• Auto Enrich uses a monthly credit system.
• Each successful enrichment uses 1 credit.
• Credits reset every month and do not roll over.
• When you’ve used all credits for the month, new enrichment requests will fail, and users will see an error message.

• From a Person or Company record.
• In bulk from People or Company list views.

• You must be an Account Administrator to purchase and configure Auto Enrich.
• Your account must be on a supported billing cycle (monthly, annual, or multi-year).
• Auto Enrich works best when:
  • People records have a work email.
  • The company has a website.

1. In Pipeline CRM, go to Settings.
2. Select Billing.
3. Click Update Subscription.
4. On the Plan and Billing Cycle page, click Continue to Add-ons.
5. In the Auto Enrich tile, choose your plan.
6. Click Add, then Continue to Payment Details.
7. Review the summary of charges and click Update Subscription.

1. Go to Settings.
2. Click Other.
3. Click Auto Enrich.

• Toggle to enable/disable Auto Enrich.
• View total credits for the billing month.
• Toggle on to enable across the organization or toggle off to select specific users.
• Toggle or override existing records data.
  • Disabled
    • Auto Enrich does not overwrite any manually entered values.
    • Only empty fields are filled
  • Enabled
    • Mapped fields can be updated with enriched data, even if they already have a value.

Tip: Begin with Override turned off. Once you trust the data quality, enable it for any fields you want Auto Enrich to update automatically.

• For each field (e.g., first name, last name, job title, LinkedIn URL), choose which Pipeline CRM Person field should receive that data.

• Who performed the enrichment?
• Which record was enriched (Person or Company)?
• When the enrichment happened.
• Type of enrichment (person vs company).
  

1. Open a person or company record.
2. For People:
   • Make sure the record has a work email.
3. For Companies:
   • Make sure that the record has a website.
4. Click Actions located in the top right corner.
5. Select Auto Enrich Data.

1. Go to a People or Company List View.
2. Select the records you want to enrich.
   1. People records should have a work email and companies records should have a website listed.
   2. Look for the Auto Enrich option in the toolbar or bulk actions menu.
   3. Click Auto Enrich and confirm.

The enrichment process will run in the background. For large lists, this may take a few minutes. Once complete, you'll see the results directly on the enriched records.

• Full name
• Job title and role
• Company name and website
• Company details like address and summary
• If the company doesn’t exist yet, Auto Enrich can create a new Company record and link it to the Person.

• Company name
• Logo
• Registered address
• Company summary / description

• Confirm that your organization has purchased an Auto Enrich plan.
• Make sure the feature is enabled in Settings > Auto Enrich.
• Check that your user is included in the allowed user list (if access is restricted).

• Check your remaining credits in Settings > Other >Auto Enrich.
• If credits are used up for the month, new requests will fail.
• Confirm the record has:
  • A work email (for People).
  • A website (for Companies).
• If some records don’t update in a bulk run, it may be because:
  • The enrichment provider couldn’t find matching data.
  • The required email/website was missing or invalid.

• Check the Overwrite existing record data setting.
• If overwriting is disabled, Auto Enrich will only fill empty fields.
• Review your field mappings to ensure incoming data is mapped to the fields you expect.