Fin for Sales: Enrich leads with Integrations
Connect your CRM, enrichment tools, and calendar so Fin can research prospects and act on outcomes automatically.
Fin can qualify leads based on what prospects tell it, but integrations give it a head start. By connecting your CRM, enrichment tools, and calendar, Fin can look up context before the conversation even begins and act on qualification outcomes automatically.
This lesson is part of the Fin for Sales course.
Prerequisites
Before you begin, make sure the following are in place:
- Fin for Sales access: Go to Fin AI Agent → Sales to get started.
- Playbook created: Set up your playbook so Fin knows how to qualify and route leads. Create your Playbook.
- Content and guidance in place: Add your Content and Guidance.
Video transcript
Integrations take Fin from a good qualification tool to a truly smart one, giving it rich context about every prospect to improve its qualification and routing decisions. Over here, online research is on by default. That means once a prospect shares their email, Fin will look them up online and fill in any context without having to ask. CRM and data enrichment services go a step further. You can connect Salesforce, HubSpot, Clay, or similar tools so can draw on what you already know about a lead before the conversation even starts. Create leads in your CRM is where we authenticate our chosen CRM so Fin can automatically create or update a lead record after qualification. And finally, we connect our calendar so qualified prospects can book a meeting directly in the conversation without ever leaving the messenger.
Integration types at a glance
| Integration | What it does |
|---|---|
| Online research | On by default. Once a prospect shares their email, Fin looks them up online and fills in context without asking. |
| CRM and data enrichment | Connect Salesforce, HubSpot, Clay, or similar tools so Fin can draw on what you already know about a lead before the conversation starts. |
| Create leads in your CRM | Authenticate your CRM so Fin can automatically create or update a lead record after qualification. |
| Calendar | Connect your calendar so qualified prospects can book a meeting directly in the conversation. |
