Closely‘s Lead Finder simplifies lead generation for HR tech companies by solving common challenges like outdated data, low response rates, and fragmented outreach. With access to over 143 million updated business contacts, this AI-powered tool helps identify decision-makers, automate prospecting, and personalize outreach across LinkedIn and email. Key benefits include:
- Accurate Prospecting: Filters by industry, job title, and more to target the right audience.
- Verified Data: Ensures email and phone details are valid, improving deliverability and connections.
- Multi-Platform Campaigns: Combines LinkedIn and email for consistent, personalized outreach.
- Performance Tracking: Monitors metrics like open rates and response rates to refine strategies.
How to Automate your LinkedIn with AI (Full Tutorial with Prompts)
How to Set Up Closely’s Lead Finder
Start with a solid plan to make your outreach efforts as effective as possible. Closely’s Lead Finder offers access to over 143 million business contacts that are updated daily, giving you a powerful tool to identify decision-makers in your target audience [4].
To get started, define your Ideal Customer Profile (ICP). This involves pinpointing the industries, company sizes, job titles, geographic areas, and challenges that align with your HR tech solution [6]. A well-thought-out ICP ensures your search filters yield highly relevant prospects, rather than a broad list of contacts that may not convert.
Configure Your Target Search Filters
Closely’s Lead Finder allows you to fine-tune your search using filters like company name, job department, industry, company size, and location [4]. For HR tech companies, this level of precision is essential to connect with the right people.
- Industry filters: Focus on sectors that invest heavily in HR technology. Target industries like professional services, healthcare, manufacturing, and tech companies with 100+ employees.
- Job department filters: Zero in on HR-specific roles. Look for departments such as Human Resources, Talent Acquisition, People Operations, or Executive Leadership – key areas where decision-makers for HR tech solutions are likely to be found.
- Company size filtering: Mid-market companies, typically those with 100-1,000 employees, often strike the perfect balance. They’re large enough to need advanced tools but still agile enough to adopt new technologies quickly. Adjust this range based on your product’s positioning and pricing.
- Boolean operators: Use operators like "HR Director" AND "SaaS" NOT "Recruiting Agency" to refine your search further and exclude less relevant prospects, such as staffing firms [5][6].
- Geographic targeting: Focus on regions where your sales team can provide strong support. If you’re entering new markets, prioritize major metropolitan areas where HR tech adoption is higher.
Once your filters are set, you can move on to importing and verifying your contact data.
Import and Verify Lead Contact Information
After narrowing down your target list, make sure the contact details are accurate. Export your refined list into a CSV file and upload it into your campaigns [4]. This process saves time by eliminating manual data entry and reduces the risk of errors.
Closely provides essential contact details like emails, company names, locations, and LinkedIn profiles [4]. However, importing the data is just the beginning – verification is key to actionable leads.
- Email verification: Prioritize verifying email addresses since email remains a primary channel for B2B communication. Closely’s email verification services check for proper syntax, verify domain authenticity, and filter out spam addresses [7]. This ensures better deliverability and protects your sender reputation.
- Phone verification: For companies that rely on phone-based demos or consultations, verifying phone numbers is crucial. Closely checks formatting and carrier activity to confirm numbers are valid [7]. This step significantly improves your chances of connecting with prospects.
- Real-time checks: Integrate real-time verification into your lead capture process. This allows you to catch inaccuracies immediately, saving time and boosting campaign performance [7].
"Verified leads pave the way for better results and stronger client relationships. Remember, the road to growth starts with leads you can count on." – Accurate Append [7]
To maintain the quality of your database, schedule regular reviews every three to six months [7]. Remove contacts who haven’t engaged in six to twelve months, and use bulk verification tools to validate large datasets efficiently. If your sales process depends on phone-based interactions, consider enabling one-time password (OTP) systems to confirm the functionality of provided numbers [7].
Investing in proper verification directly impacts your campaign success. Studies show nurtured leads make 47% larger purchases compared to non-nurtured ones [8]. Ensuring high-quality, verified data is a critical step toward driving long-term revenue growth.
