Help Center

Integrating LeadCenter with Catchlight

LeadCenter integrates with Catchlight so you can enrich prospects and clients with financial insights directly inside their contact record. This helps you capture useful details faster and reduce manual research.

Note: This integration requires a Catchlight API subscription to retrieve data from Catchlight.

Overview

Once connected, Catchlight can enrich a contact with insights such as:

• Estimated Investable Assets
• Estimated Income Range
• Life Events
• Hobbies
• Financial Interests
• And more

This information helps you better understand prospects and clients so you can personalize outreach and follow-up.

Requirements

• A Catchlight API subscription
• Your Catchlight credentials:
  • Client ID
  • Client Secret
  • User ID

How to Connect Catchlight

1. Go to the Integrations page.
2. Click Lead Enrichment from the left menu.
3. Find Catchlight and click Connect.
4. Enter your:
   • Client ID
   • Client Secret
   • User ID
5. Click Connect to complete the setup.

Tip: You can get these credentials from your Catchlight account.

How to Use Catchlight

1. Open a contact’s detail page in LeadCenter.
2. Click Catchlight in the contact record menu.
3. Click Request Catchlight Data.
4. Once the enrichment is ready, the data appears on the contact record.

Tip: The research process may take a few minutes. LeadCenter checks automatically for completed results. If you want to check immediately instead of waiting, click Check Again Now.

Tip: Make sure the contact has a valid email address, phone number, or address. If these details are missing or incorrect, Catchlight may not return enrichment data.

Auto-Fill Estimated Investable Assets

When Catchlight returns investable assets data, LeadCenter can automatically populate the Estimated Investable Assets field on the contact record.

This happens automatically as part of the Catchlight enrichment process.

• If Catchlight returns a range — LeadCenter stores the average of the minimum and maximum values.
• If Catchlight returns one value — LeadCenter uses that value directly.
• If no investable assets data is returned — the field remains unchanged.

When auto-fill runs

• Manual fetch — when you request Catchlight data on a contact record
• Background processing — when enrichment completes after processing time
• Workflow action — when a workflow runs a Catchlight fetch action

Important: Existing values are never overwritten. If the contact already has an Estimated Investable Assets value, LeadCenter will keep the current value.

Where to see it

• Important Info on the contact detail page
• Financial Information on the contact detail page
• Peak popover in table and pipeline views

Troubleshooting

• No Catchlight data returned: Confirm the contact has a valid email address, phone number, or address.
• Estimated Investable Assets did not auto-fill: Catchlight may not have returned investable assets data, or the field may already have a value.
• The value looks incorrect: Compare it with the Catchlight data shown on the contact record, then update it manually if needed.

FAQs

Do I need to enable the auto-fill separately?

No. Auto-fill works automatically when your Catchlight integration is connected and enrichment returns investable assets data.

Will Catchlight overwrite a value I entered manually?

No. LeadCenter only auto-fills the Estimated Investable Assets field when it is empty.

Can I edit the value after it is auto-filled?

Yes. You can still update the Estimated Investable Assets field manually on the contact record.

Need help? Contact support@leadcenter.ai.