- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
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Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
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Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
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Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
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Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
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Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Scribe/Workbooks Connector
- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
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Configuration
- Introduction to System Administration
- Users & Security
- Database
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- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
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Releases & Roadmap
- Roadmap
- March 2021 Release
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Introduction to Data Enrichment
We have partnered up with FullContact to provide you with the ability to enrich your Workbooks data, which enables you to create highly personalised and effective marketing communication.
FullContact uses API data from sites such as Facebook, Twitter, LinkedIn, Google etc. to bring in more information about a Person, Organisation or Sales Lead.
What fields can be populated from FullContact?
The table below shows which fields can be populated using information from FullContact, you should ensure that you have added these fields to your form layouts if you want to be able to see this data.
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PERSON | Name, Photo, Job Title, Biography, LinkedIn profile, Facebook profile, Twitter profile, Skype name, Telephone, Postcode |
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ORGANISATION | Name, Logo, Biography, LinkedIn profile, Facebook profile, Twitter profile, Telephone, Postcode |
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SALES LEAD | Name, Photo, Job Title, Organisation name, Logo, Biography, LinkedIn profile, Facebook profile, Twitter profile, Skype name, Telephone, Postcode |
How it works
The Enrich button appears on People, Organisation and Sales Lead records where there is more information available for the Record. If the button does not appear, it is because there is no further information available.
Clicking on the Enrich button will show you what information is available. You can either choose to keep your current data or replace it with the information from FullContact.
If this field already has data in it then by default 'Current' will be selected so that you have a chance to review the information and manually select the changes.
If you search for an email address or domain name that doesn't exist in your database and the information is available via FullContact, then you will be prompted to create a new Person or Organisation Record.
Note: If you are creating Records from Data Enrichment you will need to ensure that you are able to create Records without a Record Template. This setting can be found in the Advanced Section of Record Customisation from within the Configuration Menu.