How to Enrich Meetings with Prospect Data

Passaggi

1. 1

   Connect your data provider

   Navigate to Settings > Integrations and connect your preferred data enrichment provider — ZoomInfo, Cognism, Lusha, or Apollo. Each provider enriches meeting attendees with contact, company, and intent data.

2. 2

   Configure automatic enrichment triggers

   Set up triggers so that when a meeting is scheduled, attendee data is automatically enriched. The AI pulls job title, company size, tech stack, recent funding, and social profiles.

3. 3

   Review enriched meeting briefs

   Before each meeting, review the AI-generated brief that includes enriched attendee profiles, company intelligence, and any available intent signals indicating buying readiness.

4. 4

   Identify key stakeholders

   Use the enrichment data to map the buying committee. See org charts, reporting structures, and mutual connections that can help you navigate the deal.

Domande frequenti

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In tendenza

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