Prepping for calls doesn’t need to be manual. Learn how RevOps teams automate pre-call enrichment with Lusha, ensuring AEs walk into every meeting with verified contact details, company context, and signals — all without hours of research.
Account executives often spend valuable time before calls gathering context: confirming titles, looking up company details, and searching for recent updates. That research is critical for building credibility — but manual prep eats into selling time.
By connecting Lusha into your CRM and workflow tools, RevOps can automate this process so every AE walks into calls fully prepared with the right contact and account context.
Why use this
- Save time: AEs skip repetitive research and focus on conversations.
- Improve call quality: Reps go in with verified contact details, account firmographics, and even buying signals.
- Standardize prep: Every AE gets the same level of insight, reducing variability and missed details.
- Boost conversion: Better context leads to stronger discovery, higher trust, and faster deal progression.
Workflow example
Here’s how to set up automated pre-call enrichment in a typical RevOps stack:
Trigger: A call is scheduled in the CRM (e.g., Salesforce, HubSpot) or via a calendar integration.
Enrich contact: Lusha enriches the contact with verified phone, email, and updated job title.
Enrich company: Use Lusha company data to pull firmographics (industry, size, revenue, HQ) and signals (funding, hiring growth, leadership changes).
Assemble call brief: Push enriched data into the CRM record or into a pre-call Slack/Teams message.
Notify AE: Send the AE a summary card with the verified details and context ahead of the call.
Best practices
- Set rules for when enrichment runs: For example, enrich only for net-new contacts or when data hasn’t been updated in 60+ days.
- Keep briefs short and scannable: Reps need highlights, not full profiles.
- Include both people and company context: Calls are won by showing you know the person and the business.
- Track adoption: Monitor whether AEs actually open and use the pre-call summaries.
KPIs to track
- Time spent on pre-call research (before vs. after automation).
- AE satisfaction with data quality.
- Call conversion rates (first call → second meeting booked).
- CRM data completeness improvements.
Pre-call research doesn’t have to be manual or inconsistent. With Lusha enrichment running automatically in your CRM, every AE gets a complete, accurate snapshot of who they’re speaking to — before they ever join the meeting. That means less time wasted, more productive conversations, and better outcomes across the pipeline.
FAQs
Yes. Lusha connects with Zapier, n8n, and CRM webhooks, so RevOps teams can build this workflow without code.
Because enrichment runs automatically when a call is booked, you’ll always have the most up-to-date details before going live.
The workflow updates and validates existing records instead of creating duplicates.
