Desired result
A defined, reviewable outcome
Produce a prioritized prospect list with source context, fit reasoning, required fields, duplicate status, and a clear owner for acceptance or rejection.
Business workflow
Automate B2B Lead Generation with AI
Create a repeatable prospecting process that starts with explicit ideal-customer criteria and ends with sourced, deduplicated records ready for sales review.
The problem
Where the workflow breaks today
Prospecting teams spend time moving between research tools, validating contact data, checking fit, and cleaning records before a seller can act.
How the workflow works
Move from trigger to accountable handoff
Define the audience
Set industries, company size, regions, exclusions, personas, and evidence required for a qualified record.
Research accounts
Gather permitted company and role context from approved sources without inventing missing facts.
Enrich and validate
Complete required fields, preserve provenance, and flag stale or conflicting information.
Score and hand off
Apply transparent rules, check duplicates, and place candidates in a review queue before CRM creation.
Agents involved
Assign a specific role to each stage
Agent roles describe possible workflow responsibilities. Final configuration and availability depend on the selected implementation.
Lead Generation Agent
Researches accounts and assembles candidate records.
View details →Lead Qualification Agent
Applies fit and routing criteria.
View details →CRM Assistant
Checks duplicates and prepares the CRM handoff.
View details →Integrations involved
Connect only the systems the outcome needs
Apollo
Approved company and contact research context.
View details →HubSpot
Contact, company, deal, and owner context.
View details →Salesforce
Lead, account, campaign, and assignment context.
View details →Human approval points
Keep consequential decisions with people
Approval design should reflect the actual risk, audience, and permissions of this workflow.
✓Review new-record creation and ownership before CRM write access is used.
✓Reject candidates without adequate evidence or with conflicting identity data.
✓Require legal and operations review for regional outreach and data-retention rules.
Example workflow
New market account list
A sales operations lead provides a defined segment. The workflow researches matching companies, records sources, enriches selected roles, removes existing accounts, scores fit, and presents a reviewable import file.
Workflow boundary
An example, not a promise of availability
This illustrates how roles, integrations, and controls can be arranged. Connection support and final behavior must be confirmed during implementation.
Implementation considerations
Decisions to make before execution
✓Document allowed sources and regional data-use rules.
✓Choose required fields and freshness thresholds before research begins.
✓Keep scoring criteria explainable to sales users.
✓Separate prospect research from outbound messaging consent.
Related workflows
Continue from an adjacent business outcome
FAQ
Questions to resolve when planning this workflow
Does lead generation guarantee accurate contact data?
No. Source data can be incomplete or stale, so records should carry provenance and be reviewed before outreach.
Is a researched prospect automatically contacted?
No. Research, CRM creation, and outbound messaging are separate workflow stages with their own permissions and controls.
Discuss this workflow with our team.
Bring the outcome, current systems, approval needs, and exception paths you want to design.