People Data Enrichment in Zoho CRM | Zia AI | 1 Cloud Consultants

People Data Enrichment in Zoho CRM

Building complete Lead and Contact profiles from limited initial data is one of the most persistent challenges in CRM management. Zia's People Data Enrichment feature — powered by the WebAmigo extension from the Zoho Marketplace — automates this process, retrieving professional and personal profile information from publicly available sources and filling gaps in your CRM records without overwriting data your team has already captured.

How People Enrichment Works

Zia uses one or more identifying fields already present on a Lead or Contact record as the basis for its lookup. Enrichment can be initiated when at least one of the following trigger fields contains a value:

  • Name combined with Organisation
  • Email address
  • LinkedIn profile URL
  • Twitter / X profile URL
  • Facebook profile URL
  • Personal or company website URL

By default, People Data Enrichment does not overwrite existing field values — it fills empty fields rather than replacing data already present on the record.

What Enrichment Populates

Personal Fields

Profile-level information about the individual, including full name, profile photograph, location or city, personal biography, and personal website address.

Professional Fields

Career and contact information relevant to their professional identity, including job title, company name, work email address, work phone number, LinkedIn URL, Twitter/X URL, Facebook URL, educational background, and professional skills.

Setting Up People Data Enrichment

  1. Install the WebAmigo extension. People Data Enrichment requires the WebAmigo extension, available from the Zoho Marketplace. This must be installed before the feature can be configured in Zoho CRM.
  2. Navigate to Setup › Zia › Data Enrichment. Once WebAmigo is installed, open the Data Enrichment configuration area within your CRM setup.
  3. Configure enrichment for Leads and/or Contacts. Set field mappings and confirm which modules should have enrichment enabled.
Note: The WebAmigo extension must be installed from the Zoho Marketplace before People Data Enrichment becomes available in your Zoho CRM setup. Without this extension, the option will not appear under Setup › Zia › Data Enrichment.

Monitoring Enrichment Activity

The Data Enrichment settings include two monitoring tabs. The History tab records previous enrichment runs with details of which records were processed and when. The Usage tab tracks credit consumption so administrators can monitor usage against available allowances.

Availability

Requirement Detail
Zoho CRM EditionProfessional, Enterprise, and Ultimate
Extension requiredWebAmigo (Zoho Marketplace)
Applicable modulesLeads and Contacts
Configuration pathSetup › Zia › Data Enrichment
Overwrites existing valuesNo — fills empty fields only by default
Need help? 1 Cloud Consultants can configure People Data Enrichment for your Zoho CRM — including WebAmigo installation, field mapping, and integration with your existing Lead and Contact workflows. Book a discovery call with 1 Cloud Consultants.