Configure Enrichment

Step-by-step guide to setting up Enrichment to automatically enhance your HubSpot contacts and companies with LinkedIn data.

New to Enrichment?

Start with the Enrichment Overview to understand how enrichment works. This page is a practical setup guide.

Getting Started

1. Navigate to Enrichment Settings

   Go to Settings → Enrichment to access the configuration page.

   You’ll see two collapsible sections:

   • Contact Enrichment — Configure contact enrichment (2 credits/contact)
   • Company Enrichment — Configure company enrichment (1 credit/company)

   Each section has three areas: Types, Sources, and CRM Updates

   

2. Enable Enrichment Type

   In the Types section (Contact or Company):

   • LinkedIn enrichment type shows the credit cost per record
   • Set Daily Limit to control processing speed (e.g., 100/day)
   • Toggle ON to enable

   

3. Add Sources

   Click + Add in the Sources section to define which records to enrich.

   

   Choose Filter Type:

   • All records — Enrich every contact/company in HubSpot
   • Latest records — Only records created in last X days (recommended for ongoing enrichment)
   • From CRM list — Select specific HubSpot list/segment
   • Specific records — Paste comma-separated record IDs
   • From events — Subscribe to pipeline events (with optional cutoff date)
   For Contact Enrichment only: Auto-associate to company

   When enabled, the enrichment flow:

   1. Opens the contact’s company LinkedIn page
   2. Searches HubSpot for an existing company (by domain or LinkedIn URL)
   3. If company exists: Associates the contact to it
   4. If company doesn’t exist: Creates a new company record
   5. If new company created + Company Enrichment mappings configured: Enriches the new company automatically

   Cost: +1 credit per contact (total: 3 credits with auto-associate enabled)

   Note: Existing companies are NOT re-enriched. Only newly created companies are enriched (and only if you have Company Enrichment mappings configured).

   Click Create to save the source.

4. Configure Field Mappings

   Click + Add field in the CRM Updates section.

   

   For each mapping:

   • Enrichment Field — Select from available Sellestial enrichment data (see field catalogs below)
   • CRM Field — Choose target HubSpot property (shows property name and internal name)
   • Write Mode — Choose how to handle existing data:
     • Write if empty — Only populate blank fields (safest)
     • Always overwrite — Replace all values (standardization)
     • Write if not modified by user — Respect manual edits
     • Skip — Don’t write this field
   • (Optional) Allowed Values — Define vocabulary for enum fields (Industry, Country, etc.)

   Click Create to save the mapping.

   Repeat for all fields you want to enrich.

5. Monitor Results

   Navigate to Enrichment → Contact or Enrichment → Company to see the enrichment log.

   

   The log shows:

   • Record name and details
   • Status (Scheduled, In Progress, Completed, Failed, System Error, Skipped)
   • Processed at timestamp
   • Actions: LinkedIn (opens discovered profile), Open in HubSpot

   Use the Status filter to find Failed or System Error items for investigation.

Available Enrichment Fields

Contact Enrichment Fields

Map these LinkedIn profile fields to your HubSpot contact properties:

Enrichment Field	Description
First Name	Contact first name
Last Name	Contact last name
Job Title	Latest job title at the associated company
Company	Associated company name
Country	Location country
Industry	Industry classification
LinkedIn Url	Contact LinkedIn profile URL
Company LinkedIn Url	Associated company LinkedIn page URL
Last Enrichment Attempt At	Timestamp of last enrichment
Last Enrichment Attempt Status	Status text of last attempt

Company Enrichment Fields

Map these LinkedIn company and firmographic fields to your HubSpot company properties:

Enrichment Field	Description
Name	Standardized company name
Domain	Company domain name
Description	Company description / about text
Country	Headquarters country
Industry	Industry classification
Founded Year	Year company was founded
LinkedIn Url	LinkedIn company page URL
Calculated Number Of Employees	Max Of (Number Of Employees, Employee Count From)
Number of Employees	Number of people associated with the company
Employee Count From	Lower bound of the company size range
Employee Count To	Upper bound of the company size range
Logo Url	Company logo image URL
Last Enrichment Attempt At	Timestamp of last enrichment
Last Enrichment Attempt Status	Status text of last attempt

Allowed Values

The problem

LinkedIn returns inconsistent values for the same concept:

• Country: “USA”, “United States”, “US”, “U.S.A.”
• Industry: “Computer Software”, “Software”, “SaaS”, “Technology”, “Tech”

This creates dirty data and prevents accurate segmentation and reporting.

The solution

Define your standard vocabulary for each enum field:

Country: [“United States”, “Canada”, “United Kingdom”, “Germany”, …]
Industry: [“Software & Technology”, “Financial Services”, “Healthcare”, …]

Sellestial’s AI maps LinkedIn variations to your closest allowed value, ensuring clean, consistent data.

Best for: Industry, Country, State, Company Type, any enum/select property

Enrichment Statuses

Records move through different statuses during processing:

Status	Meaning	Action
Scheduled	Queued for processing (pending capacity or daily limit)	Wait or increase daily limit
In Progress	Currently being enriched	No action needed
Completed	Data successfully written to HubSpot	Verify in HubSpot if desired
Failed	Could not complete (no LinkedIn match or write error)	Check LinkedIn action, review mappings
System Error	Unexpected system issue	Retry scheduled automatically; contact support if persistent
Skipped	Intentionally skipped (source filters, limits, or no changes needed)	Review source configuration

Filter the enrichment log by status to quickly investigate issues.

Next Steps

Understand concepts:
→ Enrichment Overview — Learn about enrichment types, use cases, and best practices

Monitor results:
→ Usage — Track credit consumption and success rates

Validate data first:
→ Template Marketplace — Find validation and cleaning pipelines