- AI-Agent
- Ready to Run
Build Sales Lead List
Rank matching companies and exclude active sales accounts
Use this Agent instantly or customize it - no programming needed
- Profile status changeProfile status change
Your Ready to source status starts a new search after you revise a target profile.
- Target customer profileTarget customer profile
Your profile sets the required company criteria, preferences, exclusions, and requested list size.
- Accounts under active sales workAccounts under active sales work
Your team's active accounts and open opportunities provide names and domains for excluding companies already in play.
- Company search resultsCompany search results
Your search results provide company facts and domains for checking fit and ranking prospects.
- Ranking preferencesRanking preferences
Your chosen weights and tie breaker set the order; your page limit bounds the search.
Podio holds your target profiles and shows the results on each profile item.
Your sales account system shows which companies your team already works, including accounts with open opportunities.
Your company directory finds companies that fit your criteria and supplies their domains and company facts.
- Missing profile detailsMissing profile details
Your profile item names the criteria you need to add before the search can start.
- Source failure noticeSource failure notice
Your profile item names the failed lookup instead of showing an unchecked list as final.
- No-match resultNo-match result
Your profile item shows that no eligible companies turned up and names the filters used.
- Review notesReview notes
Your notes flag uncertain account matches, missing company facts, or a shortfall in the requested list.
- List ready statusList ready status
Your profile item shows List ready when the results and any review notes are available.
- Ranked prospect listRanked prospect list
Your dated list orders qualifying companies by score, with each domain, matching facts, and a short fit reason.
- Review notesReview notes
Your notes flag uncertain account matches, missing company facts, or a shortfall in the requested list.
- List ready statusList ready status
Your profile item shows List ready when the results and any review notes are available.
This Agent starts when you mark a revised target profile ready. It finds matching companies and checks which accounts your team already works. It posts a ranked list with fit reasons on the profile.
Modify Agent
Customize this Agent to fit your needs using natural language.
Start Agent for Free
Enter your email address and we will send you a secure link to continue.
HubSpotUsed as:
- Sales account system
HubSpot shows which companies your team already works, including accounts with open opportunities.
SalesforceUsed as:
- Sales account system
Salesforce shows which companies your team already works, including accounts with open opportunities.
monday.comUsed as:
- Sales account system
monday.com shows which companies your team already works, including accounts with open opportunities.
ActiveCampaignUsed as:
- Sales account system
ActiveCampaign shows which companies your team already works, including accounts with open opportunities.
PipedriveUsed as:
- Sales account system
Pipedrive shows which companies your team already works, including accounts with open opportunities.
Zoho CRMUsed as:
- Sales account system
Zoho CRM shows which companies your team already works, including accounts with open opportunities.
CloseUsed as:
- Sales account system
Close shows which companies your team already works, including accounts with open opportunities.
AttioUsed as:
- Sales account system
Attio shows which companies your team already works, including accounts with open opportunities.
ApolloUsed as:
- Sales account system
Apollo shows which companies your team already works, including accounts with open opportunities.
- Company directory
Apollo finds companies that fit your criteria and supplies their domains and company facts.
PodioUsed as:
- Sales targeting board
Podio holds your target profiles and shows the results on each profile item.
Microsoft Dynamics 365 CRMUsed as:
- Sales account system
Microsoft Dynamics 365 CRM shows which companies your team already works, including accounts with open opportunities.
ClayUsed as:
- Company directory
Clay finds companies that fit your criteria and supplies their domains and company facts.
Bigin by Zoho CRMUsed as:
- Sales account system
Bigin by Zoho CRM shows which companies your team already works, including accounts with open opportunities.
Bitrix24 CRMUsed as:
- Sales account system
Bitrix24 CRM shows which companies your team already works, including accounts with open opportunities.
CopperUsed as:
- Sales account system
Copper shows which companies your team already works, including accounts with open opportunities.
StreakUsed as:
- Sales account system
Streak shows which companies your team already works, including accounts with open opportunities.
Odoo CRMUsed as:
- Sales account system
Odoo CRM shows which companies your team already works, including accounts with open opportunities.
Capsule CRMUsed as:
- Sales account system
Capsule CRM shows which companies your team already works, including accounts with open opportunities.
Freshsales SuiteUsed as:
- Sales account system
Freshsales Suite shows which companies your team already works, including accounts with open opportunities.
