Uplead

Uplead

· پراستفاده‌ترین #366

Find verified B2B leads — and act on them — without leaving your agent.

CRMSalesMarketingتحلیل دادهاتوماسیون

UpLead is a B2B prospecting platform with 95% data accuracy: search 155 million contacts by firmographic, technographic, and seniority filters, verify emails in real time, and pull enriched company profiles in seconds. Once connected, your agent can search for ICP-fit contacts, bulk-download verified lists, push qualified leads straight into HubSpot or Salesforce, enrich stale records, and monitor saved searches so you're always working on current, deliverable data — not a guessed-at export from six months ago.

میانگین زمان صرفه‌جویی‌شده
10 ساعت
برای هر نفر · در هر ماه
تقریبا 1 روز کاری برگشتی

کار دستی را حذف می‌کند. UpLead automation eliminates the manual cycle of searching, filtering, exporting, deduplicating, and importing prospect lists — tasks that previously pulled reps away from selling for hours each week.

زمان‌بندی

عامل Uplead شما چه چیزهایی را خودکار اجرا می‌کند

یک هفته کارهای زمان‌بندی‌شده که عامل Actionist از طرف شما اجرا می‌کند.

28کارهای زمان‌بندی‌شده
7عامل‌های فعال
24/7همیشه روشن
عامل‌ها
چهارشنبهجمعه
چهارشنبه
پنجشنبه
جمعه
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
گردش‌کارهای چنداپلیکیشنی

Uplead × همه اپلیکیشن‌های دیگر شما

اتوماسیون‌های سرتاسری که چند اپلیکیشن را به هم وصل می‌کنند؛ هرکدام یک خروجی واقعی کسب‌وکار.

6گردش‌کارها
9اپلیکیشن‌های درگیر
حدود 60 ساعتصرفه‌جویی در هفته
6نقش‌های پوشش‌داده‌شده
برای موفقیت مشتری
ویژه4 اپلیکیشن

Enrich every inbound ticket with live company data

When a support ticket arrives from an account the agent doesn't fully know, it instantly pulls the company's UpLead profile — verified headcount, revenue band, and tech stack — and posts a formatted brief to the CS Slack channel before anyone types the first reply. The agent then books a follow-up slot in Google Calendar if the account meets a defined enterprise tier, so nothing slips through the cracks during a busy queue.

حدود 10 ساعت

زمانی که تیم شما هر هفته و به‌صورت خودکار پس می‌گیرد

جریان کار
تریگر·A new support ticket email lands in Gmail from an unknown or partially known company
نتیجه
Get company technographicsPost company brief to #cs-queue channelBook follow-up slot if enterprise tier
برد اصلی
صرفه‌جویی در هر اجرا
حدود 1 ساعت
اجرا در هفته
~10×
CS team walks into every ticket with full account context in under 30 seconds
اجرا توسطCustomer Support Agent
بازگشت سرمایه

صرفه‌جویی

چیزی که تیم شما پس می‌گیرد: کارهای دستی‌ای که حذف می‌شوند و ارزشی که ایجاد می‌شود.

بدون Actionist

کاری که امروز دستی انجام می‌دهید

با Actionist

کاری که عامل شما برایتان اجرا می‌کند

  • Sales
    18 دقیقه در هفته
    Manual lead list building

    Reps spend 18+ minutes each week filtering UpLead manually, exporting CSVs, and importing into the CRM — a dead-time loop that eats into selling hours.

    عامل Sales
    ۰ دقیقه
    Agent-run territory searches

    The Sales Agent runs saved searches on schedule, verifies emails, deduplicates against the CRM, and pushes net-new contacts — all before the rep's morning standup.

  • Marketing
    13 دقیقه در هفته
    Campaign list curation

    The marketing team manually filters UpLead for each campaign segment, downloads contacts, and loads them into the email platform — a multi-step process repeated every launch.

