Below is a step-by-step guide on how to use the Firmable Enrichment HubSpot app including the process of enriching contact and company records.
Prerequisites
- You are on a Small Teams, Teams Pro or Enterprise plan with Firmable.
- The Firmable Enrichment app is installed. See How to connect the Firmable Enrichment HubSpot app.
Still need to install the app? See How to connect the Firmable Enrichment HubSpot app.
Enrich HubSpot contact records
- Find the specific contact you wish to enrich and click on it.
- In the right sidebar, locate the Firmable Contact Enrichment card. It shows how many property updates are available for the contact. Click Enrich contact record.
Tip: If you can’t see the Firmable Enrichment card on a record, a HubSpot admin needs to add it. See How to add the Firmable Enrichment card to HubSpot records.
- A pop-up window will appear displaying all available fields for enrichment. Choose the fields you want to enrich by selecting the boxes on the left.
Note: Enriching a record will only use one credit per contact, regardless of how many fields are enriched. If you have previously enriched the record, you can re-enrich it without using additional credits.
- Click on Enrich to apply the changes.
- The next page will confirm the updates made and the record enrichment process is now completed. Click Done to return to the contact record.
- You will see the contact record enriched with new data.
Other actions available on HubSpot contact records
From the Firmable Contact Enrichment card, you can go straight to Firmable.
- Click View this contact in Firmable to see the same contact in Firmable and additional data available on them including work history, skills, education, similar people, etc.
- Click on Search in Firmable to directly access Firmable and search for more contacts or companies, manage your lists, etc.
Enrich HubSpot company records
- Find the specific company you wish to enrich and click on it.
- In the right sidebar, locate the Firmable Company Enrichment card. It shows how many property updates are available for the company. Click Enrich company record.
- A pop-up window will appear displaying all available fields for enrichment. Choose the fields you want to enrich by selecting the boxes on the left.
Note: Enriching a record will only use one credit per company, regardless of how many fields are enriched. If you have previously enriched the record, you can re-enrich it without using additional credits.
- Click on Enrich to apply the changes.
- The next page will confirm the updates made and the record enrichment process is now completed. Click Done to return to the company record.
- You will see the company record enriched with the new data.
Other actions available on HubSpot company records
The Firmable Company Enrichment card also has Enrich linked contacts, View this company in Firmable and Search in Firmable.
- Click View this company in Firmable to open the company profile in Firmable and see everything available about it, including company details and news.
- Click on Search in Firmable to directly access Firmable and search for more contacts or companies, manage your lists, etc.
Enrich contacts linked to this company
- Click Enrich linked contacts to see other contact records in HubSpot linked to this company where there is Firmable data available for enrichment.
- On the next screen, you will see the contacts linked to this company. Select the contacts you want to enrich and click Next.
- Check the contacts you selected and click Next. One credit is used per contact, unless your organisation has already downloaded or enriched that record.
- Choose the fields you want to enrich and click Enrich.
Learn more about how to connect the Firmable Enrichment HubSpot app.
Learn more about how to add the Firmable Enrichment card to HubSpot records.