Oh hey LoneScaler! 👋

"Lists" are central in LoneScale: you can import an Account or a Contact list and then use it in a workflow 🚀 !

There are 2 kinds of lists with specific usages:


☀️ Few examples of what you can do with a List of Account

  1. Enrich a list of prospects

    1. create a list of your customers from your CRM

    2. create an "Account Enrichment" workflow with this list

    3. receive enriched companies

  2. Exclude your customers of your Sales Intents

    1. create a list of your customers from your CRM

    2. create a "Lead Generation" workflow excluding this list

    3. don't receive Buying Intents for those companies

  3. Receive Buying Intents from prospects

    1. create a list of companies you are looking for

    2. create a "Lead Generation" workflow with this list

    3. receive Buying Intents for those companies and up to date data to personalize your touchpoints


To begin with, you can do this action via our public API 🚀 ! If you choose to do it manually, please follow these steps

☀️ Create a CSV of Accounts in order to import it in LoneScale

  • You can export the Data from any endpoint you want: for example your CRM or another tool with customer data

  • Create a CSV with this Data

  • Your file must contain:

    • a column named "domain" (filled with the domains of the companies)

    • AND/OR a "name" and a "location" columns (filled with the names and locations of the companies)

  • Your file must contain 6 columns maximum, so you can add more columns to your CSV for example, you can add an ID of companies. In this way, you have a unique and personalized identifier that you will find in your results

Example of a CVS:


☀️ Import your List

  • Now you have a perfect CSV, you just have to import it in LoneScale

  • Click on the button "Import your first list" (if you already have lists click on the add button)

    • Select "Company List"

  • Please follow the instructions on your screen (maximal size for your file, ...)

  • Choose a name for your list

  • And let's go!


☀️ What to do with a company list?

Well done you have imported a company list, now you can:

➡️ When you create a "Lead Generation" workflow:

  • Include it in a workflow to fetch job offers only for these companies

  • Exclude it in a workflow to exclude job offers matching these companies

➡️ When you create an "Accounts enrichment" workflow:

  • Include a list to enrich the companies

➡️ Quick actions directly from "Lists" page:

  • You can do all these actions directly after your import

➡️ "Lists" page:

  • Download it if you need to check it

  • Delete it if you don't need this list or if you have reached your maximum number of lists (you cannot delete a list that is used on a workflow)

Still have questions?

☀️ If you haven't found the answer you were looking for, please ask our lovely team on the LoneScale chat ❤️

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