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Learn use cases for enriching contact data to identify the right people to reach and engage key stakeholders within your target accounts.

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Create a Contact List and Sync to your CRM

Use Starbridge to pull decision makers based on your buyer criteria and sync the contact data directly into your CRM.What You’ll BuildA Contacts Bridge that surfaces the right decision makers across your target accounts and exports them into your CRM, without duplicates. In this example, we’re pulling CTOs, CIOs, and Directors of IT across a defined set of target accounts.Step 1: Create a Contacts BridgeStart by creating a new Contacts Bridge. You have two options:
  • Generate a new list by defining your target audience
  • Upload an existing CSV file with contact or account data 
Today we’ll be building a new list. We’re looking for contacts such as CTOs, CIOs, and Directors of IT, across a defined set of target accounts.Step 2: Define your target accounts Next, filter the accounts you want to pull contacts from using the ‘Buyer Filter’.To do this, create a ‘Buyer List’. There are three options:
  • Static list: a fixed list of buyers you select manually
  • Dynamic list: automatically updates as new buyers are added based on defined criteria
  • CSV upload: upload a predefined list of accounts
In this example, we’ll use a static list and select our target accounts manually. Once you’ve selected your accounts, go ahead and create the bridge.Step 3: Pull relevant contactsSelect the maximum number of contacts you want returned per buyer. For this example, we’ll select one. Note that each new contact enrichment uses two credits.Click Create Bridge. Starbridge will automatically surface matching contacts based on your criteria, including titles, contact information, and a reason for why each contact was included.Step 4: Match buyers to your CRM accountsBefore syncing, we first need to match each buyer to the correct account record in your CRM. Select ‘Enrich Buyer Info’ and select ‘Buyer ID’ and add the column.Now, we can look up this account in your CRM. Select ‘Configure Integration’, and pull account data from your CRM.Match on a unique identifier to ensure you’re pulling the correct account record. Here we’ll match the ‘Starbridge ID’ to the ‘Buyer ID’, Once the column runs, the ‘Lookup Account’ column will confirm the matched CRM account.Step 5: Check for existing contactsNext, check for existing contacts in your CRM to avoid duplicates.Add another ‘Configure integration’ column and select ‘Pull Data from CRM’. Now, we’ll select ‘Contact Lookup’. Match contacts on a unique identifier, such as email address.If the result shows ‘No Match’, that means the contacts are net new records.Step 6: Export contacts to your CRMFinally, we can export the contacts into your CRM. Add a new column and select ‘Configure Integration’ again. Choose contact-level data and select the ‘Upsert’ option. This ensures that Starbridge will:
  • Update an existing contact if it already exists
  • Create a new contact if it does not
Map the relevant CRM fields to their corresponding Starbridge columns, then run the column. When the CRM Sync column updates to ‘Success’, the contacts have been exported. You can then open your CRM to verify that the contact records were successfully created or updated.

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Upload a Contact List

Use Starbridge to take an existing contact list, fill in missing information, push the enriched data back to your CRM, and generate personalized outbound emails. In this example, we’re reaching out to contacts about Apple’s latest technology offerings.What You’ll BuildA Contacts Bridge built from an uploaded Salesforce CSV, enriched with missing job titles and phone numbers, synced back to your CRM, and loaded with personalized outbound emails ready to send.Step 1: Export your contact listStart in your CRM with the contacts you want to enrich. In this example, we’re in Salesforce with a list of contacts missing job titles and phone numbers.Export the list as a CSV.Step 2: Create a Contacts Bridge from your CSVIn Starbridge, create a new Contacts Bridge. You can either:
  • Pull new contacts based on defined targeting criteria
  • Upload a CSV with an existing contact list
In this example, we’ll upload a CSV. Select the buyer types these contacts belong to — in this case, universities, schools, and school districts.Step 3: Review enriched contact dataOnce uploaded, review the data to ensure everything looks correct.For example, you may see validation errors such as a formatting issue in a phone number. If needed, correct or remove the error before importing.After reviewing the file, proceed with the import. Starbridge will then automatically enrich the uploaded contacts with additional information, such as:
  • Salutation
  • Job title
  • Phone number
  • Validated email address
Step 4: Match buyers to your CRM accountsNext, connect the contacts to the correct accounts in your CRM. Start by pulling in the ‘Buyer ID’ for each account. Then, go to ‘Configure Integration’ and select ‘Pull data from my CRM’ and look up account. To ensure the correct account is matched, use a unique identifier, such as ‘Starbridge ID’ to ‘Buyer ID’. Once the column runs, your accounts will be matched to the correct CRM records.Step 5: Match contacts to existing CRM records Next, match the contacts themselves. Go to ‘Configure Integration’ and select ‘Pull data from my CRM’ again. This time, look up the contact.Use email address or another unique identifier to match the uploaded contacts to existing CRM records. Once both accounts and contacts are matched, you’re ready to push the enriched data back into your CRM.Step 6: Sync Enriched Data Back to Your CRMSelect ‘Configure Integration’ again, but this time choose ‘Send data to CRM’.Sync on the contact level and select ‘Upsert’ as your sync option. This updates existing CRM contacts with enriched fields, or creates a new record if one doesn’t exist.Map the Starbridge fields to the corresponding CRM fields, then run the sync. Once the sync column updates to Success, head to your CRM to verify the updated contact records.Step 7: Generate personalized outbound emailsThe final step is acting on the enriched data. For example, you might want to reach out to these contacts about Apple’s latest technology offerings.Add a ‘Personalized outbound email’ column. In your email template, you can reference dynamic fields such as contact first name and buyer account name. You can also add static copy that remains consistent across all emails.Once the column runs, you’ll have personalized outreach messages ready to send — along with a clean and updated CRM.

