Enrich your contact and company data

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. 

Please note: your account may use personalized names for each object (e.g., account instead of company). This document refers to objects by their HubSpot default names.

Manage user permissions

To enrich records or edit enrichment settings, the user will need Super Admin or Data enrichment access permissions.

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Users & Teams.
3. In the user table, hover on a user's name, then click Edit permissions.
4. In the left sidebar menu, click Data Management.
5.  Click to toggle the Data enrichment access switch on or off. 

Manage your enrichment settings

You can configure enrichment settings for contact and company data, for example, automatic or manual enrichment.

To configure your enrichment settings:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, in the Data Management section, click Data Enrichment. 
3. 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 channels such as form submissions, integrations, or manual entry. Records will be enriched per the requirements detailed here. 
  • Continuously enrich existing records: automatically update previously enriched records monthly when new data becomes available.
  • Automatically enrich recently engaged contacts and companies: automatically enrich the records your team engages with. Engagements include: one-to-one emails, meeting bookings, and activities that update the Last engagement date property.
  • Opt out of free company name enrichment: HubSpot will not set the default Company name property when new company records are created.

Enrich records

Enrich individual contact or company records

To enrich individual records: 

1. Navigate to your contact or company records:
   • In your HubSpot account, navigate to CRM > Contacts.
   • In your HubSpot account, navigate to CRM > Companies.
2. Click the name of the record that you'd like to enrich. 
3. In the left panel, in the About this [object] section (e.g., About this contact), click Actions and select Enrich record. 

4. 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. 
5. At the bottom, click Enrich record. 

Enrich multiple contact or company records 

You can enrich contact or company records in bulk from the respective object's index page or the lists tool. 

To bulk enrich from an index page:

1. Navigate to your contacts or companies: 
   • Contacts: In your HubSpot account, navigate to CRM > Contacts.
   • Companies: In your HubSpot account, navigate to CRM > Companies.
2. Click the checkboxes next to the records to enrich. 
3. Select the top left checkbox to select all records in a view. Then, click Select all [x] records. You can enroll a maximum of 100 records at a time from an index page.
4. At the top of the table, click Enrich records.
5. In the dialog box, review the count of records to enrich then click Enrich records.

To bulk enrich from a segment:

1. In your HubSpot account, navigate to CRM > Segments.
2. Click the name of an existing segment, or create a new segment.
3. In the upper right, click Actions, then select Enrich segment.
4. In the dialog box, review the count of records to enrich then click Enrich records. 

To bulk enrich from an import:

1. In your HubSpot account, navigate to Data Management > Data Integration.
2. Click Import a file.
3. Click Start import.
4. Select your import settings.
5. Configure field mappings.
6. Enter your import details.
7. Select the Enrich records checkbox, then in the dialog box, perform the following:
   • Review the count of records to enrich.
   • Toggle the Enrich records switches on.
   • Click Confirm.
8. Click Finish import.

Review a contact or company's enrichment history

For a quick view of contacts or companies that have been enriched, filter for the Has been enriched property. If the value is True, the record was enriched. You can also use this property in lists or reports.

To review more specific data, 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:

1. Navigate to your contact or company records:
   • In your HubSpot account, navigate to CRM > Contacts.
   • In your HubSpot account, navigate to CRM > Companies.
2. Click Advanced filters to filter for specific records. Learn more about filtering records on an index page.

3. Click the name of a record.
4. At the top, click the Activities tab. 
5. 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. 
6. 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:

Please note: for properties with categories (e.g., revenue ranges, types of industries) refer to this spreadsheet with possible values.