ObertObert
Discovery

Auto-Add to Lists

Automatically route leads discovered by signals into specific lists.

By default, signal-discovered leads land in your lead database with "Pending" status. With auto-add rules, you can route them directly into specific lists — so they're organized and ready for campaigns without manual work.

Set up auto-add

  1. Open a signal's detail page.
  2. Click the Auto-Add tab.
  3. Click Add List.
  4. Select the list you want leads routed to.
  5. Repeat to add multiple lists if needed.

Auto-add configuration linking a signal to lists

Every time this signal runs, matching leads are automatically added to the selected lists.

How it works

  • Leads are added to lists after they're created in your database — the signal discovers them first, then routes them.
  • If a lead already exists in the target list, it's skipped (no duplicates).
  • Auto-add respects the list's ICP scoring — newly added leads are scored automatically.
  • If the list has Slack notifications configured, your team is alerted when new leads arrive.

Configure from the list side

You can also set up auto-add from the list:

  1. Open a list's detail page.
  2. Click the Signals tab.
  3. Click Link Signal.
  4. Select the signal to connect.

This is the same relationship — just configured from the other direction.

Remove an auto-add rule

  1. Open the signal or list detail page.
  2. Find the linked signal/list in the Auto-Add or Signals tab.
  3. Click Remove to disconnect them.

Existing leads already in the list are not affected — only future auto-adds stop.

Tips

  • One signal, multiple lists. Route the same signal into different lists for different campaigns or segments.
  • Combine with ICP scoring. Set strict ICP criteria on the target list, then use Slack notifications with "High ICP only" to get alerted only about the best matches.
  • Use exclusion lists in campaigns. If multiple signals feed the same list, use campaign exclusion lists to avoid contacting the same lead twice.

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