Automate CRM Data Enrichment
Keep your CRM clean and complete automatically, enriching new contacts with company data, social profiles, and technographic signals without manual research.
Download workflow config (JSON)How the data moves
This is a handoff plan, not an automatic integration. Review outputs before the next step. Unlabeled arrows show order, not a verified data format. Use the capability links to explore tool substitutions.
Step 1
Define the Enrichment Fields
List exactly what data points matter for your sales process: company revenue, headcount, tech stack signals, recent funding, and LinkedIn profile URL. These are what you'll populate.
Step 2
Connect Apollo or Clay
Set up Apollo.io's CRM enrichment sync or connect Clay to your CRM via API. Map each enrichment data source to the right CRM field.
Step 3
Build the ICP Scoring Formula
Use Clay's AI formula column or an Airtable formula to calculate an ICP score (1–10) for each contact based on the enriched data matching your ideal customer profile.
Step 4
Trigger on New Contacts
Set up a Zapier or Make workflow: when a new contact is added to your CRM, trigger the Apollo/Clay enrichment and write the results back to the CRM record within 5 minutes.
Step 5
Flag High-Priority Leads
Configure an alert that Slacks your SDR team whenever a new contact scores 8+ on your ICP model, so hot leads never sit unfollowed for more than an hour.
Time Required
2–3 hrs setup
Expected Result
Every new CRM contact automatically enriched with company size, tech stack, LinkedIn URL, funding stage, and ICP score within minutes of being added.
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