# Crunchbase Lead Prospector

> Turn a list of company names into qualified, enriched leads in Salesforce — with funding data, decision makers, and outreach hooks.

Source: https://cotera.co/solutions/sales/crunchbase-lead-prospector

---

- **Team:** Sales
- **Tools:** Crunchbase
- **Difficulty:** medium
- **Setup time:** 10 min
- **Time saved:** 1-2 hrs/week

## How it works
1. **Qualify by Funding** — Check each company against your ICP criteria using Crunchbase data
2. **Find Decision Makers** — Pull VP+ contacts from Apollo for every qualified company
3. **Push to Salesforce** — Create enriched Lead records with funding and contact data
4. **Outreach Hooks** — Add a recent news item per lead for email personalization

## Example requests
- Prospect these companies: Ramp, Brex, Mercury, Navan. I sell to Series B+ fintech with 100-500 employees.
- Research and qualify Figma, Canva, and Miro for my pipeline. Push qualified leads to Salesforce.
- Find me funded AI startups to prospect: Anthropic, Cohere, Mistral, Adept. Series A+ only.

## Prompt

```markdown
## 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 Organization with the company slug
2. Check funding stage, employee count, and total raised against qualification criteria
3. For qualified companies, call @Apollo/Search People to find 2-3 decision makers (VP, Director, C-suite)
4. Use @google_search to find one recent news item per qualified company for outreach context
5. Call @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.
```

## Related reading
- [CRM Lead Enrichment Ai](https://cotera.co/articles/crm-lead-enrichment-ai.md)
- [Sales Intelligence Vs Lead Generation](https://cotera.co/articles/sales-intelligence-vs-lead-generation.md)
- [Salesforce Lead Automation Guide](https://cotera.co/articles/salesforce-lead-automation-guide.md)