Contact Enricher

Overview

The Contact Enricher is an AI-powered workflow automation agent that instantly transforms raw contact records into richly detailed, sales-ready profiles. The moment a new Contact is created in EspoCRM, this agent automatically enriches it with verified contact data, professional insights, and predictive scoring from Apollo, then intelligently syncs everything back to your CRM along with associated Account records. It eliminates manual research and data entry, accelerating sales cycles and improving lead quality.

How It Works

1. Get Record (EspoCRM) — Retrieves the newly created Contact record by ID, extracting the email and company fields for enrichment
2. Enrich Person (Apollo) — Calls Apollo's person enrichment API using the email address to reveal verified contact information, LinkedIn URL, phone number, and job title
3. Enrich Company (Apollo) — Enriches the company domain through Apollo to gather firmographics, including industry, employee headcount, revenue, funding status, and tech stack
4. Compute ICP Fit Score (Claude Haiku) — Analyzes the enriched data using AI reasoning to generate a 0-100 ICP (Ideal Customer Profile) fit score, identifying sales-qualified prospects
5. Update Record (EspoCRM) — Writes all enrichment data (LinkedIn URL, phone, job title, ICP score) back to the Contact record in EspoCRM
6. Search Records (EspoCRM) — Checks if an Account record for the contact's company already exists in the CRM
7. Create Record (EspoCRM) — Creates a new Account record if one doesn't exist, pre-populated with company firmographics and tech stack data
8. Create Relationship (EspoCRM) — Establishes a linked relationship between the Contact and its parent Account for CRM hygiene and reporting

Key Features

• Automated Data Enrichment — Instantly adds verified emails, LinkedIn profiles, job titles, phone numbers, and company details without manual effort
• Firmographic Intelligence — Captures industry, company size, revenue, funding stage, and tech stack to enable data-driven targeting
• AI-Powered Lead Scoring — Generates ICP fit scores using Claude AI to automatically rank prospects by sales-readiness
• Smart Account Management — Prevents duplicate Account records by intelligently searching for existing matches before creating new ones
• CRM Record Linking — Automatically creates Contact-to-Account relationships for clean organizational structure and forecasting
• Single-Trigger Automation — Runs entirely on Contact creation, requiring zero manual intervention or additional workflows

Use Cases

• Sales Team Lead Acceleration — When a prospect signs up through your website or is imported into EspoCRM, Contact Enricher immediately populates their full profile, company details, and ICP score, so reps can reach out with context-rich messaging in minutes instead of hours
• Enterprise Account Intelligence — For high-value prospects, the agent creates comprehensive Account records linked to Contacts, enabling managers to track company-wide engagement, identify buying committees, and coordinate multi-threaded outreach
• Inbound Lead Qualification — Marketing teams use the automated ICP scores to segment leads by fit, prioritizing hand-offs to sales for prospects with high match rates and filtering low-fit records for nurturing campaigns
• CRM Data Integrity — Eliminates duplicate Accounts and ensures every Contact is properly linked to its parent company, creating a clean, queryable database for analytics, forecasting, and campaign targeting