Automatic Lead Delivery

The AI SDR Agent can automatically send scored leads to your existing tools — no manual CSV exports needed. Every time the agent surfaces new leads, they're delivered to whatever channels you configure.

You have four options, from simplest to most flexible:

Option 1: Slack Notifications

Get a formatted message in your Slack channel every time new leads are surfaced. Each notification includes the lead's name, title, company, score, HC signals, and direct links to their email and LinkedIn.

Step 1: Create a Slack Incoming Webhook

Go to api.slack.com/messaging/webhooks and create an incoming webhook for the channel where you want lead notifications. Copy the webhook URL (it looks like https://hooks.slack.com/services/T.../B.../xxx).

Step 2: Paste the URL in Your SDR Settings

Go to Solution Dashboard → Team → SDR Agent → Edit ICP. Scroll to the Lead Delivery section and paste your Slack Webhook URL. Click Save.

Step 3: Done

The next time the agent runs, new leads will appear in your Slack channel automatically.

Option 2: Webhook (Zapier, Make, n8n, or Custom)

Send leads as a JSON payload to any URL. This works with Zapier, Make (Integromat), n8n, or any custom endpoint. From there, you can route leads to Google Sheets, HubSpot, Clay, EmailBison, or any tool in your stack.

Step 1: Get Your Webhook URL

Zapier: Create a new Zap with "Webhooks by Zapier" as the trigger → "Catch Hook" → Copy the webhook URL
Make: Create a new scenario with "Webhooks" → "Custom webhook" → Copy the URL
Custom: Use any URL that accepts POST requests with JSON body

Step 2: Paste the URL in Your SDR Settings

Go to Solution Dashboard → Team → SDR Agent → Edit ICP. Scroll to Lead Delivery and paste your webhook URL. Click Save.

Step 3: Map the Payload

The webhook sends a JSON payload with this structure:

{
  "event": "leads.surfaced",
  "solutionId": "your-solution-id",
  "leads": [
    {
      "name": "Jane Smith",
      "title": "VP of Marketing",
      "company": "PepsiCo",
      "domain": "pepsico.com",
      "email": "jane@pepsico.com",
      "linkedin": "https://linkedin.com/in/janesmith",
      "score": 87,
      "signals": "viewed_profile(3x), saved_in_category",
      "surfacedAt": "2026-04-08T12:00:00Z"
    }
  ]
}

In Zapier/Make, map these fields to the appropriate columns in your Google Sheet, HubSpot contact properties, or Clay enrichment workflow.

Option 3: API Endpoint (Pull-Based)

For full control, use the leads API to pull leads on your own schedule. This is ideal for custom scripts, cron jobs, or your assistant pulling leads daily.

Endpoint: GET /api/solutions/{solutionId}/leads

Authentication: Requires a logged-in session (cookie-based auth).

Parameters:

format=json (default) or format=csv
limit=50 (default 50, max 200)
offset=0 for pagination
since=2026-04-01T00:00:00Z — only return leads surfaced after this date (for incremental pulls)

Example:

GET /api/solutions/your-id/leads?format=csv&since=2026-04-01

Returns a CSV with columns: Name, Title, Company, Domain, Email, LinkedIn, Score, Signals, SurfacedAt.

Option 4: Manual CSV Export

From the Leads tab, click the Export button to download all scored leads as a CSV file. The CSV includes a Signals column with HC behavioral data for each lead.

This is the simplest option but requires you to remember to export regularly. We recommend one of the automated options above for consistent lead flow.

Recommended Workflows

Your Stack	Best Setup
Clay + EmailBison	Webhook → Zapier/Make → Google Sheet → Clay API → EmailBison
HubSpot	Webhook → Zapier → Create HubSpot Contact with HC signal properties
HeyReach (LinkedIn)	Webhook → Zapier → Google Sheet → HeyReach campaign import
Slack-first team	Slack webhook — leads appear in your channel, team acts on them directly
Custom CRM	API endpoint — pull leads on a schedule with your own script