Contacts and companies · Autessa CRM
Enrichment
Autessa CRM enriches people and companies from Apollo. Enrich on a contact looks the person up and fills any blank fields; Enrich from Apollo on companies fills company details and works out the domain from the people’s work emails when the website is empty. Enrichment never overwrites what your team entered.
The problem
Half-empty records slow down every rep
A name and an email is not enough to qualify anyone. Enrichment fills titles, phones and company details in a click, and because it only fills blanks, it never undoes your team’s research.
What you get
- Contact Enrich: one person, one Apollo credit, blank fields only.
- Company enrich: in bulk from the Companies grid, no credit, blank fields only.
- Finds the company domain from people’s work emails if the website is missing.
- Your Apollo API key is stored as a sealed secret; Settings shows the last four characters and who set it, with rotate and remove.
How it works
How does enrichment work in Autessa CRM?
- 1
Add your Apollo key
Settings → Integrations → Apollo.
- 2
Enrich
On a contact, or in bulk on companies.
- 3
Check the filled fields
Only blanks were filled.
Every option
Enrichment settings
| Option | What it does |
|---|---|
| Apollo API key | Sealed secret; last four shown; rotate or remove. |
| People | Enrich on a contact; spends one credit. |
| Companies | Bulk Enrich from Apollo; no credit. |
| Overwrite rule | Fills blank fields only. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Sales Rep | Edit the records they own and unowned records. Never deletes or reassigns. |
| Sales Manager | Edit anything, delete, reassign owners and territories, and change shared configuration. |
| Administrator | Set, rotate or remove the Apollo key. |
Connected
How it connects to the rest of Autessa CRM
FAQ
Questions about enrichment
Which enrichment provider does Autessa CRM use?
Apollo, with your own Apollo API key.
Will enrichment overwrite my data?
No. It only fills fields that are blank.
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