Enrichment fails in a way nobody notices for six months: a title from a database quietly displaces a title a rep heard in person, and the CRM keeps looking well filled. Claude Code reads a record before it writes, which here means taking stock of what a human already put there and treating it as the truth of that record.
Run a staged conversation — no account needed. The agent handles it for real while a simulated world answers its tool calls; nothing touches real accounts, and nothing is actually sent.
Form submission: ROI calculator
k.lindqvist@arvidsonpack.se
EmailWebsite leads - August
NoteFirst name Karin, last name Lindqvist. Every other property is empty: no company, no job title, no phone, no country, no employee count, no LinkedIn. Lifecycle stage Lead, original source Organic Search, created four minutes ago.
Using this template drops you into a guided setup. It asks exactly this, nothing else:
Connect HubSpot
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Apollo
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Slack
One sign-in. The agent acts through your account, scoped to what this template uses.
Enrichment rules
What Apollo may fill in and for whom - the HubSpot properties it is allowed to write, the contacts to skip entirely such as personal addresses or existing customers, what makes somebody a match for your ideal customer, and who hears about it when one arrives.
Runs on Claude Code
Preselected for this page — connect your Claude Code account during setup, or switch to NoClick's built-in models with one click.
Watch it handle a test run
A staged conversation against a simulated world — then it’s live.
The contact is read first so the agent knows which properties are empty. Writes then go into gaps, which makes an overwrite structurally impossible rather than merely discouraged.
Where Apollo disagrees with a value already on the record, both versions are written down and neither is applied. Settling that has a person on the end of it.
It can, where the property is empty and your rules allow that field, which is the honest limit of any enrichment vendor. Two things soften it: the note names the Apollo field each value came from, so a stale title is traceable rather than anonymous, and nothing a person types later is ever replaced. Rep Typed It is the staged contact where the rep already knows more than the database does.
Free to start. Guided setup, a test run against staged conversations, and it's live.