Articles on: Pipeline

How do I enrich my pipeline?

Maintaining your pipeline can feel like a chore, but staying organized is key to running an efficient deal process. With pipeline data enrichment, you can enrich deal data instantly. That means less manual entry, fewer errors, and more context for your team to move quickly.


In this article, we’ll cover:


Apollo Integration Terms: The Apollo integration in DealRoom is a one-way connection that pulls publicly available company data from Apollo’s database to help enrich your deal pipeline. No customer data from within DealRoom is shared with Apollo or added to any external database. Your information remains fully private—other users cannot access your data through this integration, and no data is sent out from your DealRoom account at any point.


Data Enrichment Overview


Created through an integration with Apollo, this new feature enables automatic enrichment of company data in your M&A pipeline. By matching fields between DealRoom and Apollo, users can instantly populate key details—like industry, employee count, revenue, funding stage, website, and more—using the company’s domain as the identifier.


You can enrich data in three ways:

  • Single deal enrichment via a new deal card: Automatically fill in company details when creating a new deal.
  • Update an Existing deal: go into a deal card and manually push enrichment.
  • Bulk enrichment: Update multiple deals simultaneously from organization settings.

This feature eliminates manual data entry, improves data accuracy, and ensures your team always has the most up-to-date information to drive deal execution.


How to Enable the Integration


  1. Log into the platform and go to Pipeline settings, and in the upper navigation, select Data Enrichment.


  1. Once you select Data Enrichment, you’ll see the option to Configure.


  1. Click Configure. A menu will slide out from the left side of your screen. Here, you’ll be prompted to map fields from your Deal Card to Apollo. It’s important to map all the fields you want enriched—any unmapped fields will be ignored by Apollo.


  1. Map your fields. In the left-hand column, you’ll see your existing Deal Card fields. In the right-hand column, use the dropdown menus to select the matching Apollo fields. For example, your field may be titled "Website," but Apollo may refer to it as "Website URL." To see all of the available Apollo fields, scroll to the bottom of the page.


  1. Click Save once all fields are mapped. From there you are ready to enrich your pipeline.


Using Data Enrichment in Your Daily Workflow


There are three ways to enrich data within your pipeline. This section will walk you through how to do each one.

  1. Enrich via a new deal: You can do this by navigating to New Deal within the pipeline. With data enrichment enabled, it will automatically help populate company profile details once you select a company.

  1. Update an Existing deal: Click the three ellipses in the upper navigation of the Deal Card. From the dropdown menu, select Enrich Record.


  1. Bulk enrichment: Update multiple deals simultaneously from organization settings.
  • To update your pipeline, go to Pipeline Settings > Data Enrichment and select Bulk Enrich.

  • A menu will expand from the right—choose to fill blank fields or replace existing data with Apollo values, then click Start Bulk Enrichment.


  • A green banner will appear at the bottom of the page to confirm the enrichment was successful.


Enrichment is not reversible, before you start the bulk enrichment be sure that you want to make the changes across your pipeline.


Available Apollo Fields

Below is a breakdown of the fields that Apollo provides through our data enrichment integration.


Firmographic Data | Basic company identity and structure:

  • Company name
  • Website URL
  • Primary Domain
  • Year Of Foundation
  • Estimated Number of Employees
  • Number of Locations
  • Industry
  • Industries
  • Secondary Industries
  • SEO Description
  • Short Description
  • Languages (not currently enabled but noted in code)


Financial Data | Funding, revenue, and public listings:

  • Annual Revenue
  • Annual Revenue Printed
  • Market Cap
  • Total Funding
  • Total Funding Printed
  • Latest Funding Round Date
  • Latest Funding Stage
  • Publicly Traded Symbol
  • Publicly Traded Exchange


Location Data | Physical and mailing address:

  • Raw Address
  • Street Address
  • Location: City
  • Location: State
  • Location: Country
  • Postal Code


Online Presence | Social and web profiles:

  • Blog URL
  • AngelList URL
  • LinkedIn URL
  • Twitter URL
  • Facebook URL
  • Crunchbase URL


Contact Information | Phone and communication:

  • Primary Phone
  • Phone
  • Sanitized Phone


Departmental Headcounts | Team size by function:

  • Engineering
  • Operations
  • Support
  • Marketing
  • Human Resources
  • Sales
  • Finance
  • Consulting
  • Legal
  • Arts and Design
  • Accounting
  • Business Development
  • Information Technology
  • Education
  • Media and Communication (typo in key: media_and_comm**m**unication)
  • Product Management
  • Entrepreneurship
  • Data Science
  • Administrative


This article provides an overview of the Apollo integration and how you can use it to accelerate execution. If you have any questions or need assistance, don’t hesitate to reach out via the in-platform chat or at support@dealroom.net. We're here to help.


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How do I set up custom phases and fields in the Pipeline?


Updated on: 06/08/2025

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