Ops

Expand your pipeline with lookalikes

This play takes an existing list of accounts (from your CRM or an uploaded file), enriches them with Lusha to understand firmographic patterns, generates similar “lookalike” companies, and exports the resulting list for activation.

Instead of guessing which accounts to target next, your team expands pipeline using proven account characteristics—at scale and with minimal manual effort.

Why this works

Your best growth signals already exist in your current accounts. The challenge is operationalizing them.

This play:

  • Learns from accounts you already care about
  • Identifies companies that look like your best customers
  • Delivers a clean, ready-to-use expansion list

It turns account data into a repeatable growth engine.

What you get

  • Bulk account upload or selection (CRM or file-based)
  • Automated account enrichment via Lusha
  • Lookalike company recommendations based on real data
  • Structured export for sales or marketing activation
  • Faster, more accurate account expansion
Built by: Lusha
Difficulty: Medium
Tools: Lusha, Salesforce, Workato

How to set it up

01

Connect your apps in Workato

Ensure active connections for:

  • Lusha: API access for enrichment and recommendations
  • CRM or storage tool: destination for exported accounts
02

Define the source accounts

Choose how accounts enter the flow:

  • Upload a CSV
  • Pull accounts from your CRM
  • Use a predefined account list

Best practice: Start with high-quality accounts (customers, high-value opportunities, or strategic targets).

03

Configure Lusha enrichment

Enrich each account with:

  • Industry
  • Company size
  • Location
  • Revenue range (if available)

This data powers accurate lookalike matching.

04

Generate lookalike companies

Lusha analyzes enriched account patterns to recommend:

  • Similar industries
  • Comparable company sizes
  • Matching geographies

You can control:

  • Number of lookalikes per account
  • Filters to stay within your ICP
05

Export the results

Send the lookalike list to:

  • Your CRM (as new accounts)
  • Google Sheets or CSV
  • A review queue for approval

Tag records clearly (e.g., Source = Lusha Lookalike Expansion).

06

Test end-to-end

Run the recipe and confirm:

  • Accounts enrich correctly
  • Lookalike companies are generated
  • Exported data is complete and usable

What to do next

  • Add contact discovery: Automatically find decision-makers at lookalike accounts.
  • Score expansion targets: Rank companies by similarity or potential value.
  • Route by segment: Send different lookalikes to different teams or territories.
  • Trigger outbound workflows: Enroll lookalike accounts into ABM or outbound sequences.
  • Measure expansion ROI: Track pipeline influenced by lookalike-generated accounts.

The goal: Expansion shouldn’t rely on intuition alone. This play turns your existing accounts into a systematic lookalike engine, helping you scale pipeline with companies that already look like a win.

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