Fin Sales Agent can qualify visitors and automatically push their information directly into your CRM. By connecting your CRM via Data Connectors, Fin can create new lead records in real-time, eliminating manual data entry for your sales team.
Here is how to set up Fin Sales Agent to automatically create leads in your CRM.
Step 1: Authenticate your CRM
We offer streamlined, pre-configured authentication flows for popular CRMs so you can connect them in seconds.
Go to Settings > Integrations > Authentication and click Add token.
Select your CRM from the dropdown list of pre-configured providers. You can choose Salesforce, HubSpot, or Attio.
You will be redirected to the provider's authorization page. Review the requested permissions and click Confirm (or Allow) to authorize the connection.
Your access token is automatically generated and added to your workspace. Learn more more about Data Connector authentication.
Step 2: Set up the Lead Creation Data Connector
Now that your CRM is authenticated, you can create the Data Connector that Fin will use to send lead data.
Go to Settings > Integrations > Data connectors and click New data connector.
Give your connector a clear name (e.g., "Create Attio Record" or "Create Salesforce Lead").
Open the API Connection tab. Under "HTTP Headers", select the token you just created from the Authentication token dropdown.
Configure your POST request to your CRM's lead creation endpoint, and define the data you want Fin to collect (like Name, Email, and Company) in the request body.
See the examples below for more details. Read more about Data Connectors.
Example: Create Attio Object
Below is an example Data Connector setup for creating People objects in Attio. Read more about Attio’s Standard Objects.
The request details are:
Method: POST
HTTP Headers:
Authentication Token: Select the token that was created when authenticating with Attio
Content-Type: application/json
Request Body Format: JSON
Request Body: Read more about Attio’s API request format here.
Example: Create Salesforce Lead
Below is an example Data Connector setup for creating Leads in Salesforce. Read more about creating objects in Salesforce.
The request details are:
Method: POST
HTTP Headers:
Authentication Token: Select the token that is created from authenticating with Salesforce
Content-Type: application/json
Request Body Format: JSON
Request Body: Read more about Salesforce’s API request format here.
Step 3: Add the action to Fin Sales Agent
Once your Data Connector is built and tested, you can add it to your Sales Agent's Playbook so it automatically triggers when a lead is qualified.
Scroll down to the Outcomes section.
Click on the outcome where you want the CRM lead to be created (e.g., click on Sales).
In the Sales outcome configuration panel, scroll down to the Actions section.
Under "Take action", find the "Follow-up workflow" and click the Edit workflow button.
In the visual workflow builder, click the action step and choose Select data connector.
Select the Data Connector you just created (e.g., "Create Attio Person" or "Create Salesforce Lead") from the dropdown menu.
Review the data points the connector will use (e.g., Email, First name) and define what should happen if the data connection fails or completes.
Click Save in the top right corner of the workflow builder, then click Save on the outcome panel.
Need more help? Get support from our Community Forum
Find answers and get help from Intercom Support and Community Experts