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Leadbase

Workflows. Put recurring company research on autopilot. Schedule enrichment in your Sheets and keep your team focused on selling.

Start for freeContact sales
WorkflowsIllustrative workflow
Cadence
Every Monday
Time zone
Browser local time
Next runMon · 09:00
Run historyActive
08 Aug · 09:02Completed
01 Aug · 09:04Completed
25 Jul · 09:01No result
Scheduled research · your cadence · clear run history
  • Product of the day1st
  • Product of the week1st
  • Product of the month1st

Keep your prospect research ready for the next conversation. Scheduled research keeps repeat tasks moving without another reminder on your team's calendar.

Recurring research slips down the list

Teams get busy. Scheduled enrichment repeats the research so keeping track does not depend on someone remembering to click.

Repeat work takes time away from selling

Repeating the same account checks by hand takes time away from new prospects and customer conversations.

Your team needs a clear overview

A clear next run and execution history give your team an overview of what is running.

Set the rhythm. Let Leadbase handle the repeat work. Set up your research once and let Leadbase repeat it at the rhythm your team needs.

  1. 1Focus

    Pick the research worth repeating

    Choose an enrichment column with the research instructions your team wants to repeat.

    WorkflowsIllustrative workflow
    Scheduled enrichment column
    Primary use caseEnabled
  2. 2Schedule

    Choose your research rhythm

    Choose how often research repeats and check the next execution in your browser's local time zone.

    WorkflowsIllustrative workflow
    Cadence
    Every Monday
    Time zone
    Browser local time
    Next runMon · 09:00
  3. 3Follow

    See your research stay on track

    Check the next run and execution history in Automations whenever you need an overview.

    WorkflowsIllustrative workflow
    Run historyActive
    08 Aug · 09:02Completed
    01 Aug · 09:04Completed
    25 Jul · 09:01No result
  4. 4Adapt

    Keep the routine aligned with your team

    See the latest results in your Sheet and remove or replace schedules as your priorities change.

    WorkflowsIllustrative workflow
    Schedule controlsActive
    08 Aug · 09:02Completed
    01 Aug · 09:04Completed
    25 Jul · 09:01No result
    Set a new cadenceRemove schedule

Less manual upkeep. More time for your next customer. Set a cadence, see what ran, and keep the results with your accounts.

WorkflowsIllustrative workflow
Cadence
Every Monday
Time zone
Browser local time
Next runMon · 09:00

Your rhythm

Research on your team's schedule

Choose a daily, weekly, monthly, or custom rhythm that fits the information your team needs.

WorkflowsIllustrative workflow
Run historyActive
08 Aug · 09:02Completed
01 Aug · 09:04Completed
25 Jul · 09:01No result

Overview

Know what ran and what is next

See the next run and execution history together, then open the Sheet for the latest research results.

WorkflowsIllustrative workflow
Schedule controlsActive
08 Aug · 09:02Completed
01 Aug · 09:04Completed
25 Jul · 09:01No result
Set a new cadenceRemove schedule

Flexibility

Adapt as your priorities change

Remove a schedule when you no longer need it or create a replacement when priorities change.

Ready to get more from your prospecting?

More resources.

Documentation

Automation overview

See how to repeat research automatically and follow every scheduled run.

Read moreDocumentation

Scheduled enrichment jobs

Choose a cadence and keep recurring account research running.

Read moreDocumentation

Configure enrichment

Set up the research you want Leadbase to repeat for your team.

Read more

Keep your prospect research moving while you sell.

Choose the research fields that matter to your team and let Leadbase keep the work running on a schedule.

Schedule enrichmentTalk to sales