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

  1. Open /leads/[id].
  2. Click Skip trace.
  3. Confirm credits or BYOK usage.
  4. Wait a few seconds.
  5. 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.