Ops

Create an auto-prospecting pipeline for Salesforce

This play automates your entire prospecting workflow—from discovery to CRM creation. It searches for prospects using Lusha’s database based on your ICP filters, enriches each contact with verified emails and phone numbers, and automatically creates new leads or contacts in Salesforce.

The result: your CRM stays continuously populated with clean, enriched, sales-ready prospects—without manual imports or list uploads.

Why this works

Manual list uploads and incomplete lead records slow sales teams down and introduce duplicates and data debt.

This play ensures every prospect entering Salesforce is already enriched and qualified—so reps can engage immediately with confidence and consistency.

What you get

  • Automated prospect search using Lusha Prospecting filters
  • Verified contact enrichment (emails, phones, titles, LinkedIn where available)
  • Automatic lead/contact creation in Salesforce
  • Cleaner CRM data with fewer manual updates
  • Faster time-to-first-touch for outbound teams
Built by: Lusha
Difficulty: Medium
Tools: Lusha, Make, Salesforce

How to set it up

01

Connect your apps in Make

Ensure active connections for:

  • Lusha: API access for prospecting and enrichment
  • Salesforce: permission to create leads and/or contacts
02

Define your prospecting criteria

Configure Lusha Prospecting filters such as:

  • Job titles or functions
  • Seniority levels
  • Industry
  • Company size
  • Geography

These filters determine which prospects are created in Salesforce.

03

Configure enrichment fields

Select which data points to enrich and sync, for example:

  • Work email
  • Direct or mobile phone
  • Job title and seniority
  • Company name and domain
  • LinkedIn profile

Tip: Prioritize fields required for routing and outreach.

04

Configure Salesforce record creation

Decide whether to:

  • Create Leads
  • Create Contacts (for existing accounts)

Map enriched fields into Salesforce and set:

  • Lead source (e.g., “Lusha Automated Prospecting”)
  • Default owner or assignment rules
05

Set cadence and volume limits

Control:

  • How often the scenario runs
  • Number of prospects per run

This helps manage API usage and credit consumption.

06

Test end-to-end

Run the scenario and confirm:

  • Prospects are discovered correctly
  • Enrichment completes successfully
  • Salesforce records are created cleanly
  • No duplicate records are introduced

What to do next

  • Add deduplication logic: Check Salesforce by email or LinkedIn before creating new records.
  • Auto-assign owners: Route new leads by territory, segment, or ICP.
  • Trigger sales workflows: Enroll newly created leads into sequences or campaigns.
  • Track prospecting ROI: Measure pipeline and meetings generated from automated prospecting.
  • Expand to account creation: Automatically create or enrich Accounts alongside contacts.

The goal: Prospecting shouldn’t end in spreadsheets. This play turns Lusha into a direct CRM growth engine, automatically delivering enriched, qualified prospects straight into Salesforce—ready for action.

No FAQ items available at this time.

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