Enrich CRM from Data Hub

command

Enrich MicroCRM accounts with firmographics pulled from Data Hub.

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Command: enrich-crm

Synchronize firmographic data from Data Hub to MicroCRM accounts in bulk, enriching contact and opportunity records with company size, industry, location, and funding information.

Inputs

  • account_ids — comma-separated MicroCRM account IDs to enrich (or leave blank to enrich all); default: all unprocessed
  • data_source — which firmographic data set to pull (company_metrics, industry_classification, funding_data); default: company_metrics
  • fields_to_map — which MicroCRM fields to populate (industry, headcount, annual_revenue, location_code); default: all available
  • batch_size — number of accounts to process per request to avoid timeouts; default: 50
  • skip_existing — if true, skip accounts with existing enrichment data; default: false

Steps

  1. Query MicroCRM for the target account set (filter by account_ids or all records).
  2. Fetch firmographic profiles from Data Hub via newx-platform-data-hub API endpoint.
  3. Map returned fields to MicroCRM schema (handle null values, format mismatches).
  4. Batch-upsert enriched records back to MicroCRM accounts.
  5. Log enrichment coverage (success rate, field completion).

Constraints

  • Data Hub API is rate-limited to 100 requests/min; batch size applies per API call.
  • Only enrich accounts with valid company name and domain on file.
  • Do not overwrite existing firmographic fields if skip_existing is true.

Done when: all target accounts in MicroCRM have matching firmographic fields populated from Data Hub and enrichment log shows success rate > 90%.