If you’re tired of chasing leads by hand, spending hours on manual research, or juggling too many browser tabs, you’re in the right place. This guide is for anyone in sales, marketing, or operations who wants to actually save time with automation—not just add another tool to their stack.
We’ll break down how to use Infotelligent integrations to automate your lead generation workflows, cut out busywork, and get more qualified prospects without drowning in data. No hype, no “AI revolution” talk—just real steps and honest advice.
Why bother automating lead gen? (And when not to)
Let’s be honest: automation isn’t magic. When it’s done right, it frees you up to focus on talking to real people, not wrestling CSV files. When it’s done wrong, you end up with a mess of bad data, missed opportunities, or a workflow nobody actually uses.
Worth automating if: - You’re regularly spending hours pulling lead lists - You want to sync data across tools (like your CRM or email platform) - You need real-time updates—not yesterday’s contacts
Maybe skip for now if: - You’re only chasing a handful of high-value accounts (manual outreach may be better) - Your sales process is still changing every month - Your team hates new tech and won’t use it
Step 1: Map your actual lead generation process
Before you touch Infotelligent or any integrations, sketch out how you actually find, qualify, and reach out to leads right now. This isn’t busywork—if you automate a broken process, you just get bad results faster.
Questions to answer: - Where do your best leads come from now? - What info do you really need on each lead? (job title, company size, email, etc.) - Where does this info live? (spreadsheets, CRM, sticky notes?) - What tools do you use already—CRM, email, Slack, marketing automation?
Pro tip: Get your hands dirty and walk through a lead’s journey from discovery to outreach. This will show you the real gaps—and what’s worth automating.
Step 2: Set up your Infotelligent account and integrations
Once you know your process, it’s time to set up Infotelligent. At its core, Infotelligent is a B2B data provider with integrations for CRMs, outreach tools, and automation platforms. The value here is in not having to export/import lists all day.
Getting started
- Sign up or log in. Self-explanatory, but make sure you’re using a business email so you get full access.
- Pick your integration targets. Infotelligent connects with popular tools like Salesforce, HubSpot, Outreach, and Zapier. Decide which ones you actually use—don’t be tempted by shiny logos.
- Install integrations. This usually means connecting your CRM or other tool via an API key or OAuth. Infotelligent’s docs are decent, but if you get stuck, their support is responsive (if a bit salesy).
What works: - Direct CRM integrations are usually smooth—you get lead data piped straight into the system you already use. - Zapier integration is flexible if you want to build custom flows (think: “When a new lead matches criteria, add them to a Google Sheet and ping me in Slack”).
Things to ignore: - Don’t bother with integrations you’re not already using. Adding more tools doesn’t save time. - Skip any “beta” integrations unless you like debugging other people’s code.
Step 3: Build a lead search you actually trust
Automation is only as good as the data you feed it. Infotelligent lets you slice and dice by firmographics, technographics, job titles, and more. But don’t get sucked into building a Rube Goldberg machine of filters.
How to build a lead search
- Define your ICP (ideal customer profile). Be specific—size, industry, geography, tech stack, etc.
- Use filters sparingly. Start broad, then tighten up. Too many filters = empty lists or weird results.
- Save your search. Most platforms let you save this as a “smart list” or similar. Name it something obvious.
Pro tip: Run a few test exports. Check the data quality before you automate anything. If you see a bunch of outdated emails or weird job titles, tweak your filters.
Step 4: Automate lead capture into your CRM or workflow
Here’s where the magic (the practical kind) happens. Once you’ve got a lead search dialed in, set up automation to move that data where you actually work. You want new, qualified leads showing up in your CRM or outreach tool, with as little manual work as possible.
Common integrations
- CRM (Salesforce, HubSpot, etc.): Set up rules so new leads from Infotelligent get pushed into your CRM, tagged by source. This keeps your pipeline fresh and avoids duplicate records.
- Email outreach tools (Outreach, Salesloft): Automatically add new leads to a campaign or cadence. Just make sure you’re not spamming people—quality over quantity.
- Zapier or Make (for custom flows): Want to get notified in Slack when a whale account appears? Or build a Google Sheet for your SDRs? This is where you do it.
What works: - Automating lead enrichment (filling gaps like phone numbers or LinkedIn profiles) saves tons of time. - Setting up deduplication rules in your CRM is a must—otherwise, you’ll annoy your sales team with repeat leads.
What doesn’t: - Blindly dumping every new lead into outreach sequences. You’ll burn your domain reputation and get ignored. - Overcomplicating your automation flow. If it takes longer to debug than to just do it by hand, you’re going in the wrong direction.
Step 5: Monitor, tweak, and avoid “set it and forget it” syndrome
No automation is perfect out of the box. Data goes stale, APIs break, and your ICP evolves. Check your workflows regularly to make sure you’re not just automating junk.
How to stay on track:
- Spot check your leads weekly. Randomly review a handful to make sure they’re a good fit and the data is accurate.
- Watch for integration errors. Most CRMs or automation tools will flag failed imports. Don’t ignore these—fix them before they pile up.
- Get feedback from your team. If sales or marketing is ignoring the leads, something’s wrong. Ask why.
Pro tip: Schedule a 15-minute review on your calendar once a month to look at what’s working, what’s noisy, and what you could simplify.
Honest takes: What Infotelligent automation does well, and where it falls short
Where it shines: - Fresh B2B data: Infotelligent’s real value is up-to-date contact info. If your current lists are stale, this is a quick win. - Direct integrations: The CRM connections are reliable and don’t require much babysitting. - Flexible filtering: You can get pretty granular—just don’t overdo it.
Where it struggles: - Data quality varies: Like any aggregator, some leads are out of date or missing info. Always verify before you blast. - Zapier is handy but basic: Great for simple workflows, but if you need deep customization, you’ll run into limits. - Learning curve: Not all features are intuitive. Budget some time for trial and error.
Ignore the hype: - “AI-powered” or “predictive” features are mostly marketing talk. Focus on the basics—good data in, good data out.
Keep it simple—and iterate
Automating lead generation with Infotelligent integrations isn’t about building the flashiest workflow. It’s about getting more good leads with less hassle. Start small, automate one step at a time, and don’t be afraid to cut out what isn’t working.
Most importantly? Keep it simple. The best automation is the one you’ll actually use. Review it regularly, tweak as you go, and let your team’s real-world feedback guide the next step.