Wrkflow Template List Cleaning Manually cleaning lead lists can be a chore. With our List Cleaning Wrkflow, you save countless hours with a Wrkflow that automatically captures lead data, removes duplicates, and splits prospect names into ‘First Name’ and ‘Last Name’. The Wrkflow also adapts critical fields like annual revenue to match the properties of Hubspot or your preferred CRM. ‘Lifecycle Stage’ and ‘Review Seniority’ columns ensure your leads are qualified and prioritized, and the ‘Contact Owner’ column makes follow-ups a cinch. Combine Smart merge contacts to capture all data while removing duplicates Split Split Name column into First Name and Last Name Edit Reformat Annual Revenue fields to match accepted revenue ranges in CRM Edit Rename standard columns to match properties in CRM Add Add Lifecycle Stage column Review Review Seniority Column: VP+ Update Mark Lifecycle Stage as MQL < VP Update Mark Lifecycle Stage as Lead Add Add Contact Owner Column Update Round-robin Contact Owners across provided list How this Wrkflow will help you Squeaky-Clean Data Automate list cleaning to make sure your lists are free of duplicates, perfectly formatted and organized by priority, such as revenue or lifecycle stage. Simplify Prospecting See which leads are hot and ready to be contacted—once that’s complete, you’ll have all their details ready when it’s time to call. Save Time Let the Wrkflow automate data cleanup and formatting, so you can focus on outreach and preparing for your next sales call. Make this Wrkflow work for you Thanks to our Hybrid Automation approach, Wrk can connect to any software that you currently use for List Cleaning, and in many cases our pre-configured Wrk Actions cover the entire cost of industry-leading tools your team already pays for. Two birds, one platform. Popular Wrk Actions to Improve your List Cleaning Add Product to Google Business Listing Store Add a new product into a Google Business Listing store Add Row in Google Sheets Add a row to an existing tab in Google Sheets Add Text to a Google Slide Add, replace, or remove text in a Google Slides presentation Add Attachment to a Deal in HubSpot Attach any document to an existing deal in Hubspot Add Image in Powerpoint Add and format image in a slide in Microsoft Powerpoint Add a Deal in Pipedrive Create a new deal in Pipedrive Add Note in Salesforce Add a note to a lead, account, contact, or opportunity in Salesforce Call Lead from Contact List with HubSpot Call lead in Hubspot with customized script Call to Inform Place a phone call with a provided script to relay information Combine Data in Google Sheets Concatenate contents of multiple cells within a Google Sheets spreadsheet Combine Data in Excel Concatenate contents of multiple cells within a Microsoft Excel spreadsheet Convert PDF to Excel Convert a PDF file to a Microsoft Excel spreadsheet Copy Google Slides Make a copy of an existing Google Slides presentation to create a new one Delete Row in Google Sheets Delete a duplicate row or contact in Google Sheet Delete Duplicate Record from Hubspot Delete a duplicate contact, company, or deal in Hubspot CRM Edit Text in Acrobat Edit text in a PDF in Adobe Acrobat Edit Text in Google Docs Add, replace or delete text in Google Docs Resources Related to List Cleaning 5 Revenue Processes Ripe for Automation Automation for the People Video: Unlock Hybrid Automation with Wrk Filling Your Revenue Generation Gaps with Automation RevOps Your Engine Webinar: Growth Hacking Your Digital Agency Wrk x Vancouver Startup Week — How we generated 560% return for our investors Wrk x Dublin Tech Summit — This Won’t Hurt a Bit: Truly Painless Digital Transformation Did you know? Wrk is proven to reduce cost per process by an average of 20% and reduce delivery time by 65%.