- AI-Agent
- Ready to Run
Build Prospecting Lists
Find qualified buyers and add their contact details to your CRM
Use this Agent instantly or customize it - no programming needed
- Monday scheduleMonday schedule
Your chosen Monday time starts each weekly search.
- Target profileTarget profile
Your company filters, buyer roles, exclusions, and limits define the search.
- Company and buyer dataCompany and buyer data
Your search results include matching companies, buyer roles, and returned contact details.
- Existing contactsExisting contacts
Your existing contacts reveal work email matches before the Agent saves qualified buyers.
Your target profile guides searches in prospect data service for buyers and validated contact details.
Your qualified buyers go into CRM, while existing contacts gain missing details.
- Target profile requestTarget profile request
You get a request to finish missing company or buyer criteria before the search starts.
- Prospecting run summaryProspecting run summary
You see search totals, contact counts, exclusion reasons, and any provider or CRM errors.
- Prospecting run summaryProspecting run summary
You see search totals, contact counts, exclusion reasons, and any provider or CRM errors.
- Prospecting run summaryProspecting run summary
You see search totals, contact counts, exclusion reasons, and any provider or CRM errors.
- Qualified CRM contactsQualified CRM contacts
Your accepted buyers appear as new contacts or gain missing details on existing contacts.
- Prospecting run summaryProspecting run summary
You see search totals, contact counts, exclusion reasons, and any provider or CRM errors.
This Agent starts at your chosen Monday time. It finds companies and buyers who match your targets. It checks contact details, saves qualified CRM contacts, and reports exclusions.
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HubSpotUsed as:
- CRM
Your qualified buyers go into HubSpot, while existing contacts gain missing details.
LeadConnectorUsed as:
- CRM
Your qualified buyers go into LeadConnector, while existing contacts gain missing details.
SalesforceUsed as:
- CRM
Your qualified buyers go into Salesforce, while existing contacts gain missing details.
monday.comUsed as:
- Prospect data service
Your target profile guides searches in monday.com for buyers and validated contact details.
- CRM
Your qualified buyers go into monday.com, while existing contacts gain missing details.
ActiveCampaignUsed as:
- CRM
Your qualified buyers go into ActiveCampaign, while existing contacts gain missing details.
PipedriveUsed as:
- CRM
Your qualified buyers go into Pipedrive, while existing contacts gain missing details.
ZoomUsed as:
- Prospect data service
Your target profile guides searches in Zoom for buyers and validated contact details.
- CRM
Your qualified buyers go into Zoom, while existing contacts gain missing details.
Zoho CRMUsed as:
- CRM
Your qualified buyers go into Zoho CRM, while existing contacts gain missing details.
Follow Up BossUsed as:
- CRM
Your qualified buyers go into Follow Up Boss, while existing contacts gain missing details.
CloseUsed as:
- CRM
Your qualified buyers go into Close, while existing contacts gain missing details.
KeapUsed as:
- CRM
Your qualified buyers go into Keap, while existing contacts gain missing details.
AttioUsed as:
- CRM
Your qualified buyers go into Attio, while existing contacts gain missing details.
ApolloUsed as:
- Prospect data service
Your target profile guides searches in Apollo for buyers and validated contact details.
- CRM
Your qualified buyers go into Apollo, while existing contacts gain missing details.
KommoUsed as:
- CRM
Your qualified buyers go into Kommo, while existing contacts gain missing details.
Wealthbox CRMUsed as:
- CRM
Your qualified buyers go into Wealthbox CRM, while existing contacts gain missing details.
Microsoft Dynamics 365 CRMUsed as:
- CRM
Your qualified buyers go into Microsoft Dynamics 365 CRM, while existing contacts gain missing details.
ClayUsed as:
- Prospect data service
Your target profile guides searches in Clay for buyers and validated contact details.
Bigin by Zoho CRMUsed as:
- CRM
Your qualified buyers go into Bigin by Zoho CRM, while existing contacts gain missing details.
Bitrix24 CRMUsed as:
- CRM
Your qualified buyers go into Bitrix24 CRM, while existing contacts gain missing details.
CopperUsed as:
- CRM
Your qualified buyers go into Copper, while existing contacts gain missing details.
StreakUsed as:
- CRM
Your qualified buyers go into Streak, while existing contacts gain missing details.
OntraportUsed as:
- CRM
Your qualified buyers go into Ontraport, while existing contacts gain missing details.
Redtail CRMUsed as:
- CRM
Your qualified buyers go into Redtail CRM, while existing contacts gain missing details.
AccuLynxUsed as:
- CRM
Your qualified buyers go into AccuLynx, while existing contacts gain missing details.
HoldedUsed as:
- CRM
Your qualified buyers go into Holded, while existing contacts gain missing details.
LawmaticsUsed as:
- CRM
Your qualified buyers go into Lawmatics, while existing contacts gain missing details.
