Salesforce Contact Enrichment Agent
This agent enriches new Salesforce contacts with additional company information.
Seth MarquardtToday 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.
Comportamento em andamento...
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.
Capacidades
These capabilities can be customized to best fit your needs.
HubSpot Contact Enrichment Workflow
Want more use cases and prompting tips? Read our in-depth guide to using Agents. For setup help, visit our Agents help docs.
Modelos relacionados
Tricia Balistreri
Capture leads from my Google Form and push them to Airtable, then enrich their data with Hunter.
Multi-Source Lead Capture and Engagement System
Got it! I'll capture leads from your Google Form, push them to Airtable, and enrich their data using Hunter.
Comportamento em andamento...
Multi-Source Lead Capture and Engagement System
Multi-Source Lead Capture and Engagement System
This agent automates the capture, enrichment, and nurturing of leads from various sources.
Johnathan Ledner
Please capture the new lead information from the form submission and send a welcome email.
Automated Lead Capture and Follow-Up
Got it! I'll capture the lead information, add it to the CRM, send a welcome email, and set a follow-up reminder for the team.
Comportamento em andamento...
Automated Lead Capture and Follow-Up
Automated Lead Capture and Follow-Up
This agent captures lead information from form submissions and manages follow-up actions automatically.
Billy Bode
Write a follow-up email whenever a new intake meeting is logged in Fireflies.ai.
Call Follow-Up Email Assistant
Got it! I’ll draft a follow-up email whenever a new intake call is transcribed and save it to your Gmail drafts, tailored to your agency’s services and tone.
Comportamento em andamento...
Draft Post-Call Email from Fireflies Meeting
Call Follow-Up Email Assistant
Automatically draft follow-up emails based on call transcripts.