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LeadIQsales & crm
9 available actions
What your AI agent can do in LeadIQ
The Smart B2B Prospecting Platform. Query professional information about people and companies, find leads, and enrich contact data. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 9 actions.
Common starting points
- Get Contact Tracking BalanceTool to check the remaining balance of contact tracking credits available for the account.
- Search CompanyTool to search for companies by name, domain, LinkedIn URL, or other identifying information.
- Submit Person FeedbackTool to submit data correction feedback for person contact information to improve LeadIQ data accuracy.
- Flat Advanced SearchTool to search for people using advanced filters by job title, seniority, role, company size, location, and more.
- Abandon Import BatchAbandon a contact tracking import batch that is no longer needed.
Browse all 9 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 6 actions
- Get Account DetailsRetrieve current user's account information including plans, billing cycles, and credit usage.
- Get Contact Tracking BalanceTool to check the remaining balance of contact tracking credits available for the account.
- Get Usage StatisticsTool to retrieve API usage statistics and credit consumption for the current LeadIQ account.
- Search CompanyTool to search for companies by name, domain, LinkedIn URL, or other identifying information.
- Search Grouped AdvancedTool to search for people by job title, seniority, role, company size, and location with results grouped by company.
- Search PeopleSearch for individual contacts by name, company (past and present), LinkedIn profile, email, or phone number.
Create & communicateCreate records or send supported messagesView 1 action
- Submit Person FeedbackTool to submit data correction feedback for person contact information to improve LeadIQ data accuracy.
Other actionsSpecialist and administrative actions.View 2 actions
- Abandon Import BatchAbandon a contact tracking import batch that is no longer needed.
- Flat Advanced SearchTool to search for people using advanced filters by job title, seniority, role, company size, location, and more.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect LeadIQ
How does the agent connect to LeadIQ?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in LeadIQ?
The page above lists the 9 actions currently available through the LeadIQ connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is LeadIQ included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until LeadIQ is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put LeadIQ to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.