salesforce
Query Records
Retrieve newly created leads that have not yet been enriched.
The scenario uses specific integration tools at each step, while Metorial keeps access scoped and visible.
Use SOQL to retrieve leads created in the last 24 hours that have an empty enrichment status field.
Run web searches for each company to find their website, LinkedIn presence, and any recent news or funding announcements.
Scrape the company website to extract employee count estimate, industry vertical, product focus, and key customer segments.
Query the about or blog pages for the company's stated mission, recent initiatives, or technology choices relevant to the pitch.
Write all extracted firmographic and contextual data back to the lead record fields, including a personalisation note for the sales rep.
salesforce
Retrieve newly created leads that have not yet been enriched.
salesforce
Write enriched firmographic data back to the lead record.
metorial-search
Search for the company's website, LinkedIn page, and recent news.
webscrapingai
Extract company size, industry, product focus, and tech stack from the company website.
webscrapingai
Ask targeted questions about the company's current priorities or use cases.
Integration
Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.
Integration
Search the web and fetch readable content from selected pages. Built for fast discovery and content extraction.
Integration
Scrape and extract data from any website with automatic proxy rotation, headless browser rendering, CAPTCHA solving, and retries. Fetch full rendered HTML or plain text from web pages. Extract specific page elements using CSS selectors. Ask natural language questions about webpage content and receive AI-generated answers. Extract structured JSON fields from pages using AI-powered field descriptions. Execute custom JavaScript on loaded pages to interact with dynamic content. Emulate desktop, mobile, or tablet devices. Route requests through datacenter or residential proxies with geo-targeting support. Send custom headers and cookies for authenticated scraping. Check account credit balance and usage limits.
Outcome 1
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 2
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 3
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 4
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Metorial is the governed connection layer between your AI agents and the tools your company runs on. It turns workflows like enrich salesforce leads with web research before outreach into something you can deploy quickly, safely, and at scale.
Fast
Connect 1000+ verified integrations through one Magic MCP URL instead of building and maintaining bespoke connectors for each system in this workflow.
Secure
Protoguard inspects every message and tool call for prompt injection and policy violations before an agent touches your systems.
Enterprise
Agents act on real identity under company SSO, with per-user and per-group access policies and a complete, searchable record of everything that happens.
Team ready
Package this workflow as a skill, attach the tools it needs, and let teammates run it through Portals — governed by admins, owned by the people who do the work.
The Metorial products that connect, govern, and observe this scenario.
Connectivity
Start from 1000+ verified integrations or bring your own, and give every one a governed path to your agents under existing SSO and access policies.
Connectivity
A single URL your AI client connects to. Sign in with the login you already use and your agent reaches every integration and tool you allow — no per-app setup.
Identity
Sign in with company SSO, set policies per user and group, and let agents act on real identity across every connected system in this workflow.
Governance
Metorial’s security layer reviews every message and tool request before an agent acts — catching prompt injection and blocking anything outside your policies.
Observability
A complete, searchable record of everything your agents, team, and machines do across these integrations, so you can trust the workflow in production.
Governance
Let teammates connect agents to the integrations and skills your company already uses, with admins deciding who gets access to what.
However you adopt AI, Metorial has a path for connecting it safely.
Solution
Give the agents behind this scenario governed access to every tool and integration they need, with one connection layer instead of bespoke glue code.
Solution
SSO, granular access control, security review, and full audit trails so this workflow meets enterprise governance and compliance requirements.
Solution
Let the people who do this work connect their own AI agents to approved integrations and reusable skills — safely, without waiting on engineering.