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What is Leadinfo Leads?

Turn the companies you find in Insights and Discover into a curated list you can actually act on.

What is Leads?

Leads is where you collect companies for follow-up. You add companies to a Leads list from either Insights or Discover, and from there you're able to sync them to your integrations or export them to a file.


Adding companies to a list

There are two ways to build a Leads list:

  1. Manually: from a company's profile in Insights or from your Discover search results.
  2. Automatically: using a trigger that pushes companies from Insights into a Leads list as soon as they match your conditions.

[screenshot: trigger set up to auto-push companies from Insights to Leads]
 [screenshot: adding a company to a Leads list from Discover results]

What you're able to do with a Leads list

Once companies are in a list, current actions are:

  • Sync the list to a connected integration (e.g. your CRM)
  • Export the list to a file

 

📝 Good to know: Credits are used when you add a company from Discover to a Leads list (or export it), not again when you push it to an integration afterwards.

⚠️ Please note: Leads is currently in early access. If you're using it, some behaviour, particularly around integration pushes, is still being tested and refined.