Load new records, update changed rows, export CSVs. Every one is ready to run, and you can adjust it in plain language.
Update prospects' roles before service sales follow-up.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Qualify prospective client contacts before the IT sales team reaches out.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Import response data into the team's spreadsheet and list entries needing fixes.
Your Google Sheets table gains valid entries from new JSON responses, with rejected entries listed for review.
Compile service prospect lists from existing CRM leads.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Gather suitable company contacts for service outreach.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Share client API results as a spreadsheet and matching CSV.
Your teammate gets a shared spreadsheet and matching CSV, with missing values called out instead of buried in raw JSON.
Place approved service project CSVs in partner folders.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
Add new client prospects and flag conflicting contact details.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.
Find nearby businesses in the industries an IT firm serves.
Get a local business lead list with addresses and source links, screened for industry fit and repeat listings before your outreach.
Export prospective client lists for service sales reviews.
Get a current Excel copy of your saved Sales Navigator lead list, with consistent columns and missing details flagged for your team.