Agent skill

CRM Data Enrichment

by seb1n in seb1n/awesome-ai-agent-skills

Enrich CRM records with firmographic and contact data, filling gaps in company and person profiles to improve segmentation, routing, and outreach quality.

MITAuto-check passedSales & Support

Install CRM Data Enrichment

skills CLI
$ npx skills add seb1n/awesome-ai-agent-skills --skill crm-data-enrichment -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install seb1n/awesome-ai-agent-skills crm-data-enrichment --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/seb1n/awesome-ai-agent-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/sales/crm-data-enrichment .claude/skills/crm-data-enrichment && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
crm-data-enrichment
GitHub stars
206
Token cost
~1.7k tokens
SKILL.md length
825 words
Files
1
Skills in repo
101
Repo updated
First seen
Licence
MIT

At a glance

Enrich CRM records with firmographic and contact data, filling gaps in company and person profiles to improve segmentation, routing, and outreach quality.

  • Works in 5 steps: Identify Gaps in CRM Data — Audit the… → Source Enrichment Data — Pull data from… → Match and Merge Records — Align… → …
  • The user requests crm data enrichment
  • SKILL.md covers Workflow, Usage, Examples and Best Practices, plus 1 more section
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

CRM Data Enrichment is an agent skill from seb1n/awesome-ai-agent-skills. Enrich CRM records with firmographic and contact data, filling gaps in company and person profiles to improve segmentation, routing, and outreach quality. Use when the user requests crm data enrichment or provides relevant inputs for this workflow.

Its SKILL.md is about 1.7k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Sales & Support, covering CRM management. The repository describes itself as: 103 ready-to-use AI agent skills for Claude Code, OpenAI Codex, Gemini CLI, Cursor, GitHub Copilot, Windsurf, and other Agent Skills-compatible tools. Complete SKILL.md… The licence is MIT.

When your agent uses it

  • The user requests crm data enrichment
  • Provides relevant inputs for this workflow

Example prompts

  • “/crm-data-enrichment”

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

  1. Identify Gaps in CRM Data — Audit the target CRM records to surface missing or outdated fields. Common gaps include annual revenue…
  2. Source Enrichment Data — Pull data from company websites, LinkedIn profiles, SEC filings, job postings, DNS/TXT records (for tech stack…
  3. Match and Merge Records — Align enrichment data to CRM records using deterministic matching on domain, email, or unique identifiers…
  4. Validate Accuracy — Apply confidence scoring to each enriched field. Flag data points sourced from a single unverified origin as…
  5. Update CRM Fields — Write validated enrichment data back to the CRM, respecting field-level permissions and avoiding overwrites of…

What it can do on your machine

Read from SKILL.md and the folder at commit 75865a5. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

CRM Data Enrichment loads about 1.7k tokens when it runs. Until then it costs about 67 tokens; SKILL.md has 825 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~67
When it runs · the whole SKILL.md, loaded when a task matches
~1.7k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from seb1n/awesome-ai-agent-skills at commit 75865a5, republished under its MIT licence (© seb1n). 825 words, ~1,725 tokens.

Download SKILL.mdSave it as .claude/skills/crm-data-enrichment/SKILL.md (or your agent's skills folder).
name
crm-data-enrichment
description
Enrich CRM records with firmographic and contact data, filling gaps in company and person profiles to improve segmentation, routing, and outreach quality. Use when the user requests crm data enrichment or provides relevant inputs for this workflow.
license
MIT
metadata.author
community
metadata.version
1.0

CRM Data Enrichment

Enrich company and contact records in your CRM with up-to-date firmographic, technographic, and demographic data. This skill identifies gaps in existing records, sources enrichment data from available signals, merges and deduplicates entries, validates accuracy, and updates fields — giving sales teams cleaner data for segmentation, lead routing, and personalized outreach.

Workflow

  1. Identify Gaps in CRM Data — Audit the target CRM records to surface missing or outdated fields. Common gaps include annual revenue, employee count, industry classification, technology stack, direct phone numbers, verified email addresses, and current job titles. Prioritize fields that directly impact lead scoring and routing logic.

  2. Source Enrichment Data — Pull data from company websites, LinkedIn profiles, SEC filings, job postings, DNS/TXT records (for tech stack detection), press releases, and third-party data providers. Cross-reference at least two independent sources per data point to reduce single-source risk.

