To hold highly personalized, context-aware conversations, Fin Sales Agent can independently research leads and pull data from third-party enrichment platforms—all in real-time. This happens automatically after Fin captures a prospect's email address, reducing the number of follow-up questions Fin needs to ask.
There are two primary ways to enrich lead profiles with Fin Sales Agent:
Online research
Fin Sales Agent has built-in web browsing capabilities. You can enable Fin to look up publicly available information associated with a prospect's email address to gather context and make smarter routing decisions.
How to set it up:
Under the "Lead enrichment" section, toggle on Use online research.
Third-party enrichment tooling
For deeper, structured data enrichment, you can connect Fin Sales Agent to external enrichment platforms like Salesforce or Hubspot using Data Connectors. Fin will automatically send a visitor's email address to the enrichment tool and instantly retrieve valuable data points like company size, industry, or tech stack.
Step 1: Authenticate your CRM (Salesforce)
We offer a streamlined, pre-configured authentication flow for Salesforce, Hubspot, Attio and more so you can connect it in seconds without manually building custom tokens. For example:
Go to Settings > Integrations > Authentication and click Add token.
Select Salesforce (or Salesforce Sandbox) from the dropdown list.
You will be redirected to the Salesforce authorization page. Log in and click Allow to authorize the connection.
Your access token is automatically generated with the correct scopes and added to your workspace.
Step 2: Build the enrichment Data connector
Go to Settings > Integrations > Data connectors and click New data connector.
Open the API Connection tab. Under "HTTP Headers", select your new Salesforce token from the Authentication token dropdown.
Set up your GET request to target the relevant Salesforce endpoint (for example, querying for an existing Lead or Account record based on the provided email).
In the Data transformation tab, map the response from Salesforce (e.g., company, lead status) to your Intercom Attributes so the data is saved to the lead's profile and made available to Fin. Since the Salesforce response body for a query contains an array you will need to select the “Use code to filter or transform the response” option to format the response in a way Intercom can parse to people attributes.
The output of the code block should be used for the object mapping.
Step 3: Add the enrichment connector to your Playbook
Once your Data Connector is built and tested, you can attach it to your Sales Agent's Playbook so it runs automatically.
Under the CRM and data enrichment services section, click the Select data connector dropdown.
Choose the enrichment Data connector you just created.
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