CRM enrichment

Enrich the records already in your CRM

Export the records in your CRM, match them against Australian and New Zealand business and people data, and import the enriched data straight back.

No integration to build and no code to write. Send the identifiers you already have, find the corresponding KnowFirst profiles, and download the additional data ready to re-import.

How it works

Your CRM data in. KnowFirst data out.

You already have names, employers, domains and business identifiers in your CRM. Use them to find matching records in KnowFirst and bring the additional data back to the records you already hold.

1

Export from your CRM

Export your contacts or accounts from Salesforce, HubSpot, Pipedrive or any CRM that produces a CSV - which is all of them. The identifiers you already hold are all KnowFirst needs to start.

2

Find the matching records

Search KnowFirst with the identifiers from your export - a person by name and employer, a business by name, domain, industry or registration details - and save each match to a list.

3

Export and re-import

Export the list with the fields you want and import the file back into your CRM, mapping the new columns onto the records you started from.

What you can enrich

Add more context to the records you already have

Business data

Add available company information including business identifiers, industry, locations, company size, websites and other business attributes.

People data

Retrieve information such as current employer, position, seniority and location to build a more useful contact record.

Contact data

Access available work email addresses and phone numbers when you need contact information for an existing record.

Export and re-import

Choose exactly what comes back

There is no CRM plugin or proprietary integration layer to work around. KnowFirst exports the data; you control what happens next.

Pick your fields

Choose the fields your export includes, so you bring back only what your CRM can use and leave the rest out of the file.

Fits any CRM

If your CRM can import a CSV, it can take a KnowFirst export - the download arrives as a ZIP with your data inside, ready for whatever import flow your CRM provides.

Lists keep it repeatable

Save matched records to a list and re-export whenever you want a refresh. The list is the record of what you enriched; the export is always a current copy.

Priced before you spend

Every export shows the record count and credit cost before it runs, so enriching a batch of records is never a surprise on the balance.

Example

One export. A richer record.

The columns you send out come back with company, people and contact data alongside them - ready to map onto the records you started from.

# from your CRM
name,company
Alex Taylor,Acme Pty Ltd
Sam Nguyen,Northwind Labs
# back from KnowFirst (truncated)
name,company,position,email,industry
Alex Taylor,Acme Pty Ltd,Head of Sales,alex@acme.com.au,Manufacturing
Sam Nguyen,Northwind Labs,Ops Manager,sam@northwind.com.au,Construction
Why KnowFirst

Enrichment built around Australian and New Zealand data

KnowFirst brings business and people intelligence together, so an enrichment can give you more than another field to add to a contact.

Business and people data together

Understand the person and the organisation behind them using connected business and people profiles.

Designed for Australian data

Work with Australian business identifiers and locally relevant company information alongside people and contact data.

Pay for the data you use

Enrichment draws from your existing KnowFirst credit balance, keeping platform and enrichment usage together.

Make more of the records you already have

Add Australian and New Zealand business, people and contact data to your existing CRM records - export, enrich and re-import.