  3. Match and Merge Records — Align enrichment data to CRM records using deterministic matching on domain, email, or unique identifiers, supplemented by fuzzy matching on company name and location. Deduplicate records where enrichment reveals two CRM entries represent the same entity, preserving the most complete record as the primary.

  4. Validate Accuracy — Apply confidence scoring to each enriched field. Flag data points sourced from a single unverified origin as low-confidence. Cross-check revenue and headcount against recent earnings reports or LinkedIn company pages. Validate email deliverability and phone connectivity where possible.

  5. Update CRM Fields — Write validated enrichment data back to the CRM, respecting field-level permissions and avoiding overwrites of manually verified data. Log all changes with timestamps and source attribution for audit trails. Trigger downstream automations (lead scoring recalculation, territory reassignment) based on newly populated fields.

Usage

Provide the CRM records (or describe the fields and current data) you want enriched, along with which fields to prioritize. Specify the CRM system if relevant (Salesforce, HubSpot, etc.) and any enrichment constraints.

Example prompt:

Enrich this company record for NovaTech Solutions. Currently we only have the company name and domain (novatech.io). Fill in revenue, employee count, industry, headquarters, founding year, tech stack, and key contacts. Format as a before/after comparison.

Examples

Example 1: Company Record Enrichment

Input: Sparse CRM record for NovaTech Solutions.

Before:

FieldValue
Company NameNovaTech Solutions
Domainnovatech.io
Industry—
Annual Revenue—
Employee Count—
Headquarters—
Founded—
Tech Stack—
LinkedIn URL—

After Enrichment:

FieldValueSourceConfidence
Company NameNovaTech Solutions, Inc.SEC filingHigh
Domainnovatech.ioExisting—
IndustryEnterprise Software (SaaS)LinkedIn + CrunchbaseHigh
Annual Revenue$42M ARRCrunchbase Series C filingMedium
Employee Count280LinkedIn company pageHigh
HeadquartersAustin, TXCompany website footerHigh
Founded2017CrunchbaseHigh
Tech StackAWS, React, PostgreSQL, Snowflake, SegmentDNS records + job postingsMedium
LinkedIn URLlinkedin.com/company/novatech-solutionsLinkedIn searchHigh

Fields added: 7 of 7 gaps filled. Revenue flagged as medium confidence (sourced from fundraising disclosure, not audited financials).


Show full SKILL.md (355 more words)Show less
Example 2: Contact Record Enrichment

Input: Contact record with only name and email.

Before:

FieldValue
First NameSarah
Last NameNguyen
Emails.nguyen@novatech.io
Title—
Phone—
LinkedIn—
Location—
Reports To—

After Enrichment:

FieldValueSourceConfidence
First NameSarahExisting—
Last NameNguyenExisting—
Emails.nguyen@novatech.ioExisting (verified deliverable)High
TitleVP of EngineeringLinkedIn profileHigh
Phone+1 (512) 555-0173Company directory pageMedium
LinkedInlinkedin.com/in/sarah-nguyen-engLinkedIn searchHigh
LocationAustin, TXLinkedIn profileHigh
Reports ToJames Park, CTOLinkedIn org chart + press releaseMedium

Fields added: 5 of 5 gaps filled. Phone flagged as medium confidence (directory pages can lag behind extensions changes).

Best Practices

  • Always enrich the company record before enriching associated contacts — firmographic context improves contact validation.
  • Set confidence thresholds for auto-update vs. manual review; fields below 70% confidence should be queued for human verification.
  • Preserve manually entered data by default; only overwrite when enrichment data has demonstrably higher confidence and recency.
  • Run enrichment on a recurring schedule (monthly for active pipeline accounts, quarterly for nurture) rather than one-off batches.
  • Log every field change with source and timestamp so sales reps can assess trustworthiness.
  • Respect data privacy regulations (GDPR, CCPA) — do not enrich with personal data where consent requirements are unmet.

