# Who your customers are, from your data provider

Source: https://freesbe.net/docs/data-enrichment/

> See a caller's or customer's job title and company from Apollo, ZoomInfo, People Data Labs or Lusha, with your own account. Connect a key in Integrations, Data enrichment.

When someone you don't know yet calls or writes in, Freesbe can ask the data provider your
company already pays for who they are: their name, job title, company, industry, company size,
location and LinkedIn profile. It shows what it finds on a card next to the conversation, and on
the call while it rings.

![A customer conversation with Lucas Martin, and his Apollo card: Purchasing manager at Contoso, with the company, industry, employees and location](https://freesbe.net/docs/img/enrichment-inbox-card.webp)

Freesbe works with [Apollo](https://freesbe.net/knowledge/connect-apollo/), [ZoomInfo](https://freesbe.net/knowledge/connect-zoominfo/),
[People Data Labs](https://freesbe.net/knowledge/connect-people-data-labs/) and [Lusha](https://freesbe.net/knowledge/connect-lusha/).
You connect your own account with its API key, and lookups use your account's credits at your
provider's prices. Freesbe doesn't charge for them.

## Connect a provider

You need to be a Freesbe owner or admin.

1. Open **Workspace settings → Integrations & apps → Integrations → Data enrichment**.
2. Click **Connect** next to your provider.
3. Paste its key (for ZoomInfo, the **Client ID** and **Client secret**) and click **Connect**.
   Freesbe checks the key with the provider before saving it, and never shows it again.

![Connecting ZoomInfo: the Client ID and Client secret, with where to find them](https://freesbe.net/docs/img/admin-enrichment-connect.webp)

Each provider's how-to says where to find its key:
[Apollo](https://freesbe.net/knowledge/connect-apollo/), [ZoomInfo](https://freesbe.net/knowledge/connect-zoominfo/),
[People Data Labs](https://freesbe.net/knowledge/connect-people-data-labs/), [Lusha](https://freesbe.net/knowledge/connect-lusha/).

![Integrations, Data enrichment: Apollo on and asked first, People Data Labs out of credits, and 184 lookups in the last 30 days](https://freesbe.net/docs/img/admin-enrichment.webp)

## How people are found

- **Customer inbox conversations** (email, web chat, text messages, WhatsApp and the rest): by
  the customer's email address.
- **Calls**: by the caller's number, with ZoomInfo and People Data Labs. Apollo and Lusha only
  look people up by email address.
- **When the provider doesn't know the person** but they wrote from a company address, Freesbe
  asks about the company instead, and the card says **Company**. Addresses at webmail services
  such as gmail.com are never looked up as a company.

Freesbe only asks for work details. It never asks for personal email addresses or phone numbers,
which most providers charge extra for.

When you connect more than one provider, they're asked in the order on the list, and the first
that knows the customer answers. Choose **⋯ → Ask earlier** or **Ask later** to change the order,
for example to ask the cheaper provider first.

![Lucas Martin calling: ZoomInfo's card on the ringing call, Purchasing manager at Contoso](https://freesbe.net/docs/img/enrichment-call-ringing.webp)

## Credits

Each lookup uses one of your provider's credits. To keep that low:

- Freesbe keeps what it found for 30 days, and shares it with everyone in the workspace. A
  customer who calls ten times this month, or whose conversation five people open, is looked up
  once.
- When no provider knows someone, Freesbe waits 7 days before asking about them again.
- A workspace looks up at most 500 new customers a day.

**Lookups in the last 30 days** on the Data enrichment screen shows how many your workspace has
used.

### Look up only when asked

Under **When to look up**, **Automatically** looks up each new customer the first time someone
opens their conversation or takes their call. Pick **Only when asked** and the customer card shows
a **Look up** button instead, so credits are spent only on the customers your team picks.
Customers already looked up still show their card without a click.

![A customer conversation with a Look up button under the customer's name](https://freesbe.net/docs/img/enrichment-look-up.webp)

## Try it

Choose **Try it** next to a provider, type an email address or a phone number and click
**Look up** to see the card your team would see, or what went wrong. A try uses a credit too.

![Try it: the card Apollo returns for lucas@contoso.example](https://freesbe.net/docs/img/admin-enrichment-try.webp)

## If something's wrong

- **A provider says Needs attention.** It couldn't answer last time, and the screen says why: it's
  out of credits, it asked Freesbe to slow down, or it didn't answer in time. Freesbe keeps asking
  it, and asks the next provider meanwhile. Add credits at the provider and it picks up again.
- **A provider says Not working.** The provider turned the key down, often because it was
  regenerated or the account was closed. Freesbe stops asking it until you choose
  **⋯ → Change key** and paste a new one.
- **No card for a customer.** Your providers may not know them, or they wrote from a webmail
  address the provider doesn't know. On calls, only ZoomInfo and People Data Labs can look up a
  number. Use **Try it** to check.

## Disconnect

Choose **⋯ → Disconnect**. Freesbe stops asking that provider, and what it found about your
customers is deleted. To be sure the key can't be used again, delete it at the provider too.

## Related

- [Who's calling, from your CRM](https://freesbe.net/docs/crm-screen-pop/): cards from the CRMs you've connected show
  above the data provider's card.
- [Customer inbox](https://freesbe.net/docs/customer-inbox/)

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