People Data Enrichment - WebAmigo

People Data Enrichment - WebAmigo

People Data Enrichment, a Marketplace extension, ensures control over personal data handling and offers a modular and scalable solution via the Web Amigo extension.

For People Data Enrichment

  1. Install the WebAmigo extension from the marketplace.
    Learn more about WebAmigo's data subject rights.
  2. Accept the terms of the extension.
  3. Proceed with the personal information type after successful installation. 

Personal information

Personal information enrichment focuses on details related to individuals, such as their job titles, contact details, social media profiles, and professional background. This type of data helps in personalizing outreach and building stronger relationships with contacts.

Trigger fields for personal information

  1. First name + Org name
  2. Last name + Org name
  3. Website
  4. Email
  5. LinkedIn
  6. Twitter
  7. Facebook

Personal information fields 

  1. Full name, First name, Last name, Email id, Phone number
  2. Social media links (LinkedIn, Facebook, Twitter)
  3. Current Designation, Website, Skills, Industry, Photos
  4. Gender, Date of Birth, Office Address, Current Office name, Previous Office name
  5. Experience in years, Highest Education (Degree, Institution, Major/Minor)

Enrich your People Data

  1. Go to Marketplace → All.
  2. Look for WebAmigo — Lead Enrichment for Zoho CRM or you can find it under Editor's pick.
  3. Install the extension.
  4. Create a new enrichment and select the module.
  5. Associate the enrichment values with the CRM fields and click Update.
Notes
Note: Users who have previously used People Data Enrichment from within the CRM, will need to migrate the people data to the extension after installing the extension and then create an enrichment.

Default mappings

People info: First/Last Name, Organization Name, Contact Details, Social Profiles, Professional Details, etc.
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