UpLead

Access UpLead's B2B contact and company database. Agents enrich people and companies, search for contacts at a target company by job function and seniority, and monitor remaining API credits.

5 actions available

Inbound lead captured with a work email

Agent calls Get Remaining Credits to confirm balance before enriching

Agent calls Enrich Person and Company to build the full profile

Agent keeps the record only if the email came back valid or accept-all

Enriched contact and company written to the CRM

Rep alerted with the completed profile

Rep confirms a low-confidence match before it overwrites CRM fields as truth

What This Integration Enables

Agents use UpLead to turn a bare email or a target domain into records a sales team can act on. Enrich Person returns a professional profile with a verified work email, direct-dial numbers, LinkedIn URL, and current company. Enrich Company returns firmographics: employee count, revenue, industry, SIC and NAICS codes, and social profiles. Enrich Person and Company combines both from a single work email, which suits fast form-fill and CRM auto-population. Search Contacts builds a prospect list at a target company, filtered by job function, management level, title, and location, and returns paginated results the agent can page through. Get Remaining Credits lets an agent confirm the connection and check the balance before a batch, since UpLead charges per revealed record.

Without FlowRunner

Thin lead records A work email arrives with no title, phone, or company context attached

Manual list building Someone searches for contacts at each target account by hand

Blind credit use Batch enrichment runs without checking how many credits remain

With FlowRunner

Full profiles One call returns the person's title, verified email, phone, LinkedIn, and company

Filtered prospect lists Search returns contacts at a company filtered by function, level, and location

Credit-aware runs The agent confirms the balance before committing a batch of lookups

Use Case Scenarios

Inbound Lead Auto-Fill

A prospect submits a form with only a work email. The agent calls Enrich Person and Company, gets back the person's title and verified email alongside the company's size, revenue, and industry, and writes a fully populated contact and company into the CRM. The rep opens a complete account, and the work of researching each new lead moves off the rep's queue.

Targeted Prospect List

An agent building a list for a campaign runs Search Contacts against a target company domain, filtered to the job functions and management levels that fit the ICP. It pages through the results, keeps the records with verified emails, and builds a fresh prospect list of names, titles, and addresses. The sales team gets a filtered list without anyone doing manual sourcing.

Account Scoring From Firmographics

When a new domain enters the pipeline, an agent calls Enrich Company to pull employee count, revenue, and industry, then scores the account against ICP thresholds. High-fit accounts are prioritized and routed with the firmographics attached, so reps work the strongest accounts first instead of taking them in the order they arrived.

Human-in-Loop Highlight

Enrichment returns a match, and a match with an accept-all email or a thin signal is not the same as a confirmed identity. Before an agent lets a low-confidence UpLead match overwrite existing CRM fields as the record of truth, it pauses for a human. This is the digital andon cord: an agent that stops the line rather than writing a shaky match over data a rep may have entered on purpose. The agent messages the record owner through Slack: "UpLead matched this lead to [Name] at [Company], but the email came back accept-all. Confirm before I overwrite the existing contact fields, or keep the current values." The owner confirms or holds, and the CRM keeps clean data instead of absorbing an uncertain match. The agent enriches at scale; the human owns the write that changes the record of truth.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

5 actions

Enrichment

Enrich Person Enrich a single person and return their professional profile: full name, job title and function, management level, verified work email with status, phone and mobile direct-dial numbers, location, LinkedIn URL, and current company. Look someone up by work email or by name plus company domain. One credit per successful match.
Enrich Company Enrich a company and return firmographics: legal name, domain, address, phone, employee count, revenue, industry, SIC and NAICS codes, description, year founded, logo URL, and social profiles. Look up a company by its domain or company name. One credit per successful match.
Enrich Person and Company Enrich a person and their company in a single call from a work email. Returns the combined profile: the person's name, title, verified email, mobile, and LinkedIn, with the company's firmographics nested underneath. Use it when you only have an email and want both records at once.

Prospecting

Search Contacts Search UpLead's B2B database for contacts at a company and return a paginated list of people with titles, verified emails and statuses, phone numbers, LinkedIn URLs, and locations. Filter by company domain plus optional job function, management level, job title, and location. Credits are consumed only when contact records are revealed.

Account

Get Remaining Credits Return the number of API credits remaining on the connected account, along with the account email. Use it as a connection check and to confirm the balance before running enrichment or search operations.

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