Smart Data Enrichment FAQ

Created by Aye Myat, Modified on Sun, 12 Jul at 6:45 PM by Ram Tulasi

Applies To

  • Smart data enrichment

FAQ

What enrichment providers are supported currently?

The following providers are available and integrated:

  • ZoomInfo: Supports core enrichment like firmographics, contact data, and key signals such as funding and job changes.

    The data categories available are:

    • Companies/Accounts — Firmographics, Tech Stack, Competitors, Departments, Funding Rounds
    • Prospects — Demographics, Email Addresses, Phone Numbers, Current Employment
    • Signals — Funding Round, Intent Topics, Website Visits, Anomalous hiring, New award, Intent competitor spike, CXO change, Divestiture, Earnings, G2 visit, Intent spike, IPO offering, Senior job postings, Layoffs, Mergers and acquisitions, Pain points, New partnership, New product launch, Podcast mentions, Scoops, New technology, Web form complete, New deal won.
  • SalesIntel: Strong in firmographics and demographics data, contacts, and key signals such as funding and job changes.

    The data categories available are:

    • Companies/Accounts — Firmographics, Tech Stack, Competitors, Leadership, Departments, Funding Rounds
    • Prospects — Demographics, Email Addresses, Phone Numbers, Current Employment
    • Signals — Joined Company, Funding Round, IPO Announcement, Acquisition, Acquired
  • LeadIQ:

    The data categories available are:

    • Companies/Accounts — Firmographics
    • Prospects — Demographics, Email Addresses, Phone Numbers, Current Employment

We are actively onboarding additional enrichment providers and will continue adding new providers regularly to expand data coverage and meet evolving customer needs.

Can we use multiple enrichment providers at once?

Yes. SDES supports connecting and using multiple enrichment providers simultaneously. You can assign different providers to enrich each data category (e.g., SalesIntel for firmographics and ZoomInfo for contact data), providing maximum flexibility and coverage.

How is data enrichment triggered in Outreach?

Enrichment can be triggered in multiple ways:

  • Manual enrichment by users (e.g., from a record detail page or a bulk action).
  • Automated enrichment via AI Agents and workflows.

What happens when enriched data conflicts with existing data?

Admins can configure Field Update Rules for relevant data categories. Options include:

  • Always overwrite — The field is always updated with the new value.
  • Conditional overwrite — Only stores the new data if the field is empty.
  • Do not update — The field is not updated.

What search criteria can I use when finding new prospects using Revenue Agent?

Depending on the data provider connected, you can use a combination of Department, Seniority, Location and other criteria listed here. Job title based search find matches that using the OR condition, when multiple titles are provided (the title search is case insensitive).


What are all the UI surface where the enriched data is visible and actionable?

Data categoryOutreach UI
Account FirmographicsAccount details tile
About Account page
Account Tech Stack
Account Tech Stack tile
Account Competitors
Account Competitors tile
Account DepartmentsCustom tile
Account Funding rounds
Account Brief tile
Account News articlesAccount Brief tile
Account Intent topicsAccount -> Intent Topics tab
Revenue Agent
Account Website visitsAll Signal surfaces - Revenue Agent, Personalization Agent, Account details right panel, Account details -> Activity -> Signals
Prospect DemographicsProspect details tile
Prospect Email addressesProspect details tile
Prospect Phone numbersProspect details tile
Prospect EducationProspect details tile
Prospect EmploymentProspect details tile
Signals
(New funding round, CXO change, Earnings, Intent spike, etc.)
All Signal surfaces - Revenue Agent, Personalization Agent, Account details right panel, Account details -> Activity -> Signals

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