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Enrich contact with social profile

The system matches a CRM Contact to one or more social profiles by email or handle and stores read-only profile metadata (headline, bio, avatar, follower count, public links) on the Contact for use in screen pops, prospecting, and reporting.

When this happens: (A) Contact created or email/phone updated. (B) Nightly enrichment job. (C) you click Find Social Profiles on a Contact.

Step by step

  1. 1

    Open the Contact — Social tab — sees the linked profiles, public posts (read-only), and follower count.

    For each new/updated Contact with an email, calls the provider's lookup endpoint (where available). If exactly one candidate is returned with confidence ≥ 0.9 — creates SocialProfileLink with. If 0.5 ≤ confidence < 0.9 — creates a *suggested* link () surfaced on the Contact UI for human confirmation. EasyCRM caches a profile snapshot (avatar, headline, follower count) for 24 h and persists it in SocialProfileSnapshot.

Other paths

Manual link by handle

On a Contact, clicks Add Social Profile — selects provider — pastes @handle or profile URL. Resolves the handle through the connected account's lookup endpoint. EasyCRM creates SocialProfileLink with .

Confirm a suggested link

Review a suggested profile on the Contact's Social tab — clicks Confirm or Reject. Sets or removes the suggestion. Confirmation is audit-logged.

If something goes wrong

Rate limit hit mid-backfill

Provider returns HTTP 429. The job persists its cursor, sleeps until Retry-After, and resumes. No partial data is lost.

Profile removed by provider

Lookup returns 404. SocialProfileLink.Status = Stale, snapshot retained for historical context.

Good to know

  • Only public profile fields are stored. Private posts and connection lists are never persisted.
  • Auto-link requires confidence ≥ 0.9; below that threshold the link is suggested, not asserted.
  • Profile snapshots refresh at most every 24 h per profile.
  • Enrichment honours the Contact's GDPR consent flags — if *and* tenant policy restricts enrichment without consent, the link is created but no posts are fetched.