Action: Enrich Contact | Copy.ai Help Center

Overview

The Enrich Contact action allows you to fill in missing information about a contact given a few initial data points like their name & company domain, email address, or LinkedIn profile URL. It is useful for enhancing your understanding of a contact before reaching out to them. By providing a more complete picture, it can help you personalize your outreach and build rapport more effectively.

You can choose to enrich a contact based on either their LinkedIn profile URL or their first name, last name and company domain. The action leverages multiple data enrichment providers to retrieve the most comprehensive and accurate information available. The output is a structured contact record containing fields like job title, company name, work email and phone number, which can be used in subsequent steps of your workflow.

Usage Examples

Enrich a contact before a sales outreach - Before engaging a prospect, use this action to get their job titles, email address, phone number, or Linkedin profile
Enhance an event attendee list - You may have an event sign up list with just names and email addresses. Enrich this data to get a better sense of who will be attending, what companies they represent, and how senior they are. This can help with event planning and follow-ups.
Merge new data into your CRM - If you have partial contact records in your CRM, use the Enrich Contact action to fill in the blanks. Update job titles, add missing contact details, and ensure your database is complete and up-to-date.
Personalize content recommendations - Knowing more about your contacts can help you suggest more relevant content to them. Use enriched profiles to power content recommendation engines.
Verify contact data - Enrichment can also serve as a data verification step. Cross-reference the details you have about a contact with authoritative sources to check if they are still accurate.

Inputs

Enrich Type - Choose whether you want to enrich based on a LinkedIn Profile (URL) or a combination of First Name, Last Name and Company Domain
When LinkedIn Profile is chosen for Enrich Type, you’ll have the following inputs:
- LinkedIn Profile - provide the full URL to the contact's LinkedIn profile
When Name & Company Domain is chosen for Enrich Type, you’ll have the following inputs:
- First Name - the contact's first name
- Last Name - the contact's last name
- Company Domain - the domain of the contact's company website (e.g. acme.com)

Advanced Inputs

Should the workflow continue if this fails? - Toggle on if you want the workflow to proceed even if enrichment is unsuccessful for a particular contact. Default is on.

Outputs

The action output is a contact object containing the following fields (if available):

status - An indicator of whether enrichment was successful or not
work_email - The contact's professional email address
mobile_number - The contact's mobile phone number
linkedin_url - URL to the contact's LinkedIn profile
company_name - Name of the company where the contact works
job_title - The contact's current job title
company_domain - The domain of the contact's company website
first_name - The contact's first name
last_name - The contact's last name

Fields that could not be enriched will have a value of "not found". You can reference these fields individually in downstream actions.

Troubleshooting

Enrichment is unsuccessful or returns limited data
- Check that the input data is valid and complete. Ensure the LinkedIn URL is in the correct format or that the name and company domain are accurate.
- The contact may have limited publicly available information. Try enriching with alternative input data if possible.
Workflow fails due to enrichment errors
- Make sure the "Continue on failure" toggle is set to on. This will allow the workflow to proceed even if enrichment fails for certain contacts.
- Check the error message for more details on why enrichment failed. You may need to modify the input data or contact the enrichment provider for support.