Help Center

Workflow: Request Catchlight Data

The Request Catchlight Data action lets a workflow enrich a contact record with additional financial insights from the Catchlight integration. This helps your team capture useful prospect data faster and reduce manual research.

Where to Find It

In the workflow builder, Request Catchlight Data appears under the Actions section. :contentReference[oaicite:1]{index=1}

Requirements

• Your account must have the Catchlight integration connected.
• This integration requires a Catchlight API subscription.
• You must have valid Catchlight credentials connected in LeadCenter.

Important: If Catchlight is not connected, the workflow node will show that the integration is not connected and direct you to the integrations setup area.

How to Add the Action

1. Go to Workflow templates.
2. Create a new workflow or open an existing one.
3. Click the + button where you want to add a step.
4. Under Actions, select Request Catchlight Data.
5. Click the node to confirm the connection status.
6. Click Apply.
7. Save the workflow as a draft or publish it.

How It Works

• When the workflow reaches this node, LeadCenter sends a request to Catchlight to enrich the contact.
• If the contact was already enriched before, the workflow action can re-fetch and update the Catchlight data.
• No additional configuration is required beyond having the integration connected.

This action can be used in both automated workflows and manual workflows. It can also be used for bulk enrichment by running a manual workflow across multiple selected contacts.

What Catchlight Can Add to the Contact

Once connected, Catchlight can return insights such as:

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

This information helps advisors better understand prospects and clients so outreach and follow-up can be more relevant. :contentReference[oaicite:4]{index=4}

Auto-Fill Estimated Investable Assets

When Catchlight returns investable assets data, LeadCenter can automatically populate the contact’s Estimated Investable Assets field as part of the enrichment process. :contentReference[oaicite:5]{index=5}

• 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.

Important: Existing values are not overwritten. If the contact already has an Estimated Investable Assets value, LeadCenter keeps the current value. :contentReference[oaicite:6]{index=6}

Best Practices

• Place the Catchlight action early in the workflow so later steps can use the enriched data.
• Use it in Contact Created workflows to enrich new leads automatically.
• Use a Filter before this action to avoid unnecessary enrichment requests.
• Make sure the contact has a valid email address, phone number, or address so Catchlight has enough information to return results.

Common Use Cases

Automatic New Lead Enrichment

Add this action near the beginning of a new-lead workflow so enriched data is available before follow-up steps run.

Manual Bulk Enrichment

Create a manual workflow with Request Catchlight Data, then run it across multiple selected contacts when you want to enrich records in bulk.

Pre-Qualification Workflows

Use Catchlight data before assigning owners, creating tasks, or sending tailored outreach.

Troubleshooting

• The node says Catchlight is not connected: Connect Catchlight from Integrations → Lead Enrichment.
• 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.

Frequently Asked Questions

What happens if the Catchlight integration is not connected?

The node shows that the integration is not connected and prompts the user to configure it before the action can work. :contentReference[oaicite:8]{index=8}

Does this overwrite existing contact data?

Catchlight enriches the contact with additional data. For Estimated Investable Assets, LeadCenter does not overwrite an existing value. :contentReference[oaicite:9]{index=9}

Can the workflow request Catchlight data again for a contact that was already enriched?

Yes. The action can re-fetch and update Catchlight data when the workflow runs again for that contact. :contentReference[oaicite:10]{index=10}

Is there a cost for enrichment requests?

Enrichment costs depend on your Catchlight plan and API subscription.

Can I use this action in a manual workflow?

Yes. You can use it in both automated workflows and manual workflows, including bulk enrichment scenarios.

If you need help using the Request Catchlight Data workflow action, contact support@leadcenter.ai.