Fill missing details on new leads
Pick up new leads, query enrichment tools until the missing details are filled, and write them back with their source.
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When a new lead is created in [CRM name], have an AI agent powered by [AI model provider] check which details on the record are missing. Give the agent access to [contact data enrichment provider], [company data enrichment provider], and [additional enrichment provider] as tools, and let it decide which to query based on the gaps on the record and what earlier lookups returned, moving to another tool when one returns nothing and stopping once the lead is as complete as those sources allow. Have it write the details it finds back to the lead in [CRM name], recording which source each detail came from, and flag any lead it could not complete to [notification channel, e.g. team chat or email] for manual review.
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Problem
When a lead lands in the CRM it often arrives with little more than a name and an email. Sales operations teams fill the gaps by hand, checking one enrichment tool, then another when the first comes back empty, because no single source covers every lead. Records sit incomplete in the meantime and reps work them without knowing who they are calling or what the company does.
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Solution
An AI agent picks up each lead as it is added to the CRM, works out which details are missing, and draws on a set of enrichment tools to fill them. It chooses which source to query based on the gaps in front of it and what previous lookups returned, moving on to another tool when one comes back empty and stopping once the record is as complete as the available sources allow. It writes the details it finds back to the lead and notes which source each one came from, flagging any lead it could not complete.
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Impact
New leads arrive as complete as the available sources allow, so reps can work them straight away instead of researching each one by hand.
Benefits
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Complete lead records
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Fewer manual lookups
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Higher enrichment coverage
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Clear data provenance
Solutions
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.
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