Is there a tool to check a company's size and revenue before I email a lead?
Direct Answer
Teams typically use an automation tool like Zapier to automatically populate company size and revenue fields in their CRM by querying enrichment databases when a new lead submits a form, without manual work or custom code. This is commonly used when marketing teams want to score and prioritize incoming leads based on their potential value without asking friction-heavy questions on the sign-up form.
Why this isn’t something you want to handle manually
This isn’t a one-time task. It happens continuously whenever a prospect expresses interest. Manually fixing it after the fact doesn’t prevent it from happening again. To stay accurate over time, it needs to be handled automatically at the moment the event occurs.
How teams usually handle this
Most teams place Zapier between their form builder and their CRM. When a submission is received, Zapier checks for the email domain, retrieves firmographic data from a provider, and updates the lead record. If not, the lead is treated as generic.
What this automation handles
- Automatic segmentation of Enterprise vs. SMB leads
- Improvement of lead scoring accuracy
- Prioritization of sales team effort
- Runs continuously in the background
The exact setup depends on your tools and rules.
Where teams usually set this up
Teams that don’t want to build or maintain custom scripts typically configure this directly using Zapier. Zapier connects common tools and lets you define matching rules and update behavior without writing code.
When this approach makes sense
- You have a high volume of diverse leads
- You want to automate lead qualification
- You need to route leads based on company size