Contact Enrichment Agent

The Contact Enrichment Agent in RevSure's Agent Hub is your personal AI-driven assistant to enhance and complete lead or contact data with minimal effort. Whether you're running outbound campaigns, cleaning up your CRM, or enriching MQLs before handoff, this agent brings third-party intelligence (via MixRank, People Data Labs, Linkedin ) right into your workflow.

This can be added to other workflows to create downstream use cases like enriching leads and sending personalized emails using the enriched data, sending enriched data as alerts on Slack among others.

How to Set It Up

You can configure two types of enrichment agents:

1. Manual Contact Enrichment (run on-demand)

2. Scheduled Contact Enrichment (runs automatically on a set schedule)

Both follow the same creation flow inside the Agent Builder. Here's a quick walkthrough:

Step 1: Agent Details

• Name: e.g., "Scheduled Contact Enrichment"

• Description: Describe what the agent does

• URL Slug & Tag: Auto-generated or customizable fields to manage the agent entry

Step 2: Trigger Setup

• Choose between:

  • Manual Only (you decide when to run it)

  • Scheduled Triggers (let the system run it regularly)

• For Scheduled:

  • Choose Frequency: Daily / Weekly / Monthly

  • Select Time & Timezone
    

Step 3: Action Tasks

Here's where the agent does its magic:

1. Get User Input

   • Prompt: e.g., "Get the lead data created in the previous week"

   • Used to narrow down the enrichment target list

2. Run Process

   • Type: Contact Enrichment

   • Data Sources: MixRank and/or People Data Labs, Linkedin, Limadata

   • Mode: Delta Enrichment (to enrich only new or changed records)

   • Select enrichment fields

   • Add a custom enrichment

3. Send To

   • Optionally, send to another system or downstream action (e.g., HubSpot agent)

4. Write-back Node

   • Choose which enriched fields (emails, GitHub data, etc.) to update in the destination platform

5. Output Format

   • Visual display: Markdown table

   • Use dynamic variables from user input and process results

How can you use it?

• Pre-campaign lead intelligence: Enrich contacts before running outbound sequences

• CRM Clean-up: Automatically patch missing fields in Salesforce or HubSpot

• Weekly SDR Reports: Auto-run enrichment every Friday to feed Monday follow-up lists

• Prospect Profiling: Add GitHub, social or email metadata to better segment and prioritize

Why you need this?

This agent:

• Removes the need for third-party enrichment tools

• Brings all the logic and enrichment into one connected flow

• Saves SDRs and RevOps teams hours of work every week

• Ensures cleaner, actionable data inside your GTM tools