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Ground AI CRM agents with fresh company and people records

Keep an AI CRM's company and contact records current so its agents score inbound, prefill onboarding and flag churn risk accurately.

  • Free API key
  • No credit card
  • Run your sample

A selection of teams that run this job on Forager · plus other teams on Forager

  • Clay
  • Juicebox
  • Nooks
  • Emergent Labs
  • Airscale
  • HubSpot
  • item
  • Orbital

Uses POST /person_detail_reverse_lookup/by_email/, POST /organization_search/ · Reverse email lookup API reference

What it costs: Charged per request: credit pricing.

How the data flows

3 inputs → Company data feed + People data feed + Job postings feed + Reverse email lookup + Company enrichment → 4 fields sample data
01 · Inputs
feeds
linkedin.com/in/jane-example
sign-up email
linkedin.com/in/jane-example
CRM records
linkedin.com/in/jane-example
02 · Forager
Company data feed + People data feed + Job postings feed + Reverse email lookup + Company enrichment POST /person_detail_reverse_lookup/by_email/
Match found
03 · Outputs
Jane ExampleVP Revenue Operations · Example Inc.
fresh company record
Example Inc.
name
Jane Example
title
VP Revenue Operations
mobile
+1 (415) 555-0142
work email
jane@example.com
4 fields in the responseexample data

Steps

  1. Load company_feed and people_feed deltas into the CRM's records store
  2. Prefill onboarding from a sign-up's work email via POST /person_detail_reverse_lookup/by_email/ and POST /organization_search/
  3. Expose records to agents as retrieval context with field-level timestamps
  4. Use job_postings_feed and people changes as scoring and churn-risk signals
import json, os, requests

BASE = "https://api-v2.forager.ai/api/{account_id}/datastorage"
HEADERS = {"X-API-KEY": os.environ["FORAGER_KEY"]}
body = json.load(open("request.json"))  # request fields: see the API reference

# 1. Load company_feed and people_feed deltas into the CRM's records store

# 2. Prefill onboarding from a sign-up's work email via POST
# /person_detail_reverse_lookup/by_email/ and POST /organization_search/
r1 = requests.post(f"{BASE}/person_detail_reverse_lookup/by_email/", headers=HEADERS, json=body)
r2 = requests.post(f"{BASE}/organization_search/", headers=HEADERS, json=body)

# 3. Expose records to agents as retrieval context with field-level
# timestamps

# 4. Use job_postings_feed and people changes as scoring and churn-risk
# signals
Generated from the recipe stepsRequest fields: API reference

Run it yourself: Reverse email lookup API reference

  • Free API key
  • No credit card
  • Run your sample

Inputs and outputs

InputsOutputs
feedsfresh company record
sign-up emailprefilled onboarding fields
CRM recordsagent context
risk signals

Questions about this recipe

How do AI CRMs keep company data fresh for their agents?

Load company_feed and people_feed deltas into the CRM's records store. Expose records to agents as retrieval context with field-level timestamps.

What does it cost to ground AI CRM agents with fresh company and people records?

Reverse email lookup: 5 credits per request, charged whether or not data comes back. Company enrichment: 1 credit per request, charged whether or not data comes back. Company data feed is a flat annual licence, global or regional, not priced in credits. Growth's 8,250 monthly credits cover 8,250 company lookups, or a mix. Self-serve plans are Starter, Growth, Pro and Scale. See plans and prices

What do I need to run this recipe, and what comes back?

You send CRM records, feeds and sign-up email. You get back agent context, fresh company record, prefilled onboarding fields and risk signals, as JSON. You also need a Forager API key, which comes with a free account.

Can I prefill a signup form from just a work email?

Keep an AI CRM's company and contact records current so its agents score inbound, prefill onboarding and flag churn risk accurately. AI CRM users get accurate inbound scoring, faster onboarding and churn-risk signals.

Is there a free way to try Forager on this workflow?

Yes. Request a sample extract of the company data feed on a 30-minute call and check the fields against your own records before you license it.

When should I run this workflow?

When a new sign-up, inbound lead or scheduled refresh of the CRM's company universe. AI CRM users get accurate inbound scoring, faster onboarding and churn-risk signals.

Which Forager products does this recipe use?

Company data feed, people data feed, job postings feed, reverse email lookup and company enrichment. Company data feed: a licensed file of 65M+ company profiles and firmographics, delivered to Snowflake or S3 on a schedule. People data feed: a licensed file of 800M+ professional profiles, refreshed on a schedule and delivered to Snowflake or S3.

How do I know the data is right?

The test that counts is your own: send a list of profiles you care about. We run it and show you what we find, number by number, so you can measure hit rate and connect rate yourself.

Which tools can run this workflow?

Native in Clay, partner-built in Deepline and Cargo, delivered as a data share to Snowflake, Databricks and Amazon S3 and called through the API from Google BigQuery, Make, n8n and your own code. Or call the endpoints in the steps above from your own code with one API key.

How many steps is this workflow?

4 steps: load company_feed and people_feed deltas into the CRM's records store, prefill onboarding from a sign-up's work email via POST /person_detail_reverse_lookup/by_email/ and POST /organization_search/, expose records to agents as retrieval context with field-level timestamps and use job_postings_feed and people changes as scoring and churn-risk signals.

Is there a contract or minimum commitment?

No contract to start: a free account comes with $5 in credits. To keep using Forager, choose a monthly or yearly plan. Monthly plans cancel anytime and unused credits roll over; yearly plans grant all credits upfront and cost 10% less. Larger volumes are agreed with our team.

Can we show Forager data inside our product?

Yes, under platform terms. Self-serve plans cover internal use by your own team. Showing Forager data to your users, or passing records on, is licensed separately: talk to sales about volume and which fields your users need to see.

A selection of teams that run this job on Forager · plus other teams on Forager

  • Clay
    • GTM workflow builders

    Selected use case: Forager mobile numbers, emails and people data inside Clay tables.

  • Juicebox
    • AI candidate sourcing

    Selected use case: Forager data behind its PeopleGPT search and sourcing agents.

  • Nooks
    • Power & parallel dialers

    Selected use case: mobile numbers inside their dialer.

  • Emergent Labs
    • Agent builders

    AI app-building platform where agents design, code and deploy full-stack apps.

  • Airscale
    • Waterfall enrichment

    Selected use case: a Forager step in its mobile number waterfall.

  • HubSpot
    • CRM add-ons

    Selected use case: enriching contact and company records with people, company and job-posting data.

  • item
    • CRM add-ons

    AI-native CRM where teams and agents work side by side.

  • Orbital
    • Lead databases

    Selected use case: contact lookups in its enrichment waterfall, for teams selling to local businesses.

Start building

Put people, company and job data your users can act on inside your product

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  • $5 free credits
  • No credit card
  • Run your sample
Platforms and teams that build on Forager
  • Clay
  • Juicebox
  • Nooks
  • Andela
  • HubSpot
  • SeekOut