Teamleader FocusUsed as:
- Sales account system
Teamleader Focus shows which companies your team already works, including accounts with open opportunities.
MOCOUsed as:
- Sales account system
MOCO shows which companies your team already works, including accounts with open opportunities.
Made for your industry
Build Sales Lead List is made for businesses in these industries.
- Advertising and Marketing
Rank prospective agency clients against the team's target profile.
Show all Agents for the Advertising and Marketing industry - Software
Surface software prospects that fit the profile and avoid active accounts.
Show all Agents for the Software industry - IT Services
Find companies that fit service targets without revisiting active accounts.
Show all Agents for the IT Services industry - Consulting
Find prospective client companies that fit the firm's sales criteria.
Show all Agents for the Consulting industry - Staffing and Recruiting
Prioritize prospective employer clients that fit the target profile.
Show all Agents for the Staffing and Recruiting industry - Wholesale Distribution
Find business buyers that match distribution targets and clear active accounts.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Rank potential business buyers by fit with the sales team's criteria.
Show all Agents for the Manufacturing industry - Cybersecurity
Prioritize security prospects that fit the profile and clear active accounts.
Show all Agents for the Cybersecurity industry
Made for your role
Build Sales Lead List is made for people in these roles.
- Sales Development Representative
Prioritize new companies to approach from a ranked prospect list.
Show all Agents for the Sales Development Representative role - Sales Manager
Build a ranked prospect list for the team's revised target profile.
Show all Agents for the Sales Manager role - Business Development Manager
Rank new client prospects against the target customer profile.
Show all Agents for the Business Development Manager role - Lead Generation Specialist
Find fresh company prospects and set aside accounts already in play.
Show all Agents for the Lead Generation Specialist role - Sales Researcher
Match company facts to the target profile and explain each prospect's fit.
Show all Agents for the Sales Researcher role - Sales Operations Manager
Keep prospect lists aligned with target criteria and active account records.
Show all Agents for the Sales Operations Manager role
Made for your department
Build Sales Lead List is made for people in these departments.
- Sales
Fill the team's targeting board with ranked prospects outside active accounts.
Show all Agents for the Sales department - Sales Operations
Turn revised target criteria into a ranked list without active accounts.
Show all Agents for the Sales Operations department
How Build Sales Lead List works
5 steps, in order, on every run.
-
Read the revised target profileRead the profile's criteria and requested list size when you mark it ready. Post missing required fields and wait for your changes.
-
Check accounts under active sales workRetrieve accounts in the statuses and opportunity stages you choose. Use their website domains to spot companies your team already works.
-
Find companies that fitSearch the company directory within your page limit. Keep companies that meet the profile's required criteria.
-
Rank eligible prospectsExclude companies with matching account domains. Hold uncertain name matches for your review. Score the rest using your chosen weights and tie breaker.
-
Post the ranked listPost the dated list and fit reasons on the profile item. Mark successful results List ready. Report source failures without finalizing an unchecked list.
How to Get Started
Connect the tools you already use, such as HubSpot, Salesforce or monday.com.
21 tools
- Choose the target customer profile board and a Ready to source status. Each profile item has required industries, headquarters locations, employee and revenue ranges, optional preferred technologies, exclusions, and a requested list size.
- Choose which account statuses and open opportunity stages mean the sales team is already working a company; make account website domains available for matching.
- Set the ranking weights for preferred criteria, the tie breaker, and the maximum number of company search pages to review.
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 List:
You see the missing fields on the profile item. The Agent waits for you to complete them before searching.
The Agent excludes companies whose domains match active accounts. You choose which statuses and open opportunity stages count. You review uncertain name matches.
Yes. You set weights for preferred criteria and a tie breaker. The list shows matching facts and a short fit reason for every company.
You get the eligible companies found and a note about the shortfall. If none qualify, you see a no-match result with the filters used.
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.
Agents related to Build Sales Lead List
More ready-to-run Agents for connected work.
See the original approval path alongside a held duplicate card, so your coordinator can reconcile a revised supplier quote.
Your bill review queue shows payments against open tasks, giving your team the details to close or correct the review.
9 toolsYour asset row shows whether the current file version already has a review request, so your team can avoid asking twice.
5 toolsYour team sees when a bill may repeat a paid invoice number. A warning or review question shows what needs attention.
