AI lead research and enrichment
Luffy researches and enriches new leads by combining the submitted record with permitted CRM, web, enrichment, and company context. It fills relevant fields, explains fit, prepares an account summary, and routes the lead with a recommended next action. Outbound messages can remain draft-first and require approval.
Workflow shape
- Trigger
- Event
- Sources
- SlackGoogle SheetsHubSpotApolloLinkedIn+1
- Control
- HubSpot enrichment can be pre-approved; outbound messages require approval.
You ask Luffy
“When a new lead arrives, enrich the account, score fit against our ICP, write the CRM note, and route it to the right owner.”
Finished result
SlackGoogle SheetsHubSpotApolloLinkedIn+1Enriched lead summary, HubSpot note, fit reason, and recommended next action.
- Completed account and contact context
- Fit score with an explicit reason
- CRM note, owner routing, and recommended next action
One request becomes a repeatable operating loop.
The team defines the trusted sources, cadence, destination, and control boundary once. Luffy follows that shape on every run.
- 01
Define the lead source, ICP fields, CRM destination, and routing rules.
- 02
Luffy gathers permitted account and contact context, checks fit, and records the reasons behind the score.
- 03
The enriched record and recommended next action reach the CRM and selected sales channel.
Questions about lead research and enrichment
- Can Luffy enrich leads already in a spreadsheet?
- Yes. The workflow can start from a supported spreadsheet, CRM event, form, webhook, or Slack request, then write the permitted enrichment back to the chosen destination.
- How does Luffy decide whether a lead fits?
- Your team defines the ICP fields, examples, exclusions, and routing rules. Luffy applies those rules to the available evidence and records the reason rather than returning an unexplained score.
- Will Luffy contact the lead automatically?
- Only if the workspace explicitly configures that authority. Research, scoring, and drafting can run automatically while outbound communication remains approval-gated.