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Lead & Account Scoring

Lead Enrichment Agent

hitl

Enriches raw leads with verified contact details and public intent signals, dedupes against existing contacts, and produces reviewable per-field deltas for human approval before any write-back to the CRM.

Sales / Revenue OperationsSales Development Rep
Per-field
Reviewable deltas with confidence scores
Human-gated
No write-back without approval
4x
Leads enriched per hour vs. manual lookup
One batch, end to end

Raw leads in. Deltas in queue.

See the enrichment agent take this week's 240-lead batch from raw leads to deltas ready for approval.

Batch LE-0412

Weekly raw lead batch · 240 leads

  • Human in the loop
  • 4x vs. manual lookup
  1. Intake
  2. Organize
  3. Evaluate
  4. Deliver

01 · Intake

Batch loaded

240 raw leads loaded with verification and intent evidence

New case

Packet open
Batch
This week's raw leads · 240 leads
Owner
Sales / Revenue Operations
Request
Enrich, dedupe, build per-field deltas
Target
CRM (Salesforce, HubSpot) · No write-back without approval
Case packet · leads and evidenceComplete

Incoming

  • Raw lead batch240 leads for enrichmentReceived
  • Contact verificationEmail and title evidenceReceived
  • Enrichment & intentZoomInfo, Clearbit, BomboraReceived

02 · Organize

Evidence cross-referenced

Each lead scored, conflicts and gaps flagged

Pulled together

Batch organized
  • Evidence cross-referencedVerification and intent evidence lined up per lead
  • Conflicts and gaps flaggedDisagreeing sources and missing fields marked
  • Deduped against CRMContact or account ID attached where a match exists

Matched record

Batch
240 leads
CRM
Salesforce, HubSpot
Match key
Name and normalized company
Write-back
Held

03 · Evaluate

Batch sorted by confidence

168 high, 41 medium, 19 conflicts, 12 duplicates

Checks applied

Confidence assigned
  • High confidence168 with verified email and title from two sourcesVerification sources
  • Medium confidence41 from a single source, flaggedEnrichment & intent
  • Probable duplicates12 match on name and normalized companyCRM contacts
Deciding finding

Conflicts stay held

19 leads have conflicting evidence and 12 are probable duplicates, so they route to a human, not the CRM.

Batch breakdown

High
168
Medium
41
Conflicts
19
Duplicates
12

04 · Deliver

Deltas held for approval

RevOps approves before anything is written to the CRM

Deltas drafted

168 high-confidence deltas staged

Each shows current value, proposed value and confidence. Nothing writes back to the CRM until a human approves.

High confidence
168 · Ready
Conflicts
19 · Held
Merge review
12 · Queued

Per-field deltas

Current vs. proposed

With confidence

Human step

Sales / Revenue Operations

Approve before write-back

Audit trail

  1. Batch loaded, 240 leads08:02
  2. Evidence cross-referenced and scored08:05
  3. Per-field deltas built12 duplicates queued08:08
  4. RevOps reviewPending, no write-back08:09

4x leads enriched per hour vs. manual lookup

Illustrative case · sample data

Use Case 1

Reviewable Lead Enrichment

Trigger: A batch of raw leads needs enrichment

1.Load leads and contact-verification and intent evidence
2.Cross-reference each lead and assign confidence
3.Flag conflicts and missing fields
4.Dedupe against existing CRM contacts
5.Build per-field deltas with current vs. proposed values
6.Route the deltas for human approval
7.Write back only approved changes
✓

Leads get enriched at scale while every change to the system of record passes a human gate.

Use Case 2

Duplicate Resolution

Trigger: A lead appears to match an existing contact

1.Detect probable duplicates by name and normalized company
2.Present both records side by side with matching fields
3.Hold all write-back pending the decision
4.Attach the surviving ID on confirmation
5.Log the resolution either way
✓

Duplicate merges are decided by a human, not silently executed.

Integrations

CRM (Salesforce, HubSpot)
Enrichment & Intent (ZoomInfo, Clearbit, Bombora)
Contact Verification Sources
Approval Workflow (human gate)
Google Workspace (Sheets, Drive)

Industries

all

Built in Actava.ai

See it in action

A conversation that moves the work forward.

An agent at work

Illustrative example

Enrich this week's raw lead batch.

Lead Enrichment Agent

I'm cross-referencing each lead against the verification and intent evidence, scoring confidence, and flagging conflicts and gaps. Nothing is written to the CRM until you approve.

Inputs and checks

  • Raw lead batch

    This week's leads to be enriched

  • Contact-verification evidence

    Cross-referenced for each lead

  • Intent evidence

    Used alongside verification to score confidence

  • Existing CRM contacts

    Deduped against; contact or account ID attached on a match

Example complete

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Sample scenarios. Actions and outputs are illustrative.