    عامل Marketing
    ۰ دقیقه
    Agent-built campaign segments

    The Marketing Agent creates saved searches from campaign ICP parameters, bulk-downloads verified contacts, and seeds the email platform automatically at the start of each campaign.

  • Customer Support
    18 دقیقه در هفته
    Manual account enrichment

    When a high-value support ticket arrives with minimal context, the CS team manually looks up the company in UpLead and copy-pastes firmographic details into the ticket — adding 18 minutes of delay per escalation.

    عامل Customer Support
    ۰ دقیقه
    Instant company context surfaced

    The Support Agent automatically enriches the company record in UpLead the moment a priority ticket opens, attaching employee count, revenue band, and tech stack to the case before the first reply.

  • Human Resources
    7 دقیقه در هفته
    Vendor contact research

    HR manually searches UpLead to find the right contact at a vendor or recruiting firm — repeating the same filter steps for each new vendor engagement.

    عامل Human Resources
    ۰ دقیقه
    Agent-resolved vendor contacts

    The HR Agent looks up verified contacts at target vendors and staffing firms in UpLead and delivers a ready-to-use list with direct emails and phone numbers to the team.

  • Finance
    13 دقیقه در هفته
    Credit usage reconciliation

    Finance manually checks the UpLead account portal each month to tally credits consumed per team and build a budget summary — a time-consuming and error-prone manual exercise.

    عامل Finance
    ۰ دقیقه
    Automated credit reconciliation

    The Finance Agent pulls the credits-used report from UpLead at month-end, maps consumption to team and campaign, and posts a formatted budget summary to finance with no manual portal access required.

  • Operations
    25 دقیقه در هفته
    Database health maintenance

    RevOps manually re-enriches stale CRM contacts in UpLead and re-imports updated records — a laborious batch process that happens quarterly at best, leaving the database unreliable in between.

    عامل Operations
    ۰ دقیقه
    Continuous database enrichment

    The Operations Agent runs weekly enrichment passes in UpLead, automatically updating CRM records where job titles, emails, or company data has changed — the database stays current without human intervention.

  • Legal
    6 دقیقه در هفته
    Contract party verification

    Legal manually looks up counterparty companies in UpLead to verify firmographic details before contract review — a six-minute step repeated for every new counterparty.

    عامل Legal
    ۰ دقیقه
    Agent-verified counterparty data

    The Legal Agent retrieves verified company details from UpLead for every new counterparty and appends the enriched profile to the contract record before review begins.

+ صدها اتوماسیون دیگر Uplead
میانگین ماهانه
10 ساعت / نفر / ماه
میانگین ماهانه
10 ساعت / نفر / ماه
محاسبه‌گر

محاسبه کنید تیم شما چه چیزی ذخیره می‌کند

اندازه تیم
10 نفر
نرخ ساعتی
20 دلار / ساعت
ساعت ذخیره‌شده / هفته
25
ساعت ذخیره‌شده / سال
1,250
بازگشت سالانه
$25,000

بر اساس الگوی رایج استفاده تیمی از Uplead: کارهای قابل مشاهده به‌علاوه چند اتوماسیون دیگر که عامل اجرا می‌کند: حدود2.5 ساعت / نفر / هفته کار اداری خودکار می‌شود.

اتصال

چطور Uplead را به Actionist وصل کنید

روش اتصالی را انتخاب کنید که با محیط کاری شما سازگار است.

The fastest path — connect UpLead's MCP server in one click and the agent gains full access to search, enrich, verify, and push leads without you managing a token. Permissions are scoped to your UpLead account and revocable at any time.

1
Open the Apps tab

Find UpLead in the Apps library and click Connect. MCP is selected by default.

2
Authorise in UpLead

You'll be redirected to uplead.com to approve the connection. Log in with your UpLead credentials and confirm the permission grant — this links your account to Actionist without sharing your API key.

3
Test the connection

Actionist runs a read-only account-info call to verify the handshake. You're ready.

اکشن‌ها

15 اکشن که عامل شما می‌تواند اجرا کند

عملیات خواندن و نوشتنی که برای عامل Actionist شما در دسترس است.

