Lead List Builder

Filters company and contact databases against ICP criteria, deduplicates against CRM records, and exports clean prospect lists.

Build targeted prospect lists using firmographic

SDRs spend hours combining LinkedIn Sales Navigator exports, purchased databases, and CRM records to assemble prospect lists. The lists come back with duplicates, outdated job titles, companies outside the ICP, and contacts who have already been approached. Reps burn through bad data, response rates tank, and the pipeline suffers.

How the Lead List Builder works

The agent constructs prospect lists by filtering against your defined ICP criteria: industry, company size, revenue range, technology stack, geographic location, and job title patterns. It cross references the assembled list against your existing CRM to remove duplicates and previously contacted prospects. The output is a clean, deduplicated list with standardized fields ready for import into your outreach tool.

List building capabilities:

  • Firmographic filtering: industry, headcount, revenue range, funding stage, and geography
  • Technographic filtering: current tools in the prospect's stack relevant to your product category
  • Contact targeting: job title patterns, seniority level, and department
  • CRM deduplication: removes contacts and accounts already in your database with status awareness (excludes active deals, includes closed lost older than six months)

Why you need the Lead List Builder

SDR teams launching new outbound campaigns or entering new market segments will benefit from automated list assembly. The agent is most valuable when your ICP is well defined and your outbound volume requires 500+ new prospects per month. Teams with established account lists or those working named account strategies may not need fresh list generation. For identifying accounts based on real time buying signals rather than static criteria, the Deal Sourcing Agent adds intent data on top of firmographic matching.

How the Lead List Builder compares

The Lead List Builder works with static criteria: "companies with 200 to 1,000 employees in SaaS using Salesforce." The Deal Sourcing Agent adds dynamic signals: "companies matching that profile that just raised funding or posted relevant job openings." Use the Lead List Builder for volume campaigns. Use Deal Sourcing for signal based targeting.

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