First steps by goal: "I want to…"

Updated Markdown

Pick the sentence below that matches what you're trying to do. Each one gives you the first few clicks, what it costs, and which help topic to read next for the full picture. If none of these fit, "Which finder do I use?" compares Person Search, Segment Search and AI Research side by side, and "Navigation and glossary" explains every place in the app.

I want to clean up or check a list I already have#

Import the file on the New List page — drop it or click Select File (CSV, Excel or JSON) — then open the list and click Analyze in the list header. In the Fixes category, Fix next to a check corrects that issue for free (or use Tidy up for a guided pass with preview); click Apply in the list header afterwards to keep the corrections. Importing costs credits; checks and fixes cost none — the optional Include AI Analysis setting (off by default) is marked in the app as using credits. Next: Quality checks overview. All prices are in "Price list: what every action costs".

I want to find missing emails or phone numbers for my list#

With the list open (select specific rows first if you only want those), choose Tools → Enrich in the list header, open the Find Missing Email or Phone group, and pick Find Email (by Name & Company) or, for a phone number too, Find Email + Phone (by Name & Company). Finding an email this way costs credits, depending on the provider, only charged when one is actually found; Find Email + Phone costs more, the phone tier charged only when a phone is found. The price is shown before you start. Next: Find a verified email (and Find phone and mobile).

I want to find one specific person#

Click Find in the left rail, then Individual in the switch at the top, to open Person Search, then type a name and company, an email address or a LinkedIn URL and click Search. For a name, confirm which person you mean (ListPlus asks even for a single match); an email address or LinkedIn URL skips that step. The profile then loads automatically for a small amount of credits. Next: Person Search.

I want to build a list of people by role, industry or company size#

Click Find in the left rail, then People in the switch at the top, to open Segment Search, set filters such as job title, seniority, industry, location or company size (or describe your audience in a sentence to build the filters automatically), then click Search Contacts. Each page of up to 25 results costs credits, and revealing a verified email or mobile number for a specific person is a separate, later step. Next: Segment Search (audience database).

I want to find leads with signals no database has#

Click Find in the left rail, then AI Research in the switch at the top, describe your target group in a sentence (role, a visible signal, ideally industry or region, best in English), and click Start research. You're billed for the actual work the AI does rather than a fixed price per lead, and you need a small minimum balance to start. Next: AI Research.

I want to turn notes, signatures or invitations into contacts#

Click Flows in the left rail, then Inbox in the left column, then paste text, attach a PDF, or forward an email to your personal Inbox address for this workspace (Flows → Forwarding address, under Connections in the left column; click Create address the first time). Open the entry and click Recognize contacts, review the suggested people, then click Add to list or Save. Every recognition run costs credits, with longer free text (an email body, a note, a forwarded PDF) adding the AI's actual token cost on top; a short line such as a signature costs just the base price. Next: Inbox.

I want to send my finished contacts to my CRM, Google Sheet or email tool#

Open the ⋯ menu at the far right of the list header and choose Export Data to go straight to the export wizard and pick a destination — an instant download, or send to an app such as Google Sheets, Lemlist or HubSpot. For a quick file instead, the same ⋯ menu also has Export as Excel, and the wizard is reachable via Commands (⌘K) too. File downloads are free. Pushing a later change back to a connected source is something you trigger yourself, with Write to HubSpot (or the source's name) in the Changes panel; for records to go on by themselves, set up a pipeline with automatic release. Next: Export overview (and Sync overview for push-back details).

I want to work on lists together with my team#

Open the workspace switcher in the Home page header (or the workspace row in your avatar menu) and choose Members & invites, then enter your colleagues' email addresses and click Invite. Everyone who joins sees the workspace's lists, Watchlist, Inbox, AI Research runs and pipelines; members are free and spend the workspace owner's credits, so only the owner needs a plan. Next: What is a workspace (and Invite teammates to a workspace, Credits, plan and limits in a workspace).

