Research custom insights on leads and contacts.
AI agents research custom insights on existing leads or contacts, calculate lead scores, and add them to your CRM system in structured form.
A good fit if...
your company wants to add custom insights and scores to existing contacts on a regular basis.
- Category
- Internal processes
Nodes
1
ActionScheduled CRM query
Existing leads or contacts are pulled from the CRM on a regular schedule.
2
ActionData enrichment
Missing company master data is filled in automatically.
3
ActionAI research
AI agents search public sources for custom insights that matter to your sales team.
4
ActionLead score calculation
A custom lead score is calculated before the export to your CRM.
5
FinishCRM export
The insights and current scores are available to your sales team directly in the CRM system.