Lead sources and lead search
Connect providers such as Google Places, Apollo and Hunter and use them to research new leads and take them into a project.
With a lead source you research new companies or contact persons directly in Leadmode and take the result into the normal import. An admin sets up the access once; afterwards everyone who may import in the project can start the search.
Set up access requires the right "Lead sources and integrations" (admins always have it) and the CRM module. Searching is possible in every project in which you have the right "Import and export" at level "Import". See Roles and permissions.
Providers
| Provider | Finds |
|---|---|
| Google Places | Local businesses by industry, search term and place, with address, phone, website and rating |
| Apollo | Companies or contact persons by keyword, place, size and more |
| Hunter | Email leads for company domains or company names |
The providers charge their retrievals according to their own tariffs. Leadmode shows the costs and limits per provider in the setting before you search.
Set up access
Go to Settings → Sales → Lead sources.
Under "Lead source" choose the provider. Connected providers are marked "connected".
Under "Instructions" click the help text. It leads you step by step to the API key at the provider.
Enter the API key and click Save. The key is stored encrypted and is never shown again. If access is already saved and the key should stay, leave the field empty.
Click Test connection. The test uses a retrieval that, according to the providers, costs nothing, and saves nothing. You see "Connection successful" or "Connection failed" with an explanation.
With Remove access you delete the key from the organisation. Your account at the provider remains.
Important about the keys:
- Google Places: you need a Google Cloud project with billing and the "Places API (New)" activated. The old "Places API" is not sufficient.
- Apollo: the key must be created as a "Master key". Without a master key Apollo rejects the queries.
- Hunter: the key is found in Hunter in the profile menu under "API".
Research leads
Go to Import / Export → Research leads. Choose a project at the top. If no source is connected yet, a link leads to the settings.
Choose the lead source. The input fields adapt to the provider.
Fill in the fields. Required fields are marked with * (for Google Places the places). Under More filters you expand additional filters, grouped by section. The number next to "More filters" shows how many are active, and with "Reset more filters" you clear them.
Read the note on costs below the filters and click Start search. The search runs step by step as long as the window stays open. With Cancel you pause it.
The result appears under Search results as a card with rows, filled columns, duration and, if applicable, the costs at the provider. What you can do with it:
- Send to mapping: the rows go into the import assistant (step "Map"). From there everything works as for a file, with checking and duplicate matching. See Import and Export.
- Download CSV: you get the hits as a file.
- Resume or Try again: you continue an interrupted search. The rows found so far remain.
- Delete: removes the search result.
Search results are kept only temporarily. The card shows "Saved until" with the date; after that Leadmode deletes the result automatically. Therefore take over the leads you want into the import promptly.
What the providers offer
Google Places searches by fixed industries (several selectable), additional search terms and places (city, region or postcode, several separated by commas). Further filters: only these industries, minimum rating, minimum number of ratings, only businesses with a website or phone number, open now, price level. In total at most 1,000 hits are possible; per combination of industry and place Google delivers at most 60.
Apollo searches for "Companies" or "Contact persons". There are at most 500 hits per search. The company search delivers name, phone, website and LinkedIn, but no address and no industry. The person search is free but, without unlocking, delivers no email addresses and only shortened surnames. With Unlock email addresses and an upper limit you unlock emails; this costs money at Apollo. In Apollo's free plan, revenue, technologies, job postings and funding are locked among other things. Such filters carry the marking "Paid plan".
Hunter searches via one or more domains (one per line) or via company names, at most 100. You filter by type of addresses (personal, generic or all), level and departments, and limit the leads per domain. Options such as "Only verified addresses", minimum confidence score, "Only with name" or "Only with position" filter after the retrieval.
Limits
- The costs arise at the provider, not in Leadmode. Check the tariff there.
- If the quota at the provider runs out, the search stops and keeps the hits found so far.
- A search runs only while the window is open; an interruption can be resumed.