Enrich Person

uplead.enrich_person
ActionCRM & salesconnection required

Calls the UpLead API with the connection's credentials.

Look up one person's title, email, phone and social profiles.

Connection

Required
Yes — the node will not save without one
Auth type
API key
Providers
UpLead
Secret shape
the UpLead API key, or {"api_key": "…"}
Resolved by
config.connection_id, else node.connection_id

Configuration

5 fields, none required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.

FieldTypeRequiredDefaultConstraintsExample
email
The person's email address — the most precise way to find them.
stringNo—email formatmarc@salesforce.com
person_id
UpLead's own id for the person, as returned by a previous lookup.
stringNo——d98e157e-c31d-40a0-9d98-b2fb8390797d
first_name
The person's first name; needs a last name and a company domain with it.
stringNo——Marc
last_name
The person's last name, used with the first name and the company domain.
stringConditional—only with first_nameBenioff
domain
The company's website domain, used with the first and last name.
stringConditional—only with first_namesalesforce.com
  • At least one of email, person_id, first_name must be set.

Example configuration

Every value below is the contract’s own example or default — nothing invented.

{
  "domain": "salesforce.com",
  "email": "marc@salesforce.com",
  "first_name": "Marc",
  "last_name": "Benioff",
  "person_id": "d98e157e-c31d-40a0-9d98-b2fb8390797d"
}

Output

One shape.

result

FieldTypeExample
person.id
UpLead's own id for this person.
string—
person.first_name
The person's first name.
string—
person.last_name
The person's last name.
string—
person.title
The person's job title.
string—
person.job_function
The person's job function (sales, finance…).
string—
person.management_level
The person's management level: M, D, VP, C or CX.
string—
person.email
The person's work email address.
string—
person.email_status
UpLead's verification verdict: valid, invalid, accept_all or unknown.
string—
person.phone_number
The company switchboard number.
string—
person.mobile_directdial
The person's direct-dial or mobile number.
string—
person.city
The person's city.
string—
person.state
The person's state.
string—
person.country
The person's country.
string—
person.linkedin_url
The person's LinkedIn profile URL.
string—
person.domain
The domain of the company the person works at.
string—
person.company_name
The name of the company the person works at.
string—
found
True when UpLead returned a record for this lookup.
boolean—
email_status
The returned email's verification verdict: valid, invalid, accept_all or unknown.
string—
credits_remaining
The account's credit balance after this call, as UpLead reported it.
number—
{
  "credits_remaining": 0,
  "email_status": "",
  "found": false,
  "person": {
    "city": "",
    "company_name": "",
    "country": "",
    "domain": "",
    "email": "",
    "email_status": "",
    "first_name": "",
    "id": "",
    "job_function": "",
    "last_name": "",
    "linkedin_url": "",
    "management_level": "",
    "mobile_directdial": "",
    "phone_number": "",
    "state": "",
    "title": ""
  }
}

Notes

  • A credit is charged per record returned, and for a contact only when its email_status comes back 'valid' or 'accept_all'.

See Enrich Person run in a workflow.

In a technical demo we add the UpLead connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.