Automatically enrich new CRM contacts with LinkedIn and company info

New contacts added to your spreadsheet get filled in automatically with job titles, emails, phone numbers, and company details.

How the work actually flows

A straight line. Runs once per each new contact.

Pattern: Sequence (1) ยท Multiple Instances without Synchronization (12)

flowchart TD trig>"new contact row added"]:::trig s0["group contacts into batches"]:::task s1[["search linkedin profile"]]:::mi s2["pull contact and company details"]:::task s3[("write details back to row")]:::store trig --> s0 s0 -->|"one per each new contact"| s1 s1 --> s2 s2 --> s3 out[/"contact rows fully enriched"/]:::out pay{{"complete contact data without manual research"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemA record or sheetResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales PipelineSpreadsheet & Database Ops
Connects
Google SheetsLinkedIn

The problem it solves

You add a new contact to your list but only have a name and maybe a company. Digging up their job title, direct email, phone number, and company details by hand eats up time you'd rather spend selling or serving customers.

Who it fits

A sales or business development team that keeps prospect and customer contacts in a shared spreadsheet.

How it works

  1. When a new contact row is added to your spreadsheet, the automation picks it up
  2. It groups new contacts into small batches to keep lookups reliable
  3. It searches for each person's LinkedIn profile using their name and company
  4. It pulls their job title, email, phone, and location, plus their company's website, phone, and email
  5. It writes all the enriched details back into the same spreadsheet row
What you get

Contact records filled in and ready

New contacts in your spreadsheet get filled in automatically with job titles, emails, phone numbers, and company details for your team.

What you get

A spreadsheet row for each contact fully filled in with personal and company contact details.

What you need

A Google Workspace account and an API key from a contact-enrichment service.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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