LeanData Routing / Breeze

[DFlach]

We're trying to move from Clearbit to Breeze for data enrichment. With clearbit, I could map the number of employees at a company onto the contact and enrich on the form.

With Breeze, that enrichment lives at the company level. 

We use number of employees to determine which AE a lead should go to and then show that AEs calendar. 

We also use an opportunity-centric model in Salesforce. So, when a new contact submits a form, that contact is sync'd as a lead in salesforce but the account is not immidiately created. 

LeanData can't reference fields from an account that hasn't been created. 

How can I get company level enrichment to live on the contact level?

[ArisudanTiwari · Accepted solution]

Hi @DFlach ,

You're absolutely right to flag this, when using Breeze for data enrichment in HubSpot, the enrichment happens at the company level (e.g., number of employees, industry, etc.). But for lead routing in Salesforce,  especially when using LeanData, that data needs to live on the contact or lead record, since the account often doesn’t exist at the point of routing.

https://knowledge.hubspot.com/ai-tools/get-started-using-breeze-intelligence
https://blog.origin63.com/breeze-intelligence-lead-quality-sales-pipelines

Use the following steps to copy the Company Data to the contact via the Workflow in Hubspot

1. Create a Contact-Based Workflow

   • Trigger: Contact associated with a company where “Number of Employees” is known.

2. Add “Copy Property” Action

   • Copy from: Company → Number of Employees
     To: Contact →  Company Employees (Contact)  (a custom property)
     
     

Watch Setup Tutorial: https://www.youtube.com/watch?v=HalFun5iOzQ

This way, when a new contact is created and linked to a company, the enriched data copies over and syncs to Salesforce, making it available for routing even without an account.


In Salesforce, use a Flow to copy the value from Account to Lead/Contact when they are linked. For leads without an account, enrich during creation via API or middleware.

Salesforce Community Thread:  https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8XMzSAN