Choose the lookup action for email, phone, or both. Email lookup is included with eligible plan access. Phone lookup requires the phone add-on or an entitlement that includes it. Review the availability shown for your workspace.A lookup is not a guarantee that a usable address or number exists. Check the saved result and its status before using it.Contact lookup does not consume pipeline capacity or make the person a new qualified lead.
Review Auto-Enrich settings if you want contact lookup for newly qualified leads. Choose the contact types and eligibility shown in the app. Enabling it does not automatically look up every historical lead.
You can ask trax to save contact details you provide. Review the proposed value before approving. Manually supplied details are saved as unverified, and enrichment does not overwrite them.
Review the selected fields and destination before exporting or routing leads. Public API and MCP access to contacts requires the appropriate contact scope.
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