Enrich a Lead and Log It in Your CRM

The grind

A new lead comes in thin - a name and an email - and enriching it before it goes in the CRM is manual work.

• •Someone looks up the lead's role, company, and recent signals by hand.
• •They figure out the right account and owner.
• •The record gets created manually, often with gaps.

Leads sit unenriched, or go in incomplete.

The flow

With fastn, your agent enriches a lead and logs it. Your agent decides the mapping; fastn pulls the signals and creates the record in your CRM.

• •Your agent enriches. The agent gathers the role, company, and latest signal, and decides the right account and owner. This is your agent's reasoning, not fastn.
• •Create the record. fastn creates the lead in Salesforce or HubSpot, mapped to the right account and owner.
• •Keep it consistent. fastn applies your field mapping so every logged lead follows the same structure.

The agent decides what the lead is and where it belongs; fastn does the record creation across Salesforce and HubSpot.

The trigger

This blueprint is agent-invoked: you hand your agent a lead, and it calls the CRM tools live. Through fastn's MCP Gateway these run as governed tools, scoped to each customer's permissions.

The payoff

Leads land in the CRM enriched and correctly mapped.

• •No manual lookup. Enrichment happens automatically.
• •Right account and owner. The record is mapped correctly from the start.
• •Nothing sits idle. Leads are logged the moment they arrive.

Make it yours

Swap Salesforce or HubSpot for your CRM - fastn connects to the tools your customers already use, and your agent runs the same flow. Talk to us to see it on your stack.