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AIAutomationLead Qualification

AI Sales Enrichment Extension for Outreach & Salesforce

We built a custom AI-powered sales enrichment extension for Outreach and Salesforce, delivering instant, 1-click prospect enrichment directly inside the rep’s workflow. By mapping enriched data into the exact fields needed with no extra apps or exports. Revenue teams get all the benefits of advanced data enrichment and AI-driven research, with zero friction.

The Outreach.io user interface with a custom GTM.bot extension

Industry

Restaurant Technology

Duration

3 months

Technologies Used

Salesforce logo
Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer service, and other critical functions.
Outreach.io logo
Outreach.io is a sales engagement platform that helps sales teams automate and improve their outreach processes, focusing on sales execution.
An icon that is half brain, half computer chip
Custom Language Modelai-ml
Proprietary large language models are generative AI models customized to your specific use case.
A globe icon representing the internet
Web Scraperother
Web scraping refers to the extraction of data from a website. This information is collected and then exported into a format that is more useful for the user.
Perplexity.ai logo
Perplexity is a free AI-powered answer engine that provides accurate, trusted, and real-time answers to any question.
React logo
Reactfrontend
React is a front-end JavaScript library used for building user interfaces, especially single-page applications. It’s used to create interactive UI components and manage how a web app looks and behaves in the browser.

The Challenge

The client needed access to the same high-quality enrichment data as leading platforms, but didn’t want another standalone tool or workflow. Their reps were losing time bouncing between apps and manually copying data, and leadership wanted data to flow straight into Outreach and Salesforce fields -- fully mapped, always up to date, and controlled on their terms.

Our Approach

We engineered a lightweight, secure extension that integrates natively into Outreach’s UI, preserving the natural workflow for reps. Our AI enrichment agent leverages multiple data providers and APIs, aggregating research and pushing updates in real time. We worked closely with stakeholders to define required field mappings, ensure data quality, and align user permissions—so every update lands exactly where it’s needed, every time.

Our Solution

We developed a custom Outreach extension (tile) that lives in both account and prospect views, letting reps run AI-powered enrichments with a single click. The extension pulls data from LinkedIn, Apollo, CRM, web research, and more, then pushes it directly into mapped Outreach and Salesforce fields. This ensures seamless data capture and consistent enrichment, right where the team works.

Results

  • 1-click enrichment from inside Outreach account and prospect views
  • Zero manual data entry or workflow disruption
  • Real-time mapping to all relevant Outreach and Salesforce fields
  • Higher-quality prospect and account data in CRM
  • Accelerated prospecting, reduced rep frustration, and improved pipeline accuracy