Enrichment

Use enrichment to add person and company information to Form Router submissions. Routing rules and CRM mappings can use the fields returned by your connected providers.

Workspace admins manage enrichment in Settings → Integrations → Data enrichment.

Connect a provider

Choose Connect on Apollo, People Data Labs, Clearbit, Crustdata, ZoomInfo, or Ocean. Enter the requested credentials and choose Enrichment coverage:

• People and companies requests person and company information when the required identity is available.

• Companies only uses the submitted work-email domain for company information.

ZoomInfo requires a client ID and client secret. Clearbit uses an existing legacy secret key and asks for a Test email; saving can count that lookup against your plan. Crustdata needs a submitted LinkedIn profile for person enrichment.

Read the connection page’s verification notice before saving. A successful credential check does not guarantee that your provider account can return every field. Check permissions and credits if live requests show Needs attention.

Connecting a profile provider adds it to the default waterfall order. Actual enrichment runs when a Form Router’s rules or workspace CRM mappings require it.

Choose the provider order

From Data enrichment, open Configure waterfall. In Default provider order, move providers using their drag handles or up and down controls. The order is saved when you move a provider.

Distro checks that order separately for each requested field and keeps the first non-empty answer. For example, one provider may supply employee count while another supplies industry.

Choose Waterfall enrichment in a rule or mapping to use that order. Choose a named provider to use only that provider for the field.

Write values to your CRM

Open the connected HubSpot or Salesforce configuration and find Enrichment mappings.

Choose Resolve with, the Normalized enrichment field, and the CRM destination. Under When a CRM value exists, choose Keep the existing value or Replace it, then click Add mapping.

Only available enrichment values are written. Company destinations update an existing company matched by domain. Choosing a provider directly means that mapping continues to depend on that provider even if you change the waterfall order.

Disconnecting a provider preserves waterfall steps, mappings, and rule conditions. Review any Connection required warnings and reconnect or revise the affected configuration before relying on it.

Email validation is configured separately. See Email verification.