The agent enriches a list of prospects with detailed contact information and updates the user's CRM workspace with new accounts, contacts, or deals based on the search results.
The agent connects to the Apollo server via AIsa MCP. It uses Apollo's search capabilities to find people or companies based on provided identifiers. After retrieving the enriched data, the agent utilizes Apollo's write capabilities to update or create accounts, contacts, deals, tasks, or notes in the user's AIsa Apollo workspace, ensuring the CRM is up-to-date with the latest intelligence.
- Category: Sales and marketing
- Effect: Changes data in your accounts
- MCP servers: AIsa MCP (https://koskamo.com/explore/aisa-mcp)
- Source: AIsa MCP: every AIsa API as MCP tools, one URL | AIsa (https://mcp.aisa.one/)
- Source quote: "Apollo B2B sales data and CRM through AIsa: enrich a person or company from whatever identifier you have, search Apollo's global database of people and companies, and read or write the accounts, contacts, deals, tasks, calls, notes and email sequences held in the AIsa Apollo workspace."
- Playbook page: https://koskamo.com/explore/use-cases/enrich-b2b-leads-and-update-crm-records
Prompt: Search for companies in the fintech space with 50-200 employees and update my Apollo workspace with their details and key contacts.