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

# Automatic Lead Enrichment with Company and Contact Data

> ClientX automatically enriches every lead with company data, job titles, LinkedIn profiles, and phone numbers using Apollo.io and Hunter.io integrations.

The moment ClientX knows a lead's email address or company name, it starts filling in the blanks. Job title, company size, industry, LinkedIn profile, phone number — all of it appears on the lead record automatically, sourced from the data providers you've connected. You get a fully-researched prospect without lifting a finger.

## What Gets Enriched

ClientX populates the following fields on every lead record where data is available:

| Field              | Source                                                       |
| ------------------ | ------------------------------------------------------------ |
| **Company name**   | Apollo.io → IP identification → Clearbit (in priority order) |
| **Industry**       | Apollo.io                                                    |
| **Company size**   | Apollo.io (estimated headcount)                              |
| **LinkedIn URL**   | Apollo.io                                                    |
| **Job title**      | Apollo.io                                                    |
| **Phone number**   | Apollo.io (on-demand reveal)                                 |
| **Location**       | Apollo.io, IP geolocation                                    |
| **Company domain** | Apollo.io → IP identification → Clearbit (in priority order) |

## Data Sources

ClientX uses four enrichment sources in a waterfall sequence. Each stage only runs if the previous stage left a field blank, so you always get the most authoritative data available without redundant lookups.

<CardGroup cols={1}>
  <Card title="Apollo.io — Company & Contact Data" icon="database">
    Apollo.io is the primary enrichment source for person-level data. When a lead's email address is known, ClientX queries Apollo to retrieve their job title, LinkedIn URL, company name, company domain, company industry, and estimated headcount.

    Phone numbers are revealed on demand using Apollo's mobile credits — click **Reveal Phone** on any lead card to trigger this lookup.

    **Requires your Apollo API key** — connect it in **Integrations → Apollo.io**.
  </Card>

  <Card title="Hunter.io — Email Verification & Decision-Maker Search" icon="at">
    Hunter.io is used to find verified email addresses for decision-makers at a target company, and to validate existing email addresses before outreach. Hunter searches by company domain and returns contacts sorted by confidence score. It also acts as a fallback for decision-maker search when Apollo is unavailable.

    **Requires your Hunter API key** — connect it in **Integrations → Hunter.io**.
  </Card>

  <Card title="IP-Based Company Identification — No Setup Required" icon="globe">
    Even before a visitor shares their email, ClientX resolves their company from their IP address. Corporate IPs are matched to a company name and domain; consumer, ISP, VPN, and datacenter IPs are filtered out automatically so you only see real business visitors.

    This source requires no API key and runs automatically for every website visitor.
  </Card>

  <Card title="Clearbit — Company Name Fallback" icon="building">
    If a lead's company name is still unknown after the Apollo and IP stages, ClientX performs a final lookup against the Clearbit Autocomplete database using the lead's work email domain or the domain resolved from their IP. Only exact domain matches are used — no guessing. This stage requires no API key and runs automatically as a last resort.
  </Card>
</CardGroup>

## Connect Apollo.io

<Steps>
  <Step title="Open the Integrations page">
    Go to **Integrations → Apollo.io** in your ClientX dashboard.
  </Step>

  <Step title="Enter your Apollo API key">
    Paste your Apollo API key into the **API Key** field. You can find this in your Apollo account under **Settings → Integrations → API**.
  </Step>

  <Step title="Save and verify">
    Click **Save**. ClientX immediately validates the key and begins enriching new leads automatically. Existing leads can be enriched by clicking **Enrich** on the individual lead profile.
  </Step>
</Steps>

## Connect Hunter.io

<Steps>
  <Step title="Open the Integrations page">
    Go to **Integrations → Hunter.io** in your ClientX dashboard.
  </Step>

  <Step title="Enter your Hunter API key">
    Paste your Hunter API key into the **API Key** field. You can find this at **app.hunter.io → API**.
  </Step>

  <Step title="Save">
    Click **Save**. Hunter.io is now available as a fallback enrichment source and as the provider for decision-maker search when Apollo is unavailable.
  </Step>
</Steps>

## Find Leads by Company

Use **Leads → Find** to proactively search for contacts at any company — even ones that haven't visited your site yet. Enter a company domain and ClientX uses Apollo (with Hunter as a fallback) to find decision-makers: founders, C-suite executives, VPs, directors, and managers.

<Steps>
  <Step title="Go to Leads → Find">
    Select **Find** from the Leads section in the sidebar, then choose the **Quick find** tab.
  </Step>

  <Step title="Describe your target audience">
    Type a plain-English description of the contacts you're looking for — for example, *"Get me Heads of Sales at B2B SaaS companies with 50–200 employees in the US"* — and press **Enter**.

    ClientX uses AI to parse your description into the correct Apollo search parameters (titles, seniority levels, company size ranges, locations, and industry keywords) before running the search.
  </Step>

  <Step title="Review and save results">
    Results appear in a table scored against your ICP profile. Select the contacts you want to add to your pipeline and click **Save to workspace**. Each saved contact becomes a full lead record.
  </Step>
</Steps>

<Tip>
  You can also search by uploading a CSV from Apollo, LinkedIn Sales Navigator, or any contact database. Go to **Leads → Find → Import CSV** and drop your file — ClientX auto-detects common column names like `email`, `first name`, `linkedin`, `company`, and `title`.
</Tip>

## How Enrichment Runs

<Note>
  Enrichment runs automatically in the background as soon as a lead's email address or company name becomes known. You'll see a loading indicator on newly captured leads while enrichment is in progress — it typically completes within a few seconds. You don't need to trigger it manually for leads captured through the chat widget, forms, or LinkedIn.
</Note>

## Credits and Pricing

<Warning>
  Apollo.io and Hunter.io operate their own credit systems independently of your ClientX subscription. Each API call to Apollo or Hunter consumes credits from your plan on those platforms. Monitor your usage directly in your Apollo and Hunter dashboards to avoid running out mid-month. ClientX does not bill you for enrichment calls — it passes them through to your connected accounts.
</Warning>