Run waterfall contact enrichment when a lead asks for a meeting

When a reply is labeled Meeting request, Master Inbox runs the contact enrichment waterfall across your Prospeo, Findymail, Icypeas and BetterContact accounts, stopping at the first phone it finds.

Enrichment

Prospeo

Findymail

Icypeas

BetterContact

LeadMagicSDR managerRevOpsRevenue plan

When

Add LabelMeeting request

Then

Enrich the prospectContact enrichment waterfall

Why teams run it

Reps get a direct number before the meeting is even confirmed, without checking four tools.

Set it up in Master Inbox

In Master Inbox, open Settings, then Workflows, and click Add a workflow.
Name it Run waterfall contact enrichment when a lead asks for a meeting.
Set the trigger to Add Label and choose Meeting request.
Add the action Enrich the prospect: Contact enrichment waterfall.
Save the workflow and switch it to Active.

Or create it with the API

Everything in the workflow builder is also in the Master Inbox API. This request creates the same workflow. Replace the example ids with your own label, list and campaign ids from GET /workflows/filter-fields.

curl -X POST https://api.masterinbox.com/api/api-webhook/v1/api/workflows/create-workflow \
  -H "Authorization: Bearer $MASTER_INBOX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "Run waterfall contact enrichment when a lead asks for a meeting",
  "trigger_type": "add_label",
  "trigger_config": {
    "label_ids": [
      176479
    ]
  },
  "action_configs": [
    {
      "action_type": "enrich_prospect",
      "enrich_with": "contact_enrichment_bundle"
    }
  ]
}'

Full reference: workflow API guide and API docs.

Or ask Claude, ChatGPT or Grok to build it

Our workflow guide is written for AI agents to read. Give your assistant your API key and this prompt:

Read https://app.masterinbox.com/public-workflow-api.md and use my Master Inbox API key to create this workflow: "Run waterfall contact enrichment when a lead asks for a meeting". First call GET /workflows/filter-fields and look up my label, list and channel ids, then create the workflow and tell me what you set up.

Questions

What order does the waterfall run in?

Prospeo, Findymail, Icypeas and BetterContact by default, and LeadMagic can be added. It stops looking for phones after the first number.

Are credits included?

No. Enrichment runs on your own provider accounts.

Can I build this workflow through the API?

Yes. Send the create-workflow request shown on this page with your Master Inbox API key. The API checks the payload first and lists every problem by field if anything is off.

Which plan includes this?

This workflow works on the Revenue plan. Every plan has unlimited users and starts with a free 7-day POC.