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Export Lead Lists

Export saved prospect searches into ranked spreadsheets

Use this Agent instantly or customize it - no programming needed

Export and rank leads from a saved search
Reads
  • lead list request
    lead list request

    Your rep's email provides the saved search link and any lead count they want.

  • buyer priorities
    buyer priorities

    Your team chooses the titles, industries, locations, and tie-breakers that guide the ranking.

  • people from the saved search
    people from the saved search

    Your saved search provides each person's available work details and profile link.

Email inbox
Email inbox

Your email inbox receives the rep's request and sends the result in the same thread.

Email inbox
Prospect search export tool
Prospect search export tool

Podio exports people from a saved search link and returns their profile details.

Does the request lack a usable saved search link?YesNo
Ask the rep for a saved search link
Writes
  • email reply
    email reply

    Your reply links the lead list and notes gaps, or tells you why the export stopped.

Export people from the saved search
Did the search fail to open or export?YesNo
Tell the rep what needs fixing
Writes
  • email reply
    email reply

    Your reply links the lead list and notes gaps, or tells you why the export stopped.

Rank unique leads, create the spreadsheet, and reply
Writes
  • ranked lead list
    ranked lead list

    Your spreadsheet shows unique profiles, available work details, priorities, and reasons for each rank.

  • email reply
    email reply

    Your reply links the lead list and notes gaps, or tells you why the export stopped.

Spreadsheet app
Spreadsheet app

Your spreadsheet app creates a shareable spreadsheet and holds the ranked lead rows.

Spreadsheet app

This Agent reads the saved people-search link in your request email. It exports matching people, removes repeat profiles, and ranks them by your chosen buyer priorities. You get a spreadsheet link in the same email thread.

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Google Sheets
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Gmail
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Microsoft Outlook
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monday.com
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Zoom
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Microsoft Excel
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Microsoft Office 365
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Smartsheet
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Zoho Mail
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Podio
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Zoho Sheet
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Kintone
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Made for your industry

Export Lead Lists is made for businesses in these industries.

Made for your role

Export Lead Lists is made for people in these roles.

Made for your department

Export Lead Lists is made for people in these departments.

How Export Lead Lists works

5 steps, in order, on every run.

  1. Read the search requestRead your email for a saved people-search link and lead count. Ask for a usable link if it is missing.
  2. Export the search resultsLaunch the saved search export for your requested count or chosen default. Explain any access or export problem in the email thread.
  3. Rank the unique leadsMerge repeated profile links and rank usable people by your chosen buyer priorities. Flag missing work details for review.
  4. Create the lead spreadsheetWrite ranked leads to a spreadsheet with their work details and profile links. Include a priority and reason for every rank.
  5. Reply with the lead listSend the spreadsheet link and unique lead count in the request thread. Explain any shortfall or missing details.

How to Get Started

Connect your tools

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

12 tools
Set your rules
  • Connect the request inbox and designate the sales reps whose emailed requests the Agent should accept.
  • Connect a people-search export tool to an authorized prospect-search account and set a per-run export limit within the tool's available results.
  • Connect a spreadsheet workspace and choose the folder where each requested lead list should be created.
  • Set the preferred job titles and seniority, target industries and locations, default lead count, and tie-breaking order used to rank exported people.
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 Export Lead Lists:

Can I export a lead list from Sales Navigator?

Yes, if your connected export tool can open the saved people-search results URL you send. You receive a ranked spreadsheet of available matches.

How does the Agent decide which leads come first?

You choose preferred titles, seniority, industries, locations, and tie-breakers. The Agent ranks exported people by those choices and explains each rank.

What if the search has fewer leads than I request?

You receive the usable leads and a note about the shortfall. The Agent leaves missing work details blank and flags those rows for review.

What if my email has no usable search link?

You receive a reply asking for a saved people-search link. Send a usable link so the Agent can start the export.

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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