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Contact-Enrichment-Workflow

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Contact Enrichment Workflow

Purpose

This document outlines the automated process for enriching contact data in your Loxo CRM, ensuring all hiring manager profiles contain accurate, complete information before outreach campaigns.

🎯 Workflow Overview

When a new hiring manager contact enters your Loxo database, we automatically enrich their profile through a two-stage process:

  1. Loxo Native Enrichment — Your CRM’s built-in data enhancement
  2. Custom Verification & Enhancement — Our automation cross-references multiple databases to ensure accuracy and fill missing fields

📊 Process Flow Diagram

flowchart TD
    A[New Contact Enters Loxo] --> B{Assign Default Status}
    B --> C[Status: Enrich]
    
    C --> D[Loxo Native Enrichment]
    D --> E{Native Enrichment Complete}
    
    E --> F[Custom Automation Triggered]
    F --> G[Bright Data AI Agent]
    
    G --> H{Verify & Enrich Data}
    H --> I[Cross-Reference Industry Databases]
    H --> J[Validate Company Information]
    H --> K[Enrich LinkedIn Profile]
    H --> L[Verify Hiring Function]
    H --> M[Validate Contact Details]
    
    I --> N{All Fields Complete?}
    J --> N
    K --> N
    L --> N
    M --> N
    
    N -->|Yes| O[Status: Verified]
    N -->|Partial| P[Status: Review Needed]
    N -->|Failed| Q[Status: Enrichment Failed]
    
    O --> R[Ready for Campaign]
    P --> S[Manual Review Queue]
    Q --> T[Investigation Required]
    
    style C fill:#ffd700
    style O fill:#90ee90
    style P fill:#ffcc00
    style Q fill:#ff6b6b

🔄 Detailed Process Steps

Phase 1: Initial Contact Entry

Status: Enrich

  • New hiring manager contact is added to Loxo (manually or via import)
  • System automatically assigns “Enrich” status
  • Contact enters enrichment queue

Phase 2: Loxo Native Enrichment

Status: Enrich (in progress)

  • Loxo’s built-in enrichment feature activates automatically
  • Populates basic fields from Loxo’s data sources:
    • Name formatting
    • Email validation
    • Basic company information
    • Phone number format

Native Enrichment Limitations

Loxo’s native enrichment does not include:

  • Industry classification
  • Detailed company data
  • LinkedIn URLs for all contacts
  • Hiring function/department
  • Custom fields specific to your workflow

Phase 3: Custom Verification & Enhancement

Status: Enrich → Transitions to new status

  • n8n automation detects contacts with “Enrich” status (leveraging Global Status field)
  • Bright Data AI Agent performs deep data verification:
    • Industry Verification: Confirms accurate industry classification
    • Company Enrichment: Validates company name, size, location
    • LinkedIn Discovery: Finds and validates LinkedIn profile URLs
    • Hiring Function: Identifies department and hiring authority
    • Data Accuracy: Cross-references multiple databases for consistency

Phase 4: Status Assignment

Based on enrichment results, contact receives one of three statuses:

StatusMeaningNext Action
VerifiedAll critical fields enriched and verifiedReady for outreach campaigns
Review NeededPartial enrichment; some fields missingManual review queue
Enrichment FailedUnable to verify/enrich dataInvestigation required

📋 Enriched Fields

Critical Fields (Must Be Present)

  • ✅ Full Name (First, Last)
  • ✅ Email Address (verified)
  • ✅ Company Name
  • ✅ Industry
  • ✅ Hiring Function/Department

Enhanced Fields (Enriched When Available)

  • 🔍 LinkedIn Profile URL
  • 🔍 Company Size
  • 🔍 Company Location
  • 🔍 Direct Phone Number
  • 🔍 Job Title Confirmation

🎯 Status Recommendations

Best for: Clear workflow, easy tracking, minimal manual intervention

Enrich → Verified → [Campaign Status]
       → Review Needed → [Manual Queue]
       → Enrichment Failed → [Investigation]

Option 2: Detailed Five-Status Model

Best for: Granular tracking, quality control processes

Enrich → Native Complete → Verified → Approved → [Campaign Status]
                         → Review Needed → [Manual Queue]
                         → Enrichment Failed → [Investigation]

Option 3: Campaign-Ready Model

Best for: Direct integration with outreach workflows

Enrich → Verified → Campaign Ready → [Active in Campaign]
       → Review Needed → [Manual Review]
       → Enrichment Failed → [Data Issue]

Recommended Status: "Verified"

We recommend using “Verified” as the post-enrichment status for contacts that pass all validation checks. This clearly indicates the contact is ready for campaign use without ambiguity.

