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How to set up an enrichment workflow
How to set up an enrichment workflow

In this article we'll walk you through the best practices for creating your first workflow on Kaspr

Isabelle Riley avatar
Written by Isabelle Riley
Updated over a week ago

The enrichment workflow allows you to export and automatically enrich B2B contact data, such as emails and phone numbers, directly from LinkedIn.

Create your first enrichment workflow

🔔 A best practice for organizing your leads on Kaspr is to create an enrichment workflow before you launch your sales automation on LinkedIn. This way, you can streamline organizing and sending your leads to your CRMs.

📝 Note: You can still launch a sales automation on LinkedIn without setting up a workflow, there are standard enrichments already available for you to use (Enrichment with Phone, Enrichment with Email Pro (AKA B2B emails), Enrichment with Email Pro and Phone, or a general Enrichment).

There are two types of enrichment available in the Kaspr dashboard:

  1. Mobile required

  2. B2B email required

📖 Workflow: This is the series of actions that are necessary to complete a task. Each step in the workflow has a step before it and a step after it, except for the very first and last ones.

Step 1: In the Kaspr dashboard, go to the sales automation tab and click New workflow.

Step 2: From the group of workflow templates, select Enrichment, and click Continue.

Step 3: Name your workflow and click on Kaspr Enrich LinkedIn. On the right, a side window will open.

Step 4: Choose a type of enrichment (email, phone, or both). Click Save this step.

💡 Tips :

  • If you select "Email pro required" it means we will only spend the credit if Kaspr finds at least 1 professional email. If we also have the phone number we will provide it to you.

  • If you select "Mobile required" it means we will only spend the credit if Kaspr finds at least 1 phone number. If we also have the professional email we will provide it to you.

  • If you select both "Email pro required" and "Mobile required" it means we will only spend the credit if we find both emails AND phone numbers.

  • If you don't select any criteria, we will spend the credit, no matter the information we can enrich.

Step 6 (Optional): Connect with your CRM! Click on + Attach more. On the right, a side window will open.

If you attach a block, you can send the enriched contacts to your selected integrations.

Here's how you can integrate Kaspr with your favorite tools:

Step 7: Select an integration and click Continue.

Launch your workflow

Step 1: Once you've created your workflow, click Save & publish.

Step 2: Click on Confirm to activate your workflow.

Your workflow should be published to your Kaspr dashboard, with the status button on.

Create a Lead list on your dashboard

Step 1: Go to your dashboard and open the Leads tab. Click on the Lists button and from the drop-down section select Create a new list.

Step 2: Type the name of the list, based on the category of leads you'll be saving here. Once chosen, click Create.

🔔 Now you're ready to save your leads directly to this list when you launch a sales automation! Once your automation is launched, you can check back to the list on your Leads tab to view your profiles.

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