Lead Enrichment Module
Auto-enrich Lead/Opportunity information from email addresses using Odoo IAP service.
Lead Enrichment module auto-fills company information from Lead email addresses, including company name, address, phone, country.
Uses IAP (In-App Purchase) service to lookup company data, saving manual data entry time and increasing accuracy.
Key Features
Key points
• Auto-fill company information from Lead email addresses.
• Retrieve data: company name, address, phone, country, state.
• Support manual or automatic scheduled enrichment.
• Batch process multiple Leads simultaneously.
• Only consume IAP credits on successful enrichment.
• Log enrichment results in Lead chatter.
• Never overwrite existing data, only fill empty fields.
How It Works
Module uses Odoo IAP service to lookup company information based on email domain. Example: from contact@company.com, system looks up company.com information and auto-fills Lead fields.
Steps
1. Lead has valid email address and not yet enriched.
2. System checks email is not from email provider (Gmail, Yahoo).
3. Send request to IAP service with email domain.
4. Receive company data and auto-fill Lead fields.
5. Mark "Enrichment done" and log result in chatter.
System Requirements
Key points
• Modules iap_crm and iap_mail must be installed.
• IAP account with sufficient credits.
• Lead/Opportunity must have valid email address.
• Email not from public email providers.
Core Terminology
| Fields | Description |
|---|---|
| Enrich | Action to enrich Lead info from email. |
| Lead Enrichment | Feature to auto-fill company information. |
| Enrichment done | Mark Lead as enriched. |
| Reveal ID | ID from Clearbit to track data source. |
| IAP Credits | Payment unit for IAP service. |
| Allow manual enrich | Config to allow button enrichment. |
Enrich Button Display Conditions
Enrich button only displays on Lead when all following conditions are met.
Display Conditions
| Condition | Required Value | Description |
|---|---|---|
| Lead is active | active = True | Lead not archived |
| Has email address | email_from != False | Lead must have email |
| Email is valid | email_state != incorrect | Email validated |
| Not yet enriched | iap_enrich_done = False | Not enriched before |
| No Reveal ID | reveal_id = False | No Clearbit data yet |
| Not won | probability != 100 | Lead not converted to customer |
Manual Lead Enrichment
Enrich one or multiple Leads by clicking Enrich button. Each successful enrichment consumes 1 IAP credit.
Key points
• Enrich multiple Leads: Select multiple Leads → Action → Enrich.
• Batch processing: System processes 50 Leads per batch.
• Only fill empty fields: Existing data not overwritten.
Steps
1. Open Lead/Opportunity to enrich or select multiple Leads from list.
2. Check Enrich button displays in top bar.
3. Click Enrich button to start enrichment process.
4. System validates email and sends request to IAP service.
5. Company information auto-fills empty fields.
6. Result logged in Lead chatter.
Auto-filled Data
After successful enrichment, following fields auto-fill if empty.
Data Mapping
| Lead Field | IAP Source | Description |
|---|---|---|
| Customer | name | Company name |
| Street | location | Street address |
| City | city | City |
| Zip | postal_code | Postal code |
| Country | country_code | Country (auto-matched) |
| State | state_code | State (auto-matched) |
| Phone | phone_numbers[0] | First phone number |
| Reveal ID | clearbit_id | ID from Clearbit |
Automatic Enrichment
Enable automatic mode for system to auto-enrich new Leads every 24 hours via CRON job.
Key points
• CRON runs every 24 hours (default), finds new unenriched Leads.
• Processes Leads created in last 24 hours with valid email.
• Batch size: 50 Leads per processing.
• Disable automatic: Select Manual mode to disable CRON job.
Steps
1. Go to CRM → Configuration → Settings.
2. Find Lead Enrichment section.
3. Select Automatic or Manual mode.
4. Click Save to save configuration.
Configure CRON Job
Change automatic run frequency and processing parameters via Scheduled Actions.
Steps
1. Go to Settings → Technical → Automation → Scheduled Actions.
2. Find CRM: enrich leads (IAP).
3. Edit Execute Every (default 24 Hours).
4. Enable/disable Active to control CRON.
5. Click Save to save changes.
CRON Parameters
| Parameter | Default | Description |
|---|---|---|
| Execute Every | 24 Hours | Automatic run frequency |
| enrich_hours_delay | 24 | Only enrich Leads created in last N hours |
| batch_size | 50 | Number of Leads per batch |
Manage IAP Credits
Key points
• Check balance: CRM → Configuration → Settings → Buy Credits.
• Buy credits: Select suitable package and pay via Odoo IAP.
• Cost: 1 credit per successful enrichment.
• No credit consumed: Invalid email, email provider, no data found, system error.
• Out of credits notification: "Not enough credits for Lead Enrichment".
Notifications and Results
After each enrichment, system logs result in Lead chatter with different notifications per case.
Notification Types
| Case | Notification | Credits |
|---|---|---|
| Success | Lead enriched based on email address | 1 credit |
| Invalid email | Email address does not look valid | 0 credit |
| No data found | No company data found or email is provider | 0 credit |
| Out of credits | Not enough credits for Lead Enrichment | 0 credit |
| System error | An error occurred during lead enrichment | 0 credit |
Credit Optimization Tips
Key points
• Validate email before enrichment to avoid waste.
• Avoid personal emails: Gmail, Yahoo, Hotmail return no company info.
• Use manual mode for tight cost control.
• Enrich multiple Leads at once to save time.
• Prioritize enriching important high-value Leads.
Ensure Data Quality
Key points
• Check information after enrichment to ensure accuracy.
• Fill important information before enrichment to avoid overwrite.
• Update manually if IAP data is inaccurate.
• Track success rate to assess Lead source quality.
• Combine with Lead Scoring to assess Lead quality.
Common Error Handling
Errors and Solutions
| Error | Cause | Solution |
|---|---|---|
| Invalid email | Email wrong format or non-existent | Contact customer to confirm email |
| No data found | Small or new company, not in database | Enter information manually |
| Out of credits | Used all IAP credits | Buy more credits or prioritize important Leads |
| Email provider | Email from Gmail, Yahoo, Hotmail | Request company email from customer |
Security and Compliance
Key points
• Do not share Reveal ID: Internal ID, not for customer display.
• Check access rights: Only sales staff should have enrichment rights.
• GDPR compliance: Ensure permission to use customer email for lookup.
• Data protection: IAP information encrypted and secured.
Sales Process Integration
Key points
• Enable automation to not miss any Lead.
• Integrate enrichment into Lead processing workflow.
• Track enriched Leads to assess effectiveness.
• Use enrichment data to classify and prioritize Leads.
• Combine with automation rules to auto-assign Leads after enrichment.