Turn records into a list your team can use.
Choose the records to review.
Start with the audience and contact records your team wants to use. Choose the details that help you understand the people and companies you want to reach.
Add company details.
Enrichment adds company, industry, size and location details to records so you can check whether a company fits your buyers.
Review role details.
Use available role details to prepare follow-up.
Send records to your CRM.
Choose the fields sales needs and match them to the fields in your CRM.
What the details help you decide.
| Detail | What to review | What you can decide |
|---|---|---|
| Company | The company listed in the record. | Whether it belongs on your target list. |
| Industry | The company's type of business. | Whether you sell to that industry. |
| Company size | The size listed for the company. | Whether the company fits the businesses you serve. |
| Location | Where the company is based. | Whether it is in your sales territory. |
| Role | The role details available in the record. | Who may be useful to include in follow-up. |
| Company and industry together | The business and the market it serves. | Which product or service to discuss. |
| Company and role together | The account and the available role details. | What sales needs to check before making contact. |
Not every record has every detail. Review the fields you need before using a record for ads or follow-up.
Choose the buyers your team wants to reach.
Define the industries, company sizes, locations and roles that fit what you sell. Use the added details to choose records for your target list.
For website visitor identification, check whether the record identifies a person or only a company. Not every website visitor is identified.
Use the records in ads and your CRM.
HubSpot and HighLevel.
Send records to HubSpot and HighLevel through automated workflows or export.
Meta.
Meta is the only ad platform with direct audience sync.
Google Ads and LinkedIn.
365Leads provides ready-to-load audience files. You upload them to Google Ads and LinkedIn.
Programmatic ad networks.
Programmatic ad networks receive audience output.
Google Sheets.
Sync records directly to Google Sheets for your team to review.
Give each team the details it needs.
Choose sales territories.
Use company locations to decide which sales team should review each record.
Choose ad audiences.
Use company, industry, size, location and role details to choose who belongs in your target audience.
Prepare sales conversations.
Use company and role details to prepare a relevant conversation with each prospect.
Review CRM records.
Check the added details alongside the information already in your CRM. Decide what sales needs before making contact.
A few good questions.
Bring your website address, a description of your target customers and the names of your ad and CRM tools.
Select records whose available details match your campaign, such as a company location within your sales territory. Use that selection when preparing the audience for your ad platform.
Check whether the available fields are enough for the campaign or follow-up you have in mind. Your team may need more information before using the record.
No. Enrichment is included with Starter, Growth and Enterprise and is not sold separately.