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About lead enrichment

How to use HoneyBook AI to automatically enrich your new contacts

Updated this week

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:

  1. Hover over your profile photo in the bottom left corner of your screen > select Company settings

  2. Select HoneyBook AI

  3. 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!

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