Enrich your contact and company data

You can set up when and how records are enriched, including automatically enriching new records, continuously updating existing ones, or enriching selected records in bulk. Learn how to manage enrichment permissions, configure enrichment settings and mappings, enrich records, and review enrichment history.

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

Manage user 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.
• Overwrite incorrect enrichment values: automatically replace previously enriched values with null values when the source data is inaccurate and no correct replacement is available. You can only toggle this setting after toggling on Continuously enrich existing records. Values set by workflows, integration apps, or manual actions don't get overwritten.
• 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.

Customize enrichment property mapping

Control which HubSpot properties receive enrichment data and set overwrite rules. Use custom single-line text or dropdown select properties to receive enrichment.

Each receiving property can only be mapped to one source enrichment property (e.g., Company name —> Company name). Changes take effect for enrichment moving forward and doesn't impact previously enriched data. 

To configure enrichment mapping and overwrite rules: 

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. Click the Mapping tab.
4. In the upper right of the table, click the name of the object to edit its mapping.
5. In the HubSpot Property column, click a dropdown menu and select a different property. The selected property must match the field type of the enrichment property (e.g., text City to a custom text City).
6. In the Overwrite Rule column, click a dropdown menu and select an option:
   • Fill empty values only: enriches the property if the value is blank/null. For example, use this option for First name and Last name to protect manually-entered contact names. 
   • Fill empty values and overwrite existing values: enriches the property if the value is blank/null and updates existing enriched values. For example, use this object for Job Title and Employment Seniority to keep data current.
   • Do not fill any values: doesn't enrich the property. Use this option to stop enrichment of a property. 
7. If desired, click the refreshIcon reset icon to revert changes made to a row back to default settings.

Please note: if you have a workflow using the Breeze Intelligence enrichment action, the overwrite settings in the action will take precedence over the overwrite rules set in the Overwrite Rule column. For example, if you've set the rule to Fill empty values only, but the workflow action has been set to overwrite existing data, any existing data for enrolled records in that workflow will be overwritten.

Example: configure enrichment mapping to use a custom Industry property 

Custom dropdown select enrichment requires exact matching between the property option labels and internal names. 

To set up the custom property:

1. Create a new dropdown select contact or company property.
2. On the Field type tab, click Load options.
3. In the pop-up box, configure the following:
   • Click From property.
   • Click the Object type dropdown menu and select Company.
   • Click the Property to copy options from dropdown menu and select Industry.
   • Click Load options. Learn more
4. In the upper right, click Save.

1. Navigate to enrichment settings.
2. Click the Companies tab. 
3. Click the Industry dropdown menu and select the custom dropdown select property name.

Enrich records

Enrich new records automatically via data enrichment settings, or enrich existing ones manually one at a time or in bulk. Property fill behavior differs based on the enrichment method:

• Automatic: fills properties containing blank or empty values. Automatic enrichment doesn't overwrite values set by a user or another system.
• Manual: fill properties containing blank or empty values or overwrite existing values. You control which method to use. Learn more about configuring overwrite settings.
• Continuous: update property values previously filled using enrichment. If a user or another system edits an enriched property value, continuous enrichment stops enriching that property. 

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, a segment, an import, or a workflow. 

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.

To bulk enrich from a workflow:

1. In your HubSpot account, navigate to Automation > Workflows.
2. Create a contact or company-based workflow.
3. Configure enrollment criteria.
4. Add the Enrich Record action.
5. Configure the rest of the workflow's settings.

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 segments 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 

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.