Workflows
The basics to manage your workflows, whatever their type. And one section by workflow type to master your workflows and discover our tips
20 articles
Find New & Enrich Contacts
1-Click leads sourcing and waterfall enrichment for emails and phone numbers
- Enrich email and phone numbers for your contactsCreate a waterfall to enrich emails and phone numbers whether from files, Salesforce, HubSpot, or API (maximize data coverage and accuracy).
- Enrich LinkedIn Profile & MQL (Marketing Qualified Leads)Enrich Contacts turns emails into full profiles to qualify inbound leads from webinars, events, and content plus accurate company data.
- 1-Click prospecting & enrichment in SFDC and HubSpotPopulate any account with verified decision-makers with emails, and phone numbers.
- 1-Click Button Enrichment for SalesforceImplement buttons in SFDC that enriches contact or lead with emails, phones, or LinkedIn profiles and find new contacts for accounts.
- Champion job changes tracking - use casesWhy track and enrich contacts' job changes with LoneScale?
- 🔍 Create a "Track Contacts Job Changes" workflowKeep your contact data up to date, be notified of job changes, etc. Learn how to create a "Contacts Job Changes" workflow
- 💎 Create a "New Hires" workflowCapture new executive hires joining your target accounts, get notified of job changes, and stay ahead of key movements that impact your pipeline.
- Create a list of ContactsYou can create a list of contacts and enrich it thanks a "Contact Tracking" workflow
- Monthly contactsHow your monthly contacts work
- Which job changes (customers, champions, users, ...) should you track?Here’s how to identify the right contacts you should be tracking
Manage your workflows
Edit your workflows
- Understand your "Workflows" pageThe "Account" or "Contact" page are your main working page on LoneScale
- Export the results of your workflowsWith this article, you'll understand where to find your results, how to understand them, and how to download them
- One-shot VS PeriodicityThis article will help you understand how the periodicity of workflows works
- Edit your WorkflowsChanged your mind and want to change your workflow criteria? Let me guide you through workflow edition!
- Status of WorkflowsUnderstand and edit the status of your workflows
- Delete your workflowsYou can delete useless workflows
