Data Enrichment | Online Help - Zoho CRM

Data Enrichment

Data enrichment feature is now available as an in-product feature under Zia.

The quality of your CRM data is of the utmost importance for your business, because when it comes to selling, it all starts here. When the data is incomplete or incorrect, sales reps lack the ability to understand your prospects or their needs completely.

Zia, your intelligent sales assistant can help you make sure that your CRM data is complete and has all the right and updated information. Based on as little information that you give such as name, company or website of a record, Zia crawls pages from across the Internet and retrieves you additional information about the record, such as company size, phone number and address and other details. All of this information can be used by your sales team for personalizing their communication and by Zia for lead conversion prediction.

Availability
Permission Required
Users with administrator and standard profiles can access this feature.


Supported Modules

Zia improves your CRM data based on certain primary information that is being provided for a record. For example, when you are creating a lead, once you type in the company name, Zia will search for more information about the lead based on this company name. These primary fields based on which Zia searches for more information about a record is different for different modules.
Module
Enrichment happens based on
Leads
Company Name / Website / Email Address
Accounts
Account Name / Website
Contacts
Account Name / Email Address

Once you enter the details for one or more primary fields, Zia crawls the electronic files from across the web and fetches you additional information about this lead such as the company size, phone number, address, etc,. These fields for which information is fetched by Zia are called the Enrichment fields.

Enable Data Enrichment

First time users can enable data enrichment from:
Setup General Zia > Data Enrichment and click Get Started.

Existing users will be able to view the Data Enrichment tab under Zia, from where they can access their data.


Map Fields

Often the information that is being fetched from the internet for a record might not be in the exact same format of how they are stored in your Zoho CRM account. For example, what maybe called a Lead's "designation" on the web is nothing but the Title field in Zoho CRM. Or the "contact number" is nothing but the phone number in Zoho CRM. These enrichment fields are mapped with the respective Zoho CRM fields by default, based on which the information pulled in by Zia gets captured for the record. However, if need be, you can change the mapping.

Modify Data Enrichment Settings

You can modify the pre-defined settings anytime to specify which modules and fields you want Zia to enrich in your account and their respective mapping.
  • Enable/disable - It is possible to enable Data Enrichment for selected modules only. For example, you can enable only for the leads and contacts modules and not for accounts module.
  • Field mapping - Enrichment fields are mapped with the respective Zoho CRM fields by default. But if you have created custom fields and want the enrichment field information to be captured in them, you can modify the mapping. 
Following fields will be mapped:
    • Social handles: Twitter, Facebook, Linkedin
    • Website
    • Skype name
    • Address: State, Street, City, Zip code, Country
    • Designation
    • Company name
    • Phone, Other phone, Fax
    • Email, Secondary Email
    • Industry type

To modify the data enrichment settings

  1. Go to Setup General Zia.
  2. Click the Data Enrichment tab.
  3. In the Data Enrichment by Zia page, the profile permission and status details are listed for the modules.

    Enable or disable the data enrichment Status for the respective modules.
    To modify the mapping, click the [Module].
  4. In the [Module] Enrichment Settings page, choose the Zoho CRM field from the drop-down list to map it with the corresponding Enrichment field.
    You can select Do not map this field, in case you want to skip a field from being enriched. Zia will not update this field information in Zoho CRM.
  5. Click Save.

Enrich Records

You can enrich records while:

  • Creating a record
  • Editing a record
To enrich records while creating a record
  1. Go to the Leads, Accounts, or Contacts module and create a record.
  2. In the Create [Record] page, click the Enriched data available link. This link will appear only after you enter any of the primary fields like the Email Address or Website or Company Name.
  3. In the [Module] Enrichment by Zia window, you can select the respective checkbox(es) and allow Zia to populate the enriched information in the corresponding fields.
    Note that the checkbox is auto-enabled for fields whose values were empty and enriched data is available. But when Zia fetches enriched data for fields whose values were not empty, you can choose to retain the existing information or enable the checkbox and overwrite it with enriched data.
  4. Click Update [Record].
    You will notice that the record fields are populated with enriched data.

To enrich a record while editing

  1. In the [Record] details page, click the More Icon and select Enrich. When you move your mouse pointer over the Enrich option, you can even view when was this record last enriched.
  2. In the [Module] Enrichment by Zia window, you can enable the checkbox(es) and allow Zia to populate the enriched information in the corresponding fields.

    Note that the checkbox is auto-enabled for fields whose values were empty and enriched data is available. But when Zia fetches enriched data for fields whose values were not empty, you can choose to retain the existing information or enable the checkbox and overwrite it with enriched data.
  3. Click Update [Record].
    You will notice that the record fields are populated with enriched data.
Note
  • The option to enrich data is available while creating a record as well as after saving it. So in case, you skip the option while creating a record, you can use it later after saving the record.

Deactivate Data Enrichment

You can choose to deactivate Data Enrichment feature for your Zoho CRM account at any point after which Zia will stop enriching your records. All the records that are enriched by Zia until you choose to de-activate data enrichment, stays intact.


To deactivate Data Enrichment
  1. Go to Setup General Zia.
  2. Click Data Enrichment tab.
  3. In the Data Enrichment by Zia page, click the Deactivate link.
Note
  • Data enrichment by Zia is available for Europe, US, and India users. 
  • Zia takes data privacy of organizations very seriously.
  • Zia does not stores the user's inputs anywhere. She only uses them as keywords to search for more information about the record.
  • Zia makes use of the Bing Web Search API to identify the domain of a lead's website.
  • While looking up for information to enrich a record, Zia crawls only public websites. Even on these public websites, she abides by all the specifications that are listed in the "robots.txt".
  • Zia crawls only those websites that are in English language.
  • Zia collects the following type of information:
    • For Organization - Organization's formal name, email id, contact number, social links, web site technologies used, address, revenue
    • For person - full name, organization working, contact number, email id, social profiles, blog links, address, designation.

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