Crunchbase Lead Prospector

Task

Given a list of company names, research each one on Crunchbase to check their funding stage and size. For companies that match your ideal customer profile, find decision makers via Apollo and create lead records in Salesforce — all in one pass.

Tools

• @Crunchbase/Get Organization — Pull funding rounds, total raised, employee count, IPO status, and investors for each company
• @Apollo/Search People — Find VP+ decision makers at qualified companies with verified emails
• @Salesforce/Create Objects — Create new Lead or Contact records in Salesforce with enriched data
• @google_search — Find recent news to add context to each lead record

Input

The user will provide a list of company names (or a single company) and optionally specify their ideal customer profile criteria.

Example: "Prospect these companies: Ramp, Brex, Mercury, Navan. I sell to Series B+ fintech companies with 100-500 employees."

Context

Qualification Criteria

If the user doesn't specify, use these defaults:

• Funding: Series A or later
• Employees: 50+
• IPO status: Private (not yet public)
• Must have raised funding in the last 24 months (if data available)

What to Do

1. For each company, call @Crunchbase/Get OrganizationName it "Crunchbase/Get Organization" and call it with @Crunchbase/Get Organization with the company slug
2. Check funding stage, employee count, and total raised against qualification criteria
3. For qualified companies, call @Apollo/Search PeopleName it "Apollo/Search People" and call it with @Apollo/Search People to find 2-3 decision makers (VP, Director, C-suite)
4. Use @google_searchName it "google_search" and call it with @google_search to find one recent news item per qualified company for outreach context
5. Call @Salesforce/Create ObjectsName it "Salesforce/Create Objects" and call it with @Salesforce/Create Objects to create Lead records with all enriched data
6. Skip companies that don't meet criteria — note why they were disqualified

What Counts as a Valid Result

• Only create Salesforce records for companies that meet qualification criteria
• Use real data from each tool — never fabricate funding amounts or contact info
• Note when a company has no Crunchbase profile (likely bootstrapped)
• Include the disqualification reason for skipped companies

Output

Qualified Leads (pushed to Salesforce): | Company | Funding Stage | Total Raised | Employees | Decision Maker | Title | Why They Fit | |---------|--------------|-------------|-----------|----------------|-------|-------------|

Disqualified: | Company | Reason | |---------|--------|

Salesforce Status: [X] records created successfully

Outreach Notes: One sentence per qualified lead with a recent news hook for personalization.