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crm enrichment through freckle made by hershy kulkarni with scribe https //scribehow\ com/viewer/crm enrichment through freckle dz93qfgero6vioobvk7dsa this guide provides a step by step process for enriching crm data using freckle, with this example focusing on fire department information for new jersey this is relevant for any states we decide to enrich the key tools to use are freckle and the gpt agent used if you don't have access to either, let me know why this workstream matters tip freckle is an ai tool when you run cells, you spend "credits" for freckle to web scrape and generate information we put into the crm this is vital to making sure we continue to have new contacts and departments to reach out to for our sales cycle what used to take days (manually searching the web) to find data now takes less than an hour with this tool by consistently running freckle and enriching with new departments, you're playing a big role in supporting our sales team 1\ navigate to https //app freckle io/tables/10846 https //app freckle io/tables/10846 this is the creating new companies and poc table filter what state we are looking to enrich 2\ click "filter" 3\ click "add filter" 4\ click the "select column" field 5\ click "state/region" 6\ click this field 7\ type "nj" or whatever state abbreviation is relevant 8\ click the first department in the filtered view and drag all the way down 9\ copy the entire list use gpt agent to find missing departments in that state 10\ switch to tab chatgpt generate fire department names by state" 11\ click here 12\ paste list from freckle into the chat box and add "new jersey" at the bottom 13\ click "perth amboy fd new brunswick fd (nj) passaic fd east orange fd orange fd (nj) irvington fd (nj) bloomfield fd (nj) montclair fd (nj) englewood f " 14\ press \[\[cmd]] + \[\[c]] alert alert! make sure that gpt does not provide you with duplicate names enrich crm with gpt results 15\ switch back to freckle tip in order for freckle to run smoothly, you must remove all filters before adding new departments this is what the next couple steps will do 16\ click "1" 17\ click this icon tip freckle works best if you add new departments at the very bottom of the table 18\ click "add new row" 19\ click here 20\ press \[\[cmd]] + \[\[v]] 21\ click here freckle enrichment organization type tip from here on out, all steps will be enriching specific data each column with a " " as a prefix are different information types we want to enrich 22\ click "run selected cells" for "organization type" 23\ copy the output tip the freckle columns with " " are always next to the relevant hubspot column we need to paste into for example, \[\[ organization type]] is next to \[\[company type]] freckle will generate data in the \[\[ organization type]] and you need to paste it into the hubspot's version \[\[company type]] column so it gets into the crm example below of some column headers the " " columns are ones you need to "run" in freckle, and then paste that output into the associated column next to it 24\ paste the output into \[\[company type]] now, repeat that workflow for all " " columns freckle enrichment department city 25\ click "run selected cells" 26\ click "perth amboy" 27\ press \[\[cmd]] + \[\[c]] 28\ press \[\[cmd]] + \[\[v]] freckle enrichment department state 29\ press \[\[cmd]] + \[\[shift]] + \[\[down]] 30\ click "run selected cells" 31\ click "nj" 32\ press \[\[cmd]] + \[\[shift]] + \[\[down]] 33\ press \[\[cmd]] + \[\[c]] 34\ press \[\[cmd]] + \[\[v]] freckle enrichment mailing address 35\ press \[\[cmd]] + \[\[shift]] + \[\[down]] 36\ click "run selected cells" 37\ click "375 new brunswick ave, perth amboy, nj 08861" 38\ press \[\[cmd]] + \[\[shift]] + \[\[down]] 39\ press \[\[cmd]] + \[\[c]] 40\ press \[\[cmd]] + \[\[v]] freckle enrichment # of stations 41\ press \[\[cmd]] + \[\[shift]] + \[\[down]] 42\ press \[\[cmd]] + \[\[c]] alert alert! you can see above there's still a cell that is "running " that sometimes happens in freckle and is due to server capacity let it run / refresh the page a couple times i pushed forward for the sake of showing you the overall process, but when doing it for real, make sure all the data is reported before using it 43\ press \[\[cmd]] + \[\[v]] freckle enrichment # battalions tip this column is a formula so there's nothing to run it will read # of stations and spit out the correct battalion estimate immediately 44\ press \[\[cmd]] + \[\[c]] 45\ click here 46\ press \[\[cmd]] + \[\[v]] 47\ type " \[\[right]] \[\[right]] \[\[right]] \[\[left]] \[\[right]]" freckle enrichment dept phone number 48\ click here 49\ click "run selected cells" 50\ click "973 450 3368" 51\ press \[\[cmd]] + \[\[c]] 52\ click here 53\ press \[\[cmd]] + \[\[v]] freckle enrichment web domain 54\ click here 55\ click "run selected cells" 56\ click " bellevillenj org http //bellevillenj org " 57\ press \[\[cmd]] + \[\[c]] 58\ click here 59\ press \[\[cmd]] + \[\[v]] freckle enrichment create company tip this sends all the data (that we've pasted into the right columns) into our crm big moment 60\ click here 61\ click "run selected cells" alert make sure there's no errors reported when you do that freckle enrichment generate company id tip now, we'll focus on generating specific contacts at these departments in order to ensure these contacts get associated with the right department, we need this company id to reference simply run \[\[ lookup company id]] no other task will be needed 62\ click here, highlight the cells, and run freckle enrichment fire chief 63\ click here 64\ click "run selected cells" tip the grayed out columns are just formulas don't worry about them 65\ click "run selected cells" to send fire chief information to hubspot freckle enrichment batt chief 66\ click here 67\ click "run selected cells" 68\ click here 69\ click "run selected cells" to send batt chief data to hubspot 70\ don't be alarmed by "run condition not met" that just means there's no data found in freckle we can ignore that for now freckle enrichment payroll 71\ click "run selected cells" alert sometimes, we'll get contact information that is slightly different from what we want below, you'll see "d talib aquil" for our needs, we only want their first and last name, not any kind of prefixes (this will mess up our hubspot upload) freckle allows you to edit the data you get if you see something like this, you can jump in, remove the prefix, and ensure the first name and last names are getting captured correctly 72\ double click "d talib aquil, business administrator, taquil\@perthamboynj org mailto\ taquil\@perthamboynj org " 73\ click this field 74\ type " \[\[backspace]]" 75\ click here 76\ click here 77\ click "run selected cells" 78\