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Action columns

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Written by Levon Adamyan

Action columns let you trigger external actions on leads directly from your list. Unlike smart columns that add data, action columns execute side effects.

Built-in action types

Action

What it does

Push to CRM

Sends lead data to HubSpot, Salesforce, Pipedrive, or Dynamics. Supports upsert to prevent duplicates.

Send Notification

Triggers a Cleanlist alert or external webhook

Kick off Prospecting

Uses a lead's company information to start a new prospecting workflow

Re-enrich

Re-runs the enrichment waterfall on previously failed leads

Conditional gates

Actions can be filtered by row conditions. For example, you can push to HubSpot only when icp_fit_score > 7 and primary_email_status = 'reliable'. This lets you automate workflows based on data quality and scoring criteria.

Execution model

Each action runs asynchronously with per-row status tracking:

pending → running → done | failed

Failed rows can be retried individually or in bulk without reprocessing successful entries.

Safety features

  • Idempotent CRM pushes - Push-to-CRM actions use upsert for compatible destinations, preventing duplicate records if run again.

  • Per-row visibility - See the exact status and any error messages for each lead.

  • Selective retry - Re-run only failed rows without affecting completed ones.

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