1.Triggers on new Opportunity
Integrate Salesforce, CRM record lookup tools, and analytics tools to pull core opportunity fields and related record IDs for enrichment.
Send midmarket deal data to enrichment service same day
Automatically monitor new opportunity creation in Salesforce across CRM management tools. Post enrichment payloads when midmarket qualifiers match, when contacts and accounts are found, or when batching delay completesβso you can enrich firmographics, update payload context, and reduce duplicate calls without manual follow-up.
How this automation accelerates same-day enrichment
When new opportunity records get created, enrichment calls can fire too fast and waste API usage. This automation filters midmarket opportunities, batches for 60 minutes, and posts enriched account and contact payloadsβso BDRs get firmographic context without manual follow-up.
Salesforceor swap with your favorite app
2.Continues only for qualifiers
Integrate Filter by Zapier, CRM qualifier rules, and data validation tools to continue only for qualifying midmarket opportunities and source values.
Filter by Zapieror swap with your favorite app
3.Waits 60 minutes for batching
Integrate Delay by Zapier, scheduling controls, and API guardrails to pause for 60 minutes and reduce duplicate enrichment calls.
Delay by Zapieror swap with your favorite app
4.Finds the Account record
Integrate Salesforce, record lookup tools, and data mapping to find the account record by Account ID and map fields into the payload.
5.Finds the Contact record
Integrate Salesforce, record lookup tools, and profile fields to fetch contact details by Contact ID and prepare contact payload values.
6.Posts the enrichment payload
Integrate Webhooks by Zapier, JSON payload builders, and enrichment endpoints to POST a combined account and contact context to your provider.
Webhooks by Zapieror swap with your favorite app
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Strengthen CRM records with automated lead enrichment, field updates, and contact routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
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Marcelo Lebre, Co-Founder
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