Salesforce Contact Enrichment Agent

This agent enriches new Salesforce contacts with additional company information.

Beulah BrakusToday at 10:10am

When I get a new contact in Salesforce, please look up their company information and update it with job title and revenue.

Salesforce Contact Enrichment AgentToday at 10:11am

Sure! I'll look up the company information for new contacts in Salesforce and update their job title and revenue accordingly.

Verhalten beim Ausführen ...

Salesforce Contact Enricher

This agent enriches new Salesforce contacts with additional company information.

Why you should use the Salesforce Contact Enrichment Agent template:

Enhance your Salesforce contacts effortlessly with this automated template. By gathering essential company details like job title, industry, and revenue, it saves you time and ensures your contact database is comprehensive and up-to-date.

How the template works:

This template uses an AI assistant to enrich new contacts in Salesforce with additional company information. When a new contact is added, the assistant:

Retrieves the email address and business name of the new contact.
Searches online for the company's information.
Collects details such as job title, industry, state/region, city, country, number of employees, and annual revenue.
Updates the Salesforce contact with the gathered information.

This process helps you maintain a rich and informative contact database, improving your outreach and engagement efforts.

Fähigkeiten

These capabilities can be customized to best fit your needs.

HubSpot Contact Enrichment Workflow

Need help or more inspiration? Check out our Agents help docs und feature guide.

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