Create Multi-Platform Outreach Campaigns
Once you’ve verified your leads, it’s time to launch multi-platform campaigns aimed at reaching decision-makers. By combining LinkedIn and email outreach, you can significantly improve your chances of cutting through the noise and connecting with HR executives who are often swamped with messages. The key is maintaining consistency and personalization, which is where AI-driven automation tools shine.
Closely’s AI-powered automation makes it easier to scale your outreach efforts while keeping your messages personal and engaging. This tool allows you to run campaigns across LinkedIn and email, ensuring your outreach feels natural and human-like rather than automated or generic [2]. Many HR tech companies have found this approach effective in capturing the attention of busy decision-makers.
Set Up Automated LinkedIn Messages
LinkedIn is the go-to platform for HR professionals to network and discover solutions. With Closely, you can fully automate your LinkedIn outreach, from profile views and connection requests to follow-up messages [1]. Start by setting up an automation sequence designed to engage your prospects. For instance, Closely can view a prospect’s profile and like their recent posts to establish familiarity before sending a connection request.
The platform’s AI takes personalization to the next level by leveraging data from profiles and context. Imagine reaching out to an HR Director and referencing their recent post about remote work policies or mentioning challenges like a skilled labor shortage. These small but meaningful touches make your message stand out from the flood of generic pitches.
When sending connection requests, make them specific and relevant by incorporating details from the prospect’s profile. Follow up every 3-5 days with value-driven content, such as case studies, industry reports, or insights into HR tech trends. This approach has been shown to deliver 52% higher engagement on LinkedIn and 3x more connections with qualified decision-makers [1].
"Closely is a powerful tool for anyone looking to enhance their sales engagement. The platform is user-friendly and easy to navigate, making it accessible even for those who are not tech-savvy." – Antonio D., Digital Strategist & Coach [2][1]
After establishing a connection on LinkedIn, transition seamlessly to a targeted email campaign to keep the conversation going.
Add Email Campaigns to Your Outreach
Email remains a vital channel for B2B outreach, especially when used alongside LinkedIn. Closely lets you integrate email campaigns with your LinkedIn activities, creating a cohesive multichannel strategy that reinforces your messaging [2].
To ensure a natural flow, wait 2-3 days after connecting on LinkedIn before sending an email. This pause gives prospects time to recognize your profile and makes your outreach feel more organic. Closely’s automation handles this timing for you, ensuring your emails land at just the right moment.
Your email content should complement your LinkedIn engagement. Reference your recent connection or mutual contacts to establish context. Closely’s AI can even generate personalized email content based on the prospect’s role, company, and recent activity [1]. For instance, in HR tech outreach, you might mention a company’s recent hiring announcements or touch on industry-specific challenges.
Focus your emails on providing value rather than making a hard sales pitch. Share resources like HR analytics benchmarks, compliance updates, or workforce trend reports to position yourself as a trusted resource. And don’t forget compliance – include clear unsubscribe options to align with regulations like the CAN-SPAM Act, which helps build trust with your audience.
A well-coordinated multi-touch sequence can include several interactions: a LinkedIn profile view, a connection request, a follow-up LinkedIn message, an email with valuable insights, engagement with the prospect’s LinkedIn posts, and a final email featuring a case study. This layered approach creates multiple touchpoints without overwhelming your prospects.
Using automation tools like Closely can save up to 15 hours a week and boost response rates by 35% [1][2]. For HR tech companies, these time savings allow sales teams to focus on high-impact tasks like demos and closing deals.
To streamline your efforts, Closely provides a unified dashboard that tracks all interactions across LinkedIn and email. This lets you monitor engagement and fine-tune your messaging as needed. With this multi-platform strategy, businesses have reported generating 45% more pipeline opportunities [2].
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Monitor and Improve Campaign Results
Running a multichannel campaign is just the beginning. To truly make an impact, you need to keep a close eye on how your efforts are performing. Without consistent tracking, you risk missing out on chances to fine-tune your approach and reach more HR decision-makers effectively.
