Uplead

Uplead

· #366 most-used

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

CRMSalesMarketingAnalyticsAutomation

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.

Average time saved
10 hours
per person · per month
≈ 1 workdays back

Eliminates manual work. 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.

Schedule

What your Uplead agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
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Fri
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Multi-app workflows

Uplead × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
9Apps spanned
~60 hrsSaved / week
6Personas served
For customer success
Featured4 apps

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.

~10 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·A new support ticket email lands in Gmail from an unknown or partially known company
Result
Get company technographicsPost company brief to #cs-queue channelBook follow-up slot if enterprise tier
The win
Saved per run
~1 hrs
Runs / week
~10×
CS team walks into every ticket with full account context in under 30 seconds
Driven byCustomer Support Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    18 min / week
    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.

    Sales Agent
    0 min
    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 min / week
    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.

    Marketing Agent
    0 min
    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 min / week
    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.

    Customer Support Agent
    0 min
    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 min / week
    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.

    Human Resources Agent
    0 min
    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 min / week
    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.

    Finance Agent
    0 min
    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 min / week
    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.

    Operations Agent
    0 min
    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 min / week
    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.

    Legal Agent
    0 min
    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.

+ 100s of other Uplead automations
Average monthly
10 hrs / person / month
Average monthly
10 hrs / person / month
Calculator

Calculate what your team saves

Team size
10 person
Hourly rate
$20 / hr
Hours saved / week
25
Hours saved / year
1,250
Annual ROI
$25,000

Based on Uplead's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.

Connect

How to plug Uplead into Actionist

Pick the connection method that suits your environment.

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.

Actions

15 action your agent can call

Read and write operations available to your Actionist agent.

Triggers

7 event your agent can react to

Events your agent watches for, and the actions it kicks off in response.

Skills

Skills that pair with Uplead

Reusable agent skills that work well alongside this app.

No paired skills curated yet. Add this app to your agent to discover what fits.
MCP servers

MCP servers that work with Uplead

Connect Actionist to MCP servers built for or around this app.

No MCP servers indexed for this app yet.
FAQs

Questions about 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.