Download for Mac
Download for WindowsWhat Lead Researcher does
Every new lead comes with a short profile, so the first call starts warm.
- You get
- Lead profile on each record
- When it runs
- When a new lead is added to HubSpotNew lead · Tells you in its chat
- Asks you first
- It writes notes on the record. It never contacts the lead.
- Stays quiet when
- No new leads came in.
- Works with
- HubSpot and LinkedIn
Before you start
You need Incredible on your Mac or PC. If you don’t have it yet, the Set up Lead Researcher button offers the download, and Incredible is free for 7 days.
Lead Researcher works with HubSpot and LinkedIn, and uses the ones you have. Connect them when Lead Researcher asks, or let it work in your browser, where you’re already signed in.
How to set up Lead Researcher
Six steps, from finding Lead Researcher in the app to its first round of work. Each picture shows what you’ll see in Incredible.
1Find Lead Researcher in Use cases
Open Use cases from the sidebar in Incredible. Lead Researcher is under Sales, and you can also search for it by name. Tell me more on its card opens it. The Set up Lead Researcher button on this page opens it in Incredible too.
2Read what it does, then press Add
The sheet shows what Lead Researcher hands you, when it runs and what it asks you before it acts. Nothing is set up until you press Add.
3Incredible makes the agent
Add hands the request to Incredible in its chat. Incredible makes Lead Researcher, adds it to your sidebar and sets its routine: when a new lead is added to HubSpot.
4Answer its first question
Lead Researcher introduces itself and asks what it needs to work for you, such as which apps you use. If one isn’t connected yet, it asks you to connect it, or works in your browser where you’re already signed in.
5Approve its first round of work
Lead Researcher does the work in your apps and tells you what it found. Anything it wants to send waits for your answer, in its chat and on your Needs you list.
6Correct it once, and it remembers
When something isn’t how you want it, tell Lead Researcher in its chat. It saves the correction as a rule in its memory and follows it from then on. Its routine is in the same panel, where you can run it now or switch it off.
Two more agents for sales
Each is made for one kind of person. You set it up the same way, from Use cases or with its button here.
For sales leads: an agent that tells you every Monday which deals are stuck
A pipeline review usually means scrolling through every deal to find the ones nobody has touched. Every Monday morning, Pipeline Watch reads each deal’s stage and last activity, lists the deals that have sat still for two weeks and suggests the next step for each. It tells you out loud, so you hear it before your first meeting.
Pipeline WatchPipedrive and Gmail
Set up Pipeline WatchFor account executives: an agent that turns a good call into a proposal the same afternoon
Proposals wait because writing one takes an hour you don’t have between calls. When a deal moves to the proposal stage, Proposal Builder reads the deal notes and your past proposals, fills your template with the scope, timeline and price, and marks every line it had to guess so you know what to check.
Proposal BuilderHubSpot and Google Docs
Set up Proposal BuilderQuestions
Does Lead Researcher send anything without asking me?
It writes notes on the record. It never contacts the lead. Everything waiting for you shows in its chat and on your Needs you list, and you can tell it which things it may do on its own.
What if I don’t use HubSpot or LinkedIn?
Tell Lead Researcher which tool you use when it asks. Agents work in any app you connect to Incredible, and in your own browser on any website where you’re signed in.
Can I change what Lead Researcher does later?
Yes. Tell it what to change in its chat, in your own words, and it updates its routine, its rules and what it does. You can also run its routine now or switch it off from its panel.