I want to give Claude or ChatGPT access to a list#

Open Your AI in the left bar and pick your AI's tile — Claude, ChatGPT, Claude Code, Cursor, n8n / Make / Code or Other AI. One button connects it; Claude, ChatGPT and Claude Code sign in with your ListPlus account. Then share the list with it: the connection's Manage → Lists, or in the list Set up → Agents, as Read + check, Edit or Full. This is included on every plan, including Basic; whatever the AI does that costs credits is billed at the same rates as in the app, within the connection's day budget. Next: Agent keys, and Share lists with your AI agent.

I want to enrich contacts from Outlook#

Install the ListPlus add-in from Microsoft AppSource, then open an email and open the add-in's sidebar to see the sender's job title, company details and LinkedIn profile. A cached match is free; a new lookup uses credits from your account and is written into an auto-created "Outlook Contacts" list. Next: Outlook add-in.

Related topics: which-finder-do-i-use · navigation-and-glossary · quality-checks-overview · price-list · find-verified-email · find-phone-and-mobile · person-search · categories-audience-database · ai-research · inbox · export-overview · sync-overview · what-is-a-workspace · invite-teammates · agent-keys · agent-list-access · outlook-addin.

FAQ#

I want to clean my list — where do I start?#

Import your file on the New List page (drop it or click Select File), open the list, and click Analyze in the list header to see every quality issue. In the Fixes category, Fix next to a check corrects the issue for free (or use Tidy up for a guided pass with preview) — click Apply in the list header afterwards to keep the corrections; checks and fixes are free (the optional Include AI Analysis setting, off by default, is marked as using credits).

How do I find missing emails or phone numbers for my list?#

With the list open, choose Tools → Enrich in the list header, open the Find Missing Email or Phone group, and pick Find Email (by Name & Company) or Find Email + Phone (by Name & Company) — select rows first to enrich only those. Finding an email this way costs credits, only when one is actually found; Find Email + Phone costs more, with the phone tier charged only when a phone is found. The price is shown before you start (all prices: "Price list: what every action costs").

How do I find one specific person?#

Click Find in the left rail, then Individual in the switch at the top, to open Person Search, type a name and company, an email address or a LinkedIn URL, and click Search. For a name, confirm which person you mean (ListPlus asks even for a single match); an email address or LinkedIn URL loads the result directly. Loading the basic profile costs a small amount of credits.

How do I build a lead list from scratch by role, industry or size?#

Click Find in the left rail, then People in the switch at the top, to open Segment Search, set filters like job title, industry, location or company size (or describe your audience in a sentence to build them automatically), and click Search Contacts. Each page of up to 25 results costs credits; revealing a verified email or mobile number is a separate step.

How do I find leads with signals no database has?#

Click Find in the left rail, then AI Research in the switch at the top, describe your target group in a sentence — the role, a visible signal, and ideally industry or region — and click Start research. You pay for the actual work the AI does rather than a fixed price per lead, and you need a small minimum balance to start.

How do I turn notes, signatures or meeting invitations into contacts?#

Click Flows in the left rail, then Inbox in the left column, then paste text, attach a PDF, or forward an email to your personal Inbox address; open the entry and click Recognize contacts, review the suggested people, then click Add to list or Save. Every recognition run costs credits, and longer free text such as an email body or a note adds the AI's actual token cost on top (a short signature stays at the base price).

How do I get my contacts into HubSpot, Google Sheets or Lemlist?#

Open the ⋯ menu at the far right of the list header and choose Export Data to open the export wizard, then pick the app to send to, such as Google Sheets, Lemlist or HubSpot. Nothing keeps syncing on its own; you export again whenever you want the destination refreshed.

How do I give Claude or ChatGPT access to my list?#

Open Your AI in the left bar, pick the tile of your AI (Claude, ChatGPT, Claude Code, Cursor, n8n / Make / Code or Other AI) and click its one button; Claude, ChatGPT and Claude Code sign in with your ListPlus account. Then share the list with it — the connection's Manage → Lists, or in the list Set up → Agents — as Read + check, Edit or Full. It's included on every plan, and what the AI does that costs credits is billed at the same rates as in the app.

How do I enrich contacts from Outlook?#

Install the ListPlus add-in from Microsoft AppSource, open an email, and open the add-in's sidebar to see the sender's job title, company details and LinkedIn profile. A cached match is free; a new lookup uses credits from your account and lands in an auto-created "Outlook Contacts" list.