- Open the Workflow Editor to start building.
- For API-driven workflow management, see the Workflows API reference.
- For a pre-built starting point, browse the Workflow Templates gallery.
Source Blocks
Every workflow starts with a source block. Pick one based on where your data lives.Workflows starting with an Incoming Webhooks block can be triggered via API. Other source blocks run from the Workflow Editor.
Enrichment Blocks
Enrichment blocks research and append new information to each row. The block you choose depends on whether you’re working with Lead (people) or Company (organization) data.Core Enrichment
Contact Finding
Reverse Lookup
Specialized
For the underlying APIs, see People Intelligence, Company Intelligence, Find Email, and Find Phone.
Transform Blocks
Transform blocks filter, deduplicate, reshape, and prepare data between enrichment and output.Data Type Conversion
Sixtyfour workflows operate on two data types: Lead (people) and Company (organizations). Some blocks require a specific type.Output Blocks
Output blocks deliver your results. They are typically the final step in a workflow.Common Workflow Patterns
Find people and get their emails
Research companies, find decision-makers, get contact info
Enrich an existing list and save clean results
Import from CRM, enrich, and notify your team
Tips
- Filter early. Filtering before enrichment reduces rows processed, saving time and credits.
- Deduplicate across runs. Use Deduplicate with Notebook on recurring workflows to avoid saving the same results twice.
- Request only what you need. Define only the return fields you need in enrichment blocks to keep results focused and costs efficient.
- Bridge company to lead data. Use Extract Leads any time you need to go from company data to people data — it is the only way to cross that boundary.
- To skip the blank canvas, start from a Workflow Template.
- To build programmatic workflows, see Programmatic Workflows.