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Action columns

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Written by Levon Adamyan
Updated this week

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 β†’ running β†’ 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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