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Lead Lists Workflow Guide

This guide demonstrates how to use the Lead Lists API endpoints together to build a complete workflow for managing leads.

Overview

The Lead Lists API provides a complete set of endpoints for:
  1. Searching for prospects or companies using filters
  2. Creating lead lists (people or company lists)
  3. Adding found leads to your lists
  4. Retrieving leads from your lists
  5. Deleting leads from your lists
  6. Importing leads into campaigns

Complete Workflow Example

Step 1: Create a Lead List

First, create a new lead list. Choose the type based on whether you want to manage people or companies.

Step 2: Search for Prospects

Search for prospects using various filters. The search respects your organization’s search limits.

Step 3: Add Prospects to Your List

Extract the prospect IDs from search results and add them to your lead list.

Step 4: Review and Filter Your List

Retrieve leads from your list with additional filtering or sorting.

Step 5: Clean Up Your List (Optional)

Remove prospects that don’t meet your criteria.

Step 6: Enrich Email/Phone (Optional)

Before importing to campaigns, you may want to enrich missing contact information.

Step 7: Import to Campaign

Once your list is ready, import it into a campaign for outreach.

Working with Company Lists

The workflow for company lists is similar, but uses company_ids instead of prospect_ids.

Advanced: Batch Processing

For large-scale operations, use pagination to process all results.

Error Handling

Always implement proper error handling in production code.

Enrichment Workflow

Email and phone enrichment is a powerful feature for lead lists:

Best Practices

  1. Pagination: Always use pagination when dealing with large result sets
  2. Error Handling: Implement retry logic for transient errors
  3. Rate Limiting: Be mindful of API rate limits
  4. Search Limits: Monitor your organization’s monthly search limit
  5. Data Validation: Validate prospect/company IDs before adding to lists
  6. List Organization: Use descriptive names for your lead lists
  7. Regular Cleanup: Remove outdated or invalid leads periodically
  8. Check Enrichment Costs: Always check costs before enriching
  9. Enrich Strategically: Email enrichment is cheaper than phone (3 vs 30 credits)
  10. Monitor Credits: Keep track of your credit balance to avoid interruptions

API Endpoints Summary