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Back to Learn
KnowledgeLayer 1Transformation

Enrichment

A lead comes in from your website form. You have a name, an email, and a company name.

Your sales rep opens the CRM. Sees those three fields. That's it.

They have no idea if this is a 5-person startup or a 500-person company. No idea what industry. No idea if they can even afford what you sell.

That lead could have been a complete profile before anyone touched it.

9 min read
intermediate
Relevant If You're
Qualifying leads with incomplete form data
Building complete customer profiles from fragments
Adding context before human review

TRANSFORMATION LAYER - Enrichment turns sparse data into actionable intelligence.

Where This Sits

Category 1.2: Transformation

1
Layer 1

Data Infrastructure

Data MappingNormalizationValidation/VerificationFilteringEnrichmentAggregation
Explore all of Layer 1
What It Is

The difference between a name and a story

When data first enters your system, it's usually incomplete. A form captures what someone was willing to type. An API returns the bare minimum. A spreadsheet has whatever columns the original creator thought were important. But you need more than what you were given to make decisions.

Enrichment is the process of taking what you have and adding what you need. You have an email domain? Look up the company. You have a company name? Pull their industry, size, funding, tech stack. You have a phone number? Append location data. The record you started with becomes something you can actually act on.

The key isn't just adding more data. It's adding the right data at the right time. Enrichment happens automatically when records arrive, so by the time a human sees them, the context is already there.

Every minute your team spends researching a lead is a minute they could have spent talking to them. Enrichment does the research before anyone asks.

The Lego Block Principle

Enrichment solves a universal problem: how do you turn partial information into complete context without manual research for every record?

The core pattern:

Start with an identifier (email, domain, phone, address). Query external sources that can expand it. Merge the results back into the original record. Apply the same expansion rules to every record that arrives.

Where else this applies:

Credit checks - SSN becomes credit score, payment history, risk level.
Package delivery - Address becomes GPS coordinates, delivery instructions, access codes.
Restaurant reservations - Phone number becomes dietary restrictions, past visits, preferences.
Insurance claims - VIN number becomes vehicle history, accident records, market value.
Interactive: Enrich a Lead

Click to enrich and watch the profile complete

Each lead starts with just name, email, and company. Click "Enrich" to pull in company size, industry, funding, and tech stack automatically.

0/3
Leads Enriched
+0
Fields Added
9
Total Data Points
-
Avg Lead Score

Sarah Chen

sarah@acmecorp.com

CompanyAcme Corp

Mike Rodriguez

mike@techstart.io

CompanyTechStart

Emma Wilson

emma@retailmax.com

CompanyRetailMax
Try it: Click "Enrich" on any lead card or use "Enrich All" to see how sparse form data becomes complete profiles instantly.
How It Works

Three approaches to filling in the blanks

Third-Party API Enrichment

Pull data from specialized providers

Services like Clearbit, ZoomInfo, or Apollo specialize in company and contact data. You send them an email or domain, they return firmographics, technographics, social profiles. Instant and comprehensive, but costs per lookup.

ProRich data, no maintenance
ConPer-record costs add up fast

Internal Database Joins

Connect to data you already own

Your CRM has customer history. Your support system has ticket counts. Your billing system has payment patterns. Enrichment can pull from all of these. Same customer appears in a new context? You already know their story.

ProFree (you own the data)
ConOnly as good as your existing records

AI-Powered Inference

Let models fill gaps intelligently

When APIs don't have data and your database is empty, AI can infer context from what's available. Company website copy reveals industry. Job titles suggest company size. Email signatures contain phone numbers. Pattern matching at scale.

ProWorks when other sources fail
ConInference can be wrong
Connection Explorer

"Is this lead worth a call?"

A website form captures three fields. Before the lead even hits the sales queue, enrichment has added company size, industry, funding stage, and tech stack. Your rep opens it and knows instantly: 200-person SaaS company, Series B, uses Salesforce. That's a qualified lead.

Hover over any component to see what it does and why it's neededTap any component to see what it does and why it's needed

Relational DB
REST APIs
Data Mapping
Enrichment
You Are Here
Validation
Lead Scoring
Qualified Lead
Outcome
React Flow
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Foundation
Data Infrastructure
Understanding
Outcome

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Upstream (Requires)

Relational DatabasesREST APIsData Mapping

Downstream (Enables)

Entity ResolutionIntent ClassificationQualification Scoring
Common Mistakes

What breaks when enrichment goes wrong

Enriching every field because you can

You have access to 50 data points about every company, so you pull all 50. Now your records are bloated, your API bills are huge, and most of that data sits unused. Your sales team never looks at 'estimated annual IT spend' anyway.

Instead: Start with 3-5 fields your team actually uses. Add more only when someone asks for them.

Not handling enrichment failures gracefully

The API is down. The company isn't in their database. The email domain is personal (gmail.com). Your workflow crashes, the lead sits in limbo, and nobody notices for three days.

Instead: Design for the unhappy path. Records that fail enrichment should still flow through with what they have, flagged for manual review.

Treating enriched data as gospel

Clearbit says it's a 500-person company. Your sales rep quotes enterprise pricing. Turns out they're a 50-person startup. The data was stale. You lost the deal.

Instead: Add timestamps to enriched fields. Show confidence levels. Make it easy to override when the data is wrong.

Next Steps

Now that you understand enrichment

You've learned how to turn sparse records into complete profiles automatically. The natural next step is understanding how to make sense of those enriched records at scale.

Recommended Next

Aggregation

How to combine enriched records into meaningful summaries and metrics

Back to Learn Hub