Field Enrichment

Field Enrichment uses AI to intelligently populate fields on leads and contacts.

The Field Enrichment API waits for the enrichment process to complete before returning a response. Fields with complex guidance or requirements may time out / not complete. If this happens consistently, try to simplify the instructions or reduce the scope of the request.

Supported Field Types

The Field Enrichment API works with various custom field types:

• Text Fields: Company descriptions, job titles, notes
• Choice Fields: Industry categories, lead sources, priorities
• Number Fields: Employee counts, revenue estimates, scores
• Date Fields: Founded dates, last contact dates
• Multi-Choice Fields: Tags, categories, services offered

For best results, configure guidance for each field within the field settings in the Close app.

Update Strategy

By default, values are saved but only if the field does not already have a value. Saving values may be disabled by specifying set_new_value: false in the request, or enrichment can be set to overwrite any existing values by specifying overwrite_existing_value: true.