Lead enrichment and hygiene

Leads arrive with half the fields a rep needs: no work email, an old job title, and a company that already exists in the CRM under a different name. Reps rebuild the same list by hand, the first touch lands a week late, and weak records turn into weak conversations. This workflow runs a daily pass over new and recently changed leads. It checks each record against the enrichment sources the team already pays for, fills in missing emails, phone numbers, and headcount, and matches near-duplicate company names. Records it cannot resolve with confidence go to a review list instead of straight into the CRM. A human still approves every merge, deletes records that are truly dead, and decides which segment a corrected lead belongs to. The result is one clean list per segment, with a record of what changed and who signed off on it.