Articles on: Data Enrichment

CRM Enrichment Overview

CRM Enrichment Overview


Enrich your CRM contacts, leads, and accounts directly from Prospeo with CRM Enrichment.


Supported CRMs: HubSpot and SalesforceRequired plan: Growth or Pro Prerequisite: Your CRM must be connected under https://app.prospeo.io/integration before using CRM Enrichment.


How to Access CRM Enrichment

  1. In the left sidebar, under Enrich, click CRM Enrichment.
  2. Click + New enrichment.


Two Enrichment Modes

CRM Enrichment offers two modes:

  • Enrich your CRM now — A one-time, manual enrichment. You configure the settings and run it on demand.
  • Automatic CRM enrichment — Continuously monitors your CRM for new records and enriches them automatically. Prospeo checks for new records every 5 minutes.
Note: Automatic enrichment only processes new records as they come in. It does not go back and re-enrich records that were already processed.

Enrich your CRM now (Manual Enrichment)

Steps

  1. Click + New enrichment.
  2. Enter an Enrichment name.


  1. Select the Object to enrich:
    • Contacts — Enrich people data, work emails, and mobiles
    • Leads — Enrich people data, work emails, and mobiles
    • Accounts — Enrich company data only
  1. Under Data to enrich, configure what data you want enriched and how (see table below).
  2. Optionally, filter records by a Salesforce/Hubspot campaign.
  3. Click Preview your enrichment to review the record count.

  1. Confirm and run the enrichment.

Data Options for Contacts and Leads

Data Type

Options

People data

Fill missing value only — Only fills empty fields

Overwrite and clean all value — Replaces all existing data with fresh data

Work emails

Fill missing email only — Only adds emails where none exist

Overwrite all emails — Replaces all existing emails

Mobiles

Skip mobiles — Do not enrich mobile numbers

Fill missing mobile only — Only adds mobiles where none exist

Overwrite all mobiles — Replaces all existing mobile numbers

Data Options for Accounts

Data Type

Options

Company data

Fill missing value only — Only fills empty fields

Overwrite and clean all value — Replaces all existing data with fresh data


Automatic CRM Enrichment

  1. Click the Automatic CRM enrichment tab.

  1. Toggle Automatic enrichment on.
Note: Your CRM integration may require updated permissions. Please disconnect and reconnect your CRM to enable auto-enrichment via Integrations.
  1. Select the data types to enrich: People data, Email, Mobile, and/or Company data.
  2. Prospeo will automatically enrich new records every 5 minutes.
⚠️ If you select overwrite or autofill options, automatic enrichment will incur a credit charge for every new record added to your CRM.

Viewing Enrichment Results

Once an enrichment completes, it appears in your enrichment list with the following details:

  • Name — The enrichment name you entered
  • Date — When the enrichment ran
  • Object Type — Contact, Lead, or Account
  • Status — Completed, In Progress, or Failed
  • Details — Breakdown of Failed, Skipped, Successful, and Total records

Click on any enrichment to open a detailed panel showing:

  • Credit usage — Total credits consumed
  • Match rate — Percentage of successful, skipped, and failed records
  • Inaccuracies detected — Field-by-field accuracy breakdown across your CRM data
  • Download CSV Report — Export a full report of the enrichment results


Credit Usage

Action

Credit Cost

Email enrichment

1 credit per verified email

Mobile enrichment

10 credits per mobile number (email included for free)

Company enrichment (Accounts)

1 credit per matched company

You are not charged credits for skipped or failed records.

FAQs

Which platforms are supported for CRM enrichment?

Currently, only HubSpot and Salesforce are available for CRM enrichment.


Which plans include CRM Enrichment?

CRM enrichment is included for the Growth and Pro plans only. If you are on a free or starter plan, you would have to upgrade your plan to use this feature.


Can I set up recurring enrichment on a schedule (e.g., monthly)?

No. On-demand enrichment is a one-time run. Automatic enrichment continuously processes new records every 5 minutes, but does not re-enrich previously processed records.


Why are some of my records skipped?

Skipped records mean Prospeo does not have a match in our database for those records. You are not charged any credits for skipped records.


What's the difference between "Fill missing only" and "Overwrite"?

"Fill missing only" adds data only where the field is currently empty. "Overwrite" replaces all existing values with the latest data from Prospeo, even if the field already has a value.


Can I download the results?

Yes. Click on any completed enrichment to open the details panel, then click Download CSV Report.

Updated on: 26/02/2026