Lead enrichment

Lead enrichment is a feature that enhances lead records by automatically adding business-related information linked to a contact. This functionality is available as an In-App Purchase (IAP) service and requires credits to operate. It can be used on existing leads within an Odoo database.

Enriched data may include details such as company name and logo, social media profiles, Company type, Year founded, Industry sectors, Employee count, Estimated revenue, Phone number, Timezone, and Technologies used.

Note

Users with an Enterprise subscription receive complimentary credits to explore IAP features. These trial credits are available for standard databases, including demo, training, and single-app instances.

Important

To use lead enrichment, the Leads feature must be enabled in CRM settings.
Go to CRM app ‣ Configuration ‣ Settings, enable the Leads option, and click Save.

Lead enrichment setup

To enable lead enrichment:

1. Navigate to CRM app ‣ Configuration ‣ Settings

2. Locate the Lead Generation section

3. Enable Lead Enrichment

4. Choose one of the following options:

   • Enrich leads on demand only

   • Enrich all leads automatically

5. Click Save

Enrich leads

Lead enrichment works by analyzing the domain of the email address associated with a lead. There are two ways to enrich leads: automatically or manually.

Automatically enrich leads

If Enrich all leads automatically is selected during setup, enrichment happens without user intervention.

A background process runs approximately every hour, connecting to an external database to fetch and update lead information.

Tip

To adjust how often enrichment runs:

1. Enable developer mode

2. Go to Settings app ‣ Technical ‣ Automation ‣ Scheduled Actions

3. Search for CRM

4. Open CRM: enrich leads (IAP)

5. Modify the Execute Every interval (minimum 5 minutes recommended)

Example

Below is an example of a lead successfully enriched with additional data:

Manually enrich leads

If Enrich leads on demand only is selected, enrichment must be triggered manually for each lead.

To enrich a lead:

1. Open the lead record

2. Click the Enrich button in the top menu

Each enrichment consumes one IAP credit. This method is useful when you want to control costs or enrich only selected leads.

Tip

You can enrich multiple leads at once using list view:

1. Go to CRM app ‣ Leads

2. Switch to list view (☰ icon)

3. Select multiple leads using checkboxes

4. Click ⚙️ Action

5. Choose Enrich

This can also be done from the Pipeline view.

Pricing

Lead enrichment operates on a credit-based system. Each enriched lead consumes one credit.

Note

For detailed pricing, refer to:

To purchase credits:

• Go to CRM app ‣ Configuration ‣ Settings

• In the Lead Generation section, click Buy Credits

Alternatively:

• Open the Settings app

• Navigate to the Contacts section

• Under Odoo IAP, click View My Services