Give your sales team complete, ready-to-action records by enriching every new lead with company details, role, and context the moment it arrives. This automation does the manual lookup work so reps spend time selling instead of researching.
What's Included
- New-lead trigger: Starts when a contact is captured from a form, ad, or list.
- AI research: Agents use web search and 34 built-in tools to gather firmographic details.
- Record enrichment: Fills missing fields like company size, industry, and role.
- CRM routing: Actions push the enriched lead to the right rep or segment.
How To Use
- Connect your lead-capture source as the trigger.
- Define which fields the AI agent should research and fill.
- Set routing rules to assign leads by segment or territory.
- Activate and deliver fully enriched leads to your CRM automatically.
Connect this to your pipeline flows in /automate/featured or explore prebuilt sales tools on /community.
