Deal Sourcing

Scans funding rounds, hiring signals, and technographic data to identify accounts entering a buying window, then builds prioritized lists.

Find net new pipeline by scanning funding events

Most outbound teams rely on purchased lists or manual LinkedIn searches. Those lists age quickly, and the leads everyone targets are the same ones every competitor already has in their CRM. Meanwhile, companies raising new rounds, posting for new roles, or adopting adjacent tools are actively entering a buying window, and nobody on your team sees it.

How the Deal Sourcing works

The agent continuously monitors publicly available signals: funding rounds, executive hires, job postings for relevant roles, technology adoption indicators, and company growth patterns. When an account matches your ideal customer profile and shows one or more buying signals, the agent creates a sourced opportunity record with the signal details attached.

What it tracks and delivers:

  • Funding announcements from Series A through growth rounds in your target verticals
  • Hiring activity that indicates budget allocation (e.g., a company hiring five sales reps likely needs enablement tooling)
  • Technographic changes such as adopting a competitor product or a complementary platform
  • Prioritized account lists ranked by signal strength and ICP fit

Why you need the Deal Sourcing

This agent serves sales development organizations at B2B companies where outbound sourced pipeline represents a meaningful share of revenue. Teams with 3+ SDRs who collectively need to generate 100+ new accounts per quarter will benefit most. If your pipeline is primarily inbound driven, the Inbound Lead Scorer is a better starting point for prioritizing existing demand.

How the Deal Sourcing compares

The Lead List Builder assembles prospect lists from static criteria (industry, headcount, location). The Deal Sourcing Agent goes further by combining those criteria with real time signals that indicate buying intent. Use the Lead List Builder when you know exactly who to target. Use Deal Sourcing when you want the agent to find accounts you did not know to look for.

Meet ClickUp Super Agents

Super Agents are AI-powered teammates inside ClickUp that take action on your work, not just answer questions.

You can assign tasks, message them directly, or @mention them in your workspace. They can create tasks, triage requests, update priorities, write content, and run workflows automatically using the same context your team works in.

Because Super Agents live inside ClickUp, the all-in-one workspace for projects, docs, and collaboration, they follow your processes and stay in sync with your work.

Meet ClickUp Super Agents

Frequently asked questions