Skip to content
Use case · Agents

Lead Research & Enrichment Agent

Researches every new lead, fills in the missing firmographic and contact data, scores it, and pushes a complete record to your CRM.

New lead processed · 8 minutes ago
AI
New lead: jordan@northwindlabs.io. Company research complete — 45 employees, Series A, uses HubSpot. Contact profile found.
AI
Score: 78/100 (ICP match: B2B SaaS, 20–100 employees, US). Enriched 11 fields, pushed to HubSpot, assigned to Sam.
What this agent does

The problems this agent is built to solve.

A form fill gives you an email address and little else. The Lead Research & Enrichment Agent investigates each lead — company, role, tech stack, signals — completes the CRM record, and scores it against your ideal customer profile.

Records that are usable

Blank CRM fields get filled: company size, industry, funding stage, tech stack, and verified contact data.

Scoring you can defend

Leads are scored against explicit ICP criteria, not gut feel — so routing and follow-up follow the same standard every time.

Research at lead speed

Enrichment happens within minutes of submission, while the lead is still warm, instead of in a weekly cleanup batch.

Clean handoff to sales

Complete, deduplicated records land in the CRM with owner, priority, and a research summary attached.

Common workflow

How a run usually goes.

  1. 01

    Trigger

    Fires on new CRM records, form submissions, or a newly uploaded list.

  2. 02

    Research

    Collects firmographics, role, tech signals, and public activity from company sites, directories, and professional profiles.

  3. 03

    Enrich & dedupe

    Fills missing fields, normalizes values, and merges with existing records to avoid duplicates.

  4. 04

    Score

    Applies your ICP rules — industry, size, region, intent signals — and produces a score with written reasons.

  5. 05

    Push & notify

    Writes the completed record to the CRM and pings the owner with the summary.

Tools & apps

What this agent connects to.

CRM

HubSpotSalesforcePipedrive

Research sources

Company websitesProfessional profilesNews & directories

Lists

Google SheetsAirtable

Comms

SlackEmail alerts

Browser

Web research tooling
Best suited for

Who gets the most out of this agent.

Industries

  • B2B SaaS
  • Agencies & consultancies
  • Recruiting
  • Any outbound sales motion

Roles

  • Sales development reps
  • RevOps
  • Sales leaders
  • Founders doing their own outbound

Company profile

  • Teams that generate leads faster than they can research them

Scale

  • Tens to thousands of leads per week
  • Pipelines where incomplete records stall follow-up
GET STARTED

Your first agent is one prompt away.

Describe the job, connect your own keys, set it to run 24/7 — running in seconds. Free to start, no credit card, no sales call.