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LeadIQ Platform Help

LeadIQ平台帮助

Step 1 — Gather context

步骤1 — 收集上下文

If 
references/learnings.md
exists, read it first for accumulated platform knowledge.
Ask the user:
  1. What do you need help with?
    • a) Capturing contacts from LinkedIn (Chrome Extension / Prospector)
    • b) Champion tracking / job change alerts
    • c) CRM enrichment (Salesforce or HubSpot)
    • d) API integration (GraphQL)
    • e) Scribe AI outreach writing
    • f) Credit management / usage optimization
    • g) Something else
  2. Which LeadIQ plan are you on?
    • a) Free (50 credits/mo, 1 user)
    • b) Pro (~$200/mo, up to 5 users)
    • c) Enterprise (custom)
    • d) Not sure / evaluating
  3. What CRM do you use?
    • a) Salesforce (native managed package)
    • b) HubSpot (via Workato)
    • c) Other / none
Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
若
references/learnings.md
文件存在，请先阅读以获取已积累的平台相关知识。
向用户询问以下问题：
  1. 您需要哪方面的帮助？
    • a) 从LinkedIn捕获联系人（Chrome扩展/潜在客户挖掘工具）
    • b) 关键联系人追踪/职位变动提醒
    • c) CRM数据丰富（Salesforce或HubSpot）
    • d) API集成（GraphQL）
    • e) Scribe AI外展文案撰写
    • f) 积分管理/使用优化
    • g) 其他问题
  2. 您使用的是LeadIQ哪类套餐？
    • a) 免费版（每月50积分，1用户）
    • b) 专业版（约200美元/月，最多5用户）
    • c) 企业版（定制化）
    • d) 不确定/正在评估
  3. 您使用的是哪款CRM？
    • a) Salesforce（原生托管包）
    • b) HubSpot（通过Workato集成）
    • c) 其他/未使用
跳过规则：若用户的提问已包含足够上下文，直接进入步骤2。

Step 2 — Route or answer directly

步骤2 — 转至对应技能或直接解答

Problem domainRoute toCommand
Building prospect lists across multiple tools
/sales-prospect-list
/sales-prospect-list {user's question}
General enrichment strategy / waterfall enrichment
/sales-enrich
/sales-enrich {user's question}
Outbound sequence design and cadence
/sales-cadence
/sales-cadence {user's question}
CRM data quality / deduplication
/sales-data-hygiene
/sales-data-hygiene {user's question}
Connecting LeadIQ to other tools
/sales-integration
/sales-integration {user's question}
Interpreting buying signals / intent data
/sales-intent
/sales-intent {user's question}
When routing to another skill, provide the exact command: "This is a {problem domain} question — run: 
/sales-{skill} {user's original question}
"
If the question is LeadIQ-specific, continue to Step 3.
问题领域转至技能命令
跨多工具构建潜在客户列表
/sales-prospect-list
/sales-prospect-list {用户问题}
通用数据丰富策略/分层数据补充
/sales-enrich
/sales-enrich {用户问题}
外展序列设计与节奏规划
/sales-cadence
/sales-cadence {用户问题}
CRM数据质量/去重
/sales-data-hygiene
/sales-data-hygiene {用户问题}
LeadIQ与其他工具的连接
/sales-integration
/sales-integration {用户问题}
购买信号/意向数据解读
/sales-intent
/sales-intent {用户问题}
转至其他技能时，请提供精确命令：“这属于{问题领域}问题，请执行：
/sales-{技能名称} {用户原始问题}
”
若问题为LeadIQ专属，继续进入步骤3。

Step 3 — LeadIQ platform reference

步骤3 — LeadIQ平台参考

Read 
references/platform-guide.md
 for the full platform reference — modules, pricing, integrations, data model, workflows.
Answer the user's question using only the relevant section. Don't dump the full reference.
If they're asking about the API, also read 
references/leadiq-api-reference.md
 for endpoint details.
**阅读
references/platform-guide.md
**获取完整平台参考信息——包括模块、定价、集成、数据模型、工作流等。
仅使用相关章节内容解答用户问题，请勿直接输出完整参考文档。
若用户询问API相关问题，还需**阅读
references/leadiq-api-reference.md
**获取端点详情。