Edge Cases

  • Domain mismatch or redirect — When a company domain redirects to a parent org, verify whether the CRM record refers to the subsidiary or parent before merging firmographic data.
  • Stale LinkedIn data — Job titles on LinkedIn can lag real-world changes by months. Cross-reference with recent press releases, company announcements, or email signature blocks for current titles.
  • Duplicate records post-enrichment — Enrichment may reveal that two CRM accounts (e.g., "NovaTech" and "NovaTech Solutions Inc.") are the same entity. Flag for merge review rather than auto-merging to prevent accidental data loss.
  • Private companies with no public financials — Revenue and funding data may be unavailable or speculative. Mark these fields as estimates with explicit confidence bands (e.g., "$30M–$50M estimated ARR").
  • Contacts with common names — When matching contacts by name alone, require a secondary identifier (domain, company, location) to avoid false positive matches. Never enrich a contact record based solely on name similarity.

© seb1n, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in sales/crm-data-enrichment of seb1n/awesome-ai-agent-skills.

Open the folder on GitHubat commit 75865a5

Compare with similar skills

CRM Data Enrichment next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

CRM Data Enrichment compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
CRM Data Enrichment this skillseb1n/awesome-ai-agent-skills206—~1.7kAutomated safety check: PassMIT
GEO Prospect Trackerzubair-trabzada/geo-seo-claude11k—~1.7kAutomated safety check: NotesMIT
Soql Lib Query Builderbeyond-the-cloud-dev/soql-lib154—~4.3kAutomated safety check: PassMIT
Sf DatacloudJaganpro/sf-skills424—~2.7kAutomated safety check: PassMIT
B2b Sdr AgentiPythoning/b2b-sdr-agent-template190—~744Automated safety check: PassMIT-0
Soql Lib Selectorbeyond-the-cloud-dev/soql-lib154—~2kAutomated safety check: PassMIT

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Categories

Questions about CRM Data Enrichment

What does CRM Data Enrichment do?

Enrich CRM records with firmographic and contact data, filling gaps in company and person profiles to improve segmentation, routing, and outreach quality. CRM Data Enrichment is an agent skill from seb1n/awesome-ai-agent-skills. Enrich CRM records with firmographic and contact data, filling gaps in company and person profiles to improve segmentation, routing, and outreach quality.

When should I use CRM Data Enrichment?

CRM Data Enrichment fits situations like: the user requests crm data enrichment; provides relevant inputs for this workflow.

How do I install CRM Data Enrichment in Claude Code?

Run `npx skills add seb1n/awesome-ai-agent-skills --skill crm-data-enrichment -a claude-code`. Or copy the skill folder (sales/crm-data-enrichment in seb1n/awesome-ai-agent-skills) into .claude/skills/crm-data-enrichment in your project. Claude Code loads it when a task matches its description.

How do I install CRM Data Enrichment in Codex?

Run `npx skills add seb1n/awesome-ai-agent-skills --skill crm-data-enrichment -a codex`. Or copy the skill folder (sales/crm-data-enrichment in seb1n/awesome-ai-agent-skills) into .agents/skills/crm-data-enrichment in your project. Codex loads it when a task matches its description.

Can I use CRM Data Enrichment in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add seb1n/awesome-ai-agent-skills --skill crm-data-enrichment -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/crm-data-enrichment, .gemini/skills/crm-data-enrichment, .github/skills/crm-data-enrichment and .opencode/skills/crm-data-enrichment in your project.

What does CRM Data Enrichment need to run?

SKILL.md names no scripts, command-line tools or credentials: CRM Data Enrichment is instructions for the agent only.

Does CRM Data Enrichment access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is CRM Data Enrichment safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does CRM Data Enrichment use?

CRM Data Enrichment is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does CRM Data Enrichment use?

About 1.7k tokens (SKILL.md is roughly 6.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to CRM Data Enrichment?

Skills that share tags, products or a category with CRM Data Enrichment: GEO Prospect Tracker (zubair-trabzada/geo-seo-claude, 11k stars), Soql Lib Query Builder (beyond-the-cloud-dev/soql-lib, 154 stars), Sf Datacloud (Jaganpro/sf-skills, 424 stars) and B2b Sdr Agent (iPythoning/b2b-sdr-agent-template, 190 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains CRM Data Enrichment?

seb1n (a GitHub user) maintains it in seb1n/awesome-ai-agent-skills, which has 206 GitHub stars. The repository holds 101 skills in this directory. The repository was last updated on August 9, 2026.

Source: seb1n/awesome-ai-agent-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.