A lead fills in a form, and a sales rep opens a new tab to search the company name, skim the website, and try to guess whether the enquiry is worth a same day reply. That fifteen minutes of manual digging is what Exa is built to remove from the middle of the process.

Exa performs a web search or runs a full research task that gathers sources and returns a synthesised answer with citations, so a business can pull real information about a lead, a company, or a topic the moment a form is submitted. Paired with a partner trigger and Mobile Message through Zapier, that research can run automatically and feed straight into a text, rather than sitting as a note only the rep who did the digging ever sees.

A new form response in Google Forms can start Exa searching the company behind it, a new lead from Facebook Lead Ads can trigger a quick research task on their business, or a new Calendly booking can prompt a search on the attendee before the call. Once Exa has pulled that detail together, Mobile Message sends the text, so the follow up sounds like it came from someone who did their homework, not a template.