Overview

Our Lookup features Enrichment and Lookup allows you to enrich your capture form fields using information from a connected connected databases, such as NPI, your Captello/Lead Liaison account, your connected CRM/Marketing Automation system, or the Captello Enrichment Network.

Once a lead is captured, enrichment can takae place whether by triggering enrichment manually after scanning their badge (using the event API), or if you’re at an event without an API, by taking a picture of their badge using the unified or smart scanner).

If you are using Captello CRM, HubSpot or Salesforce (Standard), also
check CRM Intelligence Cards.

Enrichment Vs. Lookup

Enrichment is a more advanced feature, allowing the use of multiple sources at the same time using a waterfall approach, and also allowing showing and selecting between multiple results.

To learn more about Lookup, scroll down to Enrichment and Lookup .

For NPI Lookup, refer to NPI Lookup.

	Lookup	Enrichment

	Lookup	Enrichment
Number of sources to look up at once	One at a time	As many connected sources as chosen
Number or records retrieved	One record based on selected criteria	Select whether all records are retrieved to select from or only the first matched record (can be time-saving when priority sources are ranked).
Captello Enrichment Network	Not supported	Supported
Information used to perform a lookup	Email only	A combination of name, email, company, and job title can be used.
NPI Lookup Source	Available	Available through Captello Health Enrichment Network (inc. Reverse NPI Lookup).
Mobile app/webview	Supported on both	Mobile app only

Available Sources

My Captello (CRM): Prospects on your Captello account.
Captello Enrichment Network: 120+ B2B data sources across different industries.
Captello Health Enrichment Network: A network of sources specialized in the medical industry.

Captello Health Enrichment Network is not part of Captello Enrichment Network, for more information, please contact your Captello representative.

HubSpot
Salesforce
Marketo
Pardot (Account Engagement)
Microsoft Dynamics

What Data is Looked Up (Field Mapping)

The following applies for both Enrichment and Lookup.

Lookup field mapping depends on the lookup source. Many of them support custom mapping. Find the details about each source below:

All standard fields

Custom mapping for looking up the Contact object is available. Refer to Adobe Marketo | Capture Form Marketo Lookup.

Custom mapping is available for looking up the Person/Lead object. Refer to Adobe Marketo | Capture Form Marketo Lookup.

Lead Field Mapping:

Salesforce Lead Field	Captello Field
Salutation	Salutation
FirstName	FirstName
LastName	LastName
Email	Email
Description	Description
LeadSource	LeadSource
MobilePhone	MobilePhone
Phone	Phone
Fax	Fax
Status	Status
Company	Company
Title	Title
Website	Website
AnnualRevenue	AnnualRevenue
NumberOfEmployees	NumberOfEmployees
Industry	Industry
Street	Street
City	City
State	State
PostalCode	PostalCode
Country	Country
Id	Id

Contact Fields Mapping:

Salesforce Contact Field	Captello Field
Salutation	Salutation
FirstName	FirstName
LastName	LastName
Email	Email
Title	Title
MobilePhone	MobilePhone
MobilePhone	MobilePhone
HomePhone	HomePhone
Description	Description
LeadSource	LeadSource
Fax	Fax
MailingCity	City
MailingCountry	Country
MailingPostalCode	Zipcode
MailingState	State
MailingStreet	StreetAddress
Id	Text1
OtherCity	Text2
OtherCountry	Text3
OtherPhone	Text4
OtherPostalCode	Text5
OtherState	Text6
OtherStreet	Text7

Account Fields Mapping:

Some of the ‘Accounts’ object fields are pulled into Captello when looking up a Salesforce contact. Below is a table showing the mapping of the ‘Accounts’ object fields.

Salesforce Account Field	Captello Field
Name	Company
AnnualRevenue	AnnualRevenue
Industry	Industry
NumberOfEmployees	NumberOfEmployees
Website	Website
Type	Type
Id	Text10
Phone	Text11
Fax	Text12
BillingCity	Text13
BillingCountry	Text14
BillingPostalCode	Text15
BillingState	Text16
BillingStreet	Text17
ShippingCity	Text18
ShippingCountry	Text19
ShippingPostalCode	Text20
ShippingState	Text21
ShippingStreet	Text22
Description	LargeText1

Salesforce (Standard) Lookup allows custom mapping as long as fields are mapped to Captello/Lead Liaison standard fields. Refer to Salesforce (Standard).

