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Compile CRM Lead List

Export matching CRM leads as a source-linked CSV for emailed requests

Use this Agent instantly or customize it - no programming needed

Compile the requested lead list

Reads

Lead list request
Lead list request
Your manager's email sets the territory and filters for this lead list.
Sales leads
Sales leads
Your existing leads supply the candidates and the fields used to filter them.
Customer records
Customer records
Your contact and company records supply missing details and source IDs.
Lead list settings
Lead list settings
Your saved rules set matching, priority, and the export's columns.

Email account

Email account

Your email account receives requests and sends your CSV in the same conversation.

Sales CRM

Sales CRM

Your sales CRM supplies leads and related customer details for your export.

Are required filters unclear or unmapped?YesNo

Ask the manager for the specific missing choice.

Writes

Clarifying question
Clarifying question
Your manager gets a precise question in the original email conversation.

Find matching leads and related customer details.

Did no leads match the applied filters?YesNo

Reply with the filters and an empty-result explanation.

Writes

Empty result reply
Empty result reply
Your manager sees the applied filters and why the list has no rows.

Resolve clear repeats, fill verified details, and rank matches.

Send the CSV and summarize filters and review flags.

Writes

Lead list CSV
Lead list CSV
Your CSV holds chosen leads, priority details, and links to their source records.
Reply summary
Reply summary
Your email confirms the filters and row count, and flags gaps for review.

This Agent reads a lead list request from your sales manager's email. It filters CRM leads and checks related records. It replies with a CSV and links to the source records.

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Gmail

Used as:

Email account
Gmail receives requests and sends your CSV in the same conversation.

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HubSpot

Used as:

Sales CRM
HubSpot supplies leads and related customer details for your export.

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Microsoft Outlook

Used as:

Email account
Microsoft Outlook receives requests and sends your CSV in the same conversation.

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Airtable

Used as:

Sales CRM
Airtable supplies leads and related customer details for your export.

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Salesforce

Used as:

Sales CRM
Salesforce supplies leads and related customer details for your export.

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Pipedrive

Used as:

Sales CRM
Pipedrive supplies leads and related customer details for your export.

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Zoom

Used as:

Email account
Zoom receives requests and sends your CSV in the same conversation.

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Zoho CRM

Used as:

Sales CRM
Zoho CRM supplies leads and related customer details for your export.

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Close

Used as:

Sales CRM
Close supplies leads and related customer details for your export.

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Attio

Used as:

Sales CRM
Attio supplies leads and related customer details for your export.

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Zoho Mail

Used as:

Email account
Zoho Mail receives requests and sends your CSV in the same conversation.

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Kommo

Used as:

Sales CRM
Kommo supplies leads and related customer details for your export.

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Podio

Used as:

Sales CRM
Podio supplies leads and related customer details for your export.

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Microsoft Dynamics 365 CRM

Used as:

Sales CRM
Microsoft Dynamics 365 CRM supplies leads and related customer details for your export.

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Bitrix24 CRM

Used as:

Sales CRM
Bitrix24 CRM supplies leads and related customer details for your export.

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Copper

Used as:

Sales CRM
Copper supplies leads and related customer details for your export.

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Streak

Used as:

Sales CRM
Streak supplies leads and related customer details for your export.

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lemlist

Used as:

Sales CRM
lemlist supplies leads and related customer details for your export.

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Holded

Used as:

Sales CRM
Holded supplies leads and related customer details for your export.

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Odoo CRM

Used as:

Sales CRM
Odoo CRM supplies leads and related customer details for your export.

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Capsule CRM

Used as:

Sales CRM
Capsule CRM supplies leads and related customer details for your export.

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Freshsales Suite

Used as:

Sales CRM
Freshsales Suite supplies leads and related customer details for your export.

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Teamleader Focus

Used as:

Sales CRM
Teamleader Focus supplies leads and related customer details for your export.

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NetSuite

Used as:

Sales CRM
NetSuite supplies leads and related customer details for your export.

