Managing lead generation can be time-consuming, but with the autopilot search feature, you can automate the process and focus on closing deals. This guide walks you through setting up and optimizing autopilot searches for seamless lead generation and integration with your CRM.
What is Autopilot Search?
Autopilot search allows you to automatically generate leads and send them directly to a connected CRM or a custom webhook daily or at your preferred schedule. This feature reduces manual tasks, enriches leads with valuable data, and integrates them into your workflows effortlessly.
How to Set Up an Autopilot Search
Access Autopilot Search:
Navigate to the “Lead Search” section and click on “Autopilot Search.”Create a New Search:
Click the “Create New Search” button in the top-right corner.
Choose between Company Search or People Search.
Assign a name to your search, e.g., "Demo Autopilot Search."
Define Search Parameters:
Specify the industry or type of leads, e.g., “Realtors in New York.”
Select the number of leads to generate daily (e.g., 20).
Assign leads to an existing list or create a new one.
Set Area Filters:
Choose specific regions, cities, or suburbs for your search.
Exclude areas that aren’t relevant by deselecting them.
Apply Advanced Filters:
Define company size thresholds or exclude unwanted email domains like "admin@."
Filter leads based on reputation, e.g., only companies with four-star ratings and above.
Enrich Data:
Enable data enrichment to gather employee details, job history, and additional contact information.
Choose how many employees to include if enrichment is turned on (costs two additional credits per employee).
Select AI Research Components:
Enable AI features to generate tailored subject lines and introductions.
Integrate these elements into your outreach strategy.
Connect to CRM or Webhook:
Choose to send leads directly to a CRM (e.g., HubSpot or Salesforce) or via a webhook (e.g., Zapier).
Specify how many emails per record you want to include in the data.
Save and Automate:
Save your settings to enable the autopilot search to run daily or as scheduled.
Enhancing CRM Integration with Tags
To maximize the utility of your CRM, assign tags to leads as they’re added. These tags can trigger workflows, automate outreach, or categorize leads based on your requirements.
Key Features and Benefits
Automated Lead Generation: Continuously find and add new leads to your database without manual effort.
Data Enrichment: Access detailed employee data, job history, and other valuable insights for more targeted outreach.
CRM Integration: Seamlessly sync leads with your CRM to initiate automated workflows and follow-up actions.
Customizable Filters: Tailor your search by industry, location, company size, and more to ensure high-quality leads.
AI Assistance: Leverage AI-generated subject lines and introductions for more effective communication.
Conclusion
Autopilot search is a powerful tool for businesses looking to streamline their lead generation process. By automating searches, enriching data, and integrating seamlessly with CRMs, you can save time and focus on building relationships and closing deals.
Set up your autopilot search today and let your lead generation work for you 24/7!