Description: Enrich emails and/or phone numbers
Input: A list of contacts
If you don't have your contacts' LinkedIn URLs, LoneScale can retrieve them. More information we will have from the following, the more reliable the results will be:
Input data required for enrichment:
Emails:
Contact field | % of success |
LinkedIn Url | +30% |
Domain Name Company | +15% |
First Name | Mandatory |
Last Name | Mandatory |
Company Name | +20% |
Title | +10% |
Phone numbers:
Contact field | % of success |
LinkedIn Url | +30% |
Full name or/and first + last name | Mandatory |
Company name | +10% |
đĄ Tips: Connect your CRM in a few clicks and forget the spreadsheet
đ¨ If you will push data to your CRM (Salesforce or Hubspot, we advise you to read the integration setup first):
#2 -> the workflow setup guide (= this article)
1ď¸âŁ Select your enrichment settings
Select the enrichment options you want to enable:
email and/or phone number enrichment,
enable LinkedIn information enrichment for contacts along with their associated company information
2ď¸âŁ Select your contact list
Select contact lists imported from Salesforce, HubSpot or CSV.
3ď¸âŁ Create your enrichment waterfall
Improve coverage or reduce costs by ordering providers based on your specific enrichment needs.
đĄ Pro tip: Select whether you want to enrich email, phone number, or both, depending on your use case.
4ď¸âŁ Select the integration(s) you want to push data to
You can select one or multiple integrations (HubSpot, Salesforce, Webhook, etc.) depending on where you want the data to go.
6ď¸âŁ Enter your workflow settings
Name your workflow
Set a tracking frequency -
MANDATORYOne shot -> will run only one time (more information about periodicity here)
Run every -> If you define X days, your contacts will be tracked every X days in real time.
7ď¸âŁ Click on "Save Workflow" and watch the magic happen! â¨
Still have questions?
âď¸ If you haven't found the answer you were looking for, please ask our lovely team on the LoneScale chat â¤ď¸