workflow · Leads & CRM
Skip-trace a lead
Look up phone, email, address.
2 min to completeleads, skip-traceUpdated 2026-05-26 · v2
Launch this workflow
Opens /leads in your workspace
Why use this
You skip-trace a lead to look up phone, email, and address in seconds.
Benefits:
- Adds missing contact data fast
- Confirms spend before charging
- Reviewable results before they save
Who this is for: Owner, Member. Time to complete: ~2 minutes. You''ll need: A lead with at least a name.
Outcome
Contact data appended to the lead.
Steps
- Open /leads/[id].
- Click Skip trace.
- Confirm the spend.
- Wait.
- Review results.
What can go wrong
- No match: lead is sparse; try enrichment instead.
Related
- help-leads-detail, glossary-skip-trace.