Skip to main content
Our Core Playbook: This is the exact workflow our internal team uses daily to research leads, automate CRM updates, and handle outbound outreach.

​
Who should read this

  • Founders & Operators: Automate GTM busywork and maintain pipeline visibility.
  • Growth & Sales Leads: Qualify inbound leads and draft personalized outreach instantly.

​
What you’ll learn

  • Build your own intelligent CRM tracker in minutes.
  • Learn how DeepVista handles the busywork for you by researching outbound leads, sending outreach emails, and capturing and following up with inbound leads.
  • Win the new metric for AI-native GTM: Speed to context.

​
1. Research Leads and Set Up a CRM Tracker

​
Prerequisites

Before you start, make sure you have a DeepVista account with an active project. To create an account, sign up here. Once you’re in, you’ll land on your homepage with quick-start cards, ready to go.

​
Onboard Your Company and Ask DeepVista to Search Leads for You

1

Click "Research leads" on the Lead Tracker card.

DeepVista will ask for your company website, confirms your ICP, and learns your value propositions and key capabilities.
2

Save your company card to a workbench.

A workbench helps you organize all assets you’ve created.In this case, you can automatically add future outputs from this chat and find them later on the homepage. 
3

After DeepVista finishes its work, you'll receive a table card with your leads. Click to expand the full list.

4

To view details for a specific entry, hover over the table row and click "Open."

​
Customize Your Search Fields

  1. To retrieve additional information, prompt DeepVista: “Please add a column for the LinkedIn page. Research and populate it.” The system will automatically add and populate the new column with the requested data.
Want contacts verified against a live database instead of deep research? Connect Apollo integration for Apollo Verified tracker rows.

​
2. Draft, Send, and Schedule Outreach Email

​
Ask DeepVista to Draft Outreach Email

1

Ask DeepVista: "Help me draft outreach emails for all of the leads."

DeepVista will save your email drafts as context cards.
2

Click into the email card to view and edit the draft.

Image
To make changes, you can also ask DeepVista directly: “Add my email signature.”DeepVista will automatically pull the necessary information from your VistaBase context cards.

​
Connect Your Gmail and Send Your Email

1

Go to your account menu, then Settings > Users > Connectors, and click + Gmail.

2

Make sure DeepVista has all the access it needs.

3

Upon success, you'll see the confirmation page below.

4

Once ready, click Send at the top of the email card, or ask DeepVista to send all of them automatically.

5

To confirm, open Gmail and find the sent email in your Gmail "Sent" tab.

​
Ask DeepVista to Schedule a Daily Job

1

Ask DeepVista: "Schedule a daily task to source 20 new leads every day. Never repeat companies already in the tracker."

DeepVista will create an automated workflow and a scheduled job for you.
2

Click the context cards to view details and make changes.

​
3. Keep Your CRM Running With You

​
Capture a Note or a Screenshot

  1. Copy and paste it in chat, ask DeepVista to “add customer A to my CRM Tracker.” DeepVista will automatically update the row.

​
Monitor your Email

1

Ask DeepVista: Monitor my email inbox and update the CRM Tracker everyday.

DeepVista will create a Scheduled job to run the monitor workflow automatically.
2

Get an email alert when a CRM contact has an update.

3

On the CRM tracker, click to check Person Card for recent interaction.

​
Congratulations

You just built an intelligent CRM Tracker. Start acquire, engage, and retain!