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Imagine starting with just a lead name and email address—then *instantly* uncovering many more valuable data points for your customer relationship manager (CRM). 

That’s what this lead enrichment template delivers. It works like another sales rep, handling all the lead research that would normally eat up your day. You’ll free up valuable time for follow-up and closing deals, where the real moneymaking happens.

## Key benefits of automated lead enrichment
- Hours saved on manual research with automated lead enrichment
- Comprehensive, up-to-date insights into leads and their companies for more personalized outreach
- Simplified lead capture with shorter intake forms    

## Key features of this template

- **Automated Data Enrichment** – The template automatically enhances lead data using just a name and email, saving you time and effort in manual research.

- **Comprehensive Data Collection** – Gather extensive information about your leads and their companies, providing a 360-degree view of potential customers.

- **CRM Data Accuracy** – Keep your customer relationship management (CRM) system up-to-date with the latest, most accurate information about your leads.

- **Lead Prioritization** – Gain insights that help you identify and focus on high-potential leads, optimizing your sales efforts.

- **Enhanced Lead Management** – The rich dataset enables advanced lead scoring, qualification, routing, assignment, notification, and follow-up processes.

## How this template works
This template builds you an automated lead enrichment system that makes your CRM data so much stronger. Here’s how:

1. **Table Creation** – The template sets up a Zapier Table to collect basic lead information (name and email).
2. **Zap Trigger** – When a new lead submits their information through the Table, it triggers a Zap.
3. **Data Enrichment Action** – The Zap uses a data enrichment service (such as Clearbit or Apollo) to gather additional information about the lead and their company.
4. **CRM Update Action** – The enriched data is automatically added to your CRM system, ensuring your records are comprehensive and up-to-date.
5. **Notification Action** (optional) – The Zap can be set up to send notifications to your sales team about new, enriched leads.

## Who should use this template
This lead enrichment template is ideal for:

- **Sales teams** → Streamline your lead management and gain deeper insights into prospects. 
- **Marketing professionals** → Personalize your outreach based on comprehensive lead data.
- **Small business owners** → Maximize your understanding of leads without investing significant time in manual research.
- **Customer success managers** → Get a complete picture of your clients for better relationship management.    
- **Growing companies** → Scale your lead management processes efficiently.

## Preview this template
View setup instructions and get a sense for how this template works using the embedded Canvas below. You'll find this Canvas inside the template, too.

Use this template to boost conversions by instantly turning minimal contact data into rich lead profiles in your CRM.

Automate lead enrichment with Zapier. Collect minimal info, gain rich customer insights, and keep your CRM data accurate and up-to-date.

Lead enrichment template | Zapier

Lead enrichment template

Generated from the zsl-api template generator

Lead enrichment canvas [Lead enrichment template]

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Zapier Agents

Discover what lead enrichment is and how it can transform your sales approach. Learn the steps to enhance your leads with detailed data for better targeting.

What is lead enrichment? A guide to data hygiene | Zapier

What is lead enrichment? Your guide to strategic data hygiene 

Make sure you have all the information you can on your CRM, and you'll always know how to engage your clients. After you've activated this integration, it will trigger with every new contact you add on HubSpot. Zapier will search for more information on them via Clearbit, and update their entry on HubSpot with the results. All the information you need will always be within reach!

HubSpot is your all-in-one stop for all of your marketing software needs.

HubSpot

New Company

New Contact

Triggers when a company recently created or updated.

Company Recently Created or Updated

Triggers when a contact recently created or updated.

Contact Recently Created or Updated

Triggers when a line_item recently created or updated.

Line_item Recently Created or Updated

Triggers when a product recently created or updated.

Product Recently Created or Updated

Triggers when new custom object is available.

New Custom Object

New Deal

Triggers when a specified property is provided or updated on a Deal.

Deal Property Change

Triggers when all, or some specific new email event is available.

New Email Event

Triggers when new email timeline subscription added for the portal.

