AI agents for sales, CRM and RevOps teams.
Each Cleanlist AI agent runs one go-to-market job on a schedule or when your CRM changes: finding new prospects, qualifying and routing inbound leads, filling and deduplicating Salesforce and HubSpot, researching accounts and reporting on the pipeline. Describe the job to Clu in one sentence and Clu builds the agent. New to the idea? Read what GTM agents are.
The Cleanlist AI Agents library with 12 agents, grouped as Prospecting, CRM hygiene, Research and Reporting. Each card opens that agent's page: its home, its instructions and connections, its trigger, the steps of its play (each step opens its settings), its runs with Clu's review, and its settings. The CRM duplicate cleanup agent opens on its duplicate review, where groups of duplicate Salesforce records wait for a person to approve them before they merge.
- Agents
- 12 jobs across 4 groups
- Start
- On a schedule, a CRM change or a webhook
- Deliver
- To your CRM, a list, Slack, email or a sequence
- Plan
- Pro: 5 active agents. Enterprise: unlimited.
10,000+ users, from founders to full sales teams
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Pick a job. Each one is an agent.
Every page shows the play the agent runs, how to build it in Cleanlist AI, what a run returns and what it costs.
Prospecting
Agents that find the people and companies to sell to, every week, with verified contact data.
Weekly ICP leads
Every Monday, finds new people who match your ICP, checks their work emails and posts the verified ones in Slack.MondaysLookalikes of best customers
Finds new companies that share your best customers' industry, size and funding stage, and the buyers at each one.WednesdaysNew hires at target accounts
Every morning, finds sales and marketing leaders who started at your target accounts in the last 90 days, with their emails and phone numbers.Every morningChampions who changed jobs
Watches the champions in your CRM and, when one starts at a new company, finds their new work email and tells their old owner.Job change
CRM hygiene
Agents that keep Salesforce and HubSpot complete, routed and free of duplicates, checked every 30 minutes or on your schedule.
CRM duplicate cleanup
Finds duplicate accounts, contacts and leads in Salesforce or HubSpot, and merges the groups you approve.QuarterlyRoute inbound to owners
Matches each new inbound lead to its account and gives it to the account owner, with a Slack DM.New lead or formEnrich new CRM contacts
Finds the missing email and phone number on new Salesforce or HubSpot contacts and writes them to the record.New CRM contactFill missing emails
Every night, looks up a work email for each CRM contact that has none and writes it to the record.Nightly
Research
Agents that research each account or lead on the web, tie every claim to a page they read, and tell you who is worth a call.
Reporting
Agents that read your pipeline in Salesforce or HubSpot and post what changed where your team already looks.
How an agent works. Four steps, one sentence to start.
Clu builds the agent from your description, and you approve every step before it runs.
- 01
Describe the job
Type the job in one sentence, or pick a starter. Clu reads your company profile and connections and asks at most four questions.
- 02
Review the play
Clu proposes a trigger and the steps that follow, on the canvas, with their settings. Nothing is saved until you click Accept.
- 03
Test, then turn it on
Run a free test to see which records would enter, or test on 5 records for real results. Clu turns the agent on only after you say yes.
- 04
Read every run
Each run ends with a recap: records in, records written, messages sent, failures and credits. The agent posts to Slack or email where you choose.
Alex Kim9:12 AMHere is the play: every Monday at 9:00, find up to 100 new people who match your ICP, get their work emails, check each one and post the verified ones in #outbound. Review it on the canvas, then Accept to save it.
Every agent at a glance.
What starts each agent, what it does and where the results land.
