Use case · Lead enrichment
Turn raw lead lists into qualified outreach workflows
Lead enrichment should not be a copy-paste project. Sheetlane lets teams import a list, enrich each row, score fit, generate personalization, check connected tools, and run approved next steps from one grid.
- Import a CSV, XLSX, Google Sheet, or paste a list
- Integrated columns check CRM status before any send
- AI columns generate summary, fit, pain, and personalization
- Action columns send approved emails or push CRM tasks
- CRM-aware
- Per-row approval
- Audit trail
Workflow
- 01
Import the list
CSV, XLSX, Google Sheets, or paste leads directly.
- 02
Map the schema
Columns for company, website, contact, role, segment, source.
- 03
Add integrated columns
Check CRM status, existing records, or current owner.
- 04
Add AI columns
Summarize the account, infer pain points, score fit.
- 05
Generate personalization
Opener, subject line, CTA, first email.
- 06
Mark approved rows
A status column gates which rows can run actions.
- 07
Run action columns
Send emails, update CRM, or create tasks per approved row.
Suggested columns
| Column | Type |
|---|---|
| Company | Text |
| Website | URL |
| Contact name | Text |
| Title | Text |
| Existing CRM status | Integrated |
| Company summary | AI |
| Fit score | AI / Select |
| Pain point | AI |
| Personalization line | AI |
| First email | AI |
| Approval | Select |
| Send email | Action |
| Create CRM task | Action |
Frequently asked questions
What makes Sheetlane useful for lead enrichment?
Lead data, research outputs, personalization, approval, and execution status all live on one row. The same sheet that imports leads also sends approved messages.
Can I prevent unapproved outreach?
Yes. Use approval statuses and action controls so only rows marked Approved can run. Bulk-send guards add a second confirmation when many rows would fire at once.
Can the team review messages before sending?
Yes. Approval flows, dry-run mode, and previews are first-class for action columns.
Related reads
Use the lead enrichment template
Start with a blank spreadsheet, import a file, or apply a template. Connect tools when you are ready to take action.