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Build Sales Lead Lists

Find B2B prospects for market gaps and add leads to your spreadsheet

Use this Agent instantly or customize it - no programming needed

Build a sourced B2B lead list
Reads
  • Lead request
    Lead request

    Your Ready request sets the buyer profile, coverage gap, exclusions, and number of leads wanted.

  • Lead list rules
    Lead list rules

    You choose how many contacts to keep per company and which work email statuses to accept.

  • Existing leads
    Existing leads

    Your earlier lead rows show which company domains and work email addresses are already on the list.

  • Prospect details
    Prospect details

    Directory findings show candidate people, their companies, work email status, and source identifiers.

Sales spreadsheet
Sales spreadsheet

Your sales spreadsheet holds requests and earlier leads, then receives the new list and request status.

Sales spreadsheet
Prospect directory
Prospect directory

Your prospect directory finds prospects and supplies contact details, company details, and work email status.

Prospect directory
Is the request missing required targeting details?YesNo
Mark the request Needs details and name the missing fields.
Writes
  • Request result
    Request result

    Your request shows its delivered count and status, plus any shortfall or check your team needs to resolve.

Search the target gap and enrich promising prospects.
Did directory search or enrichment fail?YesNo
Keep the request open and name the failed check.
Writes
  • Request result
    Request result

    Your request shows its delivered count and status, plus any shortfall or check your team needs to resolve.

Remove duplicates, add supported leads, and update the request.
Writes
  • Sourced lead list
    Sourced lead list

    Your new lead rows include contact details, source identifiers, fit notes, and review flags.

  • Request result
    Request result

    Your request shows its delivered count and status, plus any shortfall or check your team needs to resolve.

This Agent starts when you mark a lead request Ready in your spreadsheet. It searches a prospect directory, checks details, and removes existing leads. Your team gets sourced prospects with fit notes and any shortfall flagged.

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Google Sheets
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Airtable
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monday.com
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Zoom
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Made for your industry

Build Sales Lead Lists is made for businesses in these industries.

Made for your role

Build Sales Lead Lists is made for people in these roles.

Made for your department

Build Sales Lead Lists is made for people in these departments.

How Build Sales Lead Lists works

5 steps, in order, on every run.

  1. Read the lead requestRead the target profile and market gap from your spreadsheet. Check existing lead rows for company domains and email addresses.
  2. Find matching prospectsSearch the prospect directory for people in the requested roles and market gap. Narrow results by your company criteria.
  3. Check contact detailsCheck promising prospects' roles, employers, and work email status. Flag missing or conflicting details for your team's review.
  4. Select and explain matchesRemove existing leads and excluded companies. Apply your contact and email rules, then add a fit note to each supported match.
  5. Add leads to the spreadsheetAdd sourced leads with checked dates and review flags. Update the request with its delivered count and any shortfall.

How to Get Started

Connect your tools

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

11 tools
Set your rules
  • Choose the shared spreadsheet and request and lead tabs; give the Agent access to read and update them.
  • Set request columns for target roles, industries, company sizes, locations, excluded companies, coverage gap, target count, and status.
  • Set lead columns for request ID, person, role, company, domain, location, work email and its status, source identifier, fit note, review flag, and checked date.
  • Choose whether the team wants one contact per company or multiple distinct target roles, and set the minimum accepted work email status.
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 Build Sales Lead Lists:

Can I choose how many contacts to include per company?

Yes. You choose one contact per company or multiple target roles, and set the minimum work email status.

What happens when a prospect's details are unclear?

Your team sees a review flag for missing or conflicting details. A person can check those leads before outreach.

What if the search returns fewer leads than I requested?

You get the supported matches and a note explaining the shortfall. Your request shows the filters used.

Will the Agent contact the prospects?

No. Your team reviews the list and decides whom to approach.

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.

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