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Customer Data Platform

graph8’s Customer Data Platform (CDP) is the foundation of the entire system. Every contact, company, website event, and behavioral signal flows into the CDP — where it’s unified, enriched, and made available for activation across all channels.

How It Works

Data enters the CDP from multiple sources:

SourceWhat It Captures
Website trackingPage views, form submissions, custom events, session data
CRM importsContacts, companies, deals, and activities from HubSpot, Salesforce, or Pipedrive
CSV uploadsBulk contact and company imports
Enrichment providersWork emails, phone numbers, company data, technographics
SequencesEmail opens, clicks, replies, bounces, call outcomes
Form submissionsCaptured from any form on your website via the tracking script
Intent signalsKeyword searches and topic-level buying intent

All data is stored per-organization with full isolation — your data is never shared or mixed with other accounts.

Contacts

Every person in your database is a unified contact record with fields across multiple categories.

Personal Information

FieldExample
NameFirst, middle, last
GenderMale, Female
AgeDerived from date of birth
AboutShort bio or summary

Contact Details

FieldExample
Work emailPrimary business email
Personal emailsAdditional email addresses
Mobile phoneCell number
Direct phoneDirect dial at work
Additional phonesOther numbers on file

Job Information

FieldExample
Job titleVP of Marketing
DepartmentMarketing
Seniority levelVP, Director, Manager, Individual Contributor
Job categoryFunctional category
Start dateWhen they started the role
Job changeFlag for recent role changes

Location

City, state, country, zip code, and full address — both personal and work locations.

Social Profiles

LinkedIn URL, LinkedIn headline, Facebook URL, Twitter URL, and social connection count.

Confidence Scoring

Each contact has a confidence score (0–100) indicating data quality, plus a separate email confidence score for deliverability.

Record Sources

Contacts are tagged by how they entered the system:

SourceMeaning
graph8Enriched from graph8’s data network
CustomUploaded by your team (CSV, manual)
HubSpotSynced from HubSpot CRM
SalesforceSynced from Salesforce CRM
PipedriveSynced from Pipedrive CRM

Companies

Every company in your database has a unified record with firmographic data.

CategoryFields
BasicsName, description, domain, website, logo
LocationAddress, city, state, country, zip code
BusinessFounded year, employee count, revenue range, industry, NAICS/SIC codes
SocialLinkedIn URL, LinkedIn followers, Facebook, Twitter, Crunchbase
StockExchange, ticker symbol
ScoringCompany fit score

Company Size Categories

CategoryEmployee Count
StartupUnder 10
Small10–50
Medium50–200
Large200–1,000
EnterpriseOver 1,000

Identity Resolution

graph8 resolves anonymous website visitors to known contacts and companies using a multi-layer identification system.

Layer 1 — Email Matching

When a visitor’s hashed email is available (from form submissions, login events, or email clicks), graph8 matches it against its B2B and B2C data network to return a full contact profile.

Layer 2 — B2B and B2C Data Network

graph8 maintains a large-scale contact database with:

  • B2B contacts — business emails, direct phone numbers, company information, job history
  • B2C contacts — personal emails, demographics (age range, income, homeowner status)

Visitors matched through Layer 1 are enriched with this data automatically.

Layer 3 — IP-to-Company Resolution

When a visitor can’t be matched by email, graph8 falls back to IP-based company identification. The visitor’s IP is matched against known company IP ranges, revealing which company they belong to — even if the individual remains anonymous.

Layer 4 — Anonymous ID Persistence

Every visitor gets a persistent anonymous ID stored in their browser. This ID links all their sessions together over time, so when they eventually identify themselves (via a form submission or email click), graph8 retroactively connects all their prior visits to their contact record.

Resolution Output

The result is a unified profile that ties together:

  • The visitor’s contact record (if identified)
  • Their company
  • All website sessions and page views
  • Form submissions
  • Email engagement history
  • Intent signals

Event Tracking

graph8’s event store captures every interaction from your website and applications.

Event Types

EventWhat It Captures
Page viewsURL, title, referrer, time on page
Custom eventsAny event you define (button clicks, signups, feature usage)
Form submissionsAll form fields, form identifier, submission timestamp
IdentifyUser identification with traits (email, name, etc.)
GroupAccount or company grouping

Event Context

Every event includes rich contextual data:

ContextFields
PagePath, title, URL, referrer, host, search params
UserEmail (if identified), anonymous ID, user agent, locale
DeviceScreen dimensions, screen density
GeoCountry, city, region, latitude/longitude, timezone, ISP
UTMCampaign, source, medium, term, content

Events are stored in graph8’s analytics engine — optimized for fast aggregation across millions of rows. Each organization’s events are fully isolated.

Audiences

Audiences let you segment your contacts and companies for targeting.

Audience Types

TypeWhat It Contains
ContactsPeople lists
CompaniesCompany lists
SuppressionsExclusion lists (do-not-contact)
DealsDeal records from CRM
LeadsLead records from CRM

Static vs. Dynamic

  • Static audiences — a fixed list of contacts. Built from CSV uploads, CRM imports, or manual selection. The list only changes when you add or remove contacts.
  • Dynamic audiences — rules-based segments that auto-update. Define criteria (industry, seniority, location, etc.) and graph8 continuously re-evaluates contacts against those rules.

Audience Sources

Audiences can be populated from:

  • graph8 prospecting and enrichment
  • CSV uploads
  • Form submissions
  • Website visitors
  • Keyword and intent signals
  • CRM sync (HubSpot, Salesforce, Pipedrive)

Enrichment

graph8’s enrichment engine fills in missing contact and company data using a waterfall approach.

How Waterfall Enrichment Works

  1. You select a field to enrich (work email, phone number, company domain, etc.)
  2. You configure a provider sequence — an ordered list of data providers to try
  3. graph8 calls the first provider. If it returns data, enrichment stops. If not, it tries the next provider.
  4. This continues until data is found or all providers are exhausted.

This approach maximizes coverage while controlling cost — cheaper providers can be tried first, with premium providers as fallback.

Enrichment Providers

graph8 integrates with multiple data providers:

ProviderCapabilities
ApolloEmail, phone, job title, company data
HunterEmail discovery, domain verification
ClearbitEmail, company firmographics
ZeroBounceEmail validation, bounce detection
LushaContact info, company data
ProspeoEmail finder, company insights
LeadmagicVerified B2B contact data
RocketReachProfessional profiles, contact info
DropContactContact validation
BuiltWithTechnology stack detection

Auto-Enrichment

Audiences can be configured with auto-enrichment. When new contacts are added — via form submission, CRM sync, or import — graph8 automatically triggers enrichment jobs in the background. Events are batched and processed every 30 seconds with up to 500 records per job.

Data Activation

The CDP isn’t just storage — it powers every outbound action in graph8.

ActivationHow CDP Data Is Used
SequencesContact data personalizes emails, selects channels, and determines timing
DialerPhone numbers and company context are available during calls
InboxFull contact and company profiles appear alongside conversations
SignalsIntent data and website behavior trigger alerts and workflows
StudioContact and company attributes inform AI campaign generation
AnalyticsEvent data powers all dashboards and reports

Real-Time Triggers

The CDP fires events in real time when contacts are created or updated. These triggers can:

  • Start enrichment jobs automatically
  • Add contacts to sequences based on criteria
  • Update CRM records via sync
  • Generate audit trail entries

Next Steps

  • Data → — Search and build prospect lists
  • Signals → — Detect buying intent from website visitors
  • Analytics → — Track website and campaign performance