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CRM & sales

RocketReach

Connect RocketReach so your agent can look up and verify contacts during calls.

RocketReach finds and verifies professional contact details for sales and recruiting teams. With AgentCalls connected, your agent can use it while it talks to a caller. If a prospect or candidate asks for a contact or wants to be reached at the right number, the agent can check the record, confirm the details and note the request. Your team gets cleaner contacts and fewer wrong numbers, without someone stopping to search by hand.

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What your agent can do with RocketReach

  • Look up a professional's contact details by name and company during a call
  • Verify an email address or phone number before the agent uses it
  • Confirm the right person and company when a caller asks to be reached
  • Pass verified details to your CRM so follow-up calls start from accurate records

RocketReach exposes 12 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound: confirming a recruiter's contact details

  1. Caller

    Hi, I'm calling about the operations role. Can you confirm the best email to send my CV to?

  2. Agent

    Sure. Let me check your details. Are you Daniel Ortiz at Brightline Logistics?

  3. Caller

    Yes, that's me. Use the work address, not the personal one.

  4. Agent

    Got it. I've verified the work address and added it to your application. Someone from the team will reply within two business days.

Outbound: reaching a prospect at the right number

  1. Agent

    Hello, this is Sam calling for Northgate Print. Am I speaking with Priya Shah?

  2. Caller

    Speaking. Who's this about?

  3. Agent

    We're following up on the quote request you sent last month. I just checked your contact record and it shows a different number. Is this still the best way to reach you?

  4. Caller

    Yes, this one's fine. Call me after 2 pm on weekdays.

  5. Agent

    Thanks, Priya. I've updated your preferred time to 2 pm to 5 pm on weekdays. A member of our sales team will call you Thursday.

Follow-up: checking a lead before a meeting

  1. Caller

    Hi, this is Marcus Reed from Calder & Finch. Can you tell me whether my colleague Lena Brooks is still with your team?

  2. Agent

    Let me check. I'll look up her current contact details and confirm her role.

  3. Agent

    Lena Brooks is listed as Senior Account Manager, and her verified work email is on file. Would you like me to send your meeting request to that address?

  4. Caller

    Yes, please. Send it for Tuesday at 10.

  5. Agent

    Done. The invitation for Tuesday at 10 am is on its way to her verified address.

How to connect RocketReach

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect RocketReach

    From Integrations in the dashboard, choose RocketReach and enter the connection details from your RocketReach account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the RocketReach actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent use RocketReach during the call or after it?

Both. During a call, your agent can look up or verify a contact when a caller asks for it. It can also run checks after the call, so records are up to date for your next step.

What do I need to connect RocketReach?

You need an active RocketReach account. In the AgentCalls dashboard, open Integrations, choose RocketReach and sign in with your own credentials from the RocketReach settings page. Nothing else is required.

Which AgentCalls plan includes this integration?

Integrations are included from the Growth plan. Smaller plans can view the integration page but cannot connect tools until they upgrade.

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Put your agent to work with RocketReach.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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