Sales
intermediate
15 min

CRM Enrichment Agent

Agent that researches and enriches CRM contacts with company data, LinkedIn info, and news.

Deploy in 15 min

Configuration Preview

This is what your OpenClaw config looks like. Deploy it on Clawctl in 15 min.

openclaw.json
# openclaw.json — CRM Enrichment
{
  "name": "CRM Enricher",
  "model": "anthropic/claude-haiku",
  "system": "Enrich CRM contacts. For each new contact, find: company size, industry, funding status, tech stack, and recent news. Update the CRM record.",
  "mcp": {
    "servers": ["google-sheets"]
  },
  "guardrails": {
    "require_approval": ["modify_contact_score"]
  }
}

What This Template Includes

Auto-enrich new CRM contacts with company data

LinkedIn profile and role information

Recent company news and funding data

Technology stack detection

Lead scoring based on enriched data

Perfect For

Sales teams with incomplete CRM data

Marketing teams segmenting leads

Account-based marketing programs

Any team tired of manual prospect research

Required Integrations

Connect these tools to use this template. One-click setup via Clawctl.

Security Level: standard

Includes 70+ approval gates, encrypted secrets, and full audit trail. Production-ready.

Common Questions

Where does it get the data?

The agent uses web search and publicly available information to enrich contacts. No shady data sources.

How accurate is it?

Company-level data (size, industry, funding) is typically 85-90% accurate. Always verify critical data points.

Can it enrich in bulk?

Yes. Point it at your CRM and it processes contacts automatically. Set rate limits to manage costs.

Deploy This Template Now

15 min to deploy. $49/month. Full security included. No DevOps required.

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