How to Build an AI Lead Enrichment Agent
An AI lead enrichment agent takes raw inquiries from listing sites and open houses, layers on LinkedIn profiles, income estimates, and buying signals — then scores, qualifies, and routes them to your CRM without anyone touching a spreadsheet.
High-scoring leads go straight to Slack so your team can act fast:
How it works
Create a lead enrichment agent at dashboard.carlyassistant.com (or email carly@usecarly.com and describe what you need). Connect your enrichment APIs, CRM, and messaging tools — Apollo, HubSpot, and Slack cover most setups. Forward inquiry notifications from Zillow, Realtor.com, or your website, and the agent handles enrichment, scoring, CRM entry, and team alerts. It learns your buyer criteria and scoring preferences over time. Full setup walkthrough: How to Create a Custom AI Email Agent.
What an AI lead enrichment agent connects to
Your enrichment agent pulls from data providers and writes directly to your sales stack.
Enrichment: Apollo, Hunter, Lusha, People Data Labs
CRM: HubSpot, Salesforce, Pipedrive, Attio, Close, Zoho, Follow Up Boss
Email: Gmail, Outlook
Messaging: Slack, Microsoft Teams
Spreadsheets: Google Sheets, Microsoft Excel, Airtable
Calendar: Google Calendar, Outlook Calendar
See the full list of integrations.
What an AI lead enrichment agent can do
- New inquiry from Zillow or Realtor.com — agent enriches the contact via Apollo + People Data Labs, cross-references the property in MLS, scores the lead, creates the CRM record, and alerts your team on Slack
- Open house sign-in sheet enrichment — paste a Google Sheets link of names and emails from your sign-in sheet and the agent fills in job titles, estimated income, current homeownership status, and lead scores for every row
- Weekly hot leads digest — agent reviews all new inquiries from the past week, ranks them by score and engagement, and delivers a briefing with your top prospects and recommended follow-ups
Build your lead enrichment agent in under 10 minutes at dashboard.carlyassistant.com, or email carly@usecarly.com and describe the agent you need.
Related: How to Build an AI CRM Agent | How to Build an AI Sales Rep | Best AI CRM Tools | How to Create a Custom AI Email Agent
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
Get Carly Today →Or try our Free Group Scheduling Tool or Free Booking Page
