Enrich decision-makers from a list of accounts.
Input: A company or a list of companies
If you don't have your companies' domain name or LinkedIn URLs, LoneScale can retrieve them.
💡 Tips: Connect your CRM in a few clicks and forget the spreadsheet
🚨 If you will push data to your CRM (Salesforce or Hubspot, we advise you to read the integration setup first):
#1 -> the integration guide for Salesforce or for HubSpot
#2 -> the workflow setup guide (= this article)
1️⃣ Create a Source Prospects Workflow
2️⃣ Name your workflow then go to workflow tab
3️⃣ Select your personas and arrange them in order.
The first persona will be treated as the highest priority.
4️⃣ Optional - Create a enrichment waterfall to get emails and phones
Improve coverage or reduce costs by ordering providers based on your specific enrichment needs.
💡 Pro tip: Select whether you want to enrich email, phone number, or both, depending on your use case.
5️⃣ Optional – Customize your enrichment strategy for each persona
6️⃣ PRO TIPS: You can limit the number of contact to get per personas and per company
7️⃣ Select the integration(s) you want to push data to
You can select one or multiple integrations (HubSpot, Salesforce, Webhook, etc.) depending on where you want the data to go.
8️⃣ Optional - Enable AI Agents
9️⃣ Click on "Create Workflow" and watch the magic happen! ✨
Still have questions?
☀️ If you haven't found the answer you were looking for, please ask our lovely team on the LoneScale chat ❤️