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Kintone

Used as:

Sales CRM
Kintone supplies leads and related customer details for your export.

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Made for your industry

Compile CRM Lead List is made for businesses in these industries.

Software
Sort software prospects by territory and fit for outreach.
Show all Agents for the Software industry
IT Services
Compile service prospect lists from existing CRM leads.
Show all Agents for the IT Services industry
Consulting
Prepare client prospect lists from current sales records.
Show all Agents for the Consulting industry
Wholesale Distribution
Build territory prospect lists for distributor outreach.
Show all Agents for the Wholesale Distribution industry
Manufacturing
Pull territory leads into a source-linked sales list.
Show all Agents for the Manufacturing industry
Real Estate
Gather local property leads into a CSV for outreach.
Show all Agents for the Real Estate industry
Insurance
Filter policy prospects and link each row to its CRM record.
Show all Agents for the Insurance industry

Made for your role

Compile CRM Lead List is made for people in these roles.

Sales Development Representative
Deliver a territory lead list with links to source records.
Show all Agents for the Sales Development Representative role
Sales Operations Specialist
Resolve repeat leads before sending the manager a CSV.
Show all Agents for the Sales Operations Specialist role
Sales Manager
Turn emailed lead criteria into a prioritized, source-linked CSV.
Show all Agents for the Sales Manager role
Business Development Manager
Build a prospect list around the requested territory and fit.
Show all Agents for the Business Development Manager role
Lead Generation Specialist
Rank existing prospects and flag missing contact details.
Show all Agents for the Lead Generation Specialist role
Sales Coordinator
Prepare a clean lead list from the manager's email request.
Show all Agents for the Sales Coordinator role
Sales Operations Analyst
Filter CRM leads and show the source behind each export row.
Show all Agents for the Sales Operations Analyst role

Made for your department

Compile CRM Lead List is made for people in these departments.

Sales
Turn a manager's email into a lead list ready for outreach.
Show all Agents for the Sales department
Sales Operations
Deduplicate CRM leads and deliver a traceable CSV export.
Show all Agents for the Sales Operations department
Revenue Operations
Apply CRM lead rules and flag gaps in the requested export.
Show all Agents for the Revenue Operations department

How Compile CRM Lead List works

5 steps, in order, on every run.

Read the lead list requestExtract the requested territory, status, and fit from the manager's email. Ask for a specific choice when a required filter cannot map to your CRM.
Find matching CRM leadsFilter existing leads using your chosen field mappings. Read related customer records for details missing from matching leads.
Resolve repeat recordsGroup clear matches using your duplicate rules. Keep uncertain matches separate and flag them for review.
Build the lead list CSVFill blank cells with corroborating CRM details and rank leads using your priority rules. Include source links for every selected row.
Reply with the exportSend the CSV in the original email thread with applied filters and row count. Note missing details and uncertain matches.

How to Get Started

Connect your tools

Connect the tools you already use, such as Gmail, HubSpot or Microsoft Outlook.

25 tools

Set your rules

Connect the sales CRM with read access to leads, contacts, companies, and the fields used for territory, status, fit, and priority.
Connect the sales manager's request mailbox, choose the request label and authorized senders, and enable new-message notifications.
Set the field mapping, default fit and priority rules, duplicate matching rules, and CSV columns; include the CRM base URL needed to build source-record links.

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 Compile CRM Lead List:

Can I choose which leads appear in the export?

Yes, you choose the CRM fields, fit rules, and CSV columns. You also set priority and duplicate rules.

How does the Agent handle possible duplicates?

The Agent groups clear matches using your duplicate rules. You see uncertain matches flagged for review instead of silently combined.

What happens if no leads match my request?

You get a reply with the applied filters and an explanation of the empty result.

Can this Agent create or update CRM leads?

No. Your list comes from existing CRM records. The Agent does not update or merge those records.

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.

Works with

Works with

Industries

Industries

Roles

Roles

Departments

Departments

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