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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.

Categorie
Interne processen
Nodes
Dynamics
HubSpot
Pipedrive
Salesforce
SAP
SAP Sales Cloud V2
1
ActieScheduled CRM query

Existing leads or contacts are pulled from the CRM on a regular schedule.

2
ActieData enrichment

Missing company master data is filled in automatically.

3
ActieAI research

AI agents search public sources for custom insights that matter to your sales team.

4
ActieLead score calculation

A custom lead score is calculated before the export to your CRM.

5
VoltooidCRM export

The insights and current scores are available to your sales team directly in the CRM system.