--- title: "How to build crm enrichment & gap-fill with Claude & Rig" description: "A row-by-row workflow that enriches every account and contact from your internal data and the web, so the CRM fields your reporting depends on are actually populated. A step-by-step guide to building it yourself on your own data with Claude and Rig." canonical: "https://rig.so/apps/crm-enrichment" format: markdown --- [All apps](https://rig.so/apps) GTMWorkflow # CRM enrichment & gap-fill Fill the CRM fields reps never complete A row-by-row workflow that enriches every account and contact from your internal data and the web, so the CRM fields your reporting depends on are actually populated. Runs on![Salesforce logo](https://img.logo.dev/salesforce.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=44&format=png&retina=true)![HubSpot logo](https://img.logo.dev/hubspot.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=44&format=png&retina=true)![Attio logo](https://img.logo.dev/attio.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=44&format=png&retina=true) [See it in action](https://rig.so/guides/missions)[Book a demo](https://rig.so/book-demo) Accounts200 records SearchFilter Enrich AccountSegmentICP fit Acme Corpacme.comEnterpriseICP 92% Globexglobex.comMid-marketICP 64% Initechinitech.io— Enriching Hoolihooli.xyzEnterpriseICP 88% Starkstark.co— Enriching Λ Rig Enriching CRM fields Pull warehouse, product and web data Derive Segment and ICP fit per row Write validated values to CRM ![Salesforce logo](https://img.logo.dev/salesforce.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=32&format=png&retina=true)![HubSpot logo](https://img.logo.dev/hubspot.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=32&format=png&retina=true)Write back to CRM ## The problem Half your CRM fields are empty, so segmentation, routing and reporting quietly break. Reps will not fill them in, and buying a point enrichment tool only covers firmographics, not your own internal signals. ## Built from Rig's building blocks Rig is not a fixed template. It is a set of building blocks, and this app is one way to assemble them. Take what you need, then shape the workflow around your own pain. Sync your CRM and the internal sources that hold the truth Context layer defines each field and how to derive it A row-by-row enrichment workflow (the 'claygent' pattern) Writes validated values straight back to the CRM ## How to build it 1. 1 ### Pick the fields that matter Decide which gaps actually hurt, segment, ICP fit, owner, usage tier, then define each one in the context layer so Rig knows what 'good' looks like. 2. 2 ### Build the enrichment loop A workflow walks every account row by row, pulls from your warehouse, product data and the web, and drafts the value with a reason. 3. 3 ### Keep a human in the loop Review low-confidence rows before they write back. Rig caches results so re-runs are cheap and only touch what changed. 4. 4 ### Run it on a schedule Schedule the workflow so new and stale records stay enriched. Add or change fields any time, the workflow is yours to extend. ## The outcome Routing, scoring and reporting work because the fields they depend on are finally, and continuously, populated. [Build your own version](https://app.rig.so/signup) ## More GTM apps [Lost deals · re-analysedAcme · £40kRep: Price→No championGlobex · £22kRep: Timing→Status-quoHooli · £31kRep: Feature→Budget cutPattern: 6 of 10 "price" losses were really champion gapsAppClosed-lost & win-loss analysisSee why deals really die, not just what the rep typedPull the full context around every deal from CRM, support, product and finance, so you can see what actually slowed deals down and what moved win rate.![Salesforce logo](https://img.logo.dev/salesforce.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![HubSpot logo](https://img.logo.dev/hubspot.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Zendesk logo](https://img.logo.dev/zendesk.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Stripe logo](https://img.logo.dev/stripe.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)BirdieHow to build](https://rig.so/apps/closed-lost-analysis)[Call analysisCalls analysed1,248Acme · discoveryBudget freezeGlobex · demoChampion wonInitech · QBRPricingTop blocker this week: budget freeze · 34 dealsWorkflowCall analysis at scale (PULL)Turn every sales & CS call into structured CRM signalClassify every call against your qualification framework, then draft the CRM update automatically, so the full picture lands in the CRM without a rep typing it up.![Granola logo](https://img.logo.dev/granola.ai?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Gong logo](https://img.logo.dev/gong.io?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Attio logo](https://img.logo.dev/attio.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)100s of calls / weekHow to build](https://rig.so/apps/call-analysis-pull)[Pipeline sweepOpen opps checked342Acme · £40kClose date slippedGlobex · £22kNo next stepInitech · £65kStage 94d18 fixes drafted, sent to reps for approvalWorkflowPipeline hygieneCatch stale deals, slipped dates and empty fields before the forecast callA scheduled workflow that sweeps every open opportunity for stale stages, past-due close dates and missing next steps, then drafts the fix for each rep to approve.![Salesforce logo](https://img.logo.dev/salesforce.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![HubSpot logo](https://img.logo.dev/hubspot.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Attio logo](https://img.logo.dev/attio.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)How to build](https://rig.so/apps/pipeline-hygiene) --- - [This page as HTML](https://rig.so/apps/crm-enrichment) - [Site map for language models](https://rig.so/llms.txt) - [API and agent documentation](https://rig.so/developers)