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automate-lead-research-with-simple-email-forward
Automate Lead Research with a Simple Email Forward
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Sales
Automate Lead Research with a Simple Email Forward
Turn any prospect email into a rich, actionable sales brief in 90 seconds—without ever leaving your inbox.
Copy This Recipe Link Impact level
Very High
Time Saved
~5-7 minutes per lead
Lead Conversion Lift
Up to 15% increase from better-prepared first calls
Manual Work Eliminated
100% of lead research copy-pasting and tab-switching
Integrations Used
Email, CRM, Contact Enrichment
Step 1
Trigger the Research (The Forward)
- The Situation: A promising new prospect, arvind.patel@quantumleap.io, emails you asking for a demo. You know nothing about him or his company and need to prepare for your response.
- Your Action: Simply forward his email to your dedicated Joy address, like research@yourcompany.joyai.com. That's it.
- The Result: Joy receives the email and immediately parses the critical information: the contact's name, email address, and company domain. The automation is now triggered.
Step 2
Connect the Dots (The Enrichment)
- The Situation: Joy now works as your personal research analyst, pulling data from all your connected tools.
- Joy's Action: In the background, Joy queries your CRM (Salesforce) to see if arvind.patel or quantumleap.io already exists. Simultaneously, it queries your data enrichment tool (Clearbit) to pull company size, industry, funding details, and Arvind's LinkedIn profile.
- The Result: Joy consolidates this data, identifying that Arvind is a new lead and his company, QuantumLeap, is a 200-person tech firm in the AI sector—a perfect fit for your product.
Step 3
Receive Your Briefing (The Payoff)
- The Situation: You're back in your inbox, ready to craft the perfect reply to the prospect.
- The Result: Less than 90 seconds after you forwarded the email, a new message from Joy arrives. It’s a perfectly formatted Lead Brief containing:
- Contact Info: Name, Title, Email, LinkedIn URL.
- Company Info: Name, Website, Size, Industry, Location.
- CRM Status: "New Lead" (with a one-click link to create a record in Salesforce).
- Original Email: The prospect's initial message for context.
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