Marketing & Customer EngagementPurpose
1.2 Automate data fetching from external sources (social, business, email, geolocation) to provide sales and marketing with actionable, real-time insights for campaign personalization and compliance in regulated alcoholic beverage sectors.
1.3 Enable dynamic, ongoing updates to CRM based on customer interactions, event attendance, and third-party data feeds.
1.4 Support marketing and sales compliance, audience validation, and event-driven customer engagement in complex B2B/B2C environments.
Trigger Conditions
2.2 Existing record is updated (e.g., new email, phone, or company name identified).
2.3 Scheduled periodic data enrichment batch for current CRM contacts.
2.4 Campaign pre-launch requiring audience validation or compliance check.
2.5 Assigned sales/marketing activity requiring latest customer profile data (e.g., before sales calls or tastings).
Platform Variants
• Feature/Setting: Enrich via Salesforce Data.com API. Configure Apex class to auto-trigger enrichment on record creation/update.
3.2 HubSpot
• Feature/Setting: Use HubSpot Enrichment API. Trigger workflow to pull company/contact info on new lead creation.
3.3 Zoho CRM
• Feature/Setting: Invoke Zoho Enrich API. Custom function to fetch data on contact update events.
3.4 Microsoft Dynamics 365
• Feature/Setting: Use LinkedIn Sales Navigator API integration for enrichment. Trigger via Power Automate flow.
3.5 Pipedrive
• Feature/Setting: Set up webhook to enrich new deals via Clearbit API.
3.6 Copper CRM
• Feature/Setting: Automate enrichment workflow using Copper’s Zapier integration and FullContact API.
3.7 Freshsales
• Feature/Setting: Configure workflow automation using Freshsales Enrichment feature for every new lead.
3.8 Close CRM
• Feature/Setting: Use Close Webhooks + Apollo.io API for enrichment on lead creation.
3.9 Insightly
• Feature/Setting: Custom automation using Insightly Workflow Automation and People Data Labs API.
3.10 SugarCRM
• Feature/Setting: Trigger Process Author integration with ZoomInfo Enrich API.
3.11 Nimble
• Feature/Setting: Social profile auto-enrichment enabled via Nimble’s enrichment routines.
3.12 Streak CRM
• Feature/Setting: Use Google Sheets enrichment via Import.io and sync with Streak using Apps Script triggers.
3.13 Pipefy
• Feature/Setting: Automated enrichment via Pipefy Integrations with Pipl API when a card is created.
3.14 Intercom
• Feature/Setting: Enrich user profiles via FullContact webhook integration on new user registration.
3.15 Monday.com CRM
• Feature/Setting: Use Make.com scenario to trigger Clearbit API call on every new contact.
3.16 Redtail CRM
• Feature/Setting: Automated enrichment from Social Intelligence (Wealthbox, Redtail) API integrations on update.
3.17 Keap (Infusionsoft)
• Feature/Setting: Use REST API hooks to call TowerData or Pipl for enrichment on new lead.
3.18 LeadSquared
• Feature/Setting: Configure LeadSquared Triggers to use Lusha Data API for field enrichment.
3.19 SAP Sales Cloud
• Feature/Setting: Custom workflow using SAP Cloud Platform Integration to fetch data from Dun & Bradstreet API.
3.20 NetSuite CRM
• Feature/Setting: SuiteScript triggers to call external LeadGenius or InsideView enrichment APIs.
3.21 Marketo
• Feature/Setting: Launch Smart Campaign triggering enrichment with Marketo Webhooks to ZoomInfo or Clearbit.
3.22 Oracle CX Sales
• Feature/Setting: Automated enrichment using Oracle DataFox APIs when account records change.
Benefits
4.2 Reduced manual research effort for marketing and sales teams.
4.3 Improved compliance and targeting through enhanced verification data.
4.4 Real-time, up-to-date insights relevant to event invites, tastings, and loyalty programs.
4.5 Drives higher campaign ROI and engagement rates with richer customer intelligence.
4.6 Empowers dynamic marketing orchestration in a regulated, data-driven sector.