Refresh stale records every quarter

Every quarter, re-checks saved people not enriched in six months.

Use this workflowHow it works

8 stepsQuarterlyYou approve before anything is sent

The workflow diagram

Refresh stale records every quarter: workflow diagramThe 8 steps of this workflow, from its trigger to the final step.On the 1st of each quarter, for each saved person. Scores, schedules and toolsBWWHENTRIGGEROn the 1st of eachquarter, for each saved…Scores, schedules and toolsNot enriched in 180 days?Not enriched in180 days?Refresh the person (LeadFuze first). Paid per resultDATHENRefresh the person(LeadFuze first)Paid per resultChanged companies?Changedcompanies?Flag the job change. Audiences and recordsBWTHENFlag the job changeAudiences and recordsAdd to Changed jobs. Audiences and recordsBWTHENAdd to Changed jobsAudiences and recordsNote the move in your CRM. Waits for your approvalCRTHENYOUR OKNote the move in your CRMWaits for your approvalRe-check the email (included and free checks). Paid per resultDATHENRe-check the email(included and free…Paid per resultSave the refresh. Audiences and recordsBWTHENSave the refreshAudiences and recordsThis path stops hereThis path stops hereThis path stops hereYesNoYesNo
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

Every quarter, re-checks saved people not enriched in six months. Job changers are flagged and noted in your CRM after you approve; people who stayed get a free email re-check.

Why it works. Contact data decays every month, and a scheduled refresh keeps campaigns and CRM reports honest.

CRM notes wait for your approval.

How it works

It starts: On the 1st of each quarter, for each saved person, or run it now.

  1. 1

    Not enriched in 180 days?

    If yes, it goes on to "Refresh the person (LeadFuze first)". If no, it stops for that person.

  2. 2

    Refresh the person (LeadFuze first)

    Adds the person's role and profile details.

  3. 3

    Changed companies?

    If yes, it goes on to "Flag the job change". If no, it goes on to "Re-check the email (included and free checks)".

  4. 4

    Flag the job change

    Saves what was found onto the record.

  5. 5

    Re-check the email (included and free checks)

    Checks the email is deliverable before anything is sent. Free checks run first.

  6. 6

    Add to Changed jobs

    Saves the people to an audience you can use anywhere.

  7. 7

    Save the refresh

    Saves what was found onto the record.

  8. 8

    Note the move in your CRM Waits for your OK

    Adds or updates the records in your CRM. It waits for your approval first.

What you need

  • Workflow Wallet funds for paid lookups
  • Your CRM

What it costs

Paid steps are charged per result from your Workflow Wallet, and you set the limit.

  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

$0.062 typical per 100 contacts, up to $5.00

Free sources and LeadFuze data run first. Paid lookups only fill the rest, and misses are free on most sources. Estimates use current customer prices.

Data partners

Free sources run first, then the rest in the order this workflow tries them.

  • Refresh the person (LeadFuze first)

    • LeadFuze
    • AI Ark
    • Dropleads
    • QuickEnrich
    • Hunter
    • Tomba
    • MoltSets
    • Datagma
    • +4 more

  • Re-check the email (included and free checks)

    • LeadFuze
    • ContactOut

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