Automated Lusha Prospecting Pipeline for Salesforce
This play runs on a scheduled cadence, searches for new prospects using Lusha’s Prospecting capabilities, enriches those contacts with verified data, and creates new leads directly in Salesforce.
Instead of manual list building or one-off imports, this workflow creates a continuous, automated prospecting pipeline—feeding Salesforce with fresh, enriched leads every few days.
Why this works
Manual prospecting doesn’t scale. Lists go stale, reps spend time searching instead of selling, and lead quality varies by source.
This play centralizes prospecting in Lusha and automates delivery into Salesforce. Leads arrive already enriched, standardized, and ready for routing or outreach—without manual exports or uploads.
What you get
- Scheduled prospecting runs (every 5 days, or custom cadence)
- Automated contact search using Lusha Prospecting filters
- Full contact enrichment (email, phone, title, seniority, company, LinkedIn)
- Automatic Salesforce lead creation
- A steady flow of fresh, sales-ready leads
How to set it up
Connect your apps in Workato
Make sure the following connections are active:
- Lusha: API access for prospecting and enrichment
- Salesforce: permission to create lead records
Configure the schedule
Adjust the cadence based on your needs:
- Every 5 days (default)
- Daily for aggressive outbound
- Weekly for controlled volume
Tip: Start slower, validate lead quality, then increase frequency.
Define your prospecting criteria
Configure Lusha Prospecting filters such as:
- Job titles or functions
- Seniority level
- Industry
- Company size
- Geography
This ensures only ICP-fit prospects enter Salesforce.
Enrich contacts with Lusha
The enrichment step fills in:
- Work email
- Direct or mobile phone (where available)
- LinkedIn URL
- Company details
Best practice: Limit enrichment volume per run to control credit usage.
Create Salesforce leads
Map enriched fields to Salesforce lead properties:
- Name
- Company
- Title
- Phone
- LinkedIn URL
- Lead source (e.g., “Lusha Prospecting – Automated”)
Tip: Use a dedicated lead source value to track performance.
Test end-to-end
Run the recipe manually and confirm:
- Prospects are found
- Enrichment completes successfully
- Salesforce leads are created correctly
What to do next
- Add deduplication rules: Skip contacts already in Salesforce to avoid duplicates.
- Route leads automatically: Assign owners based on territory, segment, or industry.
- Trigger outbound sequences: Enroll new leads into sales engagement tools once created.
- Monitor lead quality: Review early runs and refine prospecting filters.
- Scale thoughtfully:
Increase frequency or criteria breadth once results are validated.
The goal: Prospecting shouldn’t be manual or inconsistent. This play turns Lusha into a continuous, automated lead engine for Salesforce—delivering fresh, enriched prospects on a predictable schedule.
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