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Create

Add missing prospects to Salesforce and HubSpot, on the right account

Find new people at a provider and add them to the CRM, attached to the right account.

SalesforceHubSpotReversible

Companies you do not have yet. Your CRM holds the market you have already met. The accounts you should be selling to, and the people at them who actually own the problem, are not in it at all, so no report will ever show you the gap.

Create is the only tool that adds records rather than correcting them, which makes it the only one with no record scope to choose. It has search criteria instead.

Criteria are the provider's own vocabulary. Job title, management level, department, industry, headcount, revenue, geography, and whether the provider actually holds an email for the person. Rows combine the way you would expect: separate criteria narrow, several values in one criterion widen.

Matching comes before creating. A person who is already in your CRM is not created again, and a new contact is attached to the account they work at, with that account created if you do not hold it yet.

How a pass runs

From scope to record.

  1. Criteria. A run names who to bring in, in the provider's vocabulary, and a cap on how many.
  2. Preview. The search runs first and reports how many people match and how many you would actually create, which is never the same number.
  3. Match. Each result is checked against what you already hold, by identity rather than by name.
  4. Create. New people are created, attached to their employer account, which is created if it is missing.
  5. Record. Every created record is stored so the whole run can be undone.

The detail

What it needs and what it does.

Object
Contacts, with accounts created as needed.
Configured in
Rules, under Field Mapping, shared with Enrichment. Criteria belong to the run.
What it writes
New contacts, and new accounts where the employer is missing.
Who releases it
You choose when you create the run: create on dispatch, or hold the whole run for approval so no credit is spent until somebody says yes.
Reversible
Yes. The records the run created are recorded and can be removed.
CRMs
Salesforce and HubSpot.

Restraint

Searching is free. Creating is not.

So the preview is the default posture rather than an optional extra.

The provider will happily tell you that sixteen thousand people match your criteria. Creating sixteen thousand contacts is almost never what anybody wanted, and it is expensive in two currencies at once: provider credits, and the cleanliness of the CRM you just spent this whole product making correct.

So a run is capped, the preview reports the real number before anything is spent, and the run can be held for approval so that a person sees the count before a single record exists.

For agents

The tools your agent calls.

Reads are free and need no permission to write. Anything that changes a record is a separate grant.

list_search_criteria what the provider can be asked read
preview_records_run how many match, and how many you would create read
create_records_run a run with criteria and a cap write
dispatch_run start it write
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Where to start

Find out how many you have.

The readiness scan runs detection against your own CRM and reports what it finds, before anything is merged.

Run a readiness scan Request a demo