Odoo CRMUsed as:
- CRM
Your qualified buyers go into Odoo CRM, while existing contacts gain missing details.
Capsule CRMUsed as:
- CRM
Your qualified buyers go into Capsule CRM, while existing contacts gain missing details.
KlickTippUsed as:
- CRM
Your qualified buyers go into KlickTipp, while existing contacts gain missing details.
LoopsUsed as:
- CRM
Your qualified buyers go into Loops, while existing contacts gain missing details.
Made for your industry
Build Prospecting Lists is made for businesses in these industries.
- Advertising and Marketing
Find prospective client contacts at companies that fit the agency's focus.
Show all Agents for the Advertising and Marketing industry - Software
Find buyers at target accounts for software sales outreach.
Show all Agents for the Software industry - IT Services
Find buyers at companies that fit the firm's IT service offering.
Show all Agents for the IT Services industry - Consulting
Find decision-makers at companies that fit the firm's client profile.
Show all Agents for the Consulting industry - Staffing and Recruiting
Find contacts at target employers for staffing sales outreach.
Show all Agents for the Staffing and Recruiting industry - Wholesale Distribution
Find buyers at target retailers and other business accounts.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Find buyers at companies that fit the manufacturer's target market.
Show all Agents for the Manufacturing industry - Insurance
Find contacts at target companies for commercial insurance outreach.
Show all Agents for the Insurance industry - Management Consulting
Find leaders at target companies for consulting outreach.
Show all Agents for the Management Consulting industry - Telecommunications
Find business buyers at companies that fit the provider's sales focus.
Show all Agents for the Telecommunications industry - Commercial Cleaning
Find facilities contacts at companies that fit the cleaning firm's market.
Show all Agents for the Commercial Cleaning industry - Transportation and Logistics
Find shipping decision-makers at companies that fit the sales team's profile.
Show all Agents for the Transportation and Logistics industry
Made for your role
Build Prospecting Lists is made for people in these roles.
- Account Executive
Find decision-makers at target accounts for direct outreach.
Show all Agents for the Account Executive role - Sales Development Representative
Build a fresh list of reachable buyers for weekly outreach.
Show all Agents for the Sales Development Representative role - Sales Operations Specialist
Create CRM contacts with valid emails and mobile numbers.
Show all Agents for the Sales Operations Specialist role - Sales Manager
Keep the team's prospecting list fresh with qualified contacts.
Show all Agents for the Sales Manager role - Sales Operations Manager
Keep prospect contact details complete across the CRM.
Show all Agents for the Sales Operations Manager role - Revenue Operations Manager
Keep new outreach contacts aligned with the team's target profile.
Show all Agents for the Revenue Operations Manager role
Made for your department
Build Prospecting Lists is made for people in these departments.
- Sales
Build a weekly list of qualified buyers ready for outreach.
Show all Agents for the Sales department - Sales Operations
Add reachable prospects to the CRM without duplicate email contacts.
Show all Agents for the Sales Operations department - Revenue Operations
Keep new prospect records complete for sales outreach.
Show all Agents for the Revenue Operations department
How Build Prospecting Lists works
6 steps, in order, on every run.
-
Search for Target CompaniesSearch companies using the profile you choose, including industry and size. Report an empty batch if none match.
-
Find Buyers at Those CompaniesFind people at matching companies using your chosen titles or seniorities. Report an empty batch if no buyers match.
-
Check Work Emails and Mobile NumbersEnrich buyers for work email and mobile number. Keep people with valid work emails and mobile numbers; count those left out.
-
Prepare the Prospecting BatchRemove repeated email addresses and cap the batch at your chosen contact limit. Keep a count of candidates left out.
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Save Qualified CRM ContactsFind existing contacts by work email. Create new contacts or fill empty mobile, job title, and company fields on matches.
-
Report the Run ResultsReport how many buyers qualified or were excluded. Flag ambiguous matches and save failures for your review.
How to Get Started
Connect the tools you already use, such as HubSpot, LeadConnector or Salesforce.
30 tools
- Choose the Monday run time and time zone, the maximum companies and people to review, and the maximum contacts to save per run.
- Set the target industries, employee range, revenue range, countries, buyer job titles or seniorities, and any excluded companies.
- Connect the prospect search and enrichment account with enough search, email, and mobile credits.
- Connect the CRM with permission to find, create, and update contacts; choose the contact fields used for company, job title, work email, and mobile number.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Build Prospecting Lists:
Yes. You choose the company filters, buyer roles, exclusions, and volume limits during setup.
People without a valid work email or mobile number stay out of your CRM batch. Your run summary counts why they were excluded.
No. The Agent fills only empty mobile, job title, and company fields on matching contacts. You can review ambiguous matches; existing contacts stay unchanged.
The Agent stops further requests and reports the partial batch and provider error. Your sales lead can review what needs attention.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
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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