The Global Add Company workflow allows you to quickly add new Accounts enriched with data from the ShareBuilder Assistant.
This process pulls in company websites, domains, and related contacts — giving you a complete picture in minutes instead of hours.
Currently, enrichment supports Accounts only. Support for Leads and Agencies is planned.
Adding companies manually can be slow and error-prone. By enriching during the add process, we:
Ensure accuracy: Check for duplicates before creating new records.
Reduce clutter: Consolidate unknown contacts by linking them to the right company.
Accelerate onboarding: Bring in websites, industries, and suggested decision-makers instantly.
How do I add a company with enrichment?
Search for the company
Enter a company name, website, or address.
Results are powered by Google Places (Google Maps).
Preview & check for duplicates
See if the company already exists as an Account, Lead, or Agency.
Wait for enrichment
ShareBuilder Assistant adds website, domain, and other details.
This may take up to 15 seconds.
Preview suggested contacts
Up to 10 contacts are displayed.
Select up to 5 to add with the company.
Confirm & finish
The new company and selected contacts are created and linked.
