Lead enrichment
Every lead enriched, scored, and routed within the minute.
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.
How it works
Three steps to a standing task
- Step 01
Define a good customer
Write your ICP in plain English — size, stage, industry, the signals that matter. The agent uses that definition to score rather than a rigid rule table you have to maintain.
- Step 02
Trigger on the moment of interest
Point your signup or form webhook at a Helios webhook trigger. Signed with a secret you control, it starts a run the instant someone raises their hand.
- Step 03
Land it in the CRM with context
The agent creates or updates the record, attaches its research, assigns an owner by territory, and posts to the channel where your reps live.
The run
What the agent actually does
Every step below is a real tool call: the agent reaches for the API it needs, reads what it finds, and acts.
For each new signup, enrich the person and company, score fit against our ICP, and route strong fits.
- apollo·enrich person and company by email domain
- web·read the company site for positioning
- code·score fit against the ICP definition
- attio·create the record with the fit score
- slack·post strong fits to #inbound
Lead scored 87/100
- Northwind · Series B fintech · 240 employees
- Signup is Head of Platform
- They shipped a Postgres migration last month
- Routed to @dana with a suggested opener
Templates
Start from a working agent
Each template carries the prompt, the trigger, and the integrations it needs.
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.
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.
FAQ
Questions, answered
Put an agent on lead enrichment.
Describe the task, attach a trigger, and let it run around the clock.