Workflow

Weekly CRM Contact Enrichment Workflow

Automated weekly workflow to enrich CRM contacts with fresh search data. Detects job changes, company moves, and stale contact info before it tanks outreach.

Overview

CRM data decays at roughly 30% per year. This workflow runs weekly to search for each contact's current information, detect job changes or company moves, and flag stale records for sales rep review before they waste outreach on dead leads.

Trigger

Weekly cron every Sunday at 11:00 PM to have fresh data ready Monday morning.

Schedule

Weekly on Sunday

Workflow Steps

1

Export CRM Contacts for Enrichment

Pull contacts from your CRM that haven't been enriched in the past 30 days. Focus on high-value accounts and active pipeline contacts.

2

Search for Current Contact Information

Query Scavio for each contact to find their current company, title, and online presence.

3

Flag Changes for Sales Rep Review

Generate a review queue of contacts with detected changes. Include the search evidence so reps can verify before updating the CRM.

4

Update CRM and Log Results

Update enrichment timestamps for unchanged contacts and export the review queue for manual verification.

Python Implementation

Python
import requests, os
H = {'x-api-key': os.environ['SCAVIO_API_KEY'], 'Content-Type': 'application/json'}
data = requests.post('https://api.scavio.dev/api/v1/search', headers=H, json={'query': 'example', 'country_code': 'us'}).json()
print(len(data.get('organic_results', [])))

JavaScript Implementation

JavaScript
const H = {'x-api-key': process.env.SCAVIO_API_KEY, 'Content-Type': 'application/json'};
fetch('https://api.scavio.dev/api/v1/search', {method: 'POST', headers: H, body: JSON.stringify({query: 'example', country_code: 'us'})}).then(r => r.json()).then(d => console.log(d.organic_results?.length));

Platforms Used

Google

Web search with knowledge graph, PAA, and AI overviews

Frequently Asked Questions

CRM data decays at roughly 30% per year. This workflow runs weekly to search for each contact's current information, detect job changes or company moves, and flag stale records for sales rep review before they waste outreach on dead leads.

This workflow uses a weekly cron every sunday at 11:00 pm to have fresh data ready monday morning.. Weekly on Sunday.

This workflow uses the following Scavio platforms: google. Each platform is called via the same unified API endpoint.

Yes. Scavio's free tier includes 250 credits per month with no credit card required. That is enough to test and validate this workflow before scaling it.

Weekly CRM Contact Enrichment Workflow

Automated weekly workflow to enrich CRM contacts with fresh search data. Detects job changes, company moves, and stale contact info before it tanks outreach.