Closely’s analytics dashboard gives you a straightforward way to monitor your campaign’s performance across LinkedIn and email. By analyzing the data, you can identify which messages are striking a chord with HR executives and which areas could use some tweaking. This process ties directly back to your multi-channel strategy, ensuring your efforts lead to measurable progress. For instance, 86% of consumers regularly switch between channels, highlighting the importance of tracking results across platforms[10].
Review Performance Data and Metrics
The campaign dashboard is your go-to tool for understanding performance. It tracks essential metrics like:
- Open rates: Gauge the effectiveness of your subject lines.
- Response and conversion rates: Measure engagement and outcomes.
- Click-through rates: See which content sparks interest.
- Cost per lead: Assess the efficiency of your spending.
- Lead velocity: Monitor how quickly prospects move through your pipeline.
These metrics provide a clear picture of what’s working and where adjustments are needed.
Adjust Your Campaign Strategy
Once you’ve reviewed the data, the next step is to act on it. Metrics are only useful if they inform your strategy. Fine-tune your outreach by leveraging data for A/B testing. Experiment with different messaging styles, audience segments, and calls-to-action to see what resonates most. Adjust follow-up timing and personalize messages further to enhance engagement. If certain channels are outperforming others, shift resources to where they’ll have the greatest impact.
Lead scoring can also help you prioritize prospects and set automated alerts for any drop in performance. Personalization plays a key role here – tailoring your approach can significantly boost responses. For example, if LinkedIn consistently generates better results than email, redirect more effort to that platform.
Industry data backs up these strategies: 41% of marketers say generating leads is one of their biggest challenges, and 53% allocate at least half of their budget to this task[9]. Additionally, with 56% of leads not ready to make a purchase right away[9], nurturing becomes essential. Keep an eye on how sustained engagement impacts conversions over time, and adjust your nurturing cadence to align with what the data shows.
Connect Closely with Your Sales Tools
Integrating your lead generation tools with existing systems can save time and reduce errors. By connecting your CRM and calendar systems with Closely, you can simplify workflows and strengthen your multichannel campaign efforts.
Closely’s built-in integrations and webhooks allow LinkedIn and email outreach data – complete with verified contacts – to flow seamlessly into your sales systems, all from one centralized dashboard [2].
Link Your CRM and Calendar Systems
When you integrate your CRM with Closely, contact details such as names, job titles, and company information sync automatically into the platform [11]. This eliminates the hassle of toggling between systems during outreach campaigns.
The calendar integration is just as efficient. By linking Closely to your Google or Microsoft 365 calendar (already synced with your CRM), scheduled appointments from Closely will automatically appear in your CRM system [12]. This setup avoids double-booking by keeping your existing appointments in sync while ensuring your sales process stays organized [13].
For instance, Datagrid reported in January 2025 that integrating tools like Calendly with CRM systems such as Salesforce or HubSpot enables automatic updates to contact records after meetings, thanks to AI-powered data connectors [13].
Scheduling automation takes it a step further by handling follow-ups, reminders, and tasks. Real-time calendar updates even let prospects book meetings directly, cutting down on time-consuming back-and-forth email exchanges [23, 24].
Once your systems are in sync, the next priority is to streamline how your team collaborates.
Manage Team Access and Permissions
After integrating your tools, managing team access becomes essential for smooth collaboration. Handling LinkedIn accounts and coordinating team efforts requires strict access controls, especially since HR tech sales teams often deal with sensitive prospect information.
Start by using role-based access control (RBAC) to assign roles based on specific responsibilities within your team [15]. For example, sales development reps may need different permissions compared to account executives or managers. Following the "least privilege" principle ensures team members only access what’s necessary for their role [15].
Regularly review and update these roles to reflect changes in job functions as your team evolves [15]. Periodic audits can prevent unauthorized access and help maintain security. Automating user provisioning and de-provisioning based on set criteria further simplifies onboarding and offboarding processes [15].
