Prospecting: Smarter CRM Contact Creation & Contact Enrichment

Modified on Wed, 1 Jul at 4:27 AM

We've significantly improved how Prospecting creates and enriches contacts inside your CRM.

Prospects are no longer just added as basic business records—they now become richer, cleaner CRM contacts that are ready for outreach and automation.

What's New

Richer Contact Information from Business Websites

Prospecting now goes beyond Google Business Profile data.

In your account prospecting when available, we automatically enrich your prospect by scraping their phone and emails from the website. This helps you start with more complete CRM records from day one.

New contacts created by Prospecting now include more useful information automatically, including:

  • Contact source = Prospecting Tool

  • Prospect tags for workflows and segmentation

  • Phone number (and additional phone)

  • Email (and additional emails)

  • Prospect website URL

  • Address and location details (City, state, ZIP code etc.)

  • Business information available during prospect creation

This makes it much easier to:

  • Build automations

  • Trigger workflows

  • Filter prospecting contacts

Need Business Contacts—or Don't?

You now have full control.

A new Contact enrichment setting lets you decide whether Prospecting should search for additional Points of Contact (POCs) such as business owners, managers, or key decision-makers. It also lets you control who their contacts should be created for.

If enabled:

  • Prospecting searches for POCs and additional emails, phones from website, listings etc.

  • Every POC found is created as its own CRM contact.

If disabled:

  • Only the primary business contact is created from Google Business Profile data (GBP).

  • Perfect for customers who want faster prospect creation or don't need additional contacts.

No More Duplicate Business Contacts

We've also cleaned up how contacts are created.

Previously, businesses could end up with multiple contacts simply because we found different emails or phone numbers.

Now:

  • One primary business contact is created

  • Additional phone numbers and email addresses are added to the same contact record

  • Individual Points of Contact (POCs) are still created separately when found

  • This results in a cleaner CRM with fewer duplicate business records while preserving valuable contact information.

Why This Matters

  • Cleaner CRM records

  • Better contact enrichment

  • More automation-ready data

  • Less duplicate cleanup

  • Easier outreach to both businesses and decision-makers

Whether you're generating one prospect or hundreds, Prospecting now creates CRM records that are far more useful for sales, marketing, and automation.

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