How to use Email Sourcer to automatically crawl a website for potentially missing pieces of contact information.
To clarify a bit further, the type of first choice/second choice determination is something that we can’t do in a single zap. You’d need a separate zap for each potential outcome. So for example, one zap could look like this:
1. Google Contacts trigger
2. Full Contact Search
3. Filter step so that only items where a field from Step 2 ‘exists’
4. Insightly action using fields from FullContact(and Google Contact where you want)
Then the other zap would look like:
1. Google Contacts trigger
2. Full Contact Search
3. Filter step so that only items where a field from Step 2 ‘does not exist’
4. Insightly action using fields exclusively from your Google Contacts step 1
That way if there is info from FullContact, it gets included Insightly, but otherwise the info from Google Contacts is used. This method also prevents duplication.
Go to a potential client’s website and ‘crawl’ using ‘fast search leads on this page’
Go to a potential client’s website and ‘crawl’ using ‘dig whole current website’
Using the results from both searches, delete the non-important contacts and either export your XLS document and import into Insightly OR, if you already created a lead using Evercontact, copy-paste the needed contact details over to your lead in Insightly.
Using OutWit Hub (the beefier, more robust version of Email Sourcer)