Adding multi-factor authentication (MFA) enhances security, especially when managing multiple LinkedIn accounts and working across platforms with prospect data [15].
Comprehensive documentation is another critical piece. Keep clear, up-to-date policies outlining user roles and group management. These should define responsibilities and provide guidance before adding users or creating groups. Regular updates to these policies ensure they remain aligned with organizational changes [15].
Finally, invest in ongoing training and support. By keeping your team informed about new features and best practices, you enable them to focus on engaging HR decision-makers rather than dealing with access issues. A well-defined permission structure that clarifies hierarchy and responsibilities ensures smooth communication, secure file sharing, and effective collaboration on prospect outreach and closing deals [14].
Conclusion: Scale Your Lead Generation with Closely
HR tech companies can tackle lead generation challenges head-on with Closely’s automated and personalized outreach tools. By addressing inefficiencies in prospecting and simplifying multichannel tracking, Closely turns common hurdles into opportunities through its AI-powered approach.
With AI-driven personalization, businesses can craft messages that resonate with each prospect, leading to higher response rates and stronger connections. Closely’s unified dashboard, which combines LinkedIn and email outreach, streamlines campaign management, ensuring no critical steps are overlooked.
The platform’s performance analytics provide actionable insights, helping teams fine-tune their strategies. Metrics like open rates, reply rates, and engagement levels across LinkedIn and email campaigns enable continuous improvement, driving better results over time. And with its cost-effective pricing, Closely is an appealing option for growing HR tech companies.
Users frequently highlight Closely’s ability to quickly identify leads and automate LinkedIn outreach with a personal touch. The platform’s verified contact data – including business emails and direct phone numbers – enhances deliverability and speeds up connections with key prospects.
By using Closely’s Lead Finder, teams can generate measurable pipeline growth while saving countless hours on manual prospecting tasks [2][3]. This blend of improved efficiency and better results directly supports revenue growth and business expansion.
Closely also integrates seamlessly with existing CRM and calendar systems, ensuring that it complements your current workflows. This allows your team to focus on what truly matters – building relationships and closing deals with the right decision-makers.
FAQs
How does Closely’s Lead Finder verify and ensure accurate contact information for HR tech companies?
Closely’s Lead Finder employs rigorous verification techniques to keep contact details accurate and current. One standout feature is its real-time email validation, which boasts an impressive 95% accuracy rate. This ensures HR tech companies can confidently reach the right decision-makers.
By combining AI-powered tools with multi-step verification processes, Closely reduces errors and boosts the reliability of your outreach. The result? Time saved and a more effective lead generation strategy.
How can HR tech companies set up and optimize multi-platform outreach campaigns with Closely’s Lead Finder?
To get started with Closely’s Lead Finder and optimize your multi-platform outreach campaigns, take advantage of its AI-driven tools to design tailored campaigns for both LinkedIn and email. This tool brings all your outreach activities into a single, organized platform, making it easier to maintain consistency and stay efficient.
Begin by focusing on targeted segmentation – group your leads based on specific traits or criteria. Then, craft messages that feel personal and speak directly to each audience segment. Closely’s multichannel automation helps you streamline these efforts, ensuring your communication stays consistent across different platforms. When you pair these features with well-thought-out messaging, you can boost lead engagement and make your campaigns more impactful.
How can HR tech companies integrate Closely’s Lead Finder with their CRM and calendar systems to improve lead management and scheduling?
HR tech companies can easily connect Closely’s Lead Finder with their current CRM and calendar systems, making lead management and scheduling more efficient. With seamless data synchronization, you can quickly import and export lead details, keeping your CRM updated in real-time. This setup simplifies essential tasks like enriching leads, tracking progress, and managing follow-ups.
Though calendar integrations may vary depending on the platform, combining your CRM’s scheduling features with Closely’s tools can automate meeting arrangements and reminders. This not only improves communication with key decision-makers but also saves time during outreach. Together, these tools create a more organized and effective approach to lead generation.