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:
Contact lists -> in this article
Accounts lists -> read this article
☀️ Few examples of what you can do with a List of Contact
Enrich a all the contacts of your CRM
create a list of your contacts from your CRM
create a "Contact Tracking" workflow with this list
track 100% of your customers and prospects
receive enriched contacts
be notified when someone changes jobs or companies
3x sell
20% of your contacts change jobs every year
reduce churn by knowing customers' changes
Retrieve Linkedin URL from contact Data
create a list of your contacts without Linkedin URL from your CRM
create a "Contact Tracking" workflow with this list
get the LinkedIn URL and enriched contacts
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 Contacts 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 at least 2 of the following columns:
"linkedin_url" "full_name" "first_name" "last_name" "location" "current_position" "company_name" "email"
Your file must contain 10 columns maximum, so you can add more columns to your CSV for example, you can add an ID of contact. 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 "Contact 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 Contact list?
Well done you have imported a company list, now you can:
➡️ When you create a "Contact Tracking" workflow:
Include it to enrich all your contacts
➡️ "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 ❤️