Hourly

Fill in new Salesforce accounts from their website

New accounts get industry, employee range and a short description filled in from their homepage.

Runs: Hourly
Apps: Salesforce
AI: Yes, uses the built-in AI allowance
Access: api (read+write)

Send this to your assistant

Create a ClickRuntime automation: every hour, take new Salesforce accounts that have a website, read the homepage, and fill in Industry, employee range and Description on the account.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Add to ChatGPT Add to Claude

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A rep creates a Salesforce account at a trade show, typing in a company name and a website and nothing else. Industry is blank, the employee count is blank, and the description field is empty. Weeks later marketing tries to segment mid-size software companies for a campaign and half the new accounts do not show up, because the fields the filter relies on were never filled. Territory routing and lead scoring break the same way, and nobody wants the job of researching two hundred websites.

Every hour the automation finds accounts created since its last run, fetches the text from each account's website, and asks ClickRuntime's built-in AI to propose an industry, an employee range and a two-sentence description. It then writes those values back to the account record. Because it runs hourly, a new account is usually filled in before anyone opens it. Sales operations teams use it to keep reporting fields populated without an enrichment subscription.

What you get out of it

Segments that include new accounts
Industry and size are filled in within the hour, so filters, reports and campaign lists catch accounts created this week. Marketing stops discovering that a whole batch of trade-show accounts was invisible to a segment.
Reps open a record that says something
The account description tells a rep what the company sells before the first call. That avoids the opener 'so what do you do?', which costs credibility with prospects who expect homework.
Routing rules finally have data
Territory and round-robin rules that depend on industry or employee range can fire correctly. Accounts no longer fall into a default queue simply because a field was blank when they were created.
Research hours returned to the team
Visiting a site, reading the About page and typing three fields takes a few minutes per account. At fifty accounts a week that is hours of repetitive work that sales ops can spend on pipeline instead.
One consistent style across accounts
Descriptions follow the same short format and industry values are chosen the same way each time. Reports grouped by industry stop splitting into 'Software', 'SaaS' and 'Tech' because three people typed it differently.

How it works

What happens, step by step

Every hour, ClickRuntime finds Salesforce accounts created since the last run.
It visits each account's website and reads the homepage text.
AI works out the industry, a rough employee range and a one-line description of the company.
Those fields are filled in on the account in Salesforce.

Before it runs live

Connect Salesforce

What you get

RunsHourly

Fill in new Salesforce accounts from their websitetoday, 9:00Succeeded

Salesforce · AccountNorthwind Traders · Industry: Wholesale · 51-200 · "B2B coffee and snacks supplier for offices across the UK."

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Change what the AI looks for, or how it writes the result
Add another app, for example also send it to Slack
Combine it with other Salesforce steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

enrich_new_accounts_from_their_website.pyexample

from bs4 import BeautifulSoup
from clickruntime import on_trigger, credentials, http, ai, state, report_fetched

API = "https://yourcompany.my.salesforce.com/services/data/v61.0"
SCHEMA = {"type": "object", "properties": {"industry": {"type": "string"},
          "employees": {"enum": ["1-10", "11-50", "51-200", "201-1000", "1000+"]}, "description": {"type": "string"}}}

@on_trigger
def run(event):
    headers = {"Authorization": f"Bearer {credentials.connection('salesforce', 'work')}"}
    since = state.get("since") or "2026-01-01T00:00:00Z"
    accounts = http.get(f"{API}/query", headers=headers, params={"q":
        f"SELECT Id, Name, Website, CreatedDate FROM Account WHERE Website != null AND CreatedDate > {since} ORDER BY CreatedDate"}).json()["records"]
    report_fetched(len(accounts))
    if not accounts:
        return {"enriched": 0}
    for a in accounts:
        url = a["Website"] if a["Website"].startswith("http") else f"https://{a['Website']}"
        text = BeautifulSoup(http.get(url).text, "html.parser").get_text(" ", strip=True)[:4000]
        out = ai.generate(text, system="From this homepage, give the industry, employee range and a 2-sentence description.",
                          json_schema=SCHEMA, max_output_tokens=200).json
        http.patch(f"{API}/sobjects/Account/{a['Id']}", headers=headers, json={
            "Industry": out["industry"], "Employee_Range__c": out["employees"], "Description": out["description"]}).raise_for_status()
    state.set("since", accounts[-1]["CreatedDate"].replace(".000+0000", "Z"))
    return {"enriched": len(accounts)}

FAQ

Common questions

What happens if an account has no website listed?

The account is skipped because there is no page to read, and it is picked up on a later run if someone adds a website. Nothing is written to the record, so existing values you typed by hand stay as they are.

Will it overwrite industry values my reps already entered?

It is built to fill accounts created since the last run, which usually have blank fields. You can set it to only write fields that are empty, so manually entered values are never replaced by AI guesses.

Which Salesforce permissions does this need?

The connected Salesforce user needs read access to Accounts and edit access to the fields being filled, such as Industry, NumberOfEmployees and Description. If field-level security hides one of them, the update to that field will fail and show in the run log.

What permissions does it need?

api (read+write). Nothing else in your accounts is used.

Does it need AI?

Yes. It uses ClickRuntime's built-in AI, so you don't need an OpenAI or Anthropic key. Every plan includes a monthly AI allowance.

How many runs does it use?

One run each time it checks. Checks that find nothing new and stop right away aren't counted.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Every 5 minutes