UpLead connector

Use your UpLead data for reporting, automation and AI.

Data Panda brings your UpLead contact, company, technographic and intent data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.

UpLead

About UpLead

B2B contacts with the verification step at lookup time.

UpLead was founded in 2017 in California by Will Cannon, who also founded LeadFuze, as a B2B contact database aimed squarely at SMB and mid-market sales teams that wanted something simpler than Apollo and cheaper than ZoomInfo. The company sells a contact and company database, technographic fingerprints, intent signals and list-build tools through a self-service web app and a public REST API, with a Chrome extension for prospecting from LinkedIn.

The pitch that makes UpLead read different from its sales-stack neighbours is the verification motion. Every email is run against a real-time deliverability check at the moment a credit is spent, and the company backs the output with a public 95-percent accuracy guarantee that credits a bounced contact back to the seat. The contact graph is reportedly more than 155 million records, smaller than the Apollo or ZoomInfo numbers but pitched on accuracy and freshness rather than scale.

The reason to land UpLead in a warehouse is that the verification credit only earns its keep where bounce rate, ICP-match and meeting outcome line up against it. Bounce-rate before and after the real-time check, share of credits refunded under the accuracy guarantee, technographic-filtered list yield against pipeline, and the SMB-pricing arithmetic against an Apollo or ZoomInfo seat all live across UpLead, the CRM and the engagement tool. Inside the UpLead console those numbers stay an internal usage report; in a warehouse they become a sales-budget metric.

What your UpLead data is for

What you get once UpLead is connected.

Verified-email spend versus outcome

UpLead credit usage, real-time-check pass rate and accuracy-guarantee refunds sitting next to CRM outcome and invoiced revenue.

Bounce rate before and after the real-time verification step
Credits refunded under the 95-percent accuracy guarantee per quarter
Cost per booked meeting on UpLead-sourced contacts versus other contact sources

Lookup feeding the right tool

An UpLead lookup lands the verified contact in the CRM and the engagement tool without rekeying.

Verified contact and company data syncs onto matching Salesforce or HubSpot records
ICP-matched lookup pushes the person into the right Salesloft or Klenty cadence
Contact that bounces post-verification routes to a refresh queue with the refund event tagged

AI workflows on verified contacts

Train scoring on the slice of the contact base that already passed a real-time verification.

Reply-likelihood scoring on UpLead-verified contacts per persona and technographic
Lookalike account scoring against the UpLead company graph for ICP expansion
Bounce-risk prediction on cached UpLead contacts before another credit is spent

Custom apps on your UpLead data

Internal tools for SDR leadership, RevOps and finance.

Credit-spend dashboard split by user, team and ICP segment
Accuracy-guarantee refund tracker with the underlying bounced contacts surfaced
ICP coverage view of target accounts with no UpLead-verified contact yet

Use cases

Use cases we deliver with UpLead data.

A list of concrete reports, automations and AI features we have built on UpLead data. Pick the one that matches your situation.

Bounce before vs afterEmail bounce rate on the lookup batch before and after the real-time check.

Guarantee refund rateShare of UpLead credits refunded under the 95-percent accuracy guarantee.

Credit per meetingUpLead credits spent per booked meeting and per closed deal.

ICP coverageShare of target accounts with at least one UpLead-verified contact.

Technographic yieldReply rate on lists filtered by the tech stack the prospect runs.

Intent to replyUpLead intent-signal contacts converted to sequence replies.

SMB price arithmeticUpLead seat and credit cost compared with the equivalent Apollo or ZoomInfo contract.

Extension vs API mixLookups via the Chrome extension versus the API or CRM sync.

Contact decayBounce and job-change rate on cached UpLead contacts over time.

Persona yieldLookup-to-reply rate per persona and seniority band.

Lookalike accountsNew accounts resembling closed-won customers on the UpLead graph.

SDR ramp curveHow new SDRs ramp on UpLead across their first four quarters.

Real business questions

Answers you will finally get.

What is the bounce rate before and after UpLead's real-time check?

Email bounce rate on every UpLead lookup batch, split by the pre-check status the API returned and the post-send result your engagement tool recorded. Tells SDR ops whether the real-time verification is genuinely cutting bounces in your segment, or whether a particular ICP slice still bounces after the check and needs a re-lookup or a different source.

What share of UpLead credits came back under the 95-percent accuracy guarantee?

Refund-credit events from UpLead joined to the originating lookup, the contact, and the bounce that triggered the refund. Surfaces the real refund rate per quarter against the 95-percent target, and lets finance reconcile the credit balance instead of trusting the in-app counter.

