Sales & RevOps
Inbound lead enrichment
Enriches every new signup, scores it against your ICP by reading the company's own website, and routes the strong fits.
The prompt
This is the whole configuration
Paste it into a workflow and edit it in plain English. There is nothing else to wire up.
When our signup webhook fires with a new user's email, enrich the person and their company in Apollo — title, seniority, headcount, industry, funding stage. Then read the company's own website and tell me in two sentences what they actually do. Score fit from 0 to 100 against our ICP: B2B software companies, 50 to 500 employees, Series A through C, with an engineering team. Create or update the person and company in Attio with everything you found and the fit score. If the score is above 70, post to #inbound with the summary, the fit reasoning, and a suggested opening line grounded in something specific you learned about them. Assign the record to the owner for that territory.
Trigger
What starts this agent
Example output
What you get back
Every run leaves a readable record: the steps the agent took and the result it produced.
Lead scored 87/100
- Northwind · Series B fintech · 240 employees
- Signup is Head of Platform
- Routed to @dana with a suggested opener
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Use cases
The task behind this template
Lead enrichment
When someone signs up or fills a form, an agent enriches the person and their company, scores fit against your definition of a good customer, creates the CRM record, and tells the right rep.
Email outreach
An agent finds the threads that went quiet, reads the conversation, and drafts a follow-up grounded in the last real next step. Onboarding sequences read the account before they send.
Form routing
A response arrives and an agent reads what the person wrote, enriches their company, decides where it belongs, and files it — as a deal, a support thread, or a reply within minutes.
Related templates
Pair it with these
Sales & RevOps
Typeform lead router
Reads each form response, enriches the company, routes it to sales or support, and replies while the person still has your tab open.
Sales & RevOps
Nightly CRM hygiene
Merges duplicates, fills missing firmographics, and flags deals that have gone quiet — every night, without anyone remembering.
Sales & RevOps
Onboarding email that reads the account
Checks what each new account has actually set up and sends the message that helps them next, rather than the next message in a sequence.
Run Inbound lead enrichment on your stack.
Connect the integrations, paste the prompt, attach the trigger. The agent takes it from there.