Feature Overview

The Enrich Task is a powerful component within GTM Engine's Workflow Library that automatically discovers and populates detailed information about your contacts and accounts. This feature allows you to enhance your CRM data by retrieving comprehensive professional and company details from publicly available sources, ensuring your team has the most complete and up-to-date information without manual research.

Benefits to the User

• Save valuable selling time by eliminating manual research and data entry
• Enhance personalization with detailed contact and company insights
• Improve data quality in your CRM with automatically verified information
• Discover new engagement opportunities through enriched company and contact details
• Support better targeting with information about company size, industry, and technologies
• Fill data gaps in incomplete contact and account records

Accessing the Feature

The Enrich Task is available within the GTM Engine Workflow Library. You can add it to any existing workflow or create a new workflow that includes this task.

1. Navigate to the Workflow Library in your GTM Engine dashboard
2. Select an existing workflow or create a new one
3. Click "Add Task" within your workflow
4. Select "Enrich Task" from the available task options

Step-by-Step Usage Guide

Setting Up Contact Enrichment

1. After adding the Enrich Task to your workflow, select "Contact" as the enrichment type
2. Map the following input fields (at least one of the starred fields is required):
   • Email(required unless LinkedIn URL is provided)
   • LinkedIn URL/ID(required unless Email is provided)
   • First Name
   • Last Name
   • Full Name
   • Domain

Note: While only email OR LinkedIn URL is required, providing additional fields improves accuracy of results.

1. Map these inputs either from:
   • Workflow input parameters
   • Data from previous tasks in your workflow
2. Click "Save" to complete the setup

Setting Up Account Enrichment

1. After adding the Enrich Task to your workflow, select "Account" as the enrichment type
2. Map at least one of the following input fields (any one is sufficient):
   • Company Name
   • Company LinkedIn URL
   • Company Domain

Note: For best results, provide all three fields if available.

1. Map these inputs either from:
   • Workflow input parameters
   • Data from previous tasks in your workflow
2. Click "Save" to complete the setup

Understanding Enrichment Results

The Enrich Task returns a JSON file containing detailed information that can be used in subsequent workflow steps or exported to your CRM.

Contact Enrichment Returns:

• Professional email
• Phone numbers (when available)
• Title and department
• Seniority level
• Company information (name, domain, location)
• LinkedIn details (ID, URL)
• Email verification status
• SMTP provider information

Account Enrichment Returns:

• Company domain and website
• LinkedIn details (ID, URL, follower count)
• Company description and logo URL
• Company size and employee count
• Industry classification
• Company type (private/public)
• Year founded
• Address and country information
• Crunchbase URL
• Funding details
• Job posting counts
• Technologies used

Tips and Best Practices

• Provide multiple identifiers when possible to improve match accuracy
• Use in sequence with other tasks - enrichment data can power personalized outreach in subsequent workflow steps
• Verify critical information before high-stakes communications, as public data sources may occasionally contain errors
• Create dedicated enrichment workflows that can be triggered when new contacts or accounts are added to your CRM
• Periodically re-enrich important accounts to ensure you have the latest information, especially for fast-growing companies
• Use enriched technology data to identify potential use cases or integration opportunities
• Leverage employee count and seniority data to properly tier and prioritize accounts
• Include enrichment as part of lead qualification workflows to automatically identify good-fit prospects

By using the Enrich Task, you're automating what would otherwise be time-consuming research, allowing your team to focus on meaningful sales activities rather than data entry. This aligns perfectly with GTM Engine's mission to transform your CRM from a passive reporting tool into an active system that supports real selling.