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Enrich your contact and company data - HubSpot Knowledge Base
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If More doesn't appear in your account, navigate to CRM > Segments directly. Click the name of an existing segment, or create a new segment. In the upper right, click Actions, then select Enrich segment. In the dialog box, review the count of records to enrich then click Enrich records. To bulk enrich from an import: In your HubSpot account, click More, then navigate to Data Management > Data Integration. If More doesn't appear in your account, navigate to Data Management > Data Integration directly. Click Import a file. Click Start import. Select your import settings. Configure field mappings. Enter your import details. Select the Enrich records checkbox, then in the dialog box, perform the following: Review the count of records to enrich. Toggle the Enrich records switches on. Click Confirm. Click Finish import. To bulk enrich from a workflow: In your HubSpot account, click More, then navigate to Automation > Workflows. If More doesn't appear in your account, navigate to Automation > Workflows directly. Create a contact or company-based workflow. Configure enrollment criteria. Add the Enrich Record action. Configure the rest of the workflow's settings. Review a contact or company's enrichment history For a quick view of contacts or companies that have been enriched, filter for the Has been enriched property. If the value is True, the record was enriched. You can also use this property in segments or reports. To review more specific data, after a contact or company has been enriched, the enrichment will appear on the record's timeline, including the number of properties and the properties enriched.To review a contact or company's enrichment history: Navigate to your contact or company records: In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly. “Annual revenue City Company domain name Company keywords Company name Country/Region Country/Region Code Description Employee range Facebook company page Industry Industry group Is public LinkedIn company page LinkedIn handle Number of employees Phone number Postal code Revenue range State/Region State/Region Code Street Address Total Money Raised Web Technologies Website URL X account handle Year founded”
“Enrich new records automatically via data enrichment settings, or enrich existing ones manually one at a time or in bulk.” Enrich individual contact or company records To enrich individual records: Navigate to your contact or company records: In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly. In your HubSpot account, click More, then navigate to CRM > Companies. If More doesn't appear in your account, navigate to CRM > Companies directly. Click the name of the record that you'd like to enrich. In the middle column, click the Intelligence tab. At the top, click Enrich record. In the right panel, any properties available for enrichment will appear, with the property's current value. Select the checkboxes next to the properties that you'd like to add to the record. At the bottom, click Enrich record. The selected properties will be enriched. Enrich multiple contact or company records You can enrich contact or company records in bulk from the respective object's index page, a segment, an import, or a workflow. To bulk enrich from an index page: Navigate to your contacts or companies: Contacts: In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly. Companies: In your HubSpot account, click More, then navigate to CRM > Companies. If More doesn't appear in your account, navigate to CRM > Companies directly. Click the checkboxes next to the records to enrich. Select the top left checkbox to select all records in a view. Then, click Select all [x] records. You can enroll a maximum of 100 records at a time from an index page. At the top of the table, click Enrich records. In the dialog box, review the count of records to enrich then click Enrich records. To bulk enrich from a segment: In your HubSpot account, click More, then navigate to CRM > Segments.
“Only contacts and companies with available property values will be enriched. If there is no data available to update, they will not be enriched.” Enrich individual contact or company records To enrich individual records: Navigate to your contact or company records: In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly. In your HubSpot account, click More, then navigate to CRM > Companies. If More doesn't appear in your account, navigate to CRM > Companies directly. Click the name of the record that you'd like to enrich. In the middle column, click the Intelligence tab. At the top, click Enrich record. In the right panel, any properties available for enrichment will appear, with the property's current value. Select the checkboxes next to the properties that you'd like to add to the record. At the bottom, click Enrich record. The selected properties will be enriched. Enrich multiple contact or company records You can enrich contact or company records in bulk from the respective object's index page, a segment, an import, or a workflow. To bulk enrich from an index page: Navigate to your contacts or companies: Contacts: In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly. Companies: In your HubSpot account, click More, then navigate to CRM > Companies. If More doesn't appear in your account, navigate to CRM > Companies directly. Click the checkboxes next to the records to enrich. Select the top left checkbox to select all records in a view. Then, click Select all [x] records. You can enroll a maximum of 100 records at a time from an index page. At the top of the table, click Enrich records. In the dialog box, review the count of records to enrich then click Enrich records. To bulk enrich from a segment: In your HubSpot account, click More, then navigate to CRM > Segments.