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Setting up a destination — Company list destinations setup in a B2B sales tool

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Company list destinations setup in a B2B sales tool

Destinations for a saved company list in a B2B sales tool: the places a list can send companies once they match the audience.

Options are grouped by what they do. AI notifications can create a Salesforce account when a company in the audience isn’t in the CRM yet. Notifications send a scheduled email with a CSV digest or post to Slack. A third group creates new accounts in HubSpot or Salesforce automatically. Each option is a single row with a one-line explanation and a Create button. On the left, lists are organized into folders such as ICP Audiences and Visitors from referrals.

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