{
 "schema_version": 1,
 "generated": "2026-10-20",
 "id": "trycompai-crm--research-a-prospect-company-with-context-data",
 "repo": "trycompai/crm",
 "repo_url": "https://github.com/trycompai/crm",
 "repo_slug": "trycompai-crm",
 "title": "Pull brand data and a LinkedIn profile into a prospect record",
 "page_title": "How to pull brand data and a LinkedIn profile into a prospect record with CRM",
 "summary": "Add a Context key in Settings → General so accounts show real logos, names and LinkedIn roles.",
 "who": "An account executive preparing for a first call who wants a company and person to look right in the CRM before they meet.",
 "problem": "Accounts arrive as grey squares with initials, and a person's address does not reveal who they are.",
 "outcome": "The company shows its real name, logo, colours and industry, and a contact with a LinkedIn URL on record gets a verified name, title and employer history.",
 "steps": [
  "Sign in to the CRM and open Settings → General",
  "Enter your Context key in the LinkedIn and company brand data field",
  "Confirm the startup list shows Company brand data and LinkedIn as on",
  "Open a prospect company and a contact that has a LinkedIn URL and check the updated fields"
 ],
 "agent_prompt": "In the trycompai/crm CRM, confirm that the Context key is set under Settings → General, then trigger enrichment for the company <company-domain> and the contact <linkedin-url>. Report the logo, industry, current title and employer that were recorded. Verify that the startup list shows both Company brand data and LinkedIn as on.",
 "agents": [
  "any"
 ],
 "difficulty": "Intermediate",
 "time": "45 minutes",
 "basis": "readme",
 "caveat": "The README says the LinkedIn lookup works from a LinkedIn URL already on the record, so contacts without one get no LinkedIn data.",
 "category": "Sales and marketing",
 "tags": [
  "Sales and marketing"
 ],
 "lang": "typescript",
 "requirements": [
  "Bun and Docker installed",
  "A Google or Microsoft OAuth client, or your own identity provider set up later under Settings → SSO",
  "A value for BETTER_AUTH_SECRET and an ALLOWED_SIGN_IN domain or address",
  "Optional: a Context API key for company brand data and LinkedIn lookups, and a PERPLEXITY_API_KEY for web research"
 ],
 "risk": "sensitive",
 "seen_in_the_wild": false,
 "mentioned_publicly": false,
 "risks": [
  {
   "tag": "credentials",
   "notice": "The Context key controls paid lookups against people's LinkedIn data, so store it only in Settings → General and never in code or chat."
  }
 ],
 "best": false,
 "score": 0.8,
 "evidence": [],
 "url": "https://dedupedai.com/use-cases/trycompai-crm/research-a-prospect-company-with-context-data/",
 "md": "https://dedupedai.com/use-cases/trycompai-crm/research-a-prospect-company-with-context-data/index.md",
 "disclaimer": "Deduped lists open-source repositories that belong to other people. We do not own, maintain, audit, or vouch for any of them, and a repo appearing here is not an endorsement or a safety check. The use cases, steps, and prompts are written by AI and may be incomplete, outdated, or just wrong. Where a use case is marked \"Seen in the wild\", we link to public posts where someone described something similar, but we have not verified those posts and the use case itself is still our AI's own write-up. Use all of this at your own risk. Only run code, commands, or agents on systems and accounts you are authorized to use, and read the code and every command before you run it, especially anything that touches credentials, files, or the network. Nothing here is professional, security, legal, or financial advice. All trademarks and project names belong to their respective owners, and their use here does not imply affiliation. Content is provided as is, without warranties of any kind. Found a mistake, a safety problem, or something you want removed? Email hello@dedupedai.com and we will look at it promptly.",
 "api": "https://dedupedai.com/api/v1/usecases/trycompai-crm--research-a-prospect-company-with-context-data.json",
 "api_version": "v1"
}