Enrich contact and company information from a list of contacts.
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 | +50% |
Domain Name Company | +25% |
+50% | |
First Name | Mandatory |
Last Name | Mandatory |
Company Name | +20% |
Title | +10% |
💡 Tips: Connect your CRM in a few clicks and forget the spreadsheet
🚨 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)
1️⃣ Select your enrichment settings
Select the enrichment options you want to enable:
enable LinkedIn information enrichment for contacts along with their associated company information
optional - add an enrichment waterfall to get emails and phones
2️⃣ Select your contact list
Select contact lists imported from Salesforce, HubSpot or CSV.
3️⃣ Optional - Create a enrichment waterfall to get emails and phones
Improve coverage or reduce costs by ordering providers based on your specific enrichment needs.
💡 Pro tip: Select whether you want to enrich email, phone number, or both, depending on your use case.
4️⃣ 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.
6️⃣ 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.
7️⃣ Click on "Save Workflow" and watch the magic happen! ✨
Still have questions?
☀️ If you haven't found the answer you were looking for, please ask our lovely team on the LoneScale chat ❤️