Enrich B2B leads and update CRM records
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.
How it works
Changes data in your accountsSales and marketing
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.
Prompt
Paste this into an agent that has the servers below connected. Adjust the names and dates to your own.
Prompt for Enrich B2B leads and update CRM records
Search for companies in the fintech space with 50-200 employees and update my Apollo workspace with their details and key contacts.MCP servers it needs
Source
The vendor page this playbook is drawn from, and the passage that supports it.
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.AIsa MCP: every AIsa API as MCP tools, one URL | AIsa