Scheduler
trigger
→ quake_create_jobData Import Trigger - Triggers whenever a new CSV or data export from Lusha/ZoomInfo is uploaded to the processing folder.
This workflow addresses one of the most common frustrations for recruitment business owners: having expensive data sitting in silos (like Lusha or ZoomInfo) while your CRM stays empty or incomplete.
Why this is a game-changer for your sales engine:
- Maximized ROI on Data: You’ve already paid for Lusha and ZoomInfo. This workflow ensures that data actually makes it into Itris, so your consultants aren't jumping between tabs to find a phone number.
- Intelligence over Effort: Instead of consultants manually checking if "John Smith at Google" is already in the system, the AI does the "Gap Analysis" for them. It finds the "Likely Matches" where you have the person's name but lack their direct dial or email.
- Database Wealth: Every time a gap is filled, it’s saved to Quake Core. This builds a proprietary "Gold Standard" database that belongs to your business, increasing your company's valuation.
- Automated Cleanliness: It prevents duplicate records by matching names and company domains before adding new data, keeping your Itris CRM lean and professional.
The Workflow Logic:
- The Intake: We pull your exported data lists from Lusha and ZoomInfo.
- The CRM Search: The system looks into Itris to see if these people or companies already exist.
- The Gap Analysis (The Brain): ChatGPT compares the two. It looks for scenarios like: "We have John Smith at Google in Itris, but no mobile number. ZoomInfo has the mobile number. Update the record." or "This person doesn't exist at all. Create a new record."
- The Update/Creation: The system automatically pushes the missing data into Itris and logs the "enriched" profile in Quake Core.
- The Notification: A summary is sent via Outlook to the relevant consultant or manager, showing exactly how many records were "repaired" or added.
- The Workflow Schema
→ quake_create_jobData Import Trigger - Triggers whenever a new CSV or data export from Lusha/ZoomInfo is uploaded to the processing folder.
→ CompanyContact_SelectByLastModifiedFromSearch Itris Contacts - Cross-references the external data names and companies against existing Itris records to find matches.
→ openai_generate_jsonAI Gap Analysis - ChatGPT compares the external data vs CRM data. It identifies missing emails/mobiles for existing contacts and flags brand new ones.
→ CompanyContact_PatchByContactIdUpdate/Create in Itris - Fills in the 'gaps' for existing records or creates new Contact records for those missing entirely.
→ quake_create_contactSync to Quake Core - Logs all enriched data into Quake to maintain a master backup and track data growth metrics.
→ sendMailMeEnrichment Report - Sends a summary to the team showing how many records were enriched and providing links to the new high-value contacts.