CRM Enrichment allows you to update and enrich the existing records in your CRM. Oftentimes, contact and account information is subject to change—companies undergo acquisition or open new offices; people change roles or move to new cities. CRM Enrichment allows you to more readily capture those changes and keep the data in your CRM and the data in Apollo in sync.
To automatically keep track of changes and stay up-to-date with the latest Contact and Account information, use the CRM Enrichment feature in Apollo.
Please note, full functionality of CRM Enrichment is currently only available for Salesforce. If you use Hubspot, you can still enrich reports in Apollo. However, to access the updated reports in Hubspot, you will need to manually upload a CSV file for the changes.
Refer to the section below for a brief overview of the available components in Apollo's CRM Enrichment tool.
The Components of CRM Enrichment
There are 7 components of CRM Enrichment in Apollo.
|All Records||The All Records tab provides you with a holistic view of the Contacts, Leads and Accounts in your CRM that include missing or out-of-date information. From this section, you can filter by fields, enrich all records, or select the specific records that you want to enrich.|
|Contacts||The Contacts tab allows you to view, filter, and enrich in bulk all of the current Contacts in your CRM with updates available in Apollo.|
|Leads||The Leads tab allows you to view, filter, and enrich in bulk all of the current Leads in your CRM with updates available in Apollo.|
|Accounts||The Accounts tab allows you to view, filter, and enrich in bulk all of the current Accounts in your CRM with updates available in Apollo.|
|Dismissed||The Dismissed tab provides you with a holistic view of all of the Contacts, Leads, and Accounts with updates available, but which you have chosen not to enrich.|
|History||The History tab provides you with a list of the Contacts, Leads, and Accounts that you have previously enriched. From this section, you can view, filter, and open your up-to-date records in Apollo.|
|Settings||The Settings tab allows you to amend the way you map your Contact and Account fields between Salesforce and Apollo. From this section, you can also manually enable Autofill or Auto Overwrite for Contacts and Accounts in bulk.|
For more information about how to use Apollo's CRM Enrichment feature, refer to the "Improve Your Data with CRM Enrichment" article.