Auto-enrichment on new lead
When a lead lands, the system pulls company size, industry, tech stack, and role from public sources before routing.
Possibilities
Where this could go
Enriches On Arrival
Every new lead gets company size, industry, tech stack, and role appended before it lands in your CRM.
- Runs within seconds of form submission
- Public sources first, paid providers as fallback
- Confidence score shown per field
Routes To The Right Rep
Based on segment, territory, and product match, the enriched lead lands with the rep who should handle it.
- Map geographic territories using the enriched headquarters location
- Assign leads based on company size and industry tags
- Route technical roles to specialized sales engineers automatically
- Trigger notifications in your team chat for the assigned rep
No More Dirty CRM
Deduplication, company-matching, and contact normalization run on every enrichment. Your CRM stays clean without admin work.
- Deduplicates against existing contacts and accounts
- Matches to parent companies when the lead is a subsidiary
- Normalizes job titles, phone formats, and domains
Questions
Things people ask
Which data sources does this use?
If a lead comes in with a personal email or missing data, we route it to a default catch-all queue for manual review. You can define fallback rules so no lead gets lost in the system. We also flag these incomplete profiles so your team knows exactly what information is missing.
How fast does enrichment happen?
Within ten seconds of form submission for the primary fields. Deeper enrichment runs in the background within two minutes. The rep gets the initial record immediately.
What if the lead uses a personal email?
We try to match to a known person-plus-company combination from LinkedIn or similar. If we cannot resolve it, the lead still routes by the other signals it did provide.
Can we customize routing rules?
Yes. Rules by segment, territory, size, industry, product match, and custom fields. Multiple rules can stack with a priority order you set.
Does this cost extra per lookup?
Public sources are free. Paid providers charge per lookup and you control the budget. We cache results so the same company does not get billed twice in a month.
Is GDPR and CCPA compliant?
Yes. We only enrich data that can legally be attached to a lead in your jurisdiction. Users who opt out of data processing are excluded.
Does this replace our sales ops tooling?
It sits on top of it. LeanData, RingLead, and Chili Piper all work alongside this. We handle the data layer, they handle the workflow.
