AI-Agents for Sales Representatives in Data Import working with Podio

Load new records, update changed rows, export CSVs. Every one is ready to run, and you can adjust it in plain language.

Export Lead Lists

Get a ranked prospect spreadsheet from an emailed search link.

Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.

Works with12 tools
Add Qualified Contacts

Add qualified contacts to the outreach register and flag exceptions.

Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.

Works with11 tools
Add Qualified Prospects

Find qualified contacts in the register for prospect outreach.

Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.

Works with8 tools
Build B2B Lead List

Get ranked contacts at companies the team wants to sell to.

Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.

Works with7 tools
Build Sales Lead Lists

Receive a ranked prospect list in the original request thread.

Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.

Works with7 tools
Compile Profile Lead Lists

Turn emailed company and title targets into a checked lead list.

Get a sales lead list with public profile links and role-fit notes when you email the companies and titles you want researched.

Works with7 tools
Add Trade Show Prospects

Prepare checked trade show contacts for sales follow-up.

Your outreach list gets qualified trade show prospects with checked card details and the show recorded as their source.

Works with
Build Territory Lead Lists

Build a sourced lead list for your territory plan.

Get a ranked small business or healthcare lead list for your territory. See contacts, sources, and reasons to prioritize each account.

Works with
Build Campaign Lead List

Find prospects who fit the campaign and see reasons for their rank.

Get a campaign lead list with likely buyers and the signals behind each priority. Your team can review the sources before outreach.

Works with
1–9 of 9