Monitors: Automatic Prospecting (Leads Hub)
Save a search and let it run daily, weekly or monthly, adding new matching companies to your accounts automatically, at no credit cost.
A monitor is a saved search that runs on a schedule and adds new matching companies to your Accounts. Monitors never spend credits. Go to CRM → Leads Hub → Monitors.
Create a monitor
- Run a search in Discover.
- Click the bookmark button to save it as a monitor.
- In Monitors, open it with Edit and set:
- Schedule: Daily, Weekly, Monthly or Manual (runs only when you click Run now).
- Minimum fit: only companies at or above this score are saved (50 unless you change it).
- Notify admins: send a notification with the number of new matches and a link straight to them.
What happens on each run
- New companies that meet the minimum fit are saved to Accounts as New.
- Companies already saved, already in your CRM, or on your do-not-contact list are skipped.
Search history
The history table shows every run: When, Search, how many were Found, how many were Saved, how many were already Known, how many were skipped as Do not contact, and the Status.
Managing monitors
- Run now runs the monitor immediately.
- Edit changes the schedule, minimum fit or notifications.
- Delete stops it. Accounts it already saved stay.
Tip: pair a monitor with the Newly incorporated signal to reach new businesses in the first weeks after they're formed.
Where to go next
- The whole Leads Hub on one page → Leads Hub A–Z: Getting Started
- Ideal Customer Profiles · Discover · Accounts and Contacts · Monitors
- Credits, Spending Controls and Usage · Data Sources and Your Own Keys
- Do-Not-Contact and UK PECR
- Turn prospects into conversations → Advanced Sequences
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