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Sending leads to an AI researcher and filing the answers when they come back

Six Make scenarios hand CRM records to an external AI research agent and file what comes back: job titles, states and websites for leads; a fit check and a score for companies; and a property-type description that Claude writes from each company's homepage. Submitting and receiving are separate scenarios, so neither waits on the other.

AI & decision supportFlow2026

Where this applies

Sales teams that use an AI research agent, or any slow external service, to enrich, classify or score CRM records in bulk.

scenarios: submitters, receivers, describer
6
runs in the windows read, no errors
4,339
kinds of answer routed by each receiver
5

The problem

Research a person would do in a browser (what does this company do, is it the kind we sell to, what is this person's real title) is work an AI agent can now do at volume. But it is slow: an answer can take far longer than a Make run should sit waiting, and thousands of records need one.

Calling the agent and waiting for each reply holds a run open and fails the whole batch on the first timeout. And because the answers decide which leads the sales team works, a malformed reply or a missing record id must never be written as a verdict.

What we built

01

Submit, stamp, move on

Each submitter queries the CRM for records that need a particular answer, cleans names and websites so they are safe inside a JSON body, and posts them to the agent. Only when the agent accepts the request is the record stamped with the date it was sent; an error skips the stamp, so the record comes round again. The lead submitter has separate arms for title, state and website, each with its own stamp and an Ignore handler, so one lead never stops the batch.

02

Answers arrive by webhook

The agent replies to a webhook in a receiver scenario. The receiver parses the reply and checks that the record id is present; a malformed answer is ignored without counting as a scenario error. A router on the kind of answer sends each one to its own write (title found or not found, state found or not found, website found), each with a dated stamp.

03

Fit first, then score

Companies go through two passes. A fit verdict of true is written without a date, which is exactly what the score submitter looks for, so a fitting company is scored on its next run. A verdict of false is written with a date, and the company's pending leads are detached so the CRM's own flows move them out of the working queue. Scores are parsed with their reasons and never go below ten; a disqualified company gets ten.

04

Claude reads the homepage

For companies that still need a property type, a scenario fetches each homepage and Claude writes a short description and keywords into a company-details field that the CRM's own scorer reads. A homepage that can't be fetched, or that Claude can't classify, gets a date stamp and nothing else. Each run first triggers the CRM's scorer for the companies described the run before, so description and score stay one run apart instead of racing.

05

Error handling chosen per step

Every write across the six scenarios has a Resume, Skip or Ignore handler chosen for its job: skip the stamp so the record is retried, skip the record so the batch continues, or ignore a malformed answer so it is neither written nor counted as a failure.

The outcome

  • In the History windows read for this page the six scenarios ran 4,339 times without an error: the lead submitter 798 times between 22 September and 21 October 2026; its receiver 633 times in seven hours on 21 October; the fit and score submitters 700 and 650 times between 5 and 21 October; the company receiver 859 times in seven hours on 21 October; and the homepage describer 699 times between 20 and 21 October.

  • The receivers' volume is the point of the split: hundreds of answers an hour are filed without any submitter waiting for them.

Where it stops

The research itself is done by an external agent service, not by these scenarios, and Make does not check its quality: a title or state the agent reports as found is written as found. Claude's property description feeds the CRM's own scorer rather than deciding anything itself. This page describes the hand-off and the filing; the agent, and a read-only tool for checking its results, are not described.

Built with

  • Make.com
  • Salesforce
  • Anthropic Claude
  • Webhooks
  • HTTP API

Patterns used

  • Asynchronous submit and callback
  • Stamp on acceptance
  • Dated stamps as a queue
  • Error handling per step

Page copy drafted with AI assistance. Skofi is accountable for it. Editorial policy

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Have something shaped like this?

If any part of the above resembles a problem you are living with, a short call is the fastest way to find out whether it is the same problem underneath.

Book a 15-minute callsaveez@skofi.tech

What happens on the call

  • 15 minutes, no deck
  • We map the process on the call
  • A written scope, or an honest no
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