This Make template finds incomplete leads and contacts in Salesforce, fills in the missing fields with verified Lusha data, and updates the same records. Then it sends campaign-ready contacts to your email platform, so marketing and sales can launch without waiting on manual cleanup.
Turn incomplete Salesforce records into email campaigns
Why enrich Salesforce records before a campaign?
Most campaigns don’t stall because of the strategy. They stall because the list isn’t ready. Emails are missing, company size is blank, and titles are out of date.
Someone has to research and fix those records before launch, which means delays and wasted time. This template does that work automatically: records are enriched, updated in Salesforce, and sent to your email platform in one flow.
What this workflow does
- Finds Salesforce leads and contacts missing key fields, like email, job title, or company size
- Enriches them with Lusha, adding email, phone, job title, and company details
- Updates the original Salesforce records, with no duplicates or exports
- Marks enriched records as “Campaign Ready”
- Sends them to Marketo, Outreach, Salesloft, or another email platform, and adds them to the right campaign or sequence
- Flags records that are still incomplete, so they can be reviewed
How to set it up
01
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.
02
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- Outdated or unverified data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.
03
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.
04
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
05
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
06
Add campaign readiness logic
Set up conditional routing in Make:
- If email confidence is high (for example, A or A+) → add to high-priority campaign
- If key fields still missing → flag for review
- If enrichment fails → skip or route to manual cleanup queue
07
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.
FAQ
Use this Make template. It finds incomplete records, enriches them with Lusha, updates Salesforce, and sends them to your email platform.
Leads and contacts missing key fields, like email, job title, or company size. You can use a Salesforce list view or campaign as the source.
Only if you choose to. You can set it to fill empty fields only, or to overwrite with verified Lusha data.
Marketo, Outreach, Salesloft, or any other platform you can connect in Make.
24–48 hours before a campaign launch, or weekly to keep active campaigns up to date.
Ready to run this?
One data connection. Works in Claude, ChatGPT, your CRM, or any agent you build.
