Automate Your Lead Research and CRM Updates with AI

In this tutorial, I'll show you how to automate your lead research and automatically update your CRM using a simple AI workflow with Make.com and Relevance AI. This tool can save you hours each week by automating the tedious task of researching prospects and updating your CRM. Whether you're a salesperson or offering solutions to clients, this tool can be a game-changer.

Introduction

Why Automate Lead Research?

The average sales rep spends more than 9% of their time researching prospects. This tool can save you significant time, allowing you to focus on more critical tasks. For instance, a client of mine, a salesperson, reported saving over five hours a week using this tool.

What Does This Tool Do?

With just the lead's name and email, this tool can find:

• The lead's LinkedIn profile
• The company LinkedIn profile
• Job title
• Company size
• Company industry
• Employee size
• A small summary of the lead and the company

Cost and Time Efficiency

• Implementation Time: Approximately 30 minutes
• Time Saved: More than 5 hours a week
• Cost: Around 10 cents or less per lead

Required Software

• Make.com
• Relevance AI
• A CRM (e.g., HubSpot) or Google Sheets

Setting Up the Automation

Step 1: Create a New Scenario in Make.com

1. Log in to Make.com
2. Create a New Scenario
   • Click on "Create new scenario."
   • Set up the trigger, which in this case is HubSpot. This process is similar for other CRMs or Google Sheets.

Step 2: Set Up the Trigger

1. Select HubSpot
   • Choose "Watch Contact."
   • This will trigger the workflow when a new contact is created.

Step 3: Connect to Relevance AI

1. Add Relevance AI App
   • This app will perform the lead research.
   • The template for this tool is available in the description below the video.
2. Clone the Tool
   • Click on the provided link to clone the tool.
   • Sign up for a free account to get 100 free credits per day.

Step 4: Configure the API Request

1. Copy the API Link
   • Go to the API section in Relevance AI.
   • Copy the provided link.
2. Set Up HTTP Module in Make.com
   • Go to the HTTP module and select "Make a request."
   • Paste the copied API link into the URL field.
   • Set the method to "POST."
3. Add Headers
   • Content-Type: application/json
   • Authorization: Your API key (generate this in Relevance AI)
4. Set Up the Request Body
   • Select "Raw" and "JSON" for the body type.
   • Copy the request body template from Relevance AI.
   • Insert the contact name and email from HubSpot into the appropriate fields.

Step 5: Test the Setup

1. Run a Test
   • Run the HTTP module to ensure it works correctly.
   • Use a test name and email to verify the output.

Step 6: Update Your CRM

1. Add Update Module
   • Go back to HubSpot and select "Update a Contact."
   • Fill in the contact ID to identify which contact to update.
2. Map the Output Values
   • Map the output values from the HTTP module to the corresponding fields in HubSpot (e.g., LinkedIn URL, job title, company summary).

Step 7: Automate the Process

1. Set the Schedule
   • Set the scenario to run every 15 minutes.
   • This will automatically update new contacts in your CRM.

Conclusion

Automating your lead research and CRM updates with AI can save you significant time and effort. By following this step-by-step guide, you can set up a workflow that automatically finds and updates lead information, allowing you to focus on more critical tasks. If you have any questions, feel free to leave a comment below. Happy automating!

FAQs

How do I customize the AI tool for my specific needs?

To customize the AI tool, you need to modify the API request body and headers according to your specific requirements. You can also adjust the fields you want to update in your CRM.

Can I use this tool with other CRMs?

Yes, you can use this tool with other CRMs by following a similar setup process. The key is to configure the trigger and update modules according to your CRM's API.

Is it possible to use this tool with Google Sheets?

Yes, you can use Google Sheets instead of a CRM. Set up the trigger to watch for new rows in Google Sheets and configure the update module to write the output back to the sheet.

How do I generate an API key in Relevance AI?

To generate an API key, go to the API section in Relevance AI and click on "Generate API Key." Copy the key and use it in the authorization header of your API request.

What if I encounter issues during the setup?

If you encounter any issues, double-check the API request configuration and ensure that all fields are correctly mapped. You can also refer to the documentation provided by Make.com and Relevance AI for additional support.