Find People (client discovery)

The search system helps agencies discover new business opportunities by searching for companies with open roles and potential client contacts.

Naming note. In the app this is the Find People module (/prospecting), a paid add-on. It replaced the old standalone Find Clients page, and /find-clients links now redirect to /prospecting. Find People also folds in the former Find Email page as its Enrichment tool.

Removed: the searches/jobs and searches/clients API

The legacy Find Client endpoints have been removed:

POST   /v1/searches/jobs
GET    /v1/searches/jobs/:searchId
GET    /v1/searches/jobs/:searchId/results/jobs
GET    /v1/searches/jobs/:searchId/results/contacts
POST   /v1/searches/jobs/:searchId/refreshes
POST   /v1/searches/clients
GET    /v1/searches/clients/:searchId
GET    /v1/searches/clients/:searchId/results/contacts
POST   /v1/searches/clients/:searchId/expansions

They no longer respond. Client prospecting now lives entirely in the Find People module, which runs on a different discovery provider. Existing searches and their results are preserved and remain readable in Find People.

Prospect lists

Save discovered contacts to named lists for follow-up:

POST /v1/pools/prospects
Authorization: Bearer <token>
Content-Type: application/json
 
{
  "name": "Berlin Medtech Prospects Q2"
}

Manage list contacts and leads:

GET    /v1/pools/prospects/user/:userId
GET    /v1/pools/prospects/:publicId
PATCH  /v1/pools/prospects/:publicId
PATCH  /v1/pools/prospects/:publicId/leads
PATCH  /v1/pools/prospects/:publicId/contacts

Agent-powered prospecting

Client prospects surfaced for your organization land in the inbox for review.

Review prospect findings in the inbox:

GET /v1/inbox?type=client_prospect&surface=crm
Authorization: Bearer <token>

Convert a prospect to a client:

POST /v1/inbox/:id/actions/create-client
Authorization: Bearer <token>