, and technographics by domain
 3.10. Hunter.io
  • Feature/Setting: Email Finder/Verifier API → Automate verification and sourcing of work emails
 3.11. Snov.io
  • Feature/Setting: Email Enrichment API → Get company and contact data for uploaded emails
 3.12. LinkedIn Sales Navigator
  • Feature/Setting: Lead Sync & Matched Audiences → Auto-enrich CRM with advanced company and contact data
 3.13. LeadGenius
  • Feature/Setting: Data Enrichment API → Automates appending buyer persona, company structure, and geography data
 3.14. Cognism
  • Feature/Setting: Prospector Enrich API → Automate scraping of outbound lead information including phone number
 3.15. UpLead
  • Feature/Setting: Real-time Data Enrichment → Use API for role, contact, and company data enrichment
 3.16. InsideView
  • Feature/Setting: Enrich API → Automate workflows for updating company and decision-maker profiles
 3.17. FullContact
  • Feature/Setting: Person Enrichment API → Automatedly append social handles, demographic and job data
 3.18. Leadspace
  • Feature/Setting: Real-time API Enrichment → Connect to CRM for ongoing automating of data updates
 3.19. ZoomInfo
  • Feature/Setting: Enrich REST API → Configure lead upload for frequent automated refresh
 3.20. Crunchbase
  • Feature/Setting: Organization API → Automate retrieval of company funding, industry, founders
 3.21. Data Axle Genie
  • Feature/Setting: Clean & Append API → Automate business and executive data enrichment
 3.22. XING
  • Feature/Setting: People Search API → Automate gathering supplementary European B2B contact info
 3.23. RocketReach
  • Feature/Setting: Email & Company Lookup API → Automator enriches with phones, roles, and socials
 3.24. Datanyze
  • Feature/Setting: Enrichment API → Automated data append for key technographics and firmographics
 3.25. Apollo GraphQL
  • Feature/Setting: Unified API Queries → Automate multi-source enrichment workflows across SaaS tools

Benefits

 4.1. Automate higher speed and accuracy in collecting key lead details, reducing manual bottlenecks.
 4.2. Automated profiles improve sales targeting and personalization, raising conversion rates.
 4.3. Automator ensures consistent data enrichment, boosting CRM hygiene for scalable campaigns.
 4.4. Automating enrichment regularly allows for rapid onboarding of sales staff with actionable data.
 4.5. Automatedly updating lead records increases marketing automation ROI by refining audience segments.
 4.6. Automator unlocks faster segmentation for advanced analytics on wholesale customer pipelines.
 4.7. Automation supports omnichannel and multi-touch follow-ups tailored to enriched insights.