If custom mapping isn’t set up, it will use the same mapping as Salesforce (Professional).

NPI Fields	Captello Fields
first_name	FirstName
last_name	LastName
address_1	StreetAddress1
address_2	StreetAddress2
city	City
state	State
country_name	Country
postal_code	Zipcode
telephone_number	WorkPhone
fax_number	Fax
name_prefix	Salutation
name_suffix	NameSuffix
middle_name	MiddleName
gender	Gender
credential	Text1
sole proprietor	Text2
enumeration_date	Text3
last_updated	Text4
status	Text5

Refer to Captello Healthcare Enrichment Network Fields.

Captello Health Enrichment Network is not part of Captello Enrichment Network, for more information, please contact your Captello representative.

Enrichment

Enrichment is a lead-capture feature that allows you to look up records on your connected accounts of HubSpot, Salesforce, and Marketo, in addition to prospects existing on your Captello/Lead Liaison account and the Captello Enrichment Network. Other CRM/MA platforms will be supported in the future.

Unlike Lookup, Enrichment allows you to look up multiple sources at the same time and to retrieve multiple records to choose from.

It also allows you to rank sources, so it will retrieve data from your priority sources first (such as when you have a CRM that has the most recent data).

The Enrichment waterfall will be followed automatically when the Smart Scanner / Unified Scanner is used; it can also be triggered manually.

Adding Enrichment Sources to Lead Capture Forms

Setting Up the Enrichment Waterfall

Find the enrichment setup section under form properties.

Select your preferences
- Use partial search when possible: Allows you to search for partial names (e.g., “Brad” would also retrieve “Bradley”, and “Lead Liaison” would also retrieve “Lead Liaison LLC”).
- Search input screen: Select whether the lookup icon on the form is always visible, or if it appears when you’re missing contact information.
- Search results display: Select whether all results are shown, show the first match with a button to show all results, or show only the first match.
Select your sources. You can add as many sources as desired using the “+” button.

Move them up or down by dragging the move icon. Sources on top are prioritized.

This means you can set it up to look your Captello, then your CRM first, and if it doesn’t find a result, only then can it resort to the Captello Enrichment Network. In this example, the setup would be:
Source 1: My Captello (CRM)
Source 2: HubSpot (or whichever CRM/MAP you have connected)
Source 3: Captello Enrichment Network

Social Enrichment

When enabled, enrichment data and Talking Topics will appear on the Captello Enrichment Network verification screen and upon closing the results screen. This option enriches leads using social network data, adding details like gender, age, profile photo, Twitter URL, LinkedIn URL, LinkedIn bio, and more to the Prospect record.

Enable the Enrichment Button on Fields (Search and Enrich)

It does not matter which field(s) you enable ‘Search and enrich’ on. This is just to show a button that launches the enrichment search pop-up.

You can have the button on as many fields as desired.

You can also enable Lookup at the same time; that way, Enrichment will be available on the mobile app, while Lookup will be available on the web app.

You can also use Enrichment and Lookup in conjunction by enabling Lookup on the email field while having Enrichment enabled on any other field. It does not matter which field Enrichment is enabled on since it is only used to launch the Enrichment pop-up.

Manually Running Enrichment

Enrichment runs automatically upon using the Smart Scanner or the Unified Scanner. It can also be triggered manually by following the steps below:

Enrichment is currently supported on the mobile app only. However, you can also keep Lookup on for web-view submissions.

To use Enrichment, tap any of the Enrichment icons you have enabled.

Alternatively, enable the Enrich button from the Style tab of the capture form, and click the ‘Enrich’ button at the bottom of the form.

The lookup pop-up will launch, prefilled with contact information you have on the form, including First Name, Last Name, Email, Company, and Job Title.

Click the search button to perform the lookup.

In this example, ‘Show all results’ is selected, allowing you to tap any of the results to fill the form.

Adjusting Search After Showing Results

To go back to the lookup pop-up and make search adjustments, tap Refine search.

Firmographics Enrichment

Firmographics enrichment is another enrichment service provided by Captello that automatically fills form fields with information about a company after an email is added.

Firmographics Fields

Firmographics include company information such as Company Name, Industry, Address, Company Phone, Description, and Company LinkedIn URL. For all possible returned fields, please refer to Firmographics Fields.

Setting up Firmographics for Lead Capture

The setup uses Captello’s on-input actions. The setup requires detecting input in the email field to trigger the enrichment.