The Scenario
The person who owned the contact database left three months ago. They had a system — it worked for them — but the spreadsheet they left behind has 150 rows of contacts where column A has email addresses, and columns B and C, labeled "Title" and "Company," are mostly empty.
The contacts came from a conference two years ago. Some of them are probably still at the same company. Some definitely aren't. You need to figure out which is which before you import any of this into the CRM, because importing 150 rows of stale data creates a cleanup problem that's bigger than the one you're already looking at.
The bad version:
- Open LeadIQ, type in the email from row 2, find the person's profile, check whether the company listed in LeadIQ matches the company you have (or don't have), copy the current title, copy the current company name, switch back to the sheet, paste both in, note any discrepancies.
- Move to row 3. Hit an email that returns no match — maybe it's a personal address, maybe they've changed roles — and spend two minutes deciding whether to leave it blank or search by name.
- Reach row 50 and realize you've been using "Dir." as a title abbreviation for some rows and "Director" for others, which is going to cause segmentation problems in the CRM.
150 contacts is a real afternoon's work if you do it by hand. The CRM import date is next Monday.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent built into your Google Sheet. It reads the contact list, understands the structure, and through its LeadIQ integration it can look up each person by email and backfill the missing fields in one pass.
For each email address in column A, search LeadIQ for the matching person and write their current job title and current employer name into columns B and C
What You Get
- Column B fills with current job titles as LeadIQ has them, using consistent terminology from the LeadIQ record rather than whatever abbreviation the previous owner used.
- Column C fills with current employer names.
- Rows where LeadIQ finds no match on the email address are left with a flag in column D so you can decide how to handle them.
- Rows where the employer in LeadIQ doesn't match what was already in column C are noted so you can spot job changes before they go into the CRM.
What If the Data Is Not Quite Ready
Some rows have LinkedIn URLs in column C instead of email addresses in column A
For rows where column A has an email address, use that for the LeadIQ lookup. For rows where column A is empty but column C has a LinkedIn URL, use the LinkedIn URL instead. Write current job title into column B and current employer name into a new column D for all rows.
You need phone numbers as well as title and employer
For each email address in column A, search LeadIQ and write current job title into column B, current employer into column C, and direct phone number into column D. Flag any rows where LeadIQ returns no match in column E.
Some emails are personal addresses and LeadIQ won't match them — you have names in column E
For each email in column A, search LeadIQ for the matching person. If no match is found on the email, fall back to searching by the name in column E plus the partial company in column C. Write current title into column B and current employer into column D. Note whether the match came from email or name lookup in column F.
Deduplicate by email, enrich title and employer, flag job changes, and score for CRM import readiness
Identify and flag duplicate email addresses in column A in column F. For each unique email, search LeadIQ for current job title and employer. Write results into columns B and C. Compare the LeadIQ employer to any existing value in column C and flag mismatches as "changed jobs" in column G. Add a column H marking rows as "ready for CRM" only if both title and employer are filled and no job change flag is present.
One prompt produces a sheet that's already been checked, enriched, and triaged — so the CRM import doesn't carry the problems of the source file.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet with a contact list that has email addresses but missing titles and employers — then ask it to backfill those fields from LeadIQ. For enriching companies instead of contacts, see enriching accounts with firmographic data, or visit the LeadIQ overview.