Who this helps
Teams want a concise transfer of research without losing the evidence.
How to use it
Confirm the account against authorized internal records.
Summarize available company facts and page context separately.
Draft an internal note for a person to approve.
A practical example
A proposed note would list a fit reason, source links, and unresolved questions.
What to check
Do not send messages or change CRM ownership without separate authorization.
How Data SDK fits
The full Data SDK API is coming soon. Platform and AI-agent workflows are planning examples. Confirm access, data delivery, usage, branding, and resale terms before building or selling a feature.
These are suggested workflows, not a list of built-in integrations. Use your own approved analytics, CRM, and research process where needed. Matches and fields vary. A company match does not identify a person or prove buying intent.
Discuss API accessOpens an email to our team.