Turn incomplete Salesforce records into email campaigns
Build a campaign-ready enrichment workflow that pulls incomplete Salesforce leads or contacts, enriches missing fields with Lusha’s verified data, updates the CRM records in place, and pushes campaign-ready contacts to your email platform—so marketing and sales can launch without waiting for manual cleanup.
Why this works
Most campaigns don’t stall because the strategy is bad. They stall because the list isn’t ready.
Half the contacts are missing emails. Company size is blank. Titles are outdated. Someone has to manually research, validate, and fix records before the campaign can launch—which means delays, wasted hours, and leads cooling off while you’re preparing them.
This play removes the bottleneck. Incomplete records get enriched automatically, updated in Salesforce, and routed to your email platform in one motion—so campaigns launch fast with verified, complete data.
What you get
- Automated campaign prep that finds incomplete Salesforce records and enriches them before launch
- Verified contact data including emails (95%+ accuracy), phone numbers, job titles, and company details
- In-place CRM updates that write enriched fields back into Salesforce (no duplicates, no exports)
- Direct email platform sync that pushes campaign-ready contacts to Marketo, Outreach, Salesloft, or your tool of choice
- Faster campaign velocity without manual list cleanup or research loops
How to set it up
Use the Make template
Start from the “Turn incomplete Salesforce records into email campaigns with Lusha enrichment” template. It connects: Salesforce search → Lusha enrichment → Salesforce update → email platform sync.
Define "incomplete" in Salesforce
Set up filters in the Make scenario to pull Salesforce records missing key campaign fields:
- Contacts/Leads with blank email
- Missing job title or company size
- Outdated or unverified data
Tip: Use Salesforce list views or campaigns as your source to control which records get enriched.
Connect Lusha API
Add your Lusha API key to Make. The workflow calls:
- /v2/person — enriches contact-level fields
- /v2/company — enriches firmographic data
Map Salesforce fields (name, company, email, LinkedIn URL) as inputs to maximize match rates.
Update Salesforce records in place
Configure the “Update Record” step in Make to write enriched data back into the original Salesforce Lead or Contact:
- Map Lusha outputs to Salesforce fields
- Set overwrite rules (fill blanks only, or overwrite with verified data)
- Mark records as “Campaign Ready” after enrichment
Push to your email platform
Add your email platform (Marketo, Outreach, Salesloft, etc.) as the final step:
- Create or update prospects/contacts
- Add to the correct campaign or sequence
- Map enriched fields for personalization tokens
Add campaign readiness logic
Set up conditional routing in Make:
- If email confidence score ≥ 95% → add to high-priority campaign
- If key fields still missing → flag for review
- If enrichment fails → skip or route to manual cleanup queue
Test with a small batch
Run the scenario on 10-20 incomplete Salesforce records. Confirm:
- Lusha returns verified data
- Salesforce records update correctly
- Email platform receives campaign-ready contacts
- Failed enrichments are handled gracefully
What to do next
- Schedule for campaign prep: Run this workflow 24-48 hours before every campaign launch to ensure lists are ready
- Add segmentation logic: Route enriched contacts to different campaigns based on industry, company size, or seniority
- Track enrichment metrics: Monitor coverage rate (% of records successfully enriched), email confidence scores, and campaign performance from enriched vs. un-enriched lists
- Layer in verification: Add email verification before pushing to campaigns to reduce bounce rates further
- Create ongoing loops: Run enrichment weekly on active Salesforce campaigns to keep contact data current
The goal: Campaigns don’t wait for data. Incomplete Salesforce records become campaign-ready contacts automatically—so marketing and sales launch faster, with higher deliverability and better targeting.
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