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CRM Data Enrichment automatically updates your Salesforce records with the latest contact and company information from Lusha - so your leads, contacts, and accounts stay current without manual data entry.
This feature is available for Lusha users with Salesforce as their CRM, on legacy plans only.

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Before you start

1

Connect Salesforce

Connect Lusha to your Salesforce via the Integrations page.
2

Map your fields

In Salesforce Field Mapping, define and map the Lusha fields (emails, phone numbers) you want to push to Salesforce.
3

Enable Allow Override

Enable Allow Override so that Lusha can update fields on existing records.
Go to Enrich → CRM Enrichment to access the feature.

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The CRM Data Enrichment dashboard

CRM Data Enrichment dashboard overview
The dashboard shows three main elements: Recommended Enrichments (predefined workflow templates), Enrichment Summary (totals by accounts, contacts, and leads), and the Enrichment Table (a detailed view of current and past enrichment activity).
Recommended Enrichments, Enrichment Summary, and Enrichment Table sections of the dashboard

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Creating a workflow

Choose between two workflow types: an Update Workflow refreshes existing records with the latest data; an Enrich Workflow adds net new contacts to your accounts based on criteria you define.

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Update workflow

1

Select the object type

Select the object type: Leads, Contacts, or Accounts.
2

Apply filters or choose all accounts

Apply filters based on Salesforce fields (e.g., industry, job title, geography), or select from a Salesforce report, or choose to enrich all accounts.
Selecting the object type and filters for an Update workflow
3

Choose fields to update

Choose which fields to update - emails, phone numbers, or both.
Choosing which fields to update in an Update workflow
4

Set export options

On their first workflow creation, admins can only run it once - either to CSV or to Salesforce. Subsequent workflows can be recurring. This lets you test before automating.
Set export options - how often to run the workflow (daily or weekly) and a credit limit per run (optional).
Export options for workflow frequency and credit limit

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Enrich workflow

The Enrich workflow finds and adds net new contacts to your Salesforce, aligned to accounts you already own.
1

Choose target accounts

Choose target accounts - by selecting the most recent accounts, by criteria (job title, seniority, department, location), or from a Salesforce report.
Choosing target accounts for an Enrich workflow
Selecting accounts by criteria or Salesforce report
Salesforce reports with row grouping are not supported.
2

Add prospecting filters (optional)

Add prospecting filters - job title, seniority, etc. - to define which contacts qualify for enrichment.
Press Enter after each job title you add. Using commas to separate titles will create one long value and cause an error.
Adding prospecting filters such as job title for an Enrich workflow
3

Set export settings

Set export settings: export as contacts or leads, whether to save or update existing contacts, maximum new contacts per account, frequency, and a credit limit.
4

Click Done

Click Done.
Enrich workflow summary with the Done button
At the bottom right, choose to Enrich in CSV (available when frequency is set to “Once” - useful for reviewing results before automating) or Enrich my Salesforce.
Enrich in CSV and Enrich my Salesforce options
Review the workflow summary in the right-side widget before clicking Done. Workflows cannot be edited after saving.

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Enriching to CSV first

If you want to review enriched data before pushing it to Salesforce, use the CSV option. You can compare your existing Salesforce values against Lusha’s data, then decide whether to proceed.
If you enrich to Salesforce after reviewing a CSV, you won’t be charged again for records already enriched in that CSV.
1

Open the Enrichment editor

Click + New Enrichment to open the Enrichment editor.
2

Set enrichment criteria

Set custom enrichment criteria or create rules based on Salesforce reports.
New Enrichment editor for setting custom criteria
Salesforce report based enrichment rule setup
3

Select Enrich in CSV

Under Meet criteria, select Enrich in CSV.
Meet criteria section with Enrich in CSV selected
4

Click Enrich

Click Enrich. The credit cost for this action will be shown before you confirm.
Enrich button showing the credit cost before confirming
5

Approve storage of Salesforce data

Admins need to approve storage of Salesforce data in Lusha’s system by clicking Apply.
Admin approval prompt for storing Salesforce data in Lusha
Data permissions can be disabled at any time from the Settings page.
Once complete, the enrichment status window shows: Status (active, paused, or completed), Type (Update or Enrich), Last Run / Next Run dates, and Credits Used.
Enrichment status window showing status, type, run dates, and credits used
To push the same contacts to Salesforce, click the three dots (⋮) next to the completed enrichment and select Enrich my Salesforce.
Three-dot menu with the Enrich my Salesforce option
The enriched CSV file shows indications of new data, changed data points, and any fields that couldn’t be enriched.
Enriched CSV file showing new and changed data points

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Potential enrichment

Potential Enrichment lets you preview how many CRM records can be enriched before running a workflow, so you can plan credit usage in advance. You’ll find this column in the email you receive after enrichment completes, next to each eligible object type (Leads, Contacts, Accounts).
If you choose to enrich both emails and phones, there won’t be a potential enrichment count - since all options are already covered.
If you’ve reached your credit cap, you’ll still receive a table of potential contacts with hidden data in the CSV, so you never miss which records could have been enriched.
Potential enrichment column showing eligible record counts
For help, contact the support team via live chat from the Lusha website, your Lusha Dashboard, or at support@lusha.com.