What does this automation do?
An agent working a new name runs this flow to enrich it, judge the fit against your ideal customer profile, and write the verdict onto the CRM record.
What can you do with it?
- Enrich a bare name or email into a usable record
- Score fit against your profile rather than a rep’s instinct
- Put the reasoning on the contact, where the rep will read it
The Steps
This automation runs in 4 steps:
- When Agent Tool
- Then Apollo — Enrich User Information
- Then Taskade AI — Ask an agent ("Lead Researcher")
- Then HubSpot — Create or Update Contact
What makes this different from a Zapier-style flow?
The "Lead Researcher" step is not a one-off model call. It is a Taskade AI agent that knows your ideal customer profile, pricing tiers and past wins, remembers which lead shapes actually closed, so every run builds on the last one instead of starting from an empty prompt.
A stateless "ask the model" step forgets everything the moment it returns. An agent keeps its knowledge and its memory between runs, carries its own tools, and can be handed work by other automations.
Who is this automation for?
Built for sales teams whose agents qualify inbound before a rep sees it. An agent working a new name runs this flow to enrich it, judge the fit against your ideal customer profile, and write the verdict onto the CRM record.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the "Agent Tool" trigger.
- Add the action "Enrich User Information" from Apollo.
- Add the action "Ask an agent" from Taskade AI. Point it at an agent called "Lead Researcher".
- Add the action "Create or Update Contact" from HubSpot.
- Enable the toggle in the top-right corner to activate the automation.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps, and the agent for you.