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Companies & Contacts

The Companies & Contacts tools manage client accounts and business contacts used across the deals pipeline. They provide list and detail views for both entities, with LinkedIn enrichment powered by Scrapin.io.

  • Companies — store client accounts with name, domain, industry, website, phone, address, and notes
  • Contacts — people linked to companies with email, phone, mobile, job title, LinkedIn URL, and notes
  • Contact detail page — view a contact’s details, linked company, and related deals
  • LinkedIn enrichment — manually enrich companies and contacts from LinkedIn via the Scrapin API
  • Clickable navigation — contacts in both the list view and company detail are clickable links to the contact detail page

Each company and contact detail page has an Enrich from LinkedIn button in the header. This calls the Scrapin.io API and stores the raw response alongside an enriched_at timestamp.

  1. Click the Enrich from LinkedIn button on a company or contact detail page
  2. The API calls Scrapin.io using the entity’s data (company name/domain, or contact’s LinkedIn URL with fallback to name/email search)
  3. Results are stored as JSON and displayed in a collapsible LinkedIn Data card
  4. A 24-hour rate guard prevents accidental credit burn (override with force re-enrich)
  • Description, tagline
  • Industry, specialties
  • Employee count, follower count
  • Headquarters location
  • Founded year, website
  • Headline, summary
  • Work experience (title, company, dates, location)
  • Education (school, degree, dates)
  • Skills, certifications, languages

A Scrapin.io API key must be configured either as a connection in Admin > Connections or as the SCRAPIN_API_KEY environment variable.

LevelViewUpdateManage
Executiveallallall
Headallallall
Managerallall
Leadall
Employeeall
  • View: browse companies and contacts
  • Update: create/edit companies and contacts, trigger LinkedIn enrichment
  • Manage: delete companies and contacts
FilePurpose
src/routes/companies.tsxCompanies list route
src/routes/companies_.$companyId.tsxCompany detail route
src/routes/contacts.tsxContacts list route
src/routes/contacts_.$contactId.tsxContact detail route
src/components/companies/company-detail.tsxCompany detail component
src/components/companies/linkedin-data-card.tsxLinkedIn data display card
src/components/contacts/contact-detail.tsxContact detail component
src/hooks/use-deals.tsQuery and mutation hooks
worker/routes/deals.tsAPI routes including enrichment endpoints
worker/lib/scrapin.tsScrapin.io API client