CRM Enrichment allows you to update and sync your existing records from your CRM with Apollo. Contact and account data are subject to change. Using the Apollo enrichment feature helps ensure data accuracy. For an overview of CRM Enrichment, read CRM Enrichment Overview.
Please note, full functionality of CRM Enrichment is currently available for Salesforce and HubSpot.
Refer to the section below for instructions on how to use CRM Enrichment.
Configure CRM Enrichment
Before you enrich any records, you need to map Apollo's default fields with your CRM fields to ensure full enrichment functionality.
Please note, you can only map default fields if you have permission to edit integration-related settings. If you do not have access but want to configure default mapping, please contact an admin user from your team to enable the correct permissions for your account. For more information about permission profiles, please refer to the Create Permission Profiles article.
To do so, launch Apollo and navigate to Enrich. Then, click View Records in the CRM Enrichment menu.
Click Settings and then click Contact Fields or Account Fields.
Select the drop-down arrow next to the CRM field that you want to map to an Apollo default field. Then, select the appropriate field from the list.
Please note, Apollo applies any changes you make at the instance level. This means that the fields you select here also impact the other users in your team.
If you want to automate the enrichment process for specific fields, click the Autofill or Auto Overwrite checkboxes on the right of a default field. You can either choose to activate the Autofill option on its own or you can activate both Autofill and Auto Overwrite together.
Please note, Apollo can only auto-overwrite a default field if Apollo has information available that differs from the data in your CRM. Likewise, Apollo can only autofill a default field that is empty in your CRM if Apollo has relevant information available. Please also note that these settings only run whenever Apollo pulls an update from your CRM.
Repeat the process for all default account and contact fields that you want to map with your CRM. Then, click Submit.
You are now ready to enrich your CRM records.
Enrich Your CRM Records
Launch Apollo and navigate to Enrich. Then, click View Records in the CRM Enrichment menu.
Please note, there are different categories for your CRM entries: leads (for Salesforce-connected teams), contacts, and accounts. The process for enrichment is the same for every category.
Click the checkboxes to select one or more of the entries that you would like to enrich.
Click Enrich Selected to enrich the selected records.
Please note, for the selected records, clicking Enrich Selected will override any auto-fill, auto-overwrite, or push settings that you have enabled or disabled for the enriched field. You can find these settings in Settings—>Contacts—>Default Fields or Settings—>Accounts—>Default Fields.
To enrich all of the available records, click Enrich All.
Find and Enrich Records With Filters
If you want to enrich specific records, you can use Filters.
Please note, you can access all available filters from the All Records tab. However, in the Contacts Leads, and Accounts tabs, you can only access the relevant fields for that specific category.
Expand the accordion for Show. Click the checkboxes to filter by any values missing in your CRM or by new values found in Apollo.
Expand the accordion for Contact Fields. Click the checkboxes to filter by available contact fields.
Expand the accordion for Lead Fields. Click the checkboxes to filter by available lead fields.
Expand the accordion for Account Fields. Click the checkboxes to filter by available account fields.
Access Dismissed Record and Enrichment History
You can dismiss a record that is no longer useful or accurate. Hover your mouse over the record and click the eye icon.
Click Dismissed to view your dismissed records.
Click History to view the history of your enriched records.