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Sales & RevOps

Signup webhook

Every lead enriched, scored, and routed.

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.

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5,000 free credits to start.

How it works

Three steps to a workflow

  1. Step 01

    Define a good customer

    Write your ideal customer in plain words. Size, stage, industry, and the signals that matter. The agent scores against that description.

  2. Step 02

    Point the webhook at Helios

    Send your signup, Typeform, or website form webhook to a Helios webhook trigger. It is signed with a secret you control. Each request starts a run.

  3. Step 03

    Land it in the CRM with context

    The agent creates or updates the record, attaches its research, assigns an owner by territory, and posts strong fits to the channel where your reps work.

The run

What one run looks like

Each line is a tool call. The agent finds the API it needs, reads the result, and acts. The full transcript stays on the run.

Signup webhook

For each new signup, enrich the person and company, score fit against our ICP, and route strong fits.

  1. apollo·enrich person and company by email domain
  2. web·read the company site for positioning
  3. code·score fit against the ICP definition
  4. attio·create the record with the fit score
  5. slack·post strong fits to #inbound

Lead scored 87/100

  • Northwind · Series B fintech · 240 employees
  • Signup is Head of Platform
  • They shipped a Postgres migration last month
  • Routed to @dana with a suggested opener

Integrations

The tools this workflow uses

Connect each one once. The agent gets its full API, and the credential stays at the network layer.

FAQ

Questions, answered

Put a workflow on lead enrichment.

Write the prompt, pick the trigger, and read the first run.

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