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# CRM Enrichment Overview

# CRM Enrichment Overview

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

|| Supported CRMs for CRM Enrichment: HubSpot and Salesforce
|| Required 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__**](https://app.prospeo.io/csv-enrichment).
2. Click **+ New enrichment**.
![](https://storage.crisp.chat/users/helpdesk/website/-/f/8/3/5/f835425519a84000/image_tj0j8r.png)

### 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**. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/8/3/5/f835425519a84000/image_19swp2e.png)

3. 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
4. Under **Data to enrich**, configure what data you want enriched and how (see table below).
5. Optionally, filter records by a specific campaign in your CRM.
6. Click **Preview your enrichment** to review the record count.
![](https://storage.crisp.chat/users/helpdesk/website/-/f/8/3/5/f835425519a84000/image_1dq5oy6.png)
7. 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.
![](https://storage.crisp.chat/users/helpdesk/website/-/f/8/3/5/f835425519a84000/image_z4zisp.png)
2. Toggle **Automatic enrichment** on. 
|| Note: Your CRM integration may require updated permissions. Please disconnect and reconnect your CRM to enable auto-enrichment via [Integrations.](https://app.prospeo.io/integration)
3. Select the data types to enrich: People data, Email, Mobile, and/or Company data.
4. 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.

**Are Pipedrive and Zoho supported for CRM enrichment?**
Although you can connect Pipedrive and Zoho CRM natively to Prospeo, we only allow pushing contacts or companies to those platforms at this time, not 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](https://prospeo.io/pricing) 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**.