Choose the right workflow

Before you start

• Start with the outcome you want: find leads, import LinkedIn profiles, launch outreach, manage replies, automate research, or fix an issue.
• Choosing the wrong workflow usually creates extra cleanup, duplicate data, or weak campaign targeting.
• When in doubt, create a small test list and validate the workflow before scaling it.

Recommended workflow

Part 1

Use Lead Finder when you need a searchable audience

Choose Lead Finder for people search, company search, AI lead discovery, lookalikes, and database-driven prospecting. This is the best starting point when you know your ICP but do not yet have contacts.

Part 2

Use LinkedIn extraction when the source is already on LinkedIn

Choose LinkedIn extraction for LinkedIn search pages, Sales Navigator searches, post engagement, and visible profile capture. Review profiles before adding them to lists.

Part 3

Use Lists when you already have contacts

Choose Lists for CSV uploads, imported leads, verification, field mapping, downloads, and audience cleanup before campaigns.

Part 4

Use Campaigns when the audience and senders are ready

Choose Campaigns after the list is focused, senders are connected, copy is written, and validation can pass.

Part 5

Use Unibox, CRM, Agents, and Analytics after or around outreach

Use Unibox for replies, CRM for records and tasks, agents for repeatable work, and analytics for performance decisions.

What to do next

• If the workflow touches outreach, check sending setup before launch.
• If the workflow creates records, review duplicates and field mapping before using the data.
• If an agent is involved, review outputs before approving important changes.

FAQ