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How to Automatically Set Data Enrichment in HubSpot 

How HubSpot updates records with enriched data

These standard settings should be all on within HubSpot Settings.

From settings, navigate to Data Management > Data Enrichment:

Enrich new records automatically via data enrichment settings, or enrich existing ones manually one at a time or in bulk. Property fill behavior differs based on the enrichment method:

  • Automatic: fills properties containing blank or empty values. Automatic enrichment doesn't overwrite values set by a user or another system.
  • Manual: fill properties containing blank or empty values or overwrite existing values. You control which method to use. Learn more about configuring overwrite settings.
  • Continuous: update property values previously filled using enrichment. If a user or another system edits an enriched property value, continuous enrichment stops enriching that property. 


Once these settings are set up, you can bulk enrich from a list or segment view (this is ideal because in a company or contact view, you can only do 100 at a time):

  1. In your HubSpot account, navigate to CRM > Segments.
  2. Click the name of an existing segment, or create a new segment.
  3. In the upper right, click Actions, then select Enrich segment.
  4. In the dialog box, review the count of records to enrich then click Enrich records