Are we paying less than an Apollo or ZoomInfo seat would cost in our segment?

UpLead seat and credit spend lined up against the equivalent Apollo or ZoomInfo contract for the same SDR headcount and lookup volume, plus the meetings and pipeline produced on each side. Lets finance answer the SMB-pricing question with numbers from your segment, not the comparison page on the vendor's website.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

UpLead seat and credit spend tied to pipeline produced and to the equivalent Apollo or ZoomInfo contract for the same headcount. Finance can see the real SMB-pricing saving and the share of credits that came back under the accuracy guarantee, instead of trusting the in-app credit balance.

For sales leaders

Verified-email pass rate, post-send bounce and meeting yield on every account an SDR is touching. Reps stop guessing whether a list is going to deliver and SDR leaders see the personas where the real-time check keeps bounce rate down.

For operations

Bounce trends, refund events and ICP coverage in one picture. RevOps spots the segments where UpLead's verification holds up and the segments where contacts still go stale faster than the team can refresh them.

Ideas

What you can automate with UpLead.

UpLead

Pair with Salesforce

Land UpLead-verified contacts on Salesforce accounts and contacts

UpLead contact, company, technographic and intent data lands on the matching Salesforce account and contact, with the verification-pass timestamp and the credit cost stored on the contact record. AEs open an account and see which contacts were last verified inside the quarter, and RevOps writes validation rules that warn before a sequence fires on a contact whose UpLead verification is older than the freshness threshold.

UpLead

Salesloft

Pair with Salesloft

Feed Salesloft cadences from a verified UpLead lookup

When an SDR pulls an ICP-matched contact from UpLead, the verified email and phone land on the matching Salesloft person and the contact enters the right cadence with the verification timestamp tagged. SDR leadership compares reply and meeting yield on UpLead-verified cadences against the rest of the contact base, and a post-send bounce on a verified contact triggers an automatic refund-claim record next to the cadence event.

UpLead

Pair with Klenty

Pair UpLead with Klenty for an SMB-friendly outbound stack

An UpLead-verified contact in an ICP segment lands directly in the right Klenty cadence, with the technographic filter that produced the lookup carried into the first-touch template. SMB sales teams that picked Klenty for the same simpler-and-cheaper reasons they picked UpLead can compare cadence reply yield per technographic slice and see which combination of UpLead filter and Klenty template books meetings in their segment.

UpLead

Pair with Gong

Bring UpLead firmographics into Gong call review

UpLead contact, company, technographic and intent data joins Gong call recordings for the same account, so coaching reviews calls with the prospect's tech stack and most recent intent topic in view. RevOps can also check whether the objections Gong flags cluster differently on contacts that came in via the Chrome extension versus an API enrichment, and whether the verification-pass status correlates with the share of calls that ended in a next step.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your UpLead data lives.

Power BI Microsoft

Fabric Microsoft

Snowflake Data warehouse

BigQuery Google

Tableau Visualisation

Excel Sheets & pivots

Three steps

From UpLead to answers in three steps.

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

UpLead connector configured and running
Warehouse set up in your cloud account
Clean access for your Power BI, Fabric or Tableau team
Documentation on what's in the data model
Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

Everything in Self-serve
Dashboards built to the questions your team actually asks
Automations between your systems
AI workflows scoped to real tasks your team runs
Custom apps where a dashboard does not cut it
Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Where does UpLead sit between Apollo and ZoomInfo for an SMB sales team?

ZoomInfo sells the deepest enterprise contact graph at enterprise pricing. Apollo bundles a broad database with sequences and a dialler under one login at SMB and mid-market pricing. UpLead sits one slot smaller and simpler, with a contact graph the company puts at over 155 million records, real-time email verification on every lookup, and a public 95-percent accuracy guarantee. The graph is smaller than either, so the right question is whether UpLead covers your ICP. We can put coverage, verified-email pass rate and meeting outcome from each platform side by side on the same accounts so the choice rests on numbers from your segment.

How do we measure whether UpLead.s 95-percent accuracy guarantee is paying back?

We land UpLead lookup events, the verification status the API returned, the post-send bounce events from your engagement tool, and the refund-credit events from UpLead in the same warehouse layer. Per quarter, finance can read the real refund rate against the 95-percent target, the credits returned to the seat, and the share of bounces that did not get caught in time, instead of trusting the in-app counter.

GDPR-compliant

Data stays in the EU

You own the warehouse

A first deliverable live in four to six weeks.

We review your UpLead setup and the systems around it. Together we pick the first thing worth building.

Book a call See our other connectors