Contact Discovery

The Contact Discovery Node automatically finds relevant people at each account in your workflow — based on the criteria you define. Instead of manually researching contacts or relying on static lists, this node pulls fresh, up-to-date profiles that match your target persona.


When to Use It

Use this node when you want to:

  • Discover net-new contacts at high-fit accounts

  • Automate top-of-funnel lead generation

  • Find the right person to enrich, qualify, or route into an outbound sequence


Configuration Overview

You’ll define two keyword filters to narrow down the type of people you want (and don’t want) to discover:

Include One Of Keywords

These are the must-have signals in a contact’s headline, summary, or current job details.

Examples:

  • "demand generation", "growth marketing", "VP marketing"

  • "rev ops", "sales operations", "head of revenue"

If a contact matches any of these keywords, they’ll be included.

Exclude All Keywords

These are the keywords you want to filter out completely.

Examples:

  • "student", "intern", "advisor", "retired"

  • "founder" (if you want to avoid early-stage startups)

If a contact matches any of these, it'll be skipped


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