Step 4 — Actionable guidance

步骤4 — 可落地指导

You no longer need the platform guide — focus on the user's specific situation.
  • For Chrome Extension issues: Clear cache, disable other extensions, check LinkedIn page type (profile vs Sales Navigator vs search). The extension works differently on each.
  • For credit optimization: Phone lookups cost 10x email lookups. Capture emails first, then selectively reveal phones for high-priority contacts only. Use account enrichment (3 credits) to validate company fit before spending on individual contacts.
  • For Salesforce sync: Ensure read/write permissions on all Lead, Contact, Account fields. Enable the stock Website field. Click "Resync Team" after any field changes in SFDC.
  • For HubSpot: Integration works through Workato, adding complexity. LeadIQ checks for duplicates by matching emails, names, and company domains. Custom field mapping is available.
  • For champion tracking: Set up alerts for past champions who change roles. This is LeadIQ's strongest differentiator — warm pipeline from people who already know your product.
  • For Scribe AI: Treat output as a first draft that needs 30-50% editing. Feed it specific context about the prospect to improve quality.
If you discover a gotcha, workaround, or tip not covered in 
references/learnings.md
, append it there.
此时无需再参考平台指南，聚焦用户具体场景：
  • Chrome扩展问题：清除缓存、禁用其他扩展、检查LinkedIn页面类型（普通主页/销售导航器/搜索结果页）。扩展在不同页面上的运行逻辑不同。
  • 积分优化：电话号码查询成本是邮箱查询的10倍。优先捕获邮箱，仅为高优先级联系人选择性解锁电话号码。使用账户数据丰富功能（3积分）在为单个联系人消耗积分前验证公司匹配度。
  • Salesforce同步：确保对所有Lead、Contact、Account字段拥有读写权限。启用原生Website字段。在SFDC中修改任何字段后，点击“重新同步团队”。
  • HubSpot集成：通过Workato实现集成，增加了复杂度。LeadIQ通过匹配邮箱、姓名和公司域名检测重复项，支持自定义字段映射。
  • 关键联系人追踪：为已合作过的关键联系人设置职位变动提醒。这是LeadIQ的核心差异化优势——从已了解您产品的人群中获取潜在客户。
  • Scribe AI使用：将生成内容视为初稿，需进行30%-50%的编辑。向其提供潜在客户的具体上下文以提升内容质量。
若发现
references/learnings.md
未覆盖的注意事项、解决方案或技巧，请将其追加至该文件中。

Gotchas

注意事项

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.
  • Phone numbers are expensive: 10 credits per phone vs 1 per email. A combined email+phone lookup costs 11 credits. Budget accordingly — 200 Pro credits = only ~18 full contact reveals
  • Credits don't roll over: Monthly credits expire at month-end (monthly plans) or year-end (annual). No accumulation
  • HubSpot integration requires Workato: Unlike the native Salesforce managed package, HubSpot connects through Workato middleware, adding setup complexity and a potential point of failure
  • Salesforce account assignment bugs: Contacts sometimes sync to wrong accounts in Salesforce. Ensure the Website field is enabled on Lead/Contact/Account objects for duplicate detection to work
  • AI Account Prospecting is Enterprise-only: The automatic ICP-based account surfacing feature requires Enterprise plan. Pro users are limited to manual Chrome Extension prospecting
  • EMEA data gaps: European coverage is weaker than competitors like Cognism. Validate EMEA data quality before committing to LeadIQ as your primary provider for European markets
  • Chrome Extension LinkedIn dependency: The extension works best on standard LinkedIn profiles. Performance varies on Sales Navigator, search results pages, and non-LinkedIn sites
基于研究的最佳实践建议——请重点关注套餐限制功能和集成相关注意事项，部分内容可能已过时。
  • 电话号码成本高昂：每个电话号码查询需10积分，邮箱查询仅需1积分。同时查询邮箱+电话号码需11积分。合理规划预算——专业版200积分仅可解锁约18个完整联系人信息
  • 积分不结转：月度套餐积分在月末过期，年度套餐积分在年末过期，不可累积
  • HubSpot集成需依赖Workato：与Salesforce的原生托管包不同，HubSpot需通过Workato中间件连接，增加了设置复杂度和潜在故障点
  • Salesforce账户分配bug：联系人有时会同步至Salesforce中的错误账户。需确保Lead/Contact/Account对象上的Website字段已启用，以保证重复项检测功能正常运行
  • AI账户潜在客户挖掘仅面向企业版：基于理想客户画像（ICP）自动筛选账户的功能仅适用于企业版。专业版用户仅能通过Chrome扩展手动挖掘潜在客户
  • 欧洲地区数据缺口：欧洲地区的数据覆盖弱于Cognism等竞品。在将LeadIQ作为欧洲市场主要供应商前，请验证数据质量
  • Chrome扩展依赖LinkedIn环境：扩展在标准LinkedIn主页上运行效果最佳，在销售导航器、搜索结果页及非LinkedIn网站上的表现可能不稳定

