Prepare reviewed CRM data

CRM Enrichment starts with controlled mapping and approval

Use supported CRM export data or an approved generic connection workflow to map contact and company fields before a reviewed enrichment operation.

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What CRM Enrichment does

CRM Enrichment describes controlled field mapping and reviewed outcomes. This page does not claim named commercial connectors, delegated authorization, or bidirectional synchronization.

Supported input and returned output

Supported inputs

CRM export dataProvide a permitted contact or company export structure.
Field mappingMap source columns to supported Standard Data fields.
Approved connection contextUse only a generic connection that has passed required approval.

Returned outputs

Mapped recordsReceive normalized contact and company fields.
Row or record outcomesKeep completed, partial, failed, and unavailable states visible.
Review evidenceInspect field provenance and operation status before export or save.

Typical workflow

Import or connect

Start with a permitted export or approved generic connection.
Map fields

Review source-to-target field mappings.
Run controlled enrichment

Execute only after the required approval and runtime gates pass.
Review outcomes

Inspect results before any permitted downstream update.

Primary use cases

Export cleanup

Prepare supported CRM export fields for review.

Record completion

Complete permitted contact and company fields.

Mapping governance

Document source, target, and unavailable fields before execution.

Data confidence and field provenance

Mapping and field confidence

Quality combines mapping validity with field-level evidence; it does not imply a successful external update.

Record provenance

Safe source and operation context remain attached to reviewed fields.

Use through Workspace, CSV, or API

Workspace

Review mappings and outcomes under workspace roles.

CSV

Use a permitted export file as the controlled source.

API

Use documented interfaces only where the approved integration contract permits.

Product maturity

CRM Enrichment

Approval required

The generic connector exists, but supported commercial integrations require approval.

Not included or not currently available

No named connector claimNo unapproved third-party connector is presented as available.
No delegated authorization flowThe page does not simulate an unimplemented authorization exchange.
No bidirectional synchronization claimReviewed enrichment does not imply continuous two-way updates.

Trust and controls

Mapping review

Users review source and destination fields before execution.

Approval gate

Unapproved integrations fail closed.

Outcome audit

Safe operation results remain reviewable.

Frequently asked questions

Map before execution

Review CRM Enrichment approval

Create a workspace to inspect supported mapping controls, or log in to continue.