Lead enrichment

Here's how Clearbit and Apollo are integrated with Default.

Default's platform includes Clearbit Enrichment as a standard feature. With Clearbit enrichment, there is no need to add a Clearbit node within the workflow, and no licenses or additional API keys are required. Every lead that comes through Default is enriched through Clearbit and email.

Clearbit enrichment

Clearbit enrichment includes fields such as:

Email
First Name
Last Name
Company Name
Headcount
Funding
Revenue
Role
Job Title
Seniority
City
Country
Location
Website
Industry

Apollo enrichment

Apollo enrichment requires a few additional steps to source data within the workflow. Apollo can enrich leads by simply selecting and dragging the "Enrich with Apollo" node into your existing workflow. There is no additional cost to enrich with Apollo, enrichment is passed through your Default plan.

Apollo enrichment includes fields such as:

Email
First Name
Last Name
Company Name
Headcount
Funding
Revenue
Role
Job Title
Seniority
City
Country
Location
Website
Industry

Note: Data enrichment enhances existing data by appending additional information making it more actionable. This process helps improve segmentation, streamlines sales, and enhances lead quality with CRM integration. Data enrichment is performed on the lead, contact, and account object.

To leverage Apollo enrichment within a workflow follow these steps:

Go to the available objects
Select the Enrich with Apollo object and add it to the workflow canvas
Add email from the drop down within the Apollo object

For routing or disqualifying a lead, follow these steps:

Add an if/else object
Add a condition using the available person or company enrichment data. You can select form either enrichment provider or layer the data from each provider.

To pass data to the CRM, follow these steps:

Match CRM Records:
- Add a Salesforce/HubSpot Match object to check if there’s an existing record in your CRM.
- Add match logic by selecting Salesforce or HubSpot field/property. Then, select the enrichment data to match against.
Update Existing CRM Records:
- Add the Update Salesforce/Update HubSpot Record object to update the matched record with the latest enrichment data.
Create New CRM Records:
- If no match is found, add the Create Salesforce/HubSpot Record object to create a new CRM record.
- Select the record type and configure the field mappings to successfully create a new record.
Enrich Multiple Record Types (Optional):
- If you want to enrich multiple types of records, add additional Salesforce/HubSpot Match and Salesforce/HubSpot Update objects to the workflow canvas.