People profile enrichment

Records with just a name and email leave reps working blind. A Beam agent reads a contact from your CRM, calls Proxycurl where account permissions allow to fetch profile details about the person, and fills the fields your team defined under your data rules. It updates the record and notifies the owner when enrichment adds something worth acting on. Where the data is thin, conflicting, or the match looks uncertain, the agent routes the contact to a person rather than writing a guess, so someone confirms the identity before it reaches the record.

Company firmographic lookup

Targeting and routing depend on knowing the company behind an account. A Beam agent reads an account, uses Proxycurl to gather company data like size, industry, and location where the connector allows, and applies your rules to populate and segment the record. It updates linked fields and notifies sales when an account crosses a threshold worth a closer look. Accounts where the company match is ambiguous, or where the data contradicts what your CRM holds, are handed to a person, with the conflicting values shown so someone resolves it deliberately.

Record freshness checks

People change jobs and companies change shape, so data decays fast. On the schedule your team sets, a Beam agent reads existing records, rechecks them against Proxycurl where permissions allow, and applies your rules to update fields that have gone stale. It flags records that changed materially and notifies the owner. A departure, an acquisition, or any change that affects an active deal is routed to a person rather than quietly overwritten, so a rep sees what moved and decides whether it changes how they work the account.