Enrich new leads and contacts automatically.

Leads and contacts newly created in your CRM are assessed, normalized, and enriched with additional company and person data automatically.

A good fit if...
new leads or contacts are created in your CRM manually or through web interfaces and often arrive incomplete and inconsistent.

Catégorie: Qualité des données CRM

Systèmes CRM

DéclencheurNew lead or contact

A new lead or contact is created in your CRM, one that is missing an email address, for example, or has a badly formatted phone number.

ActionData normalization

The data already on the record is assessed in context and normalized: phone numbers are brought into a single format, for example, and the matching city is added to a postal code.

ActionCompany Data Search

Company Data Search adds further information about the organization from online sources such as legal information pages and business registers.

ActionAI research

An AI agent adds further detail about the person or the company from publicly available data, such as current job titles or other relevant live data.

TerminéCRM update

Depending on the record, the newly created contact or lead is completed and enriched with the researched data and saved to your CRM.

How does automatic lead and contact enrichment work?

In this video, we show how a DataAgents workflow cleans up and enriches newly created leads and contacts in your CRM right away. This is especially useful when records are created manually or through web forms and often end up incomplete or inconsistent. The workflow standardizes existing information, such as the phone number format, and fills in gaps, for example adding the city based on the postal code. A company data search adds more information about the organization from online sources such as the company’s legal notice or the commercial register. An AI agent also adds publicly available details, such as the person’s job title. The data is then written back to the matching record, whether it is a contact, lead, or account. This way, new data enters your CRM in good shape from the start and gives you a reliable basis for analysis and campaigns.