Enrich your contact and company records with additional data from FullContact to help you close more deals. Before you begin:
- Admin permissions required
- A FullContact account with API access
Steps:
- Go to Settings > Other > App Store, then find the FullContact integration.
- Click Install.
- Go to the FullContact Service tab.
- Generate an API key from your FullContact dashboard by following the steps here.
- Paste your API key into the Token field.
- Click Test Connection to verify the key is working, then click Save changes.
- In the Settings tab:
- Choose which record types to enrich — Person fields, Company fields, or both.
- Allow overriding existing data for company and/or people records.
- Map FullContact data fields to your Pipeline CRM fields. Some fields are mapped by default.
⚠️ Note: Enabling this integration does not retroactively enrich existing records. Only the person or company records created or updated after setup will be enriched.
💡 Tip: You can create custom fields in Pipeline CRM and map them to FullContact fields for more flexibility.
How enrichment works:
- A new person record is enriched when a work email is present at the time of creation.
- An updated person record is enriched only when the work email changes.
- If you've enabled the override setting, FullContact data will replace any existing values for mapped fields.
Need help? Contact support at customercare@pipelinecrm.com.