Enrich

Task type: Enrich

Use Enrich to fetch account or contact enrichment data 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.
• 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.

Related guides

• Import and enrich prospects

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
• 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
• 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
}