Playbook
Build automated GTM workflows with our visual canvas. Dedupe, enrich, verify, and sync—all on autopilot. No code required.
Outbound Sales Playbook
Ready to run
Drag, Drop, Automate
Build complex data workflows visually. Connect actions, set conditions, and let your playbook run on autopilot.
Interactive Workflow Builder
Add Steps
25+ Built-in Step Types
Connect any combination of steps across 10 categories to build your perfect workflow.
Start With a Template
Pre-built playbooks for common GTM workflows. Clone and customize.
Lead List Cleanup
Import → Dedupe → Enrich → Verify → Export
CRM Data Hygiene
Scheduled pull → Clean → Enrich → Push back
Event Lead Capture
Webhook → Enrich → Score → Route to Sales
ABM List Builder
Account list → Find contacts → Verify → Sequence
Weekly Data Refresh
Schedule → Pull stale → Re-enrich → Update CRM
Inbound Lead Enrichment
Webhook trigger → Instant enrich → CRM create
Run on Your Schedule
Trigger playbooks on a schedule, via webhook, or manually. Set it and forget it.
Scheduled Runs
Cron-style scheduling: daily, weekly, or custom intervals
Webhook Triggers
Start playbooks when data arrives from external systems
Manual Execution
Run playbooks on-demand with one click
Event-Based
Trigger when CRM records are created or updated
Frequently Asked Questions
What is the Playbook Builder?
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The Playbook Builder is a visual workflow automation tool that creates multi-step data enrichment, verification, and outreach sequences using a drag-and-drop interface. No coding required.
What steps can I include in a playbook?
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Available steps include waterfall enrichment, email verification, ICP scoring, Smart Agent transformations, CRM sync, conditional routing based on data values, and data export.
Can playbooks run automatically?
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Yes. Playbooks can be triggered on new lead creation, scheduled intervals, or webhook events. They also run manually on any selected list.
How do conditional steps work?
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Conditional steps route leads based on data values. For example: if ICP score is above 80, enrich with phone number and sync to CRM. If below 50, skip enrichment and archive.
Can I reuse playbooks across different lists?
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Yes. Playbooks are reusable templates. Create a workflow once, then run it on any list. Share playbooks across team members for consistent processes.