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
AI agentsAI agents qualify accounts, contacts, and signals by analyzing data, then write personalized messages like a human all fully automated.
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