| Agent | Starts when | What it does | Results land in |
|---|---|---|---|
| Weekly ICP leads | A weekly people search for new matches to your ICP | Every Monday, finds new people who match your ICP, checks their work emails and posts the verified ones in Slack. | A Cleanlist list and a weekly digest in Slack or email |
| Lookalikes of best customers | A company search seeded with up to 25 of your best customers' domains | Finds new companies that share your best customers' industry, size and funding stage, and the buyers at each one. | A Cleanlist list of buyers at new companies, and a digest in Slack or email |
| New hires at target accounts | A daily people search on your target accounts for leaders new in the role | Every morning, finds sales and marketing leaders who started at your target accounts in the last 90 days, with their emails and phone numbers. | A Cleanlist list and a morning digest in Slack or email |
| Champions who changed jobs | A contact in your CRM starts at a new company | Watches the champions in your CRM and, when one starts at a new company, finds their new work email and tells their old owner. | A new contact at the new account, and a Slack message to the old owner |
| CRM duplicate cleanup | Its scheduled scan of Salesforce or HubSpot comes due | Finds duplicate accounts, contacts and leads in Salesforce or HubSpot, and merges the groups you approve. | Duplicate groups to review in Cleanlist AI, then merges in your CRM |
| Route inbound to owners | A new lead or contact in Salesforce or HubSpot, or a form webhook | Matches each new inbound lead to its account and gives it to the account owner, with a Slack DM. | The owner on the lead in your CRM, and a Slack DM to that rep |
| Enrich new CRM contacts | A Salesforce or HubSpot contact has no email or no phone | Finds the missing email and phone number on new Salesforce or HubSpot contacts and writes them to the record. | The same Salesforce or HubSpot contact, blanks filled |
| Fill missing emails | A Salesforce or HubSpot contact has an empty email field, existing ones included | Every night, looks up a work email for each CRM contact that has none and writes it to the record. | The email field on the same CRM contact |
| Account briefs | An account is marked as a target in Salesforce or HubSpot | Writes a short, sourced brief on each new target account every Monday and sends it to the account owner. | A brief in each account owner's Slack or inbox, and the research in Cleanlist AI |
| Qualify inbound leads | A lead joins your inbound campaign or list, or a form webhook arrives | Researches each new inbound lead, scores it 0 to 100 against your ICP and posts who to call first. | A scored list in Cleanlist AI and a digest in Slack or email |
| Weekly pipeline summary | A schedule: every Friday at 4:00 PM, in your time zone | Every Friday, reads your pipeline in Salesforce or HubSpot and posts what moved, closed and is at risk in Slack. | One summary in Slack or email, and each brief in the Runs tab |
| Deal review prep | An open deal goes 14 days with no logged activity | Before Monday's pipeline review, sends each rep their open deals that have gone 14 days without activity. | A Slack message to each deal owner, or one list in a channel |
Questions about agents.
How credits workWhat is an AI agent for sales and CRM work?
An AI agent is software that runs one go-to-market job on its own when something happens: a schedule comes round, a lead joins a list, a deal stalls or a form is submitted. It takes the steps a person would take, such as searching, enriching, researching, scoring, updating the CRM and posting a summary, and leaves a record of what it did on every run.
How do I build an agent in Cleanlist AI?
Describe the job to Clu in one sentence, or pick a starter. Clu reads your company profile and your connected tools, asks at most four questions and proposes a play: a trigger and the steps that follow. You review it on the canvas and click Accept to save it. Clu turns an agent on only after you say yes.
Which plan do agents need?
Building an agent works on Pro, Enterprise and the 14-day Pro trial. Running, testing and turning agents on need Pro or Enterprise. Pro includes 5 active agents across the workspace, from $89 a seat a month. Enterprise runs unlimited agents.
Which CRMs do the agents work with?
Salesforce and HubSpot. Agents can start when a record matches conditions, joins a list, or when a deal changes stage or stalls, and they can look up, create and update records, set owners, log notes and create tasks.
How fast do agents react to a CRM change?
CRM, list and schedule triggers are checked every 30 minutes, and a scheduled agent runs within 30 minutes of its set time. An agent that starts from a webhook, such as a form submission, runs within seconds.
Can an agent spend all my credits?
Every agent Clu builds has two limits you set: records per run, and a credit limit counted across all its runs in a period, a rolling 24 hours or the day, week or month of its schedule. When the agent reaches it, runs stop until the period resets. A verified work email costs 1 credit and a phone number 10, and nothing is charged when a lookup finds nothing. Reading and writing the CRM, routing and posting to Slack cost nothing.
Is Clu an AI SDR?
No. Clu builds and runs agents under your direction: they find the people, enrich and verify them, research, score and keep the CRM tidy. Your team decides who to contact, approves what spends credits and takes the calls.
Describe the job once. Clu builds the agent.
Pick a job above or write your own. Clu proposes the play, you accept it, and it runs on Pro from $89 a seat.
The 14-day Pro trial includes 250 credits and 3 seats to build and review agents. Turning one on needs a paid plan.