Build a live outbound list with Reo Agents and sync it to your CRM

Use any Reo Agent to find accounts showing a technical buying signal, narrow them to your ICP, and sync them to your CRM as a live outbound list that keeps updating.

You can set this up in three steps:

1. Discover: Find accounts showing your signal using a Reo Agent

2. Qualify: Layer on your GTM filters and save the result as a segment

3. Action: Sync the segment to your CRM so your team always has the latest accounts to work

Here's a quick walkthrough video of the full workflow:

Before you start: pick your signal

This workflow works with any agent in the Reo agent library. Pick the signal that best matches why a company would need your product.

Agent	What it finds	Example prompt
Tech Migration	Companies replacing or migrating parts of their tech stack	Who is migrating from Jenkins to Airflow?
Tech Adoption	Companies growing their adoption of a specific technology	Scaling Kubernetes and Helm adoption
Tech Maturity	Companies where specific technologies are core to their stack	Who runs Airflow or Astronomer at scale?
Tech Role Hiring	Companies hiring for specific technologies or skills	Hiring platform engineers skilled in K8s
Tech Team Expansion	Companies expanding specific tech functions	Aggressively scaling DevOps Platform team
Eng Org Size & Mix	Companies by engineering team size and mix	50+ platform engineers in large orgs
Open Signal	News, filings, blogs and more that make a company worth reaching out to now	SOC 2 Type II certified in last 90 days

You can also skip the library and describe any signal in plain English.

Step 1: Discover accounts showing your signal

1. Go to Agents in Reo and open the Reo agent