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Contact enrichment is a Propexa workflow that adds new contact details to existing people in Rex CRM. To start, apply a tag to the contacts you want processed. Propexa handles the search, matching, and writeback automatically.
Enrichment runs nightly. Contacts tagged by end of day are processed after hours.

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Before you begin

For the strongest chance of a match, check that each Rex contact:
  • Is a person contact
  • Has the correct full name
  • Includes a property or address, when available

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Start an enrichment

1

Choose contacts in Rex

Find the person contacts you want to enrich. You can select contacts individually or prepare a group, such as the owners on a particular street.
2

Apply the enrichment tag

Add the Propexa Enrich tag to each selected contact. No other action is required. See the Rex documentation on tagging here.
3

Wait for the scheduled run

Propexa collects tagged contacts nightly and creates an enrichment run. A contact already being processed will not be added twice.
4

Review the contact in Rex

After a successful match, Propexa writes any new details to the existing Rex contact, removes Propexa Enrich, and applies the Enriched tag.
If a contact cannot complete the flow, the Propexa Enrich tag remains in Rex so the contact can enter a later run.

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Example use case

Prepare a campaign audience

Before a just-listed or just-sold campaign, tag the owners on the desired street. Propexa processes them after hours so enriched contacts are ready for campaign kick-off the next day.

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Frequently asked questions

Contacts which are:
  • People (companies and trusts are not supported)
  • Have an address, either by a linked property or in the address field
  • Have full name(s)
Running after hours helps Propexa work within current provider and volume limits while processing contacts reliably.
We were likely unable to get a match, either because we didn’t find one or
Propexa skips the contact and does not write any new data to Rex. The Propexa Enrich tag remains so the contact can be included in a later run.
No. Enrichment is additive: Propexa only adds new contact information and never deletes existing phone numbers or email addresses as part of this flow.
Please send us an email with the details of the person, including their address, to hello@propexa.ai and we will investigate for you.