🔧 Technical Components

Loxo API Integration

  • Endpoint: GET /{agency_slug}/people?query=person_global_status_id:[enrich_status_id] (Standard Global Status)
  • Capability: Retrieve all contacts with “Enrich” status
  • Pagination: Uses scroll_id for efficient large dataset retrieval

n8n Automation Workflow

  • Trigger: Scheduled (e.g., every 15 minutes) or webhook-based
  • Data Source: Bright Data AI Agent MCP
  • Update Method: PUT /{agency_slug}/people/{id} for individual contact updates

Bright Data Integration

  • Function: AI-powered web scraping and data verification
  • Sources: LinkedIn, company databases, industry registries
  • Accuracy: Cross-references multiple sources for validation

⚡ Automation Benefits

For Your Team

  • Time Savings: Eliminates 95% of manual data entry
  • Data Quality: Ensures consistent, accurate contact information
  • Campaign Readiness: Only verified contacts enter outreach campaigns
  • Reduced Bounce Rates: Email and contact validation before sending

For Campaign Performance

  • Better Targeting: Accurate industry and company data enables precise segmentation
  • Personalization: Complete profiles enable tailored messaging
  • Higher Response Rates: Reaching the right person with the right context
  • Compliance: Verified opt-in status and contact preferences

🚦 Success Metrics

MetricTargetCurrent
Enrichment Success Rate>90%TBD
Fields Completed per Contact8-10TBD
Time from Entry to Verified<30 minTBD
Manual Review Required<10%TBD

📝 Status Definitions Reference

Enrich

When Assigned: Contact creation (default) Meaning: Awaiting automated enrichment User Action: None (fully automated)

Verified

When Assigned: After successful enrichment and validation Meaning: All critical fields complete and accurate User Action: Contact ready for campaigns

Review Needed

When Assigned: Partial enrichment or data conflicts detected Meaning: Requires human verification of specific fields User Action: Review flagged fields and approve/correct

Enrichment Failed

When Assigned: Unable to enrich or verify contact data Meaning: Insufficient data sources or invalid contact User Action: Investigate source or remove from database

🔌 Loxo API Capabilities

Technical Foundation

Understanding what’s possible with the Loxo API helps you see the full potential for automation and data management in your CRM.

What You Can Do With the API

Contact & Company Management

  • Create, Read, Update contacts (hiring managers, candidates, company contacts)
  • Bulk Filtering — Search and retrieve contacts based on:
    • Status (e.g., all contacts with “Enrich” status)
    • Custom fields you create
    • Job stage, workflow stage, or list membership
    • Advanced search using Lucene query syntax (combine multiple filters)
  • Merge Duplicate Contacts — Automatically or manually consolidate records
  • Custom Field Management — Create and populate custom fields specific to your workflow

Enrichment & Data Enhancement

  • Email Management — Add/update/validate multiple email addresses per contact
  • Phone Numbers — Manage multiple phone numbers with type classification
  • Social Profiles — Add LinkedIn, Twitter, and other social profiles
  • Job History — Track employment history and career progression
  • Education Profiles — Store educational background
  • Company Associations — Link contacts to companies with relationship types

Automation Workflows

  • Event Tracking — Log calls, meetings, emails, and custom activities
  • Document Management — Upload/download resumes, contracts, and other files
  • Status Updates — Programmatically move contacts through your workflow stages
  • List Management — Automatically add/remove contacts from targeted lists
  • Webhooks — Real-time notifications when data changes (e.g., new contact added)

Advanced Features

  • Job Management — Create and manage job postings, link candidates to positions
  • Deal Tracking — Monitor recruitment deals through custom workflows
  • SMS Integration — Send SMS messages and track opt-in status
  • Form Submission — Create custom intake forms with automated processing
  • Scorecards — Build candidate evaluation templates and track scores

Practical Applications for Your Workflow

Automated Lead Scoring

1. Contact enters with "Enrich" status
2. Automation enriches profile data
3. API calculates lead score based on:
   - Company size and industry match
   - Hiring authority level
   - Previous engagement history
4. Assigns priority tier automatically

Campaign Segmentation

1. Filter contacts by industry + hiring function
2. Create targeted lists automatically
3. Assign to appropriate email campaigns
4. Track engagement and update status

Data Quality Monitoring

1. Daily scan for contacts with incomplete profiles
2. Flag for enrichment or manual review
3. Track data completeness metrics
4. Generate quality reports

API Limitations to Know

Batch Update Constraints

Individual Updates Required: The Loxo API does not support true “bulk update” in a single API call. Each contact update requires a separate PUT request.

Workaround: Our automation handles this by processing contacts sequentially or in parallel batches, making it feel like bulk updates from your perspective.

Rate Limiting

Like most APIs, Loxo has rate limits to prevent system overload. Our automation includes:

  • Intelligent throttling to stay within limits
  • Retry logic for failed requests
  • Error handling and logging

Integration Possibilities

Current Integrations:

  • ✅ Bright Data (enrichment)
  • ✅ n8n (automation platform)

Future Integration Options:

  • 📧 Email marketing platforms (Mailchimp, SendGrid)
  • 📊 Analytics dashboards (custom reporting)
  • 💼 LinkedIn Sales Navigator (profile enrichment)
  • 🗄️ External databases (industry-specific data sources)
  • 📱 SMS providers (Twilio for text campaigns)

Related Documents:

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