AI-Agents for Data Import in Software 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

Rank buyers from saved searches for software sales outreach.

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

Works with12 tools
Log Lead Ad Submissions

Log product inquiries from paid campaigns for sales follow-up.

Get Facebook Lead Ads submissions into Google Sheets with cleaner contact details and a status your team can use to review leads.

Works with19 tools
Refresh Sales Lead Sheet

Keep software sales prospect sheets current as buyers change roles.

Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.

Works with9 tools
Add Qualified Contacts

Add verified software prospects to outreach and flag repeat contacts.

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

Check software buyer contacts before adding them to sales 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
Compile CRM Lead List

Sort software prospects by territory and fit for outreach.

Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.

Works with25 tools
Build B2B Lead List

Find companies and buyers that fit the software sales brief.

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

Rank decision makers at accounts that fit a software sales brief.

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

Find current contacts at target accounts for software sales.

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
Clean Lead Submissions

Clean inbound prospect contacts and email the sales team for follow-up.

Your lead tracker gets clean contact details and a follow-up status, while your sales team gets the details by email.

Works with7 tools
Enter Prospecting Leads

Prepare clean prospect contacts for software sales follow-up.

Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.

Works with34 tools
Add Trade Show Prospects

Add qualified trade show prospects to software sales outreach with their source.

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

Works with
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