The Scenario
Marketing ops exported 500 contacts from HubSpot six weeks ago to run an email campaign. The campaign stalled. Now the file has been sitting in a shared drive, half the phone numbers are from 2023, and someone in leadership wants to restart the outreach with fresh contact data — without touching HubSpot directly. The contacts are in an Excel workbook: name, current email, and the CRM record ID in column A. The ask is to refresh their direct phone and verify whether the email on file is still the right one.
The bad version:
- Upload the workbook to Bettercontact's UI as a CSV, wait for the enrichment batch to run, download the results file, open it next to the original workbook, and figure out which row in the results corresponds to which row in the original based on name matching — because the export didn't preserve the CRM record ID as a key
- Discover that 60 rows came back with updated emails that don't match what's in column B, requiring a manual audit to decide which version to keep
- Write the updates back one cluster at a time, tabbing between two windows, until someone asks if you can just "clean up HubSpot directly" — which is exactly what the original brief said not to do
Refreshing contact data on a CRM export should be a file operation, not a three-hour reconciliation project.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It submits the enrichment batch to Bettercontact, tracks the request ID, fetches the results when they're ready, and writes the refreshed contact fields back into the rows they came from — keyed to whatever identifier you specify, not just row order.
Submit an enrichment job for all 500 contacts in this workbook using the email column (col B), then fetch results and write updated phone number and current employer domain back into columns G and H
What You Get
- Column G fills with the direct phone number Bettercontact returned for each contact
- Column H fills with the current employer domain where Bettercontact detected a job change
- Rows where enrichment returned updated data are marked "Updated" in column I; rows where no new data was found are marked "No Change"
- Rows where enrichment failed entirely are marked "NEEDS_REVIEW" so the sales team can triage without doing a full audit of the workbook
What If the Data Is Not Quite Ready
The email column has a mix of personal and work addresses
Some contacts have Gmail addresses on file, which Bettercontact can't enrich reliably.
Filter column B to only rows where the email domain is not gmail.com, yahoo.com, or hotmail.com — submit those rows for Bettercontact enrichment, fetch results, and write updated phone into col G and employer domain into col H. Flag skipped rows in col I as "Personal email — skipped"
You want to submit enrichment using LinkedIn URL instead of email
Some rows are missing email altogether but have a LinkedIn URL in column C.
For rows where col B (email) is blank but col C (LinkedIn URL) is present, submit enrichment using the LinkedIn URL, fetch results, and write verified email and direct phone into B and G respectively
The workbook has multiple batches across worksheets
The export was split by region: US contacts on Sheet1, EU contacts on Sheet2, APAC on Sheet3.
Submit Bettercontact enrichment batches for all three worksheets (US, EU, APAC) using the email column in each — fetch results for all three jobs, write refreshed phone and employer domain back into the same worksheets, and consolidate a summary row count (enriched / no change / needs review) into the "Summary" worksheet
The kill chain — validate, enrich, merge, and flag in one shot
For all 500 rows: flag rows where col B (email) is missing or looks malformed in col I, submit remaining rows for Bettercontact enrichment using email, fetch results, write refreshed direct phone into col G and updated employer domain into col H, mark rows where Bettercontact returned a different email than col B as "Email mismatch — verify" in col I, and sort the workbook so "NEEDS_REVIEW" rows appear at the top
One prompt handles the validation, the enrichment, the writeback, and the audit trail.
Try It
If you have a CRM export sitting in a workbook with stale contact data, Get the 7-day free trial of SheetXAI and ask it to submit the enrichment job, fetch the results, and merge them back. Then see how to flag unenrichable rows before outreach or go back to the Bettercontact overview.