Problem It Solves

Sales and marketing teams often collect minimal lead data (e.g., just an email or company name) but then spend hours manually looking up job titles, phone numbers, company size, and industry. This slows down outreach and leads to incomplete or outdated records. By automating enrichment, every lead is instantly populated with current contact details and company information, ensuring reps have the full picture before making that first call or email.

Process Overview

1. A new lead (with only minimal info like email or domain) lands in your “Leads” Table via form or CRM trigger.

2. Zapier sends that email or domain to an enrichment service (e.g., Clearbit, Hunter) to fetch missing data (Name, Title, Phone, Company Size, Industry).

3. The enriched data writes back into the corresponding row in your “Leads” Table.

4. If any key fields remain blank, Zapier flags the row for manual review via Slack or email.

5. Enriched, complete records are now ready for personalized outreach or segmentation.

Key Features & Capabilities

• Minimal Input, Maximum Insight
  Start with just an email address or company domain—no need for full data entry.

• Automated Contact Data Lookup
  Fetch job title, phone number, and LinkedIn profile automatically from enrichment APIs.

• Firmographic Enrichment
  Append company size, industry, and headquarters location for better lead qualification.

• Real-Time Table Updates
  Enriched fields write back into your Zapier Table row, so your database stays complete.

• Error Alerts
  If the enrichment API returns no data or conflicts, Zapier sends a Slack or email notification for manual follow-up.

Typical Use Cases

• Startup SDR Team
  When only an email is captured from a conference form, this Zap automatically fills in the prospect’s name, title, and company details—so SDRs can personalize cold outreach immediately.

• Marketing Agency
  Inbound leads from a webinar register with just their company domain. Zapier enriches each domain with industry and company size, allowing the agency to segment and target high-value prospects first.

Prerequisites & Client Responsibilities

• Enrichment Service Account
  Provide an API key for your chosen enrichment provider (e.g., Clearbit, Hunter, ZoomInfo).

• Zapier Tables Access
  Allow us to create or modify a “Leads” Table with columns for Email, Company Domain, Name, Title, Phone, Company Size, Industry, etc.

• API Rate Limits & Costs
  Be aware of your enrichment provider’s monthly lookup limits and any per-enrichment fees.

• Review Workflow
  Identify who on your team will handle any rows flagged for missing or conflicting data.

• Email/SMS Follow-Up (Optional)
  If you want automated follow-ups triggered after enrichment, provide a connected email or SMS service and define the template.

Pricing

• One-Time Setup: $400
  (Configure the “Leads” Table, integrate with the enrichment API, and test data writes and error handling.)

• Monthly Support: $90/month
  (Maintain API connections, adjust field mappings, and troubleshoot any enrichment issues.)