Guides & Workflows

Capture leads & narrow down with AI

Find and capture new leads directly where you work, then use advanced filtering & AI criteria to narrow it down

1. Capture leads from LinkedIn Search →

2. Capture leads who works at a certain company →

3. Capture leads from a LinkedIn Profile →

4. Grab leads from post audience (coming soon)

5. Find lookalike companies & profiles (coming soon)

Classifying & Enriching

Add deeper context to saved contacts to personalize outreach.

1. Use AI Columns in your pipeline →
   Classify B2B, B2C, target customers, or write personalized message snippets

Outreach

1. Send email campaigns on Gmail →
   Run personalized outreach campaigns with auto follow-ups right from Gmail.

Manage LinkedIn convos & Gmail threads in CRM

1. Manage LinkedIn conversations & update CRM →
   Track conversations, responses, and next steps within LinkedIn

2. Manage Gmail conversations & update CRM →
   Track email threads and keep pipeline updated right inside Gmail