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Get started with data enrichment - HubSpot Knowledge Base
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“it's recommended to test record eligibility for enrichment.” Once your enrichment settings are configured, you can enrich records using the following methods: Automatic enrichment: configure your settings to determine how contact and company records are continuously enriched in your HubSpot account. Learn more about the different enrichment settings available. Automatic enrichment settings are turned off by default for both contacts and companies, and a customer action is required to turn them on. Enrichment settings must be configured for both contact and company records. Individual record enrichment: enrich an individual contact or company while viewing a record. When enriching a single record, you can choose the properties you'd like to enrich. Learn how to enrich individual records. Bulk enrichment: enrich multiple contacts and companies from an object index page or an import. When enriching in bulk, all eligible properties will be enriched for the selected records. Learn how to enrich multiple records. Intelligence tab: enrich an individual company or contact record from the Intelligence tab. When enriching on the Intelligence tab, you can choose which properties to enrich, but you can also access website visitor activity and company qualification information. Learn how to use the Intelligence tab. Using enriched data in other HubSpot tools The following are some examples of how you can use enriched data in your HubSpot account: Shorten forms: with form shortening, when a visitor fills out a form, HubSpot checks the enrichment dataset for existing data and only displays the fields that can’t be enriched. Improve lead scoring: prioritize high-potential prospects with complete and accurate profiles. Build targeted marketing campaigns: use enriched fields like Job title, Industry, and Company size to segment your audience effectively. Personalize customer interactions: use enriched data to more reliably populate personalization tokens in emails, messages, pages, etc.
“Records are enriched when a user with the required permissions manually selects them, or when a Super Admin turns on automatic enrichment for new records.” Once your enrichment settings are configured, you can enrich records using the following methods: Automatic enrichment: configure your settings to determine how contact and company records are continuously enriched in your HubSpot account. Learn more about the different enrichment settings available. Automatic enrichment settings are turned off by default for both contacts and companies, and a customer action is required to turn them on. Enrichment settings must be configured for both contact and company records. Individual record enrichment: enrich an individual contact or company while viewing a record. When enriching a single record, you can choose the properties you'd like to enrich. Learn how to enrich individual records. Bulk enrichment: enrich multiple contacts and companies from an object index page or an import. When enriching in bulk, all eligible properties will be enriched for the selected records. Learn how to enrich multiple records. Intelligence tab: enrich an individual company or contact record from the Intelligence tab. When enriching on the Intelligence tab, you can choose which properties to enrich, but you can also access website visitor activity and company qualification information. Learn how to use the Intelligence tab. Using enriched data in other HubSpot tools The following are some examples of how you can use enriched data in your HubSpot account: Shorten forms: with form shortening, when a visitor fills out a form, HubSpot checks the enrichment dataset for existing data and only displays the fields that can’t be enriched. Improve lead scoring: prioritize high-potential prospects with complete and accurate profiles. Build targeted marketing campaigns: use enriched fields like Job title, Industry, and Company size to segment your audience effectively. Personalize customer interactions: use enriched data to more reliably populate personalization tokens in emails, messages, pages, etc.
“If continuous enrichment is on, previously enriched records are also kept up to date with the latest data from HubSpot.” Once your enrichment settings are configured, you can enrich records using the following methods: Automatic enrichment: configure your settings to determine how contact and company records are continuously enriched in your HubSpot account. Learn more about the different enrichment settings available. Automatic enrichment settings are turned off by default for both contacts and companies, and a customer action is required to turn them on. Enrichment settings must be configured for both contact and company records. Individual record enrichment: enrich an individual contact or company while viewing a record. When enriching a single record, you can choose the properties you'd like to enrich. Learn how to enrich individual records. Bulk enrichment: enrich multiple contacts and companies from an object index page or an import. When enriching in bulk, all eligible properties will be enriched for the selected records. Learn how to enrich multiple records. Intelligence tab: enrich an individual company or contact record from the Intelligence tab. When enriching on the Intelligence tab, you can choose which properties to enrich, but you can also access website visitor activity and company qualification information. Learn how to use the Intelligence tab. Using enriched data in other HubSpot tools The following are some examples of how you can use enriched data in your HubSpot account: Shorten forms: with form shortening, when a visitor fills out a form, HubSpot checks the enrichment dataset for existing data and only displays the fields that can’t be enriched. Improve lead scoring: prioritize high-potential prospects with complete and accurate profiles. Build targeted marketing campaigns: use enriched fields like Job title, Industry, and Company size to segment your audience effectively. Personalize customer interactions: use enriched data to more reliably populate personalization tokens in emails, messages, pages, etc.
“Enrichment data is powered by HubSpot's commercial dataset, third-party providers, and publicly available information from across the internet.” Once your enrichment settings are configured, you can enrich records using the following methods: Automatic enrichment: configure your settings to determine how contact and company records are continuously enriched in your HubSpot account. Learn more about the different enrichment settings available. Automatic enrichment settings are turned off by default for both contacts and companies, and a customer action is required to turn them on. Enrichment settings must be configured for both contact and company records. Individual record enrichment: enrich an individual contact or company while viewing a record. When enriching a single record, you can choose the properties you'd like to enrich. Learn how to enrich individual records. Bulk enrichment: enrich multiple contacts and companies from an object index page or an import. When enriching in bulk, all eligible properties will be enriched for the selected records. Learn how to enrich multiple records. Intelligence tab: enrich an individual company or contact record from the Intelligence tab. When enriching on the Intelligence tab, you can choose which properties to enrich, but you can also access website visitor activity and company qualification information. Learn how to use the Intelligence tab. Using enriched data in other HubSpot tools The following are some examples of how you can use enriched data in your HubSpot account: Shorten forms: with form shortening, when a visitor fills out a form, HubSpot checks the enrichment dataset for existing data and only displays the fields that can’t be enriched. Improve lead scoring: prioritize high-potential prospects with complete and accurate profiles. Build targeted marketing campaigns: use enriched fields like Job title, Industry, and Company size to segment your audience effectively. Personalize customer interactions: use enriched data to more reliably populate personalization tokens in emails, messages, pages, etc.
“Records are enriched when a user with the required permissions manually selects them, or when a Super Admin turns on automatic enrichment for new records.” Once your enrichment settings are configured, you can enrich records using the following methods: Automatic enrichment: configure your settings to determine how contact and company records are continuously enriched in your HubSpot account. Learn more about the different enrichment settings available. Automatic enrichment settings are turned off by default for both contacts and companies, and a customer action is required to turn them on. Enrichment settings must be configured for both contact and company records. Individual record enrichment: enrich an individual contact or company while viewing a record. When enriching a single record, you can choose the properties you'd like to enrich. Learn how to enrich individual records. Bulk enrichment: enrich multiple contacts and companies from an object index page or an import. When enriching in bulk, all eligible properties will be enriched for the selected records. Learn how to enrich multiple records. Intelligence tab: enrich an individual company or contact record from the Intelligence tab. When enriching on the Intelligence tab, you can choose which properties to enrich, but you can also access website visitor activity and company qualification information. Learn how to use the Intelligence tab. Using enriched data in other HubSpot tools The following are some examples of how you can use enriched data in your HubSpot account: Shorten forms: with form shortening, when a visitor fills out a form, HubSpot checks the enrichment dataset for existing data and only displays the fields that can’t be enriched. Improve lead scoring: prioritize high-potential prospects with complete and accurate profiles. Build targeted marketing campaigns: use enriched fields like Job title, Industry, and Company size to segment your audience effectively. Personalize customer interactions: use enriched data to more reliably populate personalization tokens in emails, messages, pages, etc.