metorial-search
Web Search
Search for information about the lead's company including size, industry, recent news, and technology stack.
Sales development teams waste time entering and qualifying leads that don't meet ideal customer profile criteria. This workflow researches inbound leads using web search, validates company fit against ICP criteria, and creates qualified Salesforce leads with enriched data so SDRs focus only on the best prospects.
The scenario uses specific integration tools at each step, while Metorial keeps access scoped and visible.
Search the web for the lead's company to gather information on industry, size, funding, and technology stack.
Retrieve the company's website to extract business context, product focus, and team size signals.
Extract structured content from the company's about page or job listings to identify ICP fit indicators such as team size, tech stack, and growth stage.
Search Salesforce for existing contacts, accounts, or leads matching the lead's email or company to avoid duplicates.
Create a new Salesforce lead record with enriched company data, ICP fit score, qualification notes, and recommended next steps.
metorial-search
Search for information about the lead's company including size, industry, recent news, and technology stack.
metorial-search
Fetch the company's website or LinkedIn page for additional context on their business and team size.
metorial-crawl
Extract structured content from the company's about page, product page, or job listings for qualification signals.
salesforce
Search Salesforce to check if the lead or their company already exists as a contact, account, or existing lead.
salesforce
Create a new qualified Salesforce lead record with enriched company data and ICP fit notes.
Integration
Search the web and fetch readable content from selected pages. Built for fast discovery and content extraction.
Integration
Extract readable content and links from a known URL. Best for focused page retrieval after discovery is already done.
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.
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.
Metorial is the governed connection layer between your AI agents and the tools your company runs on. It turns workflows like research and qualify inbound leads before adding to salesforce 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.