تریگرها

7 رویداد که عامل شما می‌تواند به آن واکنش نشان دهد

رویدادهایی که عامل شما زیر نظر می‌گیرد و در پاسخ به آن‌ها اکشن اجرا می‌کند.

مهارت‌ها

مهارت‌هایی که با Uplead خوب کار می‌کنند

مهارت‌های قابل استفاده مجدد عامل که کنار این اپلیکیشن مفید هستند.

هنوز مهارت جفت‌شده‌ای آماده نشده است. این اپلیکیشن را به عامل خود اضافه کنید تا گزینه‌های مناسب را کشف کنید.
سرورهای MCP

سرورهای MCP سازگار با Uplead

Actionist را به سرورهای MCP ساخته‌شده برای این اپلیکیشن یا پیرامون آن وصل کنید.

هنوز سرور MCP برای این اپلیکیشن فهرست نشده است.
پرسش‌ها

پرسش‌ها درباره Uplead + Actionist

How do I connect UpLead to Actionist?
The fastest path is MCP: open the Apps tab, find UpLead, and click Connect. You'll be prompted to authorise your UpLead account in one click — no token management, no copy-pasting credentials. If you prefer direct API access, navigate to uplead.com → Account → Profiles, generate a new API key, and paste it into the API key connection method instead.
What credentials does UpLead require?
The MCP method uses a permissioned OAuth-style handshake — no credentials to manage. For the API key method, UpLead issues a single API token found in Account → Profiles → Generate New API Key. The token grants full read and write access to your account, so store it securely and rotate it if it's ever exposed.
Can the agent combine UpLead with my CRM and outreach tools?
Yes — that's the primary use case. The agent can search UpLead for ICP-fit contacts, verify their emails in real time, deduplicate against your Salesforce or HubSpot database, and push only net-new records into the CRM in a single automated run. You can also chain UpLead enrichment into outreach-sequence enrollment, ABM platform syncs, or Slack notifications without writing any code.
What are the most common UpLead automations teams run?
The top automations are: (1) scheduled saved-search refreshes that push net-new contacts to the CRM every week, (2) inbound-lead enrichment that completes a contact's email, phone, and firmographics the moment they fill a form, (3) bulk-download + email-verification pipelines before campaign sends, (4) CRM database health passes that re-enrich stale records on a rolling cadence, and (5) credit-balance monitoring with automatic alerts when burn rate exceeds a threshold.
How does UpLead's credit model work with automation?
UpLead charges credits per contact revealed or email verified — not per API call. The agent only consumes credits when it actually reveals a new contact or runs a verification, so read operations like listing saved searches or checking account info are free. You can configure credit-balance alerts in Actionist so the agent notifies your team before the monthly allotment runs out.
How accurate is UpLead's email verification?
UpLead claims 95% data accuracy and verifies emails in real time against the target mail server before delivering a result. The verification returns three verdicts: valid (safe to send), invalid (suppress immediately), or catch-all (the server accepts all addresses — use LinkedIn InMail or phone as a safer first touch). Running every contact through verification before loading into a sequence is the single highest-impact step for protecting your sender reputation.
Can the agent monitor saved searches and alert on new matches?
Yes. The 'New lead match found' trigger fires whenever a saved search returns contacts or companies not present in the previous run. You can configure the agent to respond by enriching the new matches, pushing them to your CRM, enrolling them in an outreach sequence, and posting a summary to Slack — the whole workflow runs automatically without you checking UpLead manually.
How does UpLead technographic data improve sales targeting?
UpLead's technographic data shows which specific tools, platforms, and vendors a target company currently uses. The agent can use this to route contacts to the right outreach template (e.g., integration-focused messaging for companies running HubSpot), flag competitive installs for battle-card delivery, or surface upsell candidates when a customer adds a complementary tool to their stack. Technographic filtering is available on both the Search companies and Enrich company actions.