Enrich your contact and company data (BETA)

If you've purchased Breeze intelligence credits, you can enrich contact and company records to enhance your data and better understand your customers. When a record - whether already existing or added to your CRM through buyer intent - is enriched, the record's properties will be populated with new information available in the enrichment dataset. 

When using enrichment, you will need to use credits to enrich your records. Learn more about using Breeze intelligence credits. 

Necessary Disclosure: by participating in the Enrichment Beta, you agree to the Enrichment Beta Terms & Conditions and HubSpot Product Specific Terms.

Manage user permissions

To enrich records or edit enrichment settings, the user account will need super admin or Enrich records permissions:

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Users & Teams.
• In the user table, click a user record, then click the Access tab.
• Under Permissions, click Edit permissions. 
• In the left sidebar menu, use the search bar to search for enrichment permissions. Then, click to toggle the Enrich records switch on or off. 
  
  

Turn on your enrichment settings

To enrich your contact and company data using Breeze Intelligence, you must turn on the enrichment settings in your account. You can have different enrichment settings for contact or company records. 

Please note: when using this beta, if any enrichment settings are turned on, HubSpot insights will no longer be available within your portal.

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, in the Data Management section, click Enrichment. 
• In the Settings tab, configure the enrichment settings for your companies or contacts: 
  • Automatically enrich new records: automatically enrich any newly created records. Records created through any channel (e.g. import, form submission, integration, and more) will be enriched, as long as they meet the following requirements: 
    • Contact records must have a business email address. Contacts with personal email addresses such as a Gmail or Yahoo email address will not be enriched. 
    • Company records must have a company domain name.
    • Only contact or company records with available property values to be enriched, will be enriched. If there is no data available to update, the record won’t be enriched
  • Allow records to be manually enriched: allow users in your account to manually enrich records. Records can be enriched individually or in bulk. 
  • Continuously enrich existing records: automatically update records that have been previously when new data becomes available.

Enrich individual contact or company records

To enrich individual records: 

• Navigate to your contact or company records:
  • In your HubSpot account, navigate to CRM > Contacts.
  • In your HubSpot account, navigate to CRM > Companies.
• Click the name of the record that you'd like to enrich. 
• In the left panel, in the About this contact section, click Actions. Then, select Enrich record. 
   

• In the right panel, any properties available for enrichment will appear, with the property's current value. Select the checkboxes next to the properties that you'd like to add to the record. 
• At the bottom, click Enrich record. 
   

Enrich multiple contact or company records 

To enrich multiple contact or company records: 

• Navigate to your contact or company records:
  • In your HubSpot account, navigate to CRM > Contacts.
  • In your HubSpot account, navigate to CRM > Companies.
• Click the checkboxes next the records that you'd like to enrich. 
• At the top of the table, click Enrich records. 
  
  

• In the dialog box, review the count of records to enrich, and the credits available in your account. At the bottom, click Add Enrich record. 

Please note: the credit balance reflects the number of credits in your account. Depending on your enrichment settings or if other users are in the account using, this number may have changed between actions. Please review the Product & Services Catalog for information about credit tiers and possible upgrades associated with your use of the enrichment products. 

Review a contact or company's enrichment history

After a contact or company has been enriched, the enrichment will appear on the record's timeline, including the number of properties and the properties enriched.

To review a contact or company's enrichment history:

• Navigate to your contact or company records:
  • In your HubSpot account, navigate to CRM > Contacts.
  • In your HubSpot account, navigate to CRM > Companies.
• At the top, click the Activities tab. 
• In the top left, click Filter by dropdown menu and select the Enrichment checkbox. All previous enrichment activities will appear on the record's activity timeline. 

• In the Record Enriched activity card, review the number of properties and the properties enriched. To review a property's history, click the property.
   

Enrichment properties 

When enriching your contact or company records, you can enrich the following default contact and company properties: