cotera

Crunchbase Lead Prospector

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

Account based prospectingLead qualificationCRM enrichmentOutbound sales

The Challenge

You have a list of target companies but no idea which ones actually fit your ICP. Checking Crunchbase for funding stage, then Apollo for contacts, then manually creating Salesforce records takes 15-20 minutes per company. Multiply that by 20 companies and your whole afternoon is gone.

What This Prompt Does

Qualify by Funding

Check each company against your ICP criteria using Crunchbase data

Find Decision Makers

Pull VP+ contacts from Apollo for every qualified company

Push to Salesforce

Create enriched Lead records with funding and contact data

Outreach Hooks

Add a recent news item per lead for email personalization

The Prompt

The Prompt

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.

Example Usage

Try asking:

  • →"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."