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Reveal a contact's email and phone

Reveal email and phone on a contact from the org chart or from LinkedIn, using your team's connected enrichment provider.

Once an admin has connected an enrichment provider (see Set up Enrichment Tools), you can reveal a contact's email and phone number directly inside vizrm. Revealed values are saved to the contact's CRM record.

From the org chart

  1. Open an org chart and click a contact to open the contact panel.

  2. Next to Email or Phone, click Reveal.

  3. vizrm looks up the value using your connected provider (or providers, in order) and fills it in. The value is written to the CRM contact record.

A contact panel in the org chart with Reveal buttons for email and phone

From LinkedIn

  1. On a LinkedIn profile, open the vizrm sidebar (you need the vizrm browser extension installed).

  2. Click Reveal next to email or phone.

  3. vizrm runs the lookup and updates the contact in your CRM, without leaving LinkedIn.

The vizrm sidebar on a LinkedIn profile with reveal options for email and phone

Good to know

  • If your providers are set up as a waterfall, vizrm tries them in order until one returns a result.

  • Lookups use your team's own provider account, so they count against your provider plan.

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