> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pubrio.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Enrich CRM

> A hybrid engine: Combine global database coverage with real-time agentic research.

# Agentic CRM Enrichment

Standard enrichment fills in basic fields like "Industry" or "Employee Count." But complex sales require complex answers.

Pubrio transforms CRM enrichment into a **Two-Stage Intelligence Pipeline**. We combine our massive **Glocal Database** (for broad signals like Tech Stack and Ads) with **Real-Time AI Agents** that can visit a company's website or Google Maps listing to answer specific, qualitative questions on demand.

<img src="https://mintcdn.com/pubrio/VfDWD-rtXTTXi7J3/images/crm.png?fit=max&auto=format&n=VfDWD-rtXTTXi7J3&q=85&s=09dcd8fe2a1a55d9c5036ec855c270fd" alt="Pubrio Agentic Enrichment Workflow" width="2200" height="1186" data-path="images/crm.png" />

## The Two-Stage Funnel

Don't just enrich data; *interrogate* it.

<Steps>
  <Step title="Stage 1: The Global Graph (Fast Filter)">
    First, we match your CRM records against our core database to append structured signals.

    * **Ad Intelligence:** "Is this domain running active Meta/Google ads?"
    * **Tech Stack:** "Do they use *Shopify Plus* or *Magento*?"
    * **Hiring Signals:** "Are they hiring for 'Data Science' roles?"
    * **Specialties:** "Do they self-identify as 'B2B' or 'DTC'?"
  </Step>

  <Step title="Stage 2: The Agentic Ask (Deep Research)">
    For high-value accounts, trigger a **Custom Agent Question**. The AI visits the company's live URLs to answer specific questions that aren't in any structured database.

    * *Example Question:* "Look at their pricing page. Do they offer an Enterprise plan with SSO?"
    * *Example Question:* "Check their 'About Us'. Do they mention sustainability goals?"
  </Step>
</Steps>

***

## Real-World "Hybrid" Examples

Here is how customers use the Database + Agent combo to qualify leads automatically.

### 1. The "Wholesale" Qualifier

**Goal:** Find e-commerce brands that also sell wholesale.

1. **Database Filter:** Find companies using **Shopify** + Running **active ads** in the US/UK.
2. **Agentic Ask:** "Visit the footer links. Is there a link labeled 'Wholesale' or 'Distributors'? Return `True/False`."

### 2. The "Remote-First" Check

**Goal:** Sell remote HR software to growing teams.

1. **Database Filter:** Find companies hiring for **>5 Engineering roles** in Germany.
2. **Agentic Ask:** "Read the job descriptions. Do they explicitly mention 'Remote-first' or 'Home office budget'? Extract the specific perk text."

***

## Google Maps Enrichment (Offline Data)

For industries like Retail, Hospitality, and Logistics, a website doesn't tell the whole story. Pubrio connects directly to live **Google Maps Data** to enrich your "Offline" reality.

<CardGroup cols={2}>
  <Card title="Review Sentiment" icon="star">
    **Analyze Customer Feedback.**
    Don't just get the address. Get the *vibe*.

    * *Agent Task:* "Analyze the last 50 reviews. Are customers complaining about 'Long wait times' or 'Broken AC'?" (Perfect for selling Operations software).
  </Card>

  <Card title="Physical Verification" icon="location-dot">
    **Confirm Existence.**
    Verify if a business is actually open.

    * *Data Points:* Exact Lat/Long coordinates, current "Open/Closed" status, and "Busy Times" data to identify peak operating hours.
  </Card>
</CardGroup>

> **Use Case:** A POS provider targets coffee shops in Jakarta. They use Pubrio to filter for places with **>100 Reviews** (High Volume) but **No Website** (Offline-heavy), then send an agent to check user photos for existing competitor hardware.

***

## Integration Workflow

<Steps>
  <Step title="Connect CRM">
    Link Salesforce or HubSpot via OAuth. Map your standard fields.
  </Step>

  <Step title="Define Custom Questions">
    In the Pubrio dashboard, write the natural language prompts you want our agents to answer for every new lead (e.g., "What is their primary pricing model?").
  </Step>

  <Step title="Map Results to Fields">
    Map the Agent's answer to a custom field in your CRM (e.g., `Salesforce Field: Pricing_Model__c`).
  </Step>

  <Step title="Auto-Sync">
    As new leads enter your CRM, Pubrio automatically:

    1. Appends Database Signals (Tech/Ads).
    2. Runs the Agentic Research.
    3. Pushes the final, enriched profile back to the record.
  </Step>
</Steps>

***

## Ready to build your pipeline?

<CardGroup cols={2}>
  <Card title="Launch Enrichment" icon="rocket" href="https://dashboard.pubrio.com">
    **Go to Platform.**
    Connect your Salesforce or HubSpot account and start your first agentic enrichment run.
  </Card>

  <Card title="Request Integration" icon="puzzle-piece" href="https://www.pubrio.com/get-in-touch">
    **Don't see your CRM?**
    We are constantly adding new connectors. Submit a request for Pipedrive, Zoho, or your custom stack.
  </Card>
</CardGroup>