Template

Create an auto-prospecting pipeline for Salesforce with Make

Time to build: 7 min
Difficulty: Medium
Tools: Lusha ▪ Make ▪ Salesforce

This Make template finds prospects in Lusha that match your ICP, enriches them with verified emails and phone numbers, and creates them in Salesforce as leads or contacts. Your CRM keeps filling up with ready-to-work prospects, with no imports or list uploads.

Why send new prospects to Salesforce automatically?

Uploading lists by hand is slow, and it brings incomplete records and duplicates into your CRM.

This workflow makes sure every prospect arrives in Salesforce already enriched and matched to your ICP, so reps can reach out right away.

What this workflow does

  • Searches Lusha for prospects that match your filters, like title, seniority, industry, company size, and location
  • Enriches each prospect with work email, phone, job title, and LinkedIn URL where available
  • Creates new leads in Salesforce, or contacts under existing accounts
  • Sets the lead source and owner automatically
  • Runs on the schedule and volume you choose, so you control credit usage

How to set it up

01

Define your prospecting criteria

Add the Lusha module and connect your account with API access for prospecting and enrichment. 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.

02

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.

03

Configure Salesforce record creation

Add the Salesforce module and connect an account with permission to create leads or contacts. 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
04

Set cadence and volume limits

Control:

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

This helps manage API usage and credit consumption.

05

Test end-to-end

Run the scenario and confirm:

  • Prospects are discovered correctly
  • Enrichment completes successfully
  • Salesforce records are created cleanly

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 workflow turns Lusha into a steady source of enriched, ICP-matched prospects that land straight in Salesforce, ready for outreach.

FAQ

  • Use this Make template. It searches Lusha for prospects that match your ICP, enriches them, and creates the records in Salesforce automatically.

  • Either. Create leads for new prospects, or contacts for people at accounts you already have in Salesforce.

  • Set how often the scenario runs and how many prospects it adds each time.

  • To avoid duplicates, add a step that checks Salesforce by email or LinkedIn URL before creating a new record.

  • You set a default owner or use your Salesforce assignment rules.

Ready to run this?

One data connection. Works in Claude, ChatGPT, your CRM, or any agent you build.