Search and Workflows
Find leads, save searches and automate the steps between.
5 articles
Build a lead list that books meetingsStart from the buyer, set the few filters that matter, size the list to what you can send, keep out customers and check a sample before you add.Find people and companies with SearchSearch people, companies, job posts and funding rounds, include or exclude any filter, and add the results to a campaign, Accounts or a workflow.Save a search and reuse itSave your filters with a clear name, share them with your team, and use the search in a workflow so Ken adds new matches on a schedule.Automate your outbound with workflowsDescribe a workflow or start from a template, test it on one record, turn it on, and handle the runs that need you.Set spend limits on workflowsCap the credits each workflow and each step can use, choose what happens at the limit, and pick a limit from the estimate.