Inbound lead enrichment

Enriches every new signup, scores it against your ICP by reading the company's own website, and routes the strong fits.

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Copy the prompt

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The prompt

The workflow prompt

Copy this prompt into a new workflow, connect the listed integrations, and configure its trigger.

prompt.md

When our signup webhook fires with a new user's email, enrich the person and their company in Apollo.Title, seniority, headcount, industry, funding stage.Then read the company's own website and tell me in two sentences what they do.Score fit from 0 to 100 against our ICP.B2B software companies, 50 to 500 employees, Series A through C, with an engineering team.Create or update the person and company in Attio with everything you found and the fit score.If the score is above 70, post to #inbound with the summary, the fit reasoning, and a suggested opening line based on something specific you learned about them.Assign the record to the owner for that territory.

Trigger

What starts this workflow

Signup webhook

Runs when a signed webhook arrives. Helios checks the HMAC-SHA256 signature and hands the payload to the agent.

Integrations it uses

Connect each service once. Helios stores the credential encrypted and injects it at the network layer on every run. The agent never holds the token.

Example output

What you get back

Every run keeps its full transcript. The steps the agent took, each tool call, and the result.

Lead scored 87/100

Northwind · Series B fintech · 240 employees
Signup is Head of Platform
Routed to @dana with a suggested opener

Use this template

New to Helios? Start with Run your first workflow.

Use cases

The task behind this template

Sales & RevOps

Lead enrichment

A signup or form response fires a webhook. The workflow enriches the person and company, scores fit against your definition, creates the CRM record, and tells the right rep.

Signup webhook

Guides

Set it up step by step

8 min

Use secrets and variables

Keep the values a task needs out of the prompt. Variables hold configuration. Secrets hold credentials. The agent never sees a secret in plain text.

15 min

Move from Relay.app to Helios

Relay.app shut down on 16 July 2026. Paid accounts are deleted on 14 September 2026. Here is how each Relay concept maps to Helios, and what to export first.

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