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How to connect AI Agent and RocketReach
Create a New Scenario to Connect AI Agent and RocketReach
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI Agent, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI Agent or RocketReach will be your first step. To do this, click "Choose an app," find AI Agent or RocketReach, and select the appropriate trigger to start the scenario.
Add the AI Agent Node
Select the AI Agent node from the app selection panel on the right.
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Configure the AI Agent
Click on the AI Agent node to configure it. You can modify the AI Agent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the RocketReach Node
Next, click the plus (+) icon on the AI Agent node, select RocketReach from the list of available apps, and choose the action you need from the list of nodes within RocketReach.
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Authenticate RocketReach
Now, click the RocketReach node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your RocketReach settings. Authentication allows you to use RocketReach through Latenode.
Configure the AI Agent and RocketReach Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the AI Agent and RocketReach Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring AI Agent, RocketReach, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the AI Agent and RocketReach integration works as expected. Depending on your setup, data should flow between AI Agent and RocketReach (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect AI Agent and RocketReach
RocketReach + AI Agent + Slack: When a new person is found on RocketReach, the AI Agent summarizes the contact information. This summary is then posted to a dedicated Slack channel for team review and follow-up.
RocketReach + AI Agent + HubSpot: Find leads using RocketReach, then use the AI Agent to qualify these leads based on predefined criteria. If the lead meets the criteria, add them as a contact to HubSpot.
AI Agent and RocketReach integration alternatives
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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About RocketReach
Find verified contact data with RocketReach, then automate outreach in Latenode. Build workflows that instantly add leads to your CRM, trigger personalized email sequences, and update spreadsheets. Stop manual data entry and scale lead generation with no-code ease, paying only for execution time.
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See how Latenode works
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FAQ AI Agent and RocketReach
How can I connect my AI Agent account to RocketReach using Latenode?
To connect your AI Agent account to RocketReach on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select AI Agent and click on "Connect".
- Authenticate your AI Agent and RocketReach accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I enrich AI Agent responses with RocketReach contact data?
Yes, you can! Latenode allows seamless data transfer. Enrich AI Agent outputs with verified emails and phone numbers from RocketReach, improving lead quality and follow-up effectiveness.
What types of tasks can I perform by integrating AI Agent with RocketReach?
Integrating AI Agent with RocketReach allows you to perform various tasks, including:
- Automatically find contact information for leads identified by AI Agent.
- Verify the accuracy of contact details generated by AI models.
- Enrich AI-generated reports with up-to-date professional profiles.
- Trigger personalized outreach campaigns based on AI insights and contact data.
- Create highly targeted lead lists using AI and RocketReach's advanced search.
How can I use AI Agent to summarize RocketReach profiles?
Use Latenode to send RocketReach profile data to AI Agent for concise summaries. Perfect for quickly understanding a contact's background and expertise.
Are there any limitations to the AI Agent and RocketReach integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits on RocketReach's API may affect workflow speed.
- AI Agent's processing time can vary depending on the complexity of the prompt.
- Data accuracy depends on the quality of data from both platforms.
