HoneyBook's lead enrichment automatically gathers and adds key information about your new contacts: additional contact details, social links, and more. We'll cover how to use this tool below.
Adjust lead enrichment settings
By default, lead enrichment is turned ON for your account. If you need to adjust this setting, here's how:
Hover over your profile photo in the bottom left corner of your screen > select Company settings
Select HoneyBook AI
Toggle Lead enrichment ON or OFF
Use lead enrichment
When lead enrichment is toggled ON, there's nothing else you need to do—HoneyBook AI will automatically enrich each new contact you add.
Lead enrichment will work for individual contacts added:
Manually
Through contact and lead forms
Through the Scheduler
By Zapier
Lead enrichment will not work for contacts added:
Through Gmail import
Through batch CSV upload
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!