Data Enrichment
Automatically enrich people and account data with additional information
Data Enrichment
Coherence can automatically fill in missing people and account information, saving you hours of manual research.
What Gets Enriched
People Data
From just an email address, enrichment can find:
| Field | Example |
|---|---|
| Full Name | John Smith |
| Job Title | VP of Sales |
| Phone | +1 (555) 123-4567 |
| linkedin.com/in/johnsmith | |
| Photo | Profile picture |
| Location | San Francisco, CA |
Account Data
From a company name or domain:
| Field | Example |
|---|---|
| Website | acme.com |
| Industry | Software |
| Size | 50-200 employees |
| Location | San Francisco, CA |
| Description | Enterprise software company |
| Logo | Company logo image |
Enabling Enrichment
Automatic Enrichment
New people can be enriched automatically:
- Go to Settings > Integrations
- Find Data Enrichment
- Toggle on Auto-enrich new people
Manual Enrichment
Enrich existing records on-demand:
- Open a person record
- Click Enrich in the actions menu
- Review and accept the found data
Bulk Enrichment
Enrich multiple records at once:
- Select people in table view
- Click Actions > Enrich Selected
- Enrichment runs in the background
Bulk enrichment may take a few minutes depending on the number of records.
Enrichment by Person Type
Type-Specific Enrichment
Different person types may need different data:
| Person Type | Priority Fields |
|---|---|
| Customer | Company size, industry, decision-maker info |
| Vendor | Services offered, certifications |
| Partner | Partnership level, territory |
| Employee | Department, reporting structure |
Enriching Leads
Leads benefit especially from enrichment:
- Verify company information
- Find decision-maker status
- Identify company size for qualification
- Discover technology stack
Enrichment Settings
Field Mapping
Control which fields get updated:
| Setting | Behavior |
|---|---|
| Fill empty only | Only populate blank fields |
| Overwrite all | Replace existing data |
| Ask each time | Prompt for confirmation |
Data Sources
Coherence uses multiple data sources:
- Public business databases
- Social profile APIs
- Web scraping (with permission)
- Partner data providers
Privacy & Compliance
Data Sources
All enrichment data comes from:
- Publicly available information
- Opt-in business directories
- Social media profiles (public)
GDPR Compliance
- Enrichment respects privacy preferences
- No personal data from private sources
- Clear audit trail of data sources
Opting Out
People can request removal:
- Their data won't be enriched
- Existing enriched data can be cleared
- Preferences are respected across re-imports
Best Practices
Start with Email
Email addresses provide the best enrichment results. Ensure email is captured first.
Verify Critical Data
For important records:
- Review enriched data
- Verify key fields manually
- Use enrichment as a starting point
Regular Re-enrichment
Data changes over time:
- Job titles change
- Companies grow
- Contact info updates
Schedule periodic re-enrichment for important segments.
Prioritize by Type
Focus enrichment credits on:
- Leads - For qualification
- Customers - For account management
- Prospects - For outreach preparation
Enrichment Credits
How Credits Work
Enrichment uses credits from your plan:
- 1 credit per person enriched
- 1 credit per account enriched
- Credits reset monthly
Monitoring Usage
Track your usage:
- Go to Settings > Usage
- View enrichment credits used
- See remaining credits
Optimizing Credits
To maximize value:
- Focus on high-priority people
- Use filters before bulk enrichment
- Skip already-complete records
Next: Learn about duplicate management to keep your data clean.