Playbook
Build automated GTM workflows with our visual canvas. Dedupe, enrich, verify, and sync, all on autopilot. No code required.
Outbound Sales Playbook
Ready to run
Used by 500+ GTM teams
Drag, Drop, Automate
Build complex data workflows visually. Connect actions, set conditions, and let your playbook run on autopilot.
Interactive Workflow Builder
Add Steps
25+ Built-in Step Types
Connect any combination of steps across 10 categories to build your perfect workflow.
Start With a Template
Pre-built playbooks for common GTM workflows. Clone and customize.
Lead List Cleanup
Import → Dedupe → Enrich → Verify → Export
CRM Data Hygiene
Scheduled pull → Clean → Enrich → Push back
Event Lead Capture
Webhook → Enrich → Score → Route to Sales
ABM List Builder
Account list → Find contacts → Verify → Sequence
Weekly Data Refresh
Schedule → Pull stale → Re-enrich → Update CRM
Inbound Lead Enrichment
Webhook trigger → Instant enrich → CRM create
Run on Your Schedule
Trigger playbooks on a schedule, via webhook, or manually. Set it and forget it.
Scheduled Runs
Cron-style scheduling: daily, weekly, or custom intervals
Webhook Triggers
Start playbooks when data arrives from external systems
Manual Execution
Run playbooks on-demand with one click
Event-Based
Trigger when CRM records are created or updated
Frequently Asked Questions
What is the Playbook Builder?
+
The Playbook Builder is a visual workflow automation tool that creates multi-step data enrichment, verification, and outreach sequences using a drag-and-drop interface. No coding required.
What steps can I include in a playbook?
+
Available steps include waterfall enrichment, email verification, ICP scoring, Smart Agent transformations, CRM sync, conditional routing based on data values, and data export.
Can playbooks run automatically?
+
Yes. Playbooks can be triggered on new lead creation, scheduled intervals, or webhook events. They also run manually on any selected list.
How do conditional steps work?
+
Conditional steps route leads based on data values. For example: if ICP score is above 80, enrich with phone number and sync to CRM. If below 50, skip enrichment and archive.
Can I reuse playbooks across different lists?
+
Yes. Playbooks are reusable templates. Create a workflow once, then run it on any list. Share playbooks across team members for consistent processes.