Using Breeze Intelligence credits, you can enrich contact and company records to enhance your data and better understand your customers. Whenever a record - whether already existing or added to your CRM through buyer intent - is enriched, its properties will be updated with the new information.
To enrich your records using enrichment, you will need credits. Find out how Breeze Intelligence credits can be used in this case. (Necessary Disclosure: by participating in the Enrichment Beta, you agree to the Enrichment Beta Terms & Conditions and HubSpot Product Specific Terms).
Manage user permissions
The user account must have Super Admin or Enrich records permissions in order to enrich records or edit enrichment settings:
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Click the settings icon in the top navigation bar of your HubSpot account.
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Navigate to Users & Teams in the left sidebar menu.
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Click a user record in the user table, then click the Access tab.
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Under Permissions, click Edit permissions.
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Use the search bar in the left sidebar menu to find enrichment permissions. Then, click to toggle the Enrich records switch on or off.
Turn on your enrichment settings
Enrich your contact and company data using Breeze Intelligence by turning on the enrichment settings. It is possible to have different enrichment settings for contact records and company records.
- Click the settings icon in the top navigation bar of your HubSpot account.
- Click Enrichment in the Data Management section of the left sidebar menu.
- In the Settings tab, configure the enrichment settings for your companies or contacts:
- Automatically enrich new records: automatically enrich any newly created records. As long as the following requirements are met, any record created through any channel (e.g. import, form submission, integration, etc.) will be enriched:
- A business email address must be included in contact records. It is not possible to enrich contacts with a personal email address, such as one associated with Gmail or Yahoo.
- Domain names must be used for company records.
- Enrichment will only be performed on contact or company records with available property values. The record will not be enriched if there is no data to update
- Allow records to be manually enriched: allow users in your account to manually enrich records. It is possible to enrich records individually or in bulk. For contact records to be enriched, they must have a business email address (i.e. no personal email addresses such as Gmail or Yahoo).
- Continuously enrich existing records: automatically update records that have been previously when new data becomes available.
- Automatically enrich new records: automatically enrich any newly created records. As long as the following requirements are met, any record created through any channel (e.g. import, form submission, integration, etc.) will be enriched:
Enrich individual contact or company records
Individual records can be enhanced by:
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Navigate to your contact or company records:
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Navigate to CRM > Contacts in your HubSpot account.
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In your HubSpot account, navigate to CRM > Companies.
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To enrich a record, click its name.
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Click Actions in the About this contact section on the left. Then, select Enrich record.
- Any properties that are available for enrichment will be displayed in the right panel, along with their current value. To add properties to the record, select the checkboxes next to them.
- At the bottom, click Enrich record.
Enrich multiple contact or company records
For enriching multiple company or contact records, follow these steps:
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Navigate to your contact or company records:
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Navigate to CRM > Contacts in your HubSpot account.
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Navigate to CRM > Companies in your HubSpot account.
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Select the records you'd like to enrich by clicking their checkboxes.
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Click Enrich records at the top of the table.
- 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. This number may have changed based on your enrichment settings or if other users are using the account. For information about credit tiers and possible upgrades associated with enrichment products, please refer to the Product & Services Catalog.
Review a contact or company's enrichment history
Upon enrichment of a contact or company, the number and types of properties will be displayed on the timeline of the record.
To review a contact or company's enrichment history:
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Navigate to your contact or company records:
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Navigate to CRM > Contacts in your HubSpot account.
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Navigate to CRM > Companies in your HubSpot account.
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At the top, click the Activities tab.
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In the top left, click Filter by dropdown menu and select the Enrichment checkbox. A timeline of previous enrichment activities will appear on the record.
- 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
If you want to enrich your contact or company records, you can enrich the following default contact and company properties:
| Contact properties | Company properties |
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