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Sync Custom Data into Salesforce

Use Starbridge to push custom signals directly into your CRM. In this example, we’ll track job changes for key contacts and sync that information to Salesforce so your team can see leadership changes directly on contact records.What You’ll BuildA Job Changes Bridge that tracks leadership transitions across your target accounts and syncs job change data, such as previous title, current title, and job change date, into Salesforce as a custom object.Step 1: Create a new custom object in Salesforce [Admins]Before syncing custom data from Starbridge, the information must exist as an object in your CRM. This step is typically completed by a Salesforce admin. In Salesforce, navigate to Object Manager and create a new custom object, such as Job Change.Next, go to Fields and Relationships and create the fields you want to track. For example: Job Change Date, Previous Job Title, Current Job Title, Job Change Type (such as new hire, departure, or promotion).You should also create lookup relationships between the Job Change object and both the Contact and Account objects so each job change can be associated with the correct person and organization.Finally, add Job Changes as a related list on the Contact page layout so your team can view job change records directly on contact profiles.Step 2: Sync the object into Starbridge  [Admins]This step requires Starbridge admin permissions. Once the object exists in Salesforce, you need to make sure it is available in Starbridge so it can be referenced in your Bridge.In Starbridge, navigate to Settings → Integrations, then select Edit Object Configuration. Select the Job Change object and confirm that the relevant fields are synced into Starbridge.Once synced, the object and its fields will be available for use in your Bridge when configuring CRM lookups and syncing data back to Salesforce.Step 3: Match accounts, contacts, and the custom object in your BridgeNext, configure your Bridge so each row of data matches the correct records in your CRM. Start by matching buyer accounts. Add a new column and select Configure Integration → Pull data from my CRM → Look up Account.Match using a unique identifier, such as: CRM Account Name ←→ Starbridge Buyer AccountOnce this column runs, each row in your Bridge will be associated with the correct account in your CRM.Next, match the contacts so the job change data is tied to the correct individual. Add another column and select:Configure Integration → Pull data from my CRM → Look up ContactMatch using a unique identifier such as: First name + last name, email, etc. This ensures the job change information is linked to the correct contact record.Finally, reference the custom object you created in your CRM. In this example, that object is Job Change.Add another column and select: Configure Integration → Pull data from my CRM → Look up Job ChangeMatch using a unique identifier that distinguishes each job change record, such as: Job Change Type and Previous Job Title Once these lookups are configured, each row in the Bridge will reference the correct account, contact, and job change record, allowing Starbridge to sync the data accurately back to your CRM.Step 4: Sync job change data back to your CRMOnce the records are matched, you can send the job change data from the Bridge back to your CRM.Select Configure Integration → Send data to my CRM and choose the Job Change object.We’ll choose Upsert, which ensures that existing job change records are updated, and new job change records are created if they don’t already existMap the Starbridge columns to the appropriate Salesforce fields, then run the sync. After the sync runs, the CRM Status column will update to Success, indicating the records were exported successfully.Your team can now track leadership transitions directly within Salesforce and use those signals to prioritize outreach.

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Sync Custom Data into Your HubSpot

Use Starbridge to push custom signals directly into HubSpot. In this example, we’ll track job changes for key contacts and sync that information into HubSpot so your team can see leadership changes directly on contact records.What You’ll BuildA Job Changes Bridge that tracks leadership transitions across your target accounts and syncs job change data—such as previous title, current title, and job change date—into HubSpot as a custom object.Step 1: Create a custom object in HubSpot [Admins]Before syncing custom data from Starbridge, the information must exist as a custom object in HubSpot.Navigate to Settings → Custom Objects, and create a new object called Job Change.Next, add the properties you want to track, such as:
  • Job Change Date
  • Previous Job Title
  • Current Job Title
  • Job Change Type (e.g., new hire, promotion, departure)
Set a clear primary display property (e.g., Job Change Summary) and add secondary display properties like Job Change Type and Date to make records easy to scan.Then, create associations between the Job Change object and Contacts (and optionally Companies). This ensures each job change is tied to the correct individual. Set the association so each job change is linked to exactly one contact, ensuring the data stays clean and tied to the correct individual.Finally, add the Job Change object as a card on the Contact record view so your team can see these signals directly on contact profiles.Step 2: Sync the object into Starbridge [Admins]Once the object exists in HubSpot, make it available in Starbridge.In Starbridge, navigate to Settings → Integrations → Edit Object Configuration.
Select the Job Change object and confirm that all relevant fields are synced.Once synced, the object and its fields will be available when configuring your Bridge.Step 3: Match accounts, contacts, and the custom object in your BridgeNext, configure your Bridge so each row maps to the correct records in HubSpot.Start by matching companies:
  • Add a column → Configure Integration → Pull data from CRM → Look up Company
  • Match using a unique identifier such as company name or domain
Next, match contacts:
  • Add a column → Look up Contact
  • Match using a unique identifier such as email or name
Finally, reference the Job Change object:
  • Add a column → Look up Job Change
  • Match using a unique identifier such as contact + job change date
Once these lookups are configured, each row in the Bridge is tied to the correct company, contact, and job change record.Step 4: Sync job change data back to HubSpotOnce records are matched, you can send the data back to HubSpot.Select Configure Integration → Send data to CRM, choose the Job Change object, and select Upsert. This ensures existing records are updated and new records are created if they don’t already exist.Map your Starbridge fields to the corresponding HubSpot properties, then run the sync. Once complete, the CRM Status column will show Success, indicating the records were exported.Your team can now view job change signals directly on contact records in HubSpot and use them to prioritize outreach at the right moment.