One playbook runs the whole motion.
Every Monday at 08:00: each rep’s assigned accounts come in, the right people come back enriched and qualified, and approved records land in HubSpot. Nobody presses anything.
Automate your GTM end-to-end.
- WHENeditable
On a schedule, for each rep’s accounts
Every Mondayat08:00· accounts owned byeach rep150 accounts came in this run
- THEN · FINDeditable
Find up to 3 people at each account
Head of OperationsRevenue OperationsVP of SalesNOT Student428 people matched, up to 3 per account
- THEN · ENRICHeditable
Enrich each person with
Email1Phone10419 emails · 364 direct dials came back
- THEN · VALIDATEeditable
Verify the data before it syncs
Verify email0.5401 deliverable · the rest held with the reason
- THEN · RESEARCHeditable
Qualify every person
Qualification5276 scored 85 or higher
- THEN · CREATEeditable
Send approved records to HubSpot
Create records as
Contact· owner follows the account276 synced · 0 duplicates
Monday run · Mon, Aug 24 · 08:00Synced to HubSpot
Owen KovacsVP of SalesRiverbed Analytics96Qualified
Petra VandermeerHead of OperationsArbordale91Qualified
Callum MarchettiRevenue OperationsArbordale89Qualified
Alba FerreiraVP of SalesDriftline87Qualified
See why and how a playbook ran.
| Run | Found | Qualified | Synced | Held | |
|---|---|---|---|---|---|
| Mon, Aug 24 · 08:00 | 428 | 276 | 276 | 12 held for review | Completed |
| Mon, Aug 17 · 08:00 | 395 | 251 | 251 | 9 held for review | Completed |
| Mon, Aug 10 · 08:00 | 441 | 290 | 290 | 15 held for review | Completed |
| Mon, Aug 3 · 08:00 | 402 | 263 | 263 | 11 held for review | Completed |
Next run · Monday 08:00
Customer result
Our entire GTM team lives off Cleanlist now. We replaced 5+ tools, deals are 30% bigger, and reps are doing 50% more volume.
Ruslan ValeevSenior Director, Revenue Operations
Before it runs for you.
What can trigger a playbook?
A schedule, a CRM record matching conditions you set, or a list changing. The run starts itself; nobody presses anything on Monday morning.
Can it write to my CRM safely?
Existing records are matched first and updated under your mapping rules. Blank values never overwrite what a rep entered, and nothing writes twice.
What happens to rows that fail a step?
They are held with the reason, visible in the run history. A held row never reaches your CRM.
Do I have to build it myself?
No. Tell us how your team sells and we wire the trigger, the searches, the enrichment and the write-back, then hand it over already running.