Email Subscriptions Timeline

New Engagement

New Form Submission

Triggers when new line_item is available.

New Line_item

Triggers when a calendar task is created. _(Marketing Hub Professional plans and above)_.

New Calendar Task

Triggers when a contact is added to the specified list.  _(Marketing Hub Starter plans and above)_.

New Contact in List

Triggers when a new article is added to your COS blog.

New COS Blog Article

Triggers when a new custom object is created.

Triggers when a deal enters a specified stage.

New Deal in Stage

Triggers when a specified property is provided or updated on a deal.

New Deal Property Change

Triggers when a message is posted from HubSpot to the specified social media channel.

New Social Media Message

New Ticket

Triggers when a specified property is provided or updated on a ticket.

New Ticket Property Change

New Product

Triggers when a specified property is provided or updated on a company.

New Company Property Change

Triggers when a specified property is provided or updated on a contact.

New Contact Property Change

Triggers when a specified property is provided or updated on a custom object.

New Custom Object Property Change

Updated Deal Stage

Finds a company by searching. Deprecated, please switch to "Find Company" search for the most reliable experience with your Zap.

Find Company Deprecated

Find Company

Find Contact

Find Custom Object

Finds a deal by searching. Deprecated, please switch to "Find Deal" search for the most reliable experience with your Zap.

Find Deal Deprecated

Find Deal

Find Associations

Get Owner by Email

Finds and retrieves CRM object pipeline stage details.

Get Pipeline Stage Details

Get Deal by ID

Get Owner by ID

Find Line_item

Find Product

Find Ticket

Find or Create Company

Find or Create Contact

Find or Create Custom Object

Find or Create Deal

Find or Create Line_item

Find or Create Product

Find or Create Ticket

Add Contact to Deal

Adds a contact to a specific static list.  _(Marketing Hub Starter plans and above)_

Add Contact to List

Creates a new company. Deprecated, please switch to "Create Company" action for the most reliable experience with your Zap.

Create Company Deprecated

Create Company

Create Contact

Create Associations

Creates a new calendar task. _(Marketing Hub Professional plans and above)_

Create Calendar Task

Creates a new Engagement for a contact, in HubSpot.

Create Engagement

Creates and immediately publishes a message on a specified social media channel.

Create Social Media Message

Create Ticket

Create Custom Object

Creates a new deal. Deprecated, please switch to "Create Deal" action for the most reliable experience with your Zap.

Create Deal Deprecated

Create Deal

Add Contact to Workflow

Get Company

Get Contact

Get Custom Object

Get Deal

Gets a publicly accessible URL for a file that was uploaded using a HubSpot form.

Get File Public URL

Get Line_item

Get Product

Get Ticket

Create Line_item

Creates a blog post in your HubSpot COS blog.

Create COS Blog Post

Creates a new custom enterprise event. _(Marketing Hub Enterprise plans only)_

Create Enterprise Event

Create Product

Remove Associations

Remove a contact from a specific static list.  _(Marketing Hub Starter plans and above)_

Remove Contact From List

Creates a new submission for a selected form.

Create Form Submission

Update Company

Update Contact by ID

Update Contact

Update Deal

Update Line_item

Update Product

Update Ticket

Update Custom Object

Remove Email Subscription

Upload File

Creates a new contact or updates an existing contact based on email address.

Create or Update Contact

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Clearbit is a data API that lets you enrich your person and company records with social, demographic, and firmographic data.

Clearbit

Find a Company by Domain

Find a Company's Domain by Name

Finds a person and their company by their email address. If the person is not found, company information only will be returned (if found).

Find Person And/Or Company

Find Person

Add data via Clearbit to new HubSpot contacts

Once live, this integration will automatically fetch emails of each newly-added contact in Recruit CRM that does not have an email and update them once found. This will save you hours of manual data mining on the web, thereby leaving time for taking care of your core business processes!

What is lead enrichment? Your guide to strategic data hygiene

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