workflow · Sales & CRM
Skip trace a lead
Look up missing phone or email.
2 min to completeleads, skip-trace, enrichmentUpdated 2026-05-26 · v2
Launch this workflow
Opens /leads in your workspace
Why use this
You skip trace a lead to fill in missing phone, email, or address from public data.
Benefits:
- Adds missing contact info in seconds
- Bulk skip trace from a list
- Uses your credits or BYOK provider
Who this is for: Member. Time to complete: ~2 minutes. You''ll need: A lead with at least a name and some context.
Outcome
The lead gains phone, email, and address fields when public data exists.
Steps
- Open /leads/[id].
- Click Skip trace.
- Confirm credits or BYOK usage.
- Wait a few seconds.
- Review the new contact fields.
Variations
- Bulk skip trace from /leads with multi-select.
What can go wrong
- No matches: the person has limited public data; try a different identifier.
Related
- glossary-skip-trace, workflow-owner-skip-trace-lead.