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The Complete Guide to Cleanlist Workflows
Most sales and marketing teams have the same messy process.
They find leads on LinkedIn, clean them with one tool, verify emails with another, and enrich phones with a third.
Then they spend hours stitching everything together in a spreadsheet before uploading to their CRM.
Cleanlist removes all of that.
It’s not just a data enrichment platform, it’s a workflow engine that takes you from discovery to enrichment to export without ever touching a CSV.
This is the complete guide to how it all works.
Step 1: Start With a Lead Source
Cleanlist is designed to meet you wherever your data lives.
You can start with:
- LinkedIn Imports: Use the Chrome extension to enrich directly from LinkedIn profiles or searches.
- CSV Uploads: Drop your existing lists straight into Cleanlist and run instant enrichment.
- Manual Entry: Enter a name, company, or LinkedIn URL and Cleanlist will do the rest.
Once your leads are loaded, you’re ready to build a workflow.
Step 2: Choose Your Workflow Type
Every Cleanlist project starts with a workflow.
Think of it as the blueprint for what you want your data to become.
There are three main types of workflows:
- Email Enrichment: Finds and verifies professional emails with 95–100% accuracy.
- Phone Enrichment: Runs multi-layer waterfall sourcing to uncover direct dials with up to 85% verified accuracy.
- Smart Enrichment: Adds AI-powered insights through Smart Columns like ICP match, LinkedIn research, competitor lists, and website summaries.
You can run one or stack all three in the same workflow, depending on what you need.
Step 3: Set Your Smart Columns
Smart Columns are the secret sauce behind Cleanlist’s workflows.
They turn static enrichment into something deeper — real context you can act on.
Here are some you can enable:
- ICP Match (%): See how closely each lead fits your target profile.
- LinkedIn Research: Summarized insights from each person’s public profile.
- Website Analysis: A clear, one-line description of what the company does.
- Competitor Companies: Directly related businesses for targeting and personalization.
- Tech Stack & Growth Signals: See what tools they use and how fast they’re growing.
Each column updates in real time, so every run gives you the most current snapshot possible.
Step 4: Run Enrichment
Once your workflow is configured, hit Run and Cleanlist handles the rest.
Here’s what happens under the hood:
- Data Matching: Each record is standardized and matched across verified sources.
- Waterfall Enrichment: Cleanlist pulls and ranks results from multiple providers in a sequence to find the most accurate data.
- Verification: Emails are validated and phone numbers are ping-tested and checked against live carriers.
- Smart Column Generation: The AI interprets key insights and fills your columns with fresh, usable context.
In seconds, your list goes from incomplete to fully researched and verified.
Step 5: Review Your Results
Once enrichment is complete, your list will show results sorted by match strength and verification confidence.
- Green = Verified and ready to use
- Yellow = Secondary or lower-confidence match
- Red = Rejected or invalid data
You can filter by ICP fit, export only verified contacts, or review Smart Columns directly in the dashboard to prioritize your best leads.
Step 6: Export and Integrate
Your data is ready to move wherever you work.
Cleanlist connects directly to leading CRMs and outbound tools including:
- HubSpot
- Salesforce
- Outreach
- Apollo
- Lemlist
- Instantly
- and more
You can also export to CSV or push data to your existing workflow through webhooks or Zapier.
Whether you’re launching a cold email campaign or updating CRM records, Cleanlist fits right into your stack.
Step 7: Automate for Scale
The real power of Cleanlist comes when you automate it.
You can schedule workflows to run daily, weekly, or monthly — pulling in new leads, enriching them automatically, and syncing updates to your CRM.
Teams use this to:
- Keep contact data fresh and accurate.
- Auto-update ICP scores based on new company signals.
- Automatically enrich leads captured through forms or landing pages.
Once set up, Cleanlist quietly powers your entire outbound engine in the background.
A Workflow Example
Here’s what a real setup might look like:
Goal: Enrich 500 new prospects per week for outbound campaigns.
Workflow:
- Start with a CSV export from LinkedIn Sales Navigator.
- Add Smart Columns: ICP %, LinkedIn Research, Website Summary.
- Run Email and Phone Enrichment.
- Auto-export verified leads to HubSpot.
- Trigger a follow-up sequence for anyone with 80%+ ICP score.
Time spent: under 5 minutes.
Manual research saved: several hours per rep, every week.
Cleanlist Workflows in Practice
Teams using Cleanlist workflows typically see:
- 2–3x more verified contacts per list.
- Up to 85% phone discovery accuracy.
- 60–70% faster outbound setup times.
- Higher response rates due to better personalization.
Because everything connects, you spend less time fixing data and more time closing deals.
Why Cleanlist Workflows Matter
Accuracy alone isn’t enough anymore.
What matters is how fast you can go from raw data to ready-to-sell.
That’s exactly what Cleanlist workflows do — they automate the research, cleaning, and verification process that used to take hours or even days.
The more you use them, the smarter your lists get.
That’s how modern revenue teams scale.
Key Takeaways
- Cleanlist workflows handle every step from import to verified export.
- Smart Columns turn raw data into researched intelligence.
- Workflows can be stacked, scheduled, and synced automatically.
- Each workflow is built for accuracy, speed, and CRM integration.
The old way of juggling tools and spreadsheets is over.
With Cleanlist, your entire enrichment process happens in one place — automatically.
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