EnrichlyAI Documentation

Overview

EnrichlyAI is a powerful merchant discovery and enrichment platform that helps businesses find and enrich data about local merchants and professionals. The platform integrates seamlessly with popular CRM systems including HubSpot, Salesforce, Zoho, and Pipedrive.

Key Features

• Business Search - Find merchants by location, business type, and market category
• People Search - Discover professionals by job title, location, and industry
• AI Assistant - Natural language search with Tishé, our AI assistant
• Data Enrichment - Automatic social media profile discovery and owner identification
• CRM Integration - One-click sync to HubSpot, Salesforce, Zoho, and Pipedrive
• Export Options - Download data as CSV, Excel, or JSON

Quick Start Guide

Get up and running with EnrichlyAI in just a few minutes:

1. Create Your Account
   Sign up at enrichlyai.io/signup with your email address. You'll get instant access to the Free plan with 10 searches per month.
2. Configure Your First Search
   Navigate to New Search and choose between Business Search or People Search. Enter your search criteria including location, business types, or job titles.
3. Run the Search
   Click "Start Search" and watch as EnrichlyAI discovers and enriches your results in real-time. You'll see progress updates as each record is found.
4. Export or Sync Results
   Once complete, download your results as CSV or connect your CRM to sync directly. Go to Integrations to set up your CRM connection.

Plans & Limits

EnrichlyAI offers flexible plans to match your needs:

Business Search

Business Search helps you discover local merchants and businesses based on location, business type, and market category. Results include contact information, social media profiles, ratings, and more.

Search Parameters

• Location - City, State, ZIP code, or "Nationwide" for US-wide searches
• Business Types - Restaurant, Salon, Grocery, Gym, etc. (optional - leave blank for all types)
• Market Category - General Market or Ethnic Market
• Ethnic Focus - African, Caribbean, Asian, Hispanic/Latino, etc. (if Ethnic Market selected)
• Target Results - Maximum number of results to return

Data Fields Returned

People Search

People Search helps you find professionals and decision-makers based on job title, location, and other criteria. Results include contact information, company details, and social profiles.

Search Parameters

• Job Title - CEO, Marketing Director, Pastor, Doctor, etc.
• Location - City, State, ZIP code, or "Nationwide"
• Gender - Filter by gender (optional)
• Target Results - Maximum number of contacts to return

Data Fields Returned

Tishé AI Assistant

Tishé is EnrichlyAI's intelligent search assistant that helps you configure searches using natural language. Instead of filling out forms, simply describe what you're looking for.

Example Conversations

CRM Integration Overview

EnrichlyAI integrates with popular CRM systems to automatically sync your enriched data. All integrations use secure OAuth 2.0 authentication - your CRM credentials are never stored by EnrichlyAI.

Supported CRMs

How It Works

1. Connect Your CRM
   Go to Integrations and click "Connect" on your CRM. You'll be redirected to authorize access.
2. Create Custom Fields
   Create the EnrichlyAI custom fields in your CRM (see setup guides below). Standard fields like name and phone work automatically.
3. Run a Search
   Run your business or people search as normal.
4. Sync to CRM
   After the search completes, click "Sync to CRM" to transfer your enriched data.

HubSpot Setup Guide

Connect EnrichlyAI to HubSpot to sync business search results as Companies and people search results as Contacts.

Step 1: Connect HubSpot

1. Go to Integrations in EnrichlyAI
2. Click "Connect HubSpot"
3. Sign in to your HubSpot account when prompted
4. Grant EnrichlyAI permission to access your CRM
5. You'll be redirected back with a success message

Step 2: Create Property Group

Before creating custom properties, create a property group to keep them organized:

1. In HubSpot, go to Settings → Properties
2. Select Company properties (or Contact properties)
3. Click "Create group"
4. Name it EnrichlyAI
5. Click Save

HubSpot Field Mapping

Business Search → HubSpot Companies

These standard fields already exist in HubSpot and require no setup:

Create these custom Company properties in the EnrichlyAI group:

People Search → HubSpot Contacts

Standard Contact fields (no setup needed):

Create these custom Contact properties:

Seniority Level Dropdown Options

When creating the enrichly_seniority dropdown, add these options:

• C-Level
• VP
• Director
• Manager
• Senior
• Entry Level
• Intern
• Owner
• Partner

Quick Setup Checklist for Companies

• Create "EnrichlyAI" property group
• Create enrichly_instagram (Single-line text)
• Create enrichly_facebook (Single-line text)
• Create enrichly_twitter (Single-line text)
• Create enrichly_linkedin (Single-line text)
• Create enrichly_tiktok (Single-line text)
• Create enrichly_owner_name (Single-line text)
• Create enrichly_google_rating (Number)
• Create enrichly_review_count (Number)
• Create enrichly_business_type (Single-line text)
• Create enrichly_ethnic_market (Single-line text)
• Create enrichly_google_place_id (Single-line text)
• Create enrichly_google_maps_url (Single-line text)
• Create enrichly_source (Single-line text)
• Create enrichly_search_id (Number)
• Create enrichly_import_date (Date)

Salesforce Setup Guide

Connect EnrichlyAI to Salesforce to sync business search results as Leads or Accounts.

Step 1: Connect Salesforce

1. Go to Integrations in EnrichlyAI
2. Click "Connect Salesforce"
3. Log in to your Salesforce org when prompted
4. Approve the OAuth request
5. You'll be redirected back with a success message

Salesforce Field Mapping

Standard Salesforce Lead fields map automatically. For custom EnrichlyAI fields, create custom fields in Setup → Object Manager → Lead → Fields & Relationships.

