AI-Agents for Lead Sourcing working with monday.com

Find matching leads, verify contacts, build prospect lists. Every one is ready to run, and you can adjust it in plain language.

Route Lead Ad Inquiries

Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.

Works with12 tools
Populate Outreach Campaign

See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.

Works with22 tools
Compile Advisor Lead List

Your lead list is ready for follow-up, with financial, insurance, and mortgage requests sorted by urgency and repeat inquiries brought together.

Works with22 tools
Log Lead Ad Responses

Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.

Works with9 tools
Qualify Lead Ad Contacts

Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.

Works with12 tools
Log Lead Ad Inquiries

Your sales coordinator sees the customer's request and ad source on the linked contact, with a clear status for follow-up or review.

Works with4 tools
Draft Sales Outreach Emails

Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.

Works with12 tools
Build Sales Prospect List

Your next market gets a sourced sales prospect list, with public contact details and possible account matches ready for review.

Works with4 tools
Build Prospect Lists

Get a prospect list from exhibitor and member rosters, with company websites, public contact details, and source links ready for your review.

Works with4 tools
Build Prospect List

Get a B2B prospect list that fits your target market, with business websites, public contact details, and source links ready to review.

Works with5 tools
Build Prospect Shortlist

Your prospecting plan gets a sourced shortlist of companies and contacts, with repeats removed and gaps flagged before outreach.

Works with5 tools
Refresh Employer Openings

Keep your outreach table current when your target employer list changes, with new openings and repeat or older postings flagged for review.

Works with4 tools