Data Enrichment Topping

Data Enrichment Topping

With the Data Enrichment topping, you can automatically enhance your contact and company records using a variety of public sources. You can use this topping to pull in missing details like job titles, company information, and social profiles using basic inputs like an email address or a company name.

Info
This feature is yet to be released in EU DC. 

If you are in sales or marketing, this topping can help you save a lot of time. For example, you might receive a new contact with just an email address. You can use Data Enrichment to fetch their full name, designation, company, and more automatically.

Let’s say you add a contact with just the email “amelia@zylker.com.” After enrichment, you could get Amelia Burrows, Head of Product at Zylker, along with her LinkedIn profile, other social media handles, and the company phone number.

Availability

Data Enrichment is available only in Premier and Bigin360 edition.

Limitation 

You can use up to 500 enrichments per user license per month, with an overall cap of 5,000 enrichments per organization per month. The final monthly limit is calculated as (number of user licenses × 500) or 5,000, whichever is lower.

For example Organization with 2 users can have 2 × 500 = 1,000 enrichments per month and Organization with 20 users can 20 × 500 = 10,000 which is capped at 5,000 enrichments per month. 

Notes

  • Enrichment limits are tracked separately for Contacts and Companies.
  • Only successful enrichments are counted toward the monthly limit.

Configuration

To integrate Data Enrichment into your Bigin account, go to the Contact/Company record’s detail page, you will find a small icon near the name. The icon will be available by default, it acts as a gateway to install this topping.

Click the Data Enrichment icon, install the topping, and accept the terms and conditions.  

 

Once the topping has been installed, you will be asked to map the WebAmigo fields to the corresponding fields in your Bigin account. This mapping only needs to be done once for Contacts and once for Companies.

When you click the button, the topping fetches contextual data and displays it side by side with the data you already have in Bigin. You can choose which value you want to update in the record.

An Additional Information tab shows you any additional information available for the record. These are fields that weren’t linked during the initial mapping but might still be useful.

If you want to make any changes to the fields you have mapped, you can do soeither from the record view page (by clicking the Edit link) or from the topping settings page by going to Setup > Toppings > Installed > Data Enrichment Powered By WebAmigo  > Settings > Edit.

Enrichment Trigger Fields

By default, enrichment data will be populated based on the email field for Contacts and the company name for Companies. However, if that doesn’t suit your requirement, you can change which fields should be used to fetch the data by modifying enrichment trigger fields. To do so, navigate to Setup > Toppings > Marketplace> Installed > Data Enrichment Powered By WebAmigo  > Settings > Enrichment Trigger Fields > Edit. 

You can also install this from Marketplace, to do so, navigate to Settings > Toppings > MarketPlace > Data Enrichment > Install. Once you accept the terms and conditions, you will have the option to enable for users based on your requirements.

Uninstalling 

To uninstall the topping, navigate to Settings > Toppings > Market Place > Installed > WebAmigo Data Enrichment > Uninstall. 

 



        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  Create. Review. Publish.

                                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                                  Get Started Now




                                                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                        Manage your brands on social media


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            Zoho Sheet Resources

                                                                             

                                                                                Zoho Forms Resources


                                                                                  Secure your business
                                                                                  communication with Zoho Mail


                                                                                  Mail on the move with
                                                                                  Zoho Mail mobile application

                                                                                    Stay on top of your schedule
                                                                                    at all times


                                                                                    Carry your calendar with you
                                                                                    Anytime, anywhere




                                                                                          Zoho Sign Resources

                                                                                            Sign, Paperless!

                                                                                            Sign and send business documents on the go!

                                                                                            Get Started Now




                                                                                                    Zoho TeamInbox Resources





                                                                                                              Zoho DataPrep Demo

                                                                                                              Get a personalized demo or POC

                                                                                                              REGISTER NOW


                                                                                                                Design. Discuss. Deliver.

                                                                                                                Create visually engaging stories with Zoho Show.

                                                                                                                Get Started Now








                                                                                                                                    • Related Articles

                                                                                                                                    • Integrating with Constant Contact

                                                                                                                                      Constant Contact helps small businesses engage with customers and extend their outreach with their email marketing tools. With this integration, you can sync the contacts between your pipeline tool (Bigin) and your marketing tool (Constant Contact) ...
                                                                                                                                    • File Cabinet Topping

                                                                                                                                      File cabinet topping allows you to exchange files with your contacts easily. For example, Martin at Zylker Insurance has to send an insurance application form to each customer and then collect the filled out application form along with several ...
                                                                                                                                    • Can I set up a recurring data backup for my Bigin account?

                                                                                                                                      Bigin does not have a recurring data backup option yet. However, you can purchase a one-time data backup at $5/unit at frequent intervals. The backup will include the records in a module, related records and the attachments. To download the data ...
                                                                                                                                    • Email-in Topping

                                                                                                                                      Email is the most popular choice of communication used by customers to send in their sales and support enquiries. Customer facing teams gather details from these emails and manually create a record in their Bigin account to follow up with their ...
                                                                                                                                    • Import from Insightly

                                                                                                                                      Migrate from Insightly to Bigin by simply entering the API key. The entire migration is carried out in the background and you will be notified once it is completed. Some important points to note before you migrate from Insightly to Bigin, Bigin ...
                                                                                                                                      Wherever you are is as good as
                                                                                                                                      your workplace

                                                                                                                                        Resources

                                                                                                                                        Videos

                                                                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                        eBooks

                                                                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                        Webinars

                                                                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                        CRM Tips

                                                                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                                                                          Zoho Show Resources