Related skills

相关技能

  • /sales-enrich
    — General enrichment strategy, waterfall enrichment, credit optimization across all providers
  • /sales-prospect-list
    — Building targeted prospect lists across Apollo, ZoomInfo, Cognism, Clay, and more
  • /sales-cadence
    — Outbound sequence design and multi-channel cadence planning
  • /sales-integration
    — Connecting sales tools via Zapier, Make, webhooks, and API pipelines
  • /sales-data-hygiene
    — CRM data quality, deduplication, record matching
  • /sales-cognism
    — Cognism platform help (EMEA-focused competitor with phone-verified mobiles)
  • /sales-apollo
    — Apollo platform help (affordable all-in-one alternative)
  • /sales-zoominfo
    — ZoomInfo platform help (enterprise-grade competitor)
  • /sales-do
    — Not sure which skill to use? The router matches any sales objective to the right skill. Install: 
    npx skills add sales-skills/sales --skill sales-do
  • /sales-enrich
    — 通用数据丰富策略、分层数据补充、全供应商积分优化
  • /sales-prospect-list
    — 跨Apollo、ZoomInfo、Cognism、Clay等工具构建精准潜在客户列表
  • /sales-cadence
    — 外展序列设计与多渠道节奏规划
  • /sales-integration
    — 通过Zapier、Make、webhook及API管道连接销售工具
  • /sales-data-hygiene
    — CRM数据质量、去重、记录匹配
  • /sales-cognism
    — Cognism平台帮助（聚焦欧洲市场的竞品，提供已验证的移动电话号码）
  • /sales-apollo
    — Apollo平台帮助（高性价比的一体化替代工具）
  • /sales-zoominfo
    — ZoomInfo平台帮助（企业级竞品）
  • /sales-do
    — 不确定使用哪项技能？该路由可将任何销售目标匹配至对应技能。安装命令：
    npx skills add sales-skills/sales --skill sales-do

Examples

示例

Example 1: "I captured 200 contacts from LinkedIn but half the phone numbers are wrong" → Walks through LeadIQ phone number accuracy expectations, credit-efficient verification workflow, and when to waterfall to a second provider.
Example 2: "Our Salesforce keeps creating duplicate contacts when reps use LeadIQ" → Covers Salesforce managed package configuration, duplicate detection settings, Website field requirements, and Resync Team workflow.
Example 3: "Is LeadIQ worth $200/month for our 3-person SDR team?" → Compares credit economics (200 credits = ~18 full contacts), evaluates vs Apollo ($49/mo with sequences) and Cognism (unlimited EMEA data), and recommends based on team's primary market.
示例1：“我从LinkedIn捕获了200个联系人，但半数电话号码有误” → 讲解LeadIQ电话号码的准确率预期、积分高效验证流程，以及何时需转用第二供应商补充数据。
示例2：“当销售代表使用LeadIQ时，我们的Salesforce不断创建重复联系人” → 涵盖Salesforce托管包配置、重复项检测设置、Website字段要求及重新同步团队工作流。
示例3：“对于我们3人规模的SDR团队，每月200美元的LeadIQ值得吗？” → 对比积分性价比（200积分=约18个完整联系人），与Apollo（每月49美元含序列功能）和Cognism（欧洲地区数据不限量）进行评估，并根据团队主要市场给出推荐。

Troubleshooting

故障排除

Phone numbers connecting to wrong people or voicemail
  • Cause: LeadIQ phone data has known accuracy issues — the #1 user complaint across 1,000+ reviews
  • Fix: Cross-validate high-priority numbers through a second provider (Cognism Diamond Data, ZoomInfo). Use email-first outreach and reserve phone credits for verified decision-makers only
Chrome Extension not loading or showing "visit a supported site"
  • Cause: Extension cache corruption, browser session conflicts, or unsupported page type
  • Fix: Clear extension cache, close and reopen the extension. If on LinkedIn Sales Navigator, switch to a standard profile page. Uninstall/reinstall as last resort
Salesforce contacts assigned to wrong accounts
  • Cause: LeadIQ can't determine account association when the Website field is missing or company domain doesn't match
  • Fix: Enable the stock Website field on Lead, Contact, and Account objects. After changes, click "Resync Team" in LeadIQ settings. Verify IP restrictions aren't blocking the connection
电话号码关联错误联系人或转至语音信箱
  • 原因：LeadIQ的电话号码数据存在已知准确率问题——这是1000+条用户评价中排名第一的投诉点
  • 解决方案：通过第二供应商（Cognism Diamond Data、ZoomInfo）交叉验证高优先级号码。优先采用邮箱外展，仅为已验证的决策者保留电话号码查询积分
Chrome扩展无法加载或显示“请访问支持的网站”
  • 原因：扩展缓存损坏、浏览器会话冲突或页面类型不支持
  • 解决方案：清除扩展缓存，关闭并重新打开扩展。若在LinkedIn销售导航器上，切换至标准主页页面。最后可尝试卸载并重新安装扩展
Salesforce联系人被分配至错误账户
  • 原因：当Website字段缺失或公司域名不匹配时，LeadIQ无法确定账户关联关系
  • 解决方案：在Lead、Contact和Account对象上启用原生Website字段。修改设置后，点击LeadIQ设置中的“重新同步团队”。验证IP限制未阻止连接