Enrich a new lead before anyone calls it
A lead record with the basics already filled in, and a note of where each field came from. Built for a sales team where half the inbound records arrive as a name and an email.
Salesforce
Exa Search
Hunter
5 steps3 integrationsRuns on every new record
Half your inbound arrives as a name and an email. What it costs while the work is still done by hand.
- 01Reps research the same company twice.
- 02Records sit incomplete until someone has a spare afternoon.
- 03The first call opens with questions the internet could have answered.
- Read recordname, email · 6 fields empty
- Find companysearch · 240 seats, Series B
- Verify emailget_lead · deliverable
- Review fields6 filled · 0 overwritten
- Write recordcreate_record · 6 fields set
One workflow, five steps. ModuleX drafts this graph from a single sentence, and every step stays editable.
- 01Read the new record.Salesforce
- 02Look up public company information.Exa Search
- 03Find and verify a work email where one is missing.Hunter
- 04Review the enriched fields before they are written back.ModuleX
- 05Update the record.Salesforce
The workflow is an editable graph. Reading runs freely; review the enriched fields before they are written back waits for your opt-in approval until you loosen it. The graph is the receipt.
Leads that arrive complete. Paste this into ModuleX chat, or hit Use this workflow.
enrich a new lead before anyone calls it: read the new record; look up public company information; find and verify a work email where one is missing; review the enriched fields before they are written back. Ask me before anything is sent or written.
to: composerOr skip the workflow entirely. Ask the assistant in chat and it runs the same job agentically: it picks the right actions, chains them, and reports back. The composer is for when you want it repeatable.
Enrich a new lead before anyone calls it. A lead record with the basics already filled in, and a note of where each field came from.
- salesforce · create_record
- exa search · search
- hunter · get_lead
A lead record with the basics already filled in, and a note of where each field came from.
Where this fits. The tools it runs on, and the teams that run it.
Keep the momentum. Nearby workflows that reuse the accounts you just connected.
Inbound Lead RoutingNew leads get scored the moment they arrive and the hot ones land in #sales while your reps are still at their desks. A ModuleX agent rates buying intent, posts the strong leads to Slack, and files every contact in HubSpot.
Draft a follow-up that knows where the deal standsA short, context-aware reply waiting in your drafts, with the ask made explicit. Built for an account executive with a dozen replies to write between calls, and no time to re-read every thread.
Import a contact list into your CRM without the cleanupContacts in the CRM with the fields mapped, and a list of the rows that needed a human decision. Built for whoever inherits the spreadsheet after a conference.
About this use case.
The proposed changes are shown to you before anything is written back.