Back to marketplace

Enrich Leads and Route to Sales with AI Web Research

CREATED BY

KS

3 Templates

984 Views

LAST UPDATED

November 17, 2025

INTEGRATIONS USED

DESCRIPTION

Overview

This flow enhances your sales pipeline by automatically enriching lead data and routing qualified contacts directly to your sales team, ensuring efficient and targeted follow-up communications.

Why it's useful:

  • Maximizes lead quality through comprehensive AI-driven research.
  • Saves time by automating contact validation and enrichment.
  • Improves sales conversion by prioritizing qualified leads.

When to Use

This flow is typically triggered when new leads enter your system or need validation, making it ideal for ongoing lead generation and qualification activities.

Integrations

  • Individual Research Pipeline: Gathers detailed AI-based insights about individual contacts.
  • Company Research Pipeline: Collects relevant company information to assess business context.
  • Flow Pipeline: Orchestrates the overall process to enrich and route leads.

Output

  • Produces enriched contact profiles with validated data.
  • Routes qualified leads automatically to the appropriate sales representatives for follow-up.

HOW DO YOU SET THIS UP?

1.

Configure Individual Research Inputs

Set up the Individual Research pipeline with any required API keys, data sources, or parameters to enable detailed contact analysis.

2.

Set Company Research Parameters

Input the necessary company data sources or credentials into the Company Research pipeline to enable accurate company-level research.

3.

Define Qualification Criteria

Within the main Flow pipeline, specify the rules or thresholds that determine lead qualification for routing.

4.

Set Sales Routing Targets

Configure the destination for qualified leads, such as sales team member emails or CRM integration details, within the Flow pipeline.