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CRM · Integration

Workbooks

Sourcing.sh is the data index of AI agents: companies, profiles, schools, offers and signals, for a fixed price. Connected to Workbooks, it keeps your accounts and contacts up to date for well-targeted Sales agents.

Study the connection to WorkbooksSee Workbooks ↗

What Sourcing.sh communicates with Workbooks

Send the data

sourcing.sh pushes companies, profiles and fresh offers into your tool.

Refresh the data

Your records are re-crawled and updated continuously — the data no longer dies.

Send signals

Position changes, recruitments, hiring and timing signals pushed to your agents.

The index feeds and refreshes your Workbook accounts and contacts: qualified companies, enriched decision-makers, periodic re-crawl against obsolescence. Hiring and growth signals feed your Sales agents to prioritize moving accounts at the right time, across the entire sales-marketing-service chain.

This record describes a compatibility to study. Availability, data exchanged, required rights and any costs are confirmed before activation. General API and webhooks require Scale.

Your workflow

The right data. The right action.

New information, a detected change or a record to complete: your agent checks the data and applies the rules you defined.

Create a record, update approved fields or request human approval: you stay in control before data reaches your tool.

Define my workflow

How it works

  1. 01

    Frame the connection to Workbooks

    Confirm compatible objects and necessary rights: OAuth, API key or export.

  2. 02

    Define exchanges

    Choose the fields to complete and the update rules in Workbooks.

  3. 03

    Plan the checks

    Choose the cadences and actions to trigger when a change is detected.

Discover the API

Your next step

Turn data into action.

Find the right contacts, keep your data up to date and connect your tools.

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