AI assistant enhancing sparse contact records with company logos, job titles, and social profile data

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:

# new-leads
L
Lead Enrichment Agent 9:15 AM
High-priority buyer: Jennifer Walsh -- inquiry on 742 Oakwood Dr ($825K)
Lead Score
94/100 -- VP-level income, active in $750K-$900K range
Pre-Approval
Strong likelihood -- $280K-$340K household income, no existing mortgage in market
Buying Signal
Relocated from Chicago, viewing multiple listings, requested weekend showing

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

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See what people say

"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.

Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.

On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."

Gus Ibrahim, Founder & Director, IHR