• AI-Agent
  • Ready to Run

Find Inside Sales Leads

Build ranked call lists for reps from their assigned accounts

Use this Agent instantly or customize it - no programming needed

Prepare each rep's shift call list
Reads
  • Shift schedule
    Shift schedule

    Your chosen start time and time zone tell the Agent when to prepare each shift's lists.

  • Selected reps
    Selected reps

    You choose which inside sales reps receive a call list for each shift.

  • Assigned accounts
    Assigned accounts

    Your selected account report shows which accounts each rep owns and their company details.

  • Related contacts
  • Sales activity
    Sales activity

    Your logged activity helps explain a call and avoid contacting someone recently called.

  • Open prospects
    Open prospects

    Your existing prospect entries show whom reps already have on their call lists.

  • Target profile
    Target profile

    Your company criteria, buying roles, and exclusions define who belongs on a call list.

  • Prospects per rep
    Prospects per rep

    You set the maximum number of people each rep receives on a list.

Sales account workspace
Sales account workspace

Your sales account workspace holds assigned accounts and call history, then saves each rep's prospects.

Sales account workspace
Review assigned accounts, contacts, and sales activity
Match accounts and buying-role contacts to your criteria
Skip missing phones, open prospects, and recent calls
Did no assigned account yield a callable contact?YesNo
Leave call lists empty and save account research gaps
Writes
  • Account research gaps
    Account research gaps

    You can see why an assigned account produced no callable contact.

Rank contacts by fit and activity, then write factual call reasons
Save each rep's limited call list and account research gaps
Writes
  • Rep call lists
    Rep call lists

    Each rep gets ranked prospects with a phone number and an account-specific reason to call.

  • Account research gaps
    Account research gaps

    You can see why an assigned account produced no callable contact.

This Agent starts at your chosen shift time and reviews assigned accounts. It finds buying-role contacts with phone numbers and checks recent calls. It saves ranked call lists with account-specific reasons for your reps.

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Made for your industry

Find Inside Sales Leads is made for businesses in these industries.

Made for your role

Find Inside Sales Leads is made for people in these roles.

Made for your department

Find Inside Sales Leads is made for people in these departments.

How Find Inside Sales Leads works

4 steps, in order, on every run.

  1. Review Assigned AccountsRead the account report you choose and group accounts by rep. Review contacts and recorded sales activity for each account.
  2. Find Callable ContactsMatch accounts to your target profile and find buying-role contacts with phone numbers. Skip open prospects and recent calls.
  3. Rank People to CallRank eligible contacts by account fit and recorded activity. Write a factual, account-specific reason to call each person.
  4. Save Rep Call ListsSave a short prospect list for each rep, with phone numbers and call reasons. Flag accounts without callable contacts for research.

How to Get Started

Connect your tools

Connect the tools you already use, such as Airtable, monday.com or Pipedrive.

13 tools
Set your rules
  • Set each inside sales shift's start time and time zone, and choose which reps receive a list.
  • Choose an account report that includes each assigned account and its rep owner.
  • Enter the target company profile, relevant buying roles, poor-fit exclusions and maximum number of prospects per rep.
  • Give the Agent access to account records, related contacts, logged sales activity and the prospecting list; make sure phone numbers are available for contacts to be called.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Find Inside Sales Leads:

What do I choose before the Agent runs?

You choose the shift time and an account report with rep owners. You also set target criteria, buying roles, exclusions, and each rep's list limit.

Will it find new contacts outside our sales workspace?

No. It selects people already recorded in your sales workspace. New means new to a rep's current call list.

What if an assigned account has no callable contact?

Your manager can review why the account produced no prospect. Contacts without a clear role or usable phone number stay off the call list.

Does it call prospects for my reps?

No. Your reps receive ranked prospect entries with phone numbers and account-specific reasons, then place the calls themselves.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.