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ExamplesEnrich & route leads

📈 Enrich and route inbound leads

Stack: Trigger: your form/CRM calls the agent API · Models: your choice · Tools: CRM API (HubSpot/Salesforce), enrichment API · Mode: single agent + constraints · Output: scored + routed lead, Slack ping

Who it’s for: sales teams where good leads sit in a queue while reps chase noise. What it does: takes a new lead, enriches it (company size, industry, tech stack), scores it against your ICP, writes the lead back to the CRM with a reason, and pings the right rep in Slack for anything hot.

Build it

  1. Connect your CRM and an enrichment source. Connect API for HubSpot or Salesforce, and for Clearbit or a similar enrichment endpoint, each becomes typed tools.
  2. Create the agent with your qualification rubric in the instructions: enrich, score against ICP (mid-market SaaS, 50+ seats), and set a routing owner.
  3. Encode the rules as constraints: never mark a personal-email lead as enterprise; always fill the score-reason field, so scoring stays consistent, not vibes.
  4. Write back to the CRM: the agent updates the lead record with score, segment, and reason via the CRM tools.
  5. Notify: publish on Slack so hot leads land in #sales with the enrichment summary and a link to the record.
  6. Trigger it: have your web form or CRM webhook call the agent’s API on lead creation.

Make it yours

  • Add a debate collaboration for borderline scores, two models argue fit, a judge decides.
  • Draft a first-touch email as part of the run (see Draft follow-ups from meeting notes).
  • Route by territory or product line with a lookup tool.

Uses: Sales · CRM · Slack · Constraints

Deflect L1 from your docsCall notes → CRM