NearSync Help

Sales

AI Lead Generation Connect the B2B data providers you already subscribe to and review every lead they return in one list.

AI Lead Generation is the lead sourcing area of Sales. Instead of logging into several external databases separately and copying names out of each, you connect them here and review everything they return in one place.

It has two tabs: Providers and Leads.

Providers

Ten B2B data providers can be connected.

Provider What it specialises in
Apollo.io Email finding, company enrichment, intent data
ZoomInfo Org charts, technographics, intent signals
Lusha Direct dials, email verification, CRM enrichment
Clearbit Real-time company enrichment and prospecting
Cognism Phone-verified data with strong GDPR compliance
Hunter.io Domain search, email finding and verification
Kaspr LinkedIn-based enrichment and phone numbers
LeadIQ One-click capture and CRM sync
UpLead Real-time verification and technographics
Snov.io Email finding with outreach campaigns

Connecting One

You need an API key from that provider. Keys are added under System Settings, then Integrations - not inside Sales itself, because the same credential may be used by more than one part of the platform.

Once connected, the provider shows a green Enabled status and a Sync button to pull leads on demand.

What This Costs

You pay the provider directly, for whatever you have subscribed to. NearSync adds no markup and charges nothing for the integrations themselves.

Choosing Providers

Start with one or two whose coverage matches the markets you actually sell into, rather than connecting all ten and drowning in duplicates.

A provider with strong Gulf coverage will do more for a team selling in the UAE and Saudi Arabia than one built primarily for the United States, however good its overall reputation. Each provider card carries tags showing the kind of data it covers.

Leads

Every lead your connected providers have returned. A summary at the top shows three counts:

  • Accepted - reviewed and worth pursuing
  • Converted - accepted leads that became contacts and were linked to a deal
  • Total imported - everything pulled in from all sources

Each row shows the name and company, job title, a badge for the provider it came from, a score where the provider supplies one, and its status: New, Accepted or Converted.

Working Through Them

Accept or reject leads individually, or use Accept All and Reject All to process a batch.

An accepted lead is ready for outreach. Converting it turns it into a full contact in your Workspace, where it behaves like any other contact and can be linked to deals.

Convert, Do Not Retype

Always convert an accepted lead rather than creating a contact for the same person by hand.

Tip

Converting carries the source information across. That is what later answers the question worth asking - which provider, which channel, which campaign actually produced the clients you kept. A contact typed in manually has no origin, and no amount of reporting recovers it.

Common Questions

Do leads appear automatically? Connected providers push into your Leads list, and the Sync button pulls the latest on demand.

What happens to rejected leads? They stay in the list marked rejected rather than disappearing, so the same person does not arrive again next month with nobody remembering why they were passed over.

Can two providers return the same person? Yes, which is the main argument for connecting a small number with good coverage rather than all ten.

7 minUpdated 28 July 2026

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