Automated Enrichment
Smart Update Actions
Customer Data Enrichment
Add billing, support, and product data to every record. Seven update actions control how each field changes.
Why Customer Data Enrichment Matters
Your CRM has names and emails. Billing status, support history, and product usage live in other tools. When those tools don't share data, every record stays incomplete and every outreach is generic.
Data Enrichment Capabilities
Enrichment and transformation built into the sync engine, not a separate pipeline.
Seven update actions per field
Set overwrites. Set-once locks after the first write. Increment adjusts counters. Append adds to lists. Union merges without duplicates. Remove pulls values. Unset clears a field.
Enrichment flows in every direction
Every tool is both a source and a destination. Enrich CRM contacts with billing data, then enrich email segments with CRM data. One connection handles both directions.
New fields create themselves
Map a field that doesn't exist in the destination and Oneprofile creates it with the correct type before writing. No manual schema setup.
Only changed fields get written
Property-level change tracking sends precise diffs. Fields from other sources stay untouched. Counters increment and lists append.
Failed records are never lost
See exactly which records failed, why, and retry them. Investigate, fix, and reprocess without rerunning the entire sync.
How customer data enrichment works
Connect a source tool, map fields with update actions, and enrichment runs on a schedule.
Step 1
Connect a source and destination
Authenticate your tools. Oneprofile validates credentials against the live API and discovers available record types and fields automatically.
Step 2
Map fields and choose update actions
Pick which source fields flow to the destination and how each one updates: set, set-once, increment, append, union, remove, or unset. Type-aware mapping catches mismatches before data flows.
Step 3
Schedule and enrich automatically
Set a sync schedule. The first run backfills every existing record. Each run after that processes only records that changed. Your destination stays enriched without manual effort.
