Use AI Data Enrichment in Zoho CRM for Better Lead Details

10.07.25 01:38 PM

Turn Cold Leads into Smart Outreach with Zoho CRM’s Data Enrichment

Ever wished your cold email list could magically fill itself out with job titles, company names, websites—even LinkedIn profiles?

With Zoho CRM’s Data Enrichment feature, powered by Zia AI and optionally OpenAI, that’s not a fantasy—it’s real, and it’s one of the most useful ways to level up your outreach without wasting time on manual research.

Let’s walk through how it works, how to set it up, and why small businesses should absolutely be using this.

Watch How You Can Use AI Data Enrichment in Zoho CRM

What Is Data Enrichment in Zoho CRM?

Data Enrichment automatically fills in missing information for your Leads or Contacts based on their email address or domain.

You can instantly get:
  • Full Name
  • Job Title
  • Company Name
  • Industry
  • Website
  • Phone Numbers
  • Social Profiles (including LinkedIn)

It’s like giving your CRM X-ray vision.

How to Turn It On (In Under 5 Minutes)

  1. Navigate to Setup > Zia > Data Enrichment
    Enable it for Leads and/or Contacts—whichever you want to enrich.
  2. Optional but powerful: connect OpenAI
    Head to Marketplace > OpenAI Extension for Zoho CRM
    Install the extension and connect your OpenAI API key to supercharge enrichment with contextual data.
  3. Start entering leads
    As long as you have an email or domain, Zoho CRM will attempt to enrich the record. And you stay in control—you get to approve what gets added or updated.

Real Example: From Cold List to Warm Outreach

One of my clients uploaded a cold email list with no context—just emails.

After turning on Data Enrichment, their CRM was instantly filled with real names, job titles, industries, and even LinkedIn links. That meant their sales team could tailor outreach with confidence instead of sending blind cold emails.

It saved them hours—and improved response rates.

Why It Matters

AI gets a bad rep for being too fluffy or abstract. But this is practical, immediate value. Data Enrichment helps you:
  • Work faster
  • Reach out smarter
  • Avoid awkward emails
  • And keep your CRM accurate and actionable

Bonus: You Stay in Control

Worried about overwriting your carefully curated fields? Don’t be.

Zoho lets you preview all suggested updates before applying them—so you’re never forced into unwanted changes.

Want the full setup guide?

Want help enriching your data? Schedule a Call to get started, or Join Our Newsletter to stay in the Zoho know.

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Jozette writes about making Zoho work smarter for businesses—think CRM tips, project fixes, and clever ways to simplify your systems. She’s here to cut the tech-speak and give you clear, practical advice your team will actually use, and enjoy reading.