sales & crm

Add LeadIQ to your AI agent

The Smart B2B Prospecting Platform. Query professional information about people and companies, find leads, and enrich contact data.

Things your agent can do in LeadIQ
9

Things your AI can do in LeadIQ

Your FormWise AI can handle any of these in LeadIQ — on its own, without you needing to click a button.

  • Get Account Details

    Popular

    Retrieve current user's account information including plans, billing cycles, and credit usage. Use to check available API credits, billing status, and data visibility settings before making data queries.

  • Get Contact Tracking Balance

    Popular

    Tool to check the remaining balance of contact tracking credits available for the account. Use when you need to verify how many contact tracking credits are left.

  • Get Usage Statistics

    Popular

    Tool to retrieve API usage statistics and credit consumption for the current LeadIQ account. Use when you need to check credit usage, remaining capacity, or billing information.

  • Search Company

    Popular

    Tool to search for companies by name, domain, LinkedIn URL, or other identifying information. Use when you need to find companies matching specific criteria. Returns detailed company information including employee count, industry, location, and social profiles.

  • Search Grouped Advanced

    Popular

    Tool to search for people by job title, seniority, role, company size, and location with results grouped by company. Returns companies with matching people nested under each company for account-based prospecting. Use when you need to find contacts at companies matching specific criteria.

  • Search People

    Popular

    Search for individual contacts by name, company (past and present), LinkedIn profile, email, or phone number. Use when you need to find people based on identifying information. Returns comprehensive contact data including work/personal emails, phones, employment history, education, and social profiles.

  • Abandon Import Batch

    Abandon a contact tracking import batch that is no longer needed. Use when you need to cancel or stop an ongoing import batch operation.

  • Flat Advanced Search

    Tool to search for people using advanced filters by job title, seniority, role, company size, location, and more. Returns a flat list of individual contacts unorganized by company.

  • Submit Person Feedback

    Tool to submit data correction feedback for person contact information to improve LeadIQ data accuracy. Use when you need to report contact info status, invalid reasons, or update profile details.

Built for the way you actually work

No code, no engineers

Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.

Sounds like you, not like a bot

Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.

Plugs into the stack you already use

No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.

Your data stays yours

Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.

What you can do once LeadIQ is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in LeadIQ, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches LeadIQ for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive LeadIQ work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect LeadIQ to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find LeadIQ in your connected apps

    Inside FormWise, go to Settings → Connected Services and look for LeadIQ.

  3. 3

    Hit "Connect"

    Click "Connect LeadIQ" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in LeadIQ

    Build a quick AI Agent (it's like writing instructions, not code), and pick the LeadIQ actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of LeadIQ for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your LeadIQ workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

  • OpenAI
  • Anthropic Claude
  • Google Gemini

Questions other LeadIQ users had before signing up

Do I need to know how to code?

Not even a little. If you can use LeadIQ today, you can set this up. You'll connect LeadIQ, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your LeadIQ login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect LeadIQ or delete everything any time.

What happens when LeadIQ updates their app?

We handle it. When LeadIQ adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting LeadIQ takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like LeadIQ — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About LeadIQ on FormWise

The Smart B2B Prospecting Platform. Query professional information about people and companies, find leads, and enrich contact data.

Connect LeadIQ once and your FormWise AI gets 9 things it can do inside it. That means your AI can handle the LeadIQ work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to LeadIQ? Take a look at leadiq.com.

Stop doing the LeadIQ work yourself

Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.