Enrich your contacts with Pursuit data

Using Pursuit's Data Enrichment tool, Pursuit can enrich your existing accounts by matching your data to Pursuit's database. The enriched data will include a unique Pursuit ID and a Confidence Score for each matched contact, along with additional data fields (see 📄 Contact Fields Reference for the full list.)

Once processed, the enriched dataset will be delivered via email and made available to use in the Pursuit app (allowing you to filter Pursuit records), and import the data into your CRM.

Contact Enrichment syncs Pursuit's real-time public sector contact data directly into your CRM during implementation. This helps to ensure your sellers aren't wasting time on outdated contact information.

When to use this tool for Contact Enrichment

Contact Enrichment should be performed as part of your Pursuit implementation, ideally after you have enriched your existing account information by matching it with the data in Pursuit's database.

Setup

The Data Enrichment tool only accepts CSV files and requires certain mandatory columns, along with a few optional ones:

Required columns

• First Name: The contact's first name.

• Last Name: The contact's last name.

• Entity Name: The contact's company.

• State: The contact's state.

Or, if each contact has a Pursuit Entity ID:

• First Name: The contact's first name.

• Last Name: The contact's last name.

• Title: The contact's title.

• Pursuit Entity ID: The unique identifier for the entity associated with the contact in Pursuit's database.

Note: Contact matching is more accurate when a Pursuit Entity ID is provided.

Optional columns

• Entity Type: The type of the entity associated with the contact in Pursuit's database.

• Entity Website: The website of the entity associated with the contact in Pursuit's database.

• Title: The contact's job title or position.

• Phone: The contact's phone number.

• Email: The contact's email address.

• LEA ID: The unique ID assigned to a school district or similar local education entity by a state or other agency.

• NCES ID: The unique ID assigned by the National Center for Education Statistics (NCES) to each school and school district in the United States.

How to use Contact Enrichment

Prepare your account CSV file with the required columns outlined in the previous step. Once done, follow these steps:

1. Open Pursuit Data Enrichment: Log in to the Pursuit app and navigate to Data Enrichment.

2. Upload your contacts CSV: Click New Data Enrichment and select Contact Matching. Next, upload your CSV file.

3. Map the fields: The tool will ask you to map your CSV columns to the fields Pursuit needs.

   • If your contacts don't have a Pursuit Entity ID:

     • First Name: Map to your first name column.

     • Last Name: Map to your last name column.

     • Entity Name: Map to your entity name column.

     • State: Map to your entity state column.

   • If your contacts have have a Pursuit Entity ID:

     • First Name: Map to your first name column.

     • Last Name: Map to your last name column.

     • Title: Map to your title column

     • Pursuit Entity ID: Map to your pursuit entity id column.

     • (If the tool requires any other mandatory fields, map those as well.)

4. Start the data enrichment process. Pursuit will now match your records and append Pursuit's data (including the Pursuit ID and Confidence Score for each contact).

5. Review and download results: The enriched dataset will be sent via email once processed. It will include your original data plus the new Pursuit data (notably a Pursuit ID and a Confidence Score for each matched contact.)

Once the data has been enriched, you can choose to import into your CRM.

Importing enriched contacts to your CRM

HubSpot

To import the enriched data:

1. Setup: Read the 📄 Integrating HubSpot with Pursuit guide to to ensure your account is set up correctly.

2. Import: In HubSpot, go to Contacts and import the enriched CSV. When choosing how to import Contacts, if your original dataset was exported from HubSpot and included a Record ID, select Update existing Contacts only (since these contacts already exist in your HubSpot). HubSpot will ask you to map the columns in your CSV to HubSpot properties. Ensure you map:

   • Pursuit ID: Map the "Pursuit ID" column to the custom Contact property "Pursuit ID" that you created.

   • Confidence Score: Map the "Confidence Score" column to the custom Contact property "Confidence Score" that you created.

   • Map any other Pursuit-provided fields you want to import, such as job title, etc., to their respective HubSpot properties if you have them.

3. Complete import: Execute the import process to update each contact record with the Pursuit ID and Confidence Score (and any other mapped fields.)

Salesforce

To import the enriched data into your Salesforce:

1. Setup: Read the 📄 Integrating Salesforce (SFDC) with Pursuit to to ensure your account is set up correctly.

2. Import: In Salesforce Setup, open Data Import Wizard (or use Data Loader if you prefer for bulk updates). Select Contacts as the object and indicate that the import is to update existing records (if your original dataset was exported from Salesforce). Salesforce will ask you to map the columns in your CSV to Salesforce fields. Ensure you map:

   • Pursuit ID: Map the "Pursuit ID" column to the custom Contact field "Pursuit ID" that you created.

   • Confidence Score: Map the "Pursuit ID" column to the custom Contact field "Confidence Score" that you created.

   • Map any other Pursuit-provided fields you want to import, such as job title, etc., to their respective Salesforce fields if you have them.

3. Complete import: Execute the import process to update each contact record with the Pursuit ID and Confidence Score (and any other mapped fields.)