Use CRM Enrichment

Article author
Dustin Nathaniel Keys
Updated

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.

It's in the Plan

Some Apollo plans include CRM enrichment. To access CRM enrichment, upgrade your plan. If you have questions about upgrading, reach out to the Apollo sales team.

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Use CRM Enrichment

 
CRM FYI

CRM enrichment works with Salesforce and HubSpot integrations.

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

Salesforce

HubSpot

 
Permission to Map

Only admins can map default CRM fields. If you don't have access to configure your default field mappings, reach out to your team's admin user. Check out Create and Assign Permission Profiles for more information.

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.

CRM Enrichment Components

  1. 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.

The All enrichable records button is highlighted with enrichable contacts, accounts, dismissed records, and history on the dropdown

  1. 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.

Search filters are highlighted on the left

 
Follow the Filters

Not all search filters are available during CRM enrichment. Check out Search Filters Overview to learn about all the filters you can use for CRM enrichment.

  1. 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.

The enrich all button is highlighted

  1. 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.

The enrich all button is highlighted

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

The enrich all button is highlighted

  1. Review the enrichment credit cost and click Confirm.
 
Enrichment Details

When you use enrichment, it overrides any auto-fill, auto-overwrite, or push settings that you've configured for contact or account fields.

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.

 
Try It Out

Get started with CRM enrichment in Apollo now!

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