Pokee Official Skill
Lead Enrichment Automation Template
Automatically research and enrich new leads with company data, social profiles, and engagement signals the moment they enter your CRM.
How This Skill Works
- 1
New lead arrives in CRM
A lead is created from a form, import, or manual entry in your CRM.
- 2
Pokee researches the lead
The agent looks up their company, LinkedIn, recent news, tech stack, and funding.
- 3
CRM record enriched and scored
Fields are populated with research data and a lead score is calculated against your ICP.
- 4
Routing based on score
High-score leads are fast-tracked to the right rep with a context brief.
Example Prompt
“When a new contact is created in HubSpot: research their company (LinkedIn company page, website, recent news). Fill in: company size, industry, funding stage, tech stack, and any mutual connections. Score 1-10 against our ICP (>50 employees, B2B SaaS, Series A+). If score is 7+, assign to the territory rep and post to #hot-leads with the brief.”
Tools Involved
Customization Options
- Define ICP scoring criteria and weights
- Choose which enrichment fields to populate
- Set routing rules by score, territory, or deal size
- Configure enrichment depth (basic vs deep research)
- Add re-enrichment triggers for existing contacts
Why Pokee for Lead Enrichment
| Feature | Manual Process | Zapier | Pokee AI |
|---|---|---|---|
| Setup time | N/A | 30-60 min | 30 seconds |
| Intelligence | Your brain | None (keyword matching) | Context-aware AI |
| Adapts to changes | You adjust manually | Rebuild triggers | Self-adapting |
| Multi-step logic | You do each step | Extra cost per step | Unlimited, included |
| Maintenance | Constant | Weekly fixes | Self-healing |
FAQ
- How long does lead enrichment take to set up?
- 30 seconds. Connect your tools via OAuth and describe what you want. The example prompt above is your starting point - customize by changing any part in plain English.
- Can I modify this template after it's running?
- Yes. Describe the change you want in plain English and Pokee updates the workflow instantly. No rebuilding required.
- What happens when something goes wrong?
- Pokee handles exceptions intelligently. Rate limits, API changes, unexpected data - Pokee adapts and retries. Critical issues are escalated to you with context.
- How much does this cost?
- Included with any Pokee plan. Free tier gets 500 credits. Paid plans start at $19.99/month with unlimited workflow executions.
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