AutomationTasks

Enrich

Enrich an account or contact, find emails and phone numbers, detect job changes, or verify email deliverability.

Task type: Enrich

Use Enrich to fetch account or contact enrichment data, find emails and phone numbers, detect job changes, or verify email deliverability before analysis, scoring, field updates, or outbound workflows.

Run behavior

  • Side effects: This task is read-only or computation-only by default. It returns data for later steps rather than directly writing records or sending messages.
  • Credit usage: This task is not classified as credit-billed by the workflow task registry.

When to use this task

  • Fill missing account or contact data.
  • Fetch emails, phones, company details, social data, or job-change context.
  • Verify whether an email address is deliverable before sending.
  • Prepare richer context before an AI Prompt or Update Record step.

Setup tips

  • Choose account vs contact enrichment deliberately.
  • Pass existing source record ids when updating records already in GTM Engine.
  • Decide whether phone enrichment is needed before enabling it.

Examples

Enrich a new contact

Use first name, last name, company domain, and source contact id to fetch missing contact details.

Outputs

  • Enrichment result data for the selected account or contact.

Common pitfalls

  • Running enrichment without enough identifying information.
  • Enriching contacts when the workflow only needs account-level data.
  • Assuming every enrichment provider will return every field.

Reference details

These details are generated from the workflow task registry and match the fields available in the builder.

Required fields

  • enrichmentType

Variable-aware fields

Fields that accept variable references ({{ inputs.x }}, {{ steps.N.y }}) from the workflow's variable graph:

  • sourceAccountId
  • sourceContactId
  • updateContactId
  • firstName
  • lastName
  • fullName
  • email
  • linkedin
  • domain
  • companyName
  • companyDomain
  • contactFirstName
  • contactLastName
  • contactLinkedin
  • contactEmail
  • contactDomain
  • verifyEmail
  • customFields

Liquid template fields

Fields that are rendered through Liquid (variables plus filters and control flow):

  • sourceAccountId
  • sourceContactId
  • updateContactId
  • firstName
  • lastName
  • fullName
  • email
  • linkedin
  • domain
  • companyName
  • companyDomain
  • contactFirstName
  • contactLastName
  • contactLinkedin
  • contactEmail
  • contactDomain
  • verifyEmail
  • customFields

Builder guidance

When the Workflow Builder Genie configures this task, it follows this guidance:

Use when enrichment data should be fetched before analysis or update steps.

Default configuration

New instances of this task start with the following configuration:

{
  "name": "Enrich",
  "outputKey": "enrich",
  "taskType": "Enrich",
  "description": "",
  "enrichmentType": "contact",
  "includePhones": false
}

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