CRM hygiene and stale record refresh

Keep contact and account records fresh without manual cleanup.

Start with 500 free credits
$curl https://encrata.com/api/agent/lookup -H "Authorization: Bearer YOUR_API_KEY" -d '{"e": "satya@microsoft.com"}'

Use-case advisor

Advisor ready

Ask how crm hygiene and stale record refresh should work for your exact product, data and team.

What this use case means

CRM hygiene uses monitors and re-enrichment to detect when a contact changes jobs, a company is acquired, or an email goes invalid - and keeps your records current automatically.

When to use it

  • Use it when your CRM is drifting out of date and reps are wasting time on bounced emails and wrong titles.
  • Manual review is slow because the useful signals live across Email, Company and related sources.
  • Your team needs structured JSON that can feed a CRM, risk queue, SOC case, support tool, warehouse or AI agent.

How Encrata powers it

01

Capture the identifier

Select the segment of records to keep fresh.

02

Run the lookup stack

Schedule monitors to re-check each contact and company.

03

Score the result

Detect job changes, invalid emails and firmographic updates.

04

Send it downstream

Update the record or flag it for archival.

Implementation shape

Example payloadPOST /api/agent/lookup
{
  "use_case": "crm-hygiene-refresh",
  "input": {
    "email": "example_email",
    "company": "example_company"
  },
  "fields_to_watch": [
    "email validity",
    "full name",
    "role",
    "legal name",
    "website",
    "headquarters"
  ],
  "action": "update or archive"
}

Related use cases

98%
Enrichment

Data

Enrich a CSV or warehouse table of identifiers at scale.