Build a prospect list from an ICP search in Apollo
Automatically build a prospect list from a saved ICP search in Apollo with Stepwork. Get matching contacts with title, company, and contact data in Slack.
- Use case
- Helpdesk & requestsSales
- Best for
- Sales Development Representative, Sales Development Manager
- Applications used
Apollo
Slack
- Business outcome
- Time savings
The problem
The search is saved. The list is still built by hand.
The ideal customer profile is already a saved search in Apollo. Every week, SDRs still rerun it, page through results, and export contacts into a sheet before they can start.
Each rep exports a little differently. Columns go missing, titles get trimmed, and the list that reaches the sequence is not quite the one the search defined.
The outcome
List building drops from hours to a request
Stepwork runs the saved ICP search in Apollo and extracts the matching contacts with title, company, and contact data. The run records who asked, which search it ran, and how many contacts it returned.
- The request names the saved search.
- Every contact comes with title, company, and contact data.
- The Slack reply includes the list as a file.
The process
From saved search to a prospect list
An SDR names the saved search in Slack. Stepwork builds the list from Apollo, in the same order every time.
- Step 1
Request it in Slack
An SDR posts the name of the saved ICP search in the sales channel. That message starts the flow, and Stepwork records who asked and when.
- Step 2
Run the saved search
Stepwork signs in to Apollo and runs the saved search. If the name matches no saved search, or more than one, the run stops.
- Step 3
Extract the contacts
Stepwork pulls each matching contact with title, company, and contact data, the same columns the team exports by hand.
- Step 4
Confirm and reply in Slack
Stepwork checks the row count against the search results, then posts the list back in Slack.
Why Stepwork
The search defines the list, every time
A deterministic agent runs the list-building path you recorded in Apollo. It reads the saved search as written, so every rep gets the same columns from the same criteria.
Similar use cases
Similar use cases
Add a prospect list to a sequence in OutreachImports the provided prospect list into Outreach and enrolls them in the named sequence with the correct owner mapping.
FAQ