You can now enrich Salesforce fields directly inside a Distro flow before routing.
Use cases
- Lead/Contact form submissions – enrich non-Concierge form fills (trial sign-ups, eBook downloads, webinars) before routing
- Bulk list uploads – enrich post-event lead lists before dedupe and routing
- Periodic refreshes – refresh routing criteria on existing records using Schedule Trigger
How it works
Add the Enrich node between the Entry Rule (and any Delay) and the first Routing Rule, CRM Matching, or Duplicate Match node. Inside the node, pick the Salesforce field to enrich and the enrichment waterfall to use. The Provider and waterfall configurations are the same as Concierge and Chat.
The Overwrite toggle controls existing values only:
- Off – we only write the enrichment value when the Salesforce field is empty
- On – we always overwrite the existing Salesforce value
After enrichment, routing rules evaluate against the updated Salesforce values, so you can route on what you just enriched.
The Enrich step appears inline in the log. For each field, you'll see the SFDC field, the previous SFDC data (or "No results found"), the enrichment data, whether Overwrite was on, and the new SFDC data.
Limitations
- Lead and Contact routers only – Account routers to follow
- Enrichment values aren't available in variables yet – you can route on enriched data via SFDC rules, but you can't reference the enrichment output directly in variables (e.g. for notification templates) - will follow...
Learn more here