Automated Lead Qualification
Agent details
Eliminate manual research. Opal enriches CRM leads with revenue and industry data automatically.
Benefit
Eliminates manual lead research by enriching inbound leads in real time and turning them into consistent, sales-ready opportunities directly in your CRM.
How it works
When a new lead is created in your CRM, the Opal agent is automatically triggered. It enriches the record in real time with company, industry, region, and revenue data and updates your CRM (including Salesforce, Dynamics 365, or HubSpot) so sales receives a complete, sales-ready record.
Who it helps
B2B marketing and sales teams managing high volumes of inbound leads, organizations seeking standardized lead qualification, and revenue teams that rely on CRM platforms like Salesforce, Dynamics 365, or HubSpot to prioritize and act on the best opportunities faster.
Works with
Documentation
Not an Optimizely customer? Get in touch to learn how to activate Opal agents.