AI Workforce/Automation Capability/Skill Request: Lead Finder & CRM Integration with Enhanced Business Data
under review
S
Scott Rutherford
Request the development of an AI workforce capability and automation skill that enables Vendasta’s AI Workforce to:
- Read a list of company names from an uploaded file.
- Search for each company individually to find verified business information.
- For each business found, retrieve and include additional data such as:
- Google reviews
- Website URL
- Other publicly available business data
- Automatically add each found business as a lead in the CRM, including all relevant information and attribution to the source file/lead finder process.
This capability will streamline lead generation by allowing bulk discovery and CRM enrichment directly from a file, enriching each lead with valuable data to enhance sales and marketing efforts. I can provide more details if needed.
Thanks in advance.
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Rylan Morris - Vendasta
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under review
Hey Scott, love this thinking. Bulk lead discovery paired with automatic CRM enrichment is exactly the kind of workflow that removes friction from the top of the sales funnel.
Current Focus: Great news on the CRM side: CRM AI Sales Outreach is landing in Q2. This includes sending 1:1 emails directly from the CRM via Gmail or Outlook, AI-powered sales sequences with pre-built templates, AI auto-labeling of inbound emails, and in-person meeting recordings tied to contacts. It's a big step toward making the CRM a true sales command center.
The bulk lead finder piece (reading from a file, enriching with Google reviews, website data, and auto-adding to CRM) goes a layer deeper and is a natural next step as we expand our AI Workforce capabilities. I've noted this for our future planning sessions. Thanks for the detailed breakdown, Scott - it's exactly the kind of input that shapes where we go next!
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