The business problem
A name on a prospect list is not a usable contact. People change roles, providers return partial matches, and an address can belong to the wrong person or employer. Reps lose time reconciling those results before they can start a relevant conversation.
The intended outcome
A contact record your team can explain: the person and employer match, the requested contact channel is checked, and uncertain results are visible. Permission to contact someone and the choice of sending channel remain separate decisions.
Measure accepted contacts and the time spent resolving exceptions, rather than the number of populated email fields.
A concrete example
Illustrative example, using fictional data. A fictional SDR team has names from an industry event. One lookup returns an address at a previous employer. The reviewed workflow holds that record and accepts the contact whose current role, company and work email agree. The rep receives a usable contact, not a plausible guess.
The workflow
01
Identify the person
Name or profile, with the company context.
02
Find contact details
Declared provider lookups fill the missing channel.
03
Check the evidence
Identity and channel checks determine acceptance.
04
Return a clear result
Accepted contact, no result or a review reason.
A checked contact record, with the unresolved cases kept visible.
Supporting evidence
Adapt’s customer story describes a signal workflow that filters for account fit, enriches contacts, adds HubSpot context and delivers the result to Slack. Contact enrichment serves a specific sales decision inside that shared workflow.
Find the guide and implementation
Start with the guide
The procedures, commands and review checks live in Docs.
How-to guide
Find work emails with a waterfallInspect the route, pilot a list and review the results.
How-to guide
Verify contact details from profilesResolve identity and check email and phone evidence separately.
Choose the implementation
A prebuilt Play can supply a step. Your own workflow owns the complete business decision and handoff.
A maintained lookup for a person and company identity.
A separate contact lookup when phone is the channel you need.