Custom fields to create (prefix with EnrichlyAI_):

• EnrichlyAI_Instagram__c - URL field
• EnrichlyAI_Facebook__c - URL field
• EnrichlyAI_Twitter__c - URL field
• EnrichlyAI_LinkedIn__c - URL field
• EnrichlyAI_Google_Rating__c - Number (2 decimal places)
• EnrichlyAI_Review_Count__c - Number
• EnrichlyAI_Owner_Name__c - Text (100)
• EnrichlyAI_Source__c - Text (50)

Zoho CRM Setup Guide

Connect EnrichlyAI to Zoho CRM to sync business and people search results as Leads or Contacts.

Step 1: Connect Zoho CRM

1. Go to Integrations in EnrichlyAI
2. Click "Connect Zoho CRM"
3. Sign in to your Zoho account
4. Select your Zoho CRM organization if prompted
5. Approve the access request

Standard Field Mapping

Zoho CRM Leads have standard fields that map automatically:

• Company → Company
• Phone → Phone
• Website → Website
• Street, City, State, ZIP → Mailing Address fields

Pipedrive Setup Guide

Connect EnrichlyAI to Pipedrive to sync business search results as Organizations and people as People.

Step 1: Connect Pipedrive

1. Go to Integrations in EnrichlyAI
2. Click "Connect Pipedrive"
3. Log in to your Pipedrive account
4. Authorize the connection

Field Mapping

Pipedrive Organizations map to business search results:

• Name → Organization name
• Phone, Website, Address → Standard org fields

Pipedrive People map to people search results:

• Name → Full name
• Email, Phone → Contact details
• Organization → Linked organization

Export Formats

Download your search results in multiple formats for use in other tools or manual CRM import.

Available Formats

• CSV - Comma-separated values, compatible with Excel, Google Sheets, and most tools
• Excel (.xlsx) - Native Excel format with formatting preserved
• JSON - Structured data format for developers and API integrations

Data Enrichment

EnrichlyAI automatically enriches your search results with additional data from multiple sources.

Enrichment Sources

• Google Places API - Business details, ratings, reviews, addresses
• Website Scraping - Social media links, contact information
• Active Social Search - Verified social media profiles via Google search
• Owner Identification - Business owner names from multiple data points

Social Media Discovery

EnrichlyAI searches for and verifies social media profiles on:

• Instagram
• Facebook (Business Pages)
• Twitter/X
• LinkedIn (Company Pages & Profiles)
• TikTok

Dashboard Usage

Your dashboard provides real-time insights into your account and search activity.

Dashboard Metrics

• Searches This Month - Track total searches performed in the current billing cycle
• Businesses Discovered - Cumulative count of unique businesses found
• People Found - Total contacts from people searches
• Exports Generated - Number of CSV/Excel exports created
• API Calls Used - Track API usage against your plan limits

Recent Activity

View your search history with timestamps, parameters, and result counts. Click any search to:

• View detailed results
• Re-download exports
• Sync results to CRM
• See deduplication statistics

Search Tips & Best Practices

Get the most out of your searches with these proven strategies.

Location Tips

• Be Specific - "Downtown Houston, TX" yields better results than just "Houston"
• Use ZIP Codes - Great for targeting specific neighborhoods (e.g., "77001")
• State-Wide Searches - Enter just the state for broader coverage
• Avoid Nationwide - Unless necessary, local searches provide better quality leads

Business Type Tips

• Use Variations - Try "gym", "fitness center", AND "health club" for comprehensive results
• Start Specific - "Italian restaurant" before just "restaurant"
• Group Related Types - Search "restaurant, cafe, bakery" together for food service leads
• Limit to 5-10 Types - More types = longer search times

Optimization Strategies

• Start Small - Test with 100-500 results before running large searches
• Review Sample Data - Check quality before committing to large exports
• Use Ethnic Markets - Great for niche targeting when relevant
• Run During Off-Peak - Large searches process faster outside business hours

Common Use Cases

EnrichlyAI serves diverse business needs across industries.

Frequently Asked Questions

How accurate is the data?

EnrichlyAI uses Google Places API as our primary data source, which is highly accurate for business information. Social media profiles are verified against business names and websites to ensure accuracy.

Can I search internationally?

Currently, EnrichlyAI is optimized for businesses in the United States. International coverage is coming soon. Searches outside the US may return limited results.

What happens if I hit my plan limit?

If you reach your monthly search limit, you can upgrade your plan at any time. Your existing data and search history are preserved.

Is my CRM data safe?

Yes. EnrichlyAI uses OAuth 2.0 authentication for all CRM integrations. We never store your CRM credentials. You can disconnect at any time.

What's the difference between "TOJU" and regular confirmation?

"TOJU" is required for wide net searches (nationwide or all business types) to prevent accidental broad searches. It's a safety feature to ensure you get targeted, quality results.

Troubleshooting

CRM Connection Failed

• Ensure you're logged into the correct CRM account
• Check that your CRM edition supports OAuth integrations
• Try disconnecting and reconnecting
• Clear your browser cookies and try again

"Property does not exist" Error

This means a custom field hasn't been created in your CRM. Check that:

• The property internal name matches exactly (case-sensitive)
• The property is in the correct object (Companies vs Contacts)
• You've saved the property after creating it

Empty Custom Fields After Sync

• Verify the field type is compatible (don't put text in a Number field)
• Check if EnrichlyAI has that data (view the CSV export to verify)
• Ensure the internal name matches exactly

Duplicate Records in CRM

EnrichlyAI deduplicates before sync using:

• Email (for Contacts/People)
• Phone + Company Name (for Companies/Businesses)
• Google Place ID (for Businesses)

Contact Support

Need help? Our support team is here to assist you.