If you’re tired of leads with missing emails, garbage job titles, or just plain wrong info, you’re not alone. Bad data slows down sales and wastes everyone’s time. If you’ve got Syncari in your stack, you can set up automated data enrichment to clean things up—without babysitting CSVs or nagging reps. This guide is for ops folks, admins, and anyone who wants cleaner, more useful lead data with less hassle.
Let’s get right into how to set up automated data enrichment workflows that actually work in Syncari—and what’s worth your time (and what isn’t).
1. Get Clear on What “Good” Lead Data Looks Like
Before you automate anything, figure out what “good” means for your team. Enrichment isn’t magic—it only works if you know what you want to fill in or fix.
Start with: - The fields your sales/marketing teams actually use (job title, company size, industry, etc.) - The sources of truth for each field (CRM, enrichment vendors, sales reps, web forms) - The minimum info you need for a lead to be actionable
Pro tip: Don’t enrich everything. Focus on the fields that matter for routing, scoring, or outreach. Otherwise, you’ll just spend money updating stuff no one cares about.
2. Connect Your Data Sources and Enrichment Vendors in Syncari
Syncari acts as the “traffic cop” for your data. You’ll need to connect: - Your CRM (Salesforce, HubSpot, etc.) - Any other systems where leads are created (marketing automation, chatbots, web forms) - The enrichment tools/services you want to use (Clearbit, ZoomInfo, Lusha, etc.)
How to do it: 1. In the Syncari dashboard, go to Connections. 2. Add your systems by following the guided setup. You’ll need API keys/logins for each. 3. For enrichment vendors, make sure you have enough credits and API access.
What to ignore: Don’t bother connecting every system under the sun. Start with the ones that actually create or update lead data. You can always add more later.
3. Map Your Data—But Keep It Simple
Now, you need to tell Syncari how fields match up across systems. This is the “data model.” If you overcomplicate it, you’ll regret it later.
Recommended approach: - Map only the fields you want to enrich (e.g., company name, job title, email, phone, industry). - Decide which system “owns” each field. For example, CRM might own job title, enrichment vendor owns company size. - Set up field transformations if you need to clean up formats (like standardizing job titles).
Watch out for: - Conflicting field names (e.g., “Company” vs. “Account Name”) - Unwanted overwrites—don’t let enrichment tools nuke good data you already have
Pro tip: If you’re not sure which system should own a field, default to the one that’s used most in day-to-day work.
4. Build Your Enrichment Workflow
Here’s where the automation happens. Syncari uses “pipelines” (sometimes called “workflows” elsewhere) to automate data processes. You’ll set up a pipeline that enriches new or updated leads.
Step-by-step: 1. In Syncari, go to Pipelines and create a new pipeline. 2. Set the trigger: Usually, “When a new lead is created” or “When a lead is updated.” 3. Add an enrichment step: Pick your enrichment vendor(s). - Most vendors have pre-built connectors in Syncari. If not, you can use a generic API connector. - Configure it to enrich only the fields you care about. 4. Set up filters to avoid wasting credits: - Only enrich if the field is blank or obviously wrong (e.g., “asdf” as a job title). - Don’t enrich leads from your own company or known test domains. 5. Decide what happens next: - Overwrite the field with enriched data? - Only fill in if blank? - Flag for review if there’s a conflict? 6. Add a step to sync the enriched data back to your CRM and other systems.
What works well: - Limiting enrichment only to incomplete or suspect records - Running enrichment at creation plus a regular “sweep” for older leads - Logging what was changed, so you can track if enrichment is actually helping
What doesn’t: - Blindly enriching every lead—wastes vendor credits and can overwrite good info - Overcomplicated workflows with too many “if/then” branches
5. Set Up Monitoring and Error Handling
Automations break. Vendors go down. Data gets weird. If you’re not monitoring, you won’t know until sales yells at you.
Set up: - Alerts for failed enrichment steps (email, Slack, etc.) - A dashboard in Syncari to track enrichment rates, failures, and field fill rates - A “quarantine” workflow for leads where enrichment fails badly (so they don’t pollute your CRM)
Pro tip: Review a sample of enriched leads every week or two, especially early on. Look for junk data, weird edge cases, or anything that doesn’t pass the sniff test.
6. Roll It Out Slowly—And Get Feedback
Don’t flip the switch for your whole database on day one. Start small: - Test with a subset of leads (e.g., new leads only, or one region) - Get feedback from sales and marketing about data quality - Adjust your pipeline as you find issues—there will be some
Only expand when you’re confident it’s working. If you find the enriched data isn’t actually helping, be willing to pause and rethink.
7. Measure the Impact (and Tune as You Go)
Automation is only worth it if it’s making life better. Once your enrichment workflow is running: - Check if lead quality scores or conversion rates improve - Ask sales if they’re getting fewer “who is this?” leads - Track enrichment vendor usage/costs—don’t burn money for no reason
What to ignore: Any “AI-powered” vendor promises that sound too good to be true. Test with your own data and see if the info is actually useful.
Common Gotchas and How to Avoid Them
- Over-enriching: Don’t fill every possible field. Sales doesn’t care about 30 data points—just the basics.
- Messy source data: If your source systems are a mess, enrichment won’t fix it. Clean up first.
- API limits/credit overages: Watch your vendor usage—costs can spiral quickly if you’re not careful.
- No feedback loop: If you never check the data, errors will pile up. Review early and often.
Final Thoughts: Keep It Simple, Iterate Often
A good automated enrichment workflow in Syncari isn’t about fancy flows—it’s about getting the right info to the right people, automatically. Start small, don’t try to enrich everything, and check your results. Then tweak, improve, and only expand when you’re sure it’s helping.
Simple, useful beats complicated and “magical” every time. Go build something that actually works for your team.