Use CRM Enrichment

Overview

Use CRM enrichment to update and enrich the existing records in your CRM with demographic, firmographic, and technographic data from Apollo.

Contact and account information often changes as companies undergo acquisitions or open new offices, or as people change roles or move to new cities. CRM enrichment allows you to more readily capture these changes and keep the data in your CRM up-to-date and in sync with Apollo.

Check out the following sections to use CRM enrichment.

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Use CRM Enrichment

First, integrate your CRM with Apollo and configure field mapping so you properly sync contacts and accounts from your CRM:

Salesforce

• Connect Apollo to Your Salesforce Account
• Map Default Apollo Fields to Salesforce

HubSpot

• Connect Apollo to Your HubSpot Account
• Configure HubSpot Data Mapping

Once you've integrated and configured your CRM, you're ready to enrich contacts and accounts.

To use CRM enrichment:

1. Launch Apollo and click Data Enrichment > CRM.
2. Apollo shows all of your enrichable records.

3. To view accounts, contacts, or leads, click All enrichable records and select the record type from the dropdown.
• Enrichable contacts: View enrichable contacts.
• Enrichable accounts: View enrichable accounts.
• Enrichable leads: View enrichable leads (Salesforce only).
• Dismissed records: View contacts, accounts, or fields you've previously dismissed during enrichment.
• History: View previously enriched fields.

4. Use search filters to find the contacts or accounts you want to enrich. Enrichment Type and Enrichable Fields filters can help you locate data missing from your CRM or find specific fields that are ready to enrich.

5. To view differences in data between your CRM and Apollo, click ▸ beside the contact or account. Enrichable fields will display new values in the right column. New email and mobile number values are masked until the record is enriched.

6. Check the contact or accounts you want to enrich, or check individual fields. Then click Enrich records. Click Dismiss to dismiss records that aren't useful or records you don't want to enrich.

7. Alternatively, to enrich all records, click Enrich all.

8. Review the enrichment credit cost and click Confirm.

You have now enriched accounts or contacts from your CRM. With your enriched records, create a list, enroll contacts in a sequence, or reach out with the dialer.

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