Automated update of contact details from enrichment sources

Purpose

1.1. Automate the process of updating contact details by extracting enriched data from lead enrichment APIs and syncing information across CRM, email, and outreach tools.
1.2. Ensures all customer and prospect records remain current, reducing bounce rates, minimizing missed sales opportunities, and improving campaign personalization with real-time, automated contact validation and enrichment.
1.3. Automatedly maintains a single source of truth by syncing the latest data from sources such as social networks, email verifiers, and business directories.
1.4. Automates compliance efforts by reducing reliance on manual data entry and regularizing contact update intervals for regulatory requirements.

Trigger Conditions

2.1. Ingestion of new leads via web forms, email campaigns, or trade show lists.
2.2. Periodic scheduled automation (e.g., daily or weekly) to refresh existing records.
2.3. Manual request for enrichment when stale or incomplete information is detected in CRM.
2.4. Automated webhook notification from enrichment provider indicating profile changes.

Platform Variants

3.1. Salesforce
• Feature: "Data.com Clean" or Third-party Data Enrichment API
• Sample automation: Schedule regular API queries to update Leads and Contacts automatically.

3.2. HubSpot
• Feature: "Contact Properties" with Webhooks or enrichment integration
• Sample automation: Configure enrichment property mapping and automate update flows with HubSpot Workflows.

3.3. Pipedrive
• Feature: "Smart Contact Data" API endpoint
• Sample automation: Automates enrichment by enabling Smart Contact Data and scheduling API fetches.

3.4. Zoho CRM
• Feature: "Enrich CRM Data" via external connectors
• Sample automation: Set up Data Enrichment rules to periodically sync with chosen APIs.

3.5. Outreach.io
• Feature: "Person Enrichment API"
• Sample automation: Triggers enrichment on contact creation or update events.

3.6. Apollo.io
• Feature: "Contact Enrichment" API
• Sample automation: Automates overnight enrichment jobs with Apollo API keys.

3.7. LinkedIn Sales Navigator
• Feature: "Lead API" enrichment
• Sample automation: Automator scheduled export, enrichment, and sync back functions.

3.8. Clearbit
• Feature: "Enrichment API"
• Sample automation: Configure API-based automation to update lead lists daily.

3.9. FullContact
• Feature: "Person Enrichment API"
• Sample automation: Automatically detect new/unverified contacts and enrich their profiles.

3.10. ZoomInfo
• Feature: "Enrich API"
• Sample automation: Triggers data automating sync on data change events.

3.11. Cognism
• Feature: "Enrich API"
• Sample automation: Batch-enrich CRM contacts each night.

3.12. Lusha
• Feature: "Enrichment API"
• Sample automation: Automates lookup for job title/email/phone updates as contacts are modified.

3.13. InsideView
• Feature: "API for Account and Contact Enrichment"
• Sample automation: Schedules account/contact enrichment jobs weekly.

3.14. Snov.io
• Feature: "Email Verifier/Enrichment API"
• Sample automation: Enriches and verifies leads upon each form submission.

3.15. Hunter.io
• Feature: "Email Finder & Enrichment API"
• Sample automation: Runs automated scripts to refresh email contact details.

3.16. VoilaNorbert
• Feature: "Enrich API"
• Sample automation: Periodic automation pulling updates for key prospects.

3.17. Mailshake
• Feature: "Enrich Contacts"
• Sample automation: Configures enrichment sync with third-party data sources.

3.18. Reply.io
• Feature: "Contact Enrichment API"
• Sample automation: Automated nightly workflow to update all contact fields.

3.19. Intercom
• Feature: "User Attribute Update via API"
• Sample automation: Automates background enrichment call whenever user logs in.

3.20. Freshsales
• Feature: "Third-party Data Enrichment Integration"
• Sample automation: Schedules CRM-wide enrichment sync for all contacts.

3.21. Marketo
• Feature: "REST API for Lead Enrichment"
• Sample automation: Automates updating person records post-enrichment webhook trigger.

3.22. Sendinblue
• Feature: "Contacts API"
• Sample automation: Automates data push/pull to keep contact attributes fresh.

3.23. Copper CRM
• Feature: "People API"
• Sample automation: Schedules automated lookup and field refresh jobs for enrichment.

3.24. Microsoft Dynamics 365
• Feature: "Lead & Contact Enrichment API (CDS Integration)"
• Sample automation: Automator runs scheduled flow to fetch latest details from enrichment partners.

3.25. SAP Sales Cloud
• Feature: "Data Enrichment Integration"
• Sample automation: API-driven automation to update company and contact attributes regularly.

Benefits

4.1. Reduces human error and manual workload through process automating.
4.2. Ensures accurate targeting with automated, current contact information.
4.3. Boosts sales and marketing results by automating outreach personalization.
4.4. Enhances regulatory compliance by automatedly tracking and maintaining accurate records.
4.5. Automates lead scoring improvements with enriched attributes in real-time.
4.6. Allows instant scaling of data cleanup and integrity tasks with automator flows.
4.7. Supports multi-channel, automatable marketing efforts by syncing cross-tool datasets.
4.8. Automates stakeholder communication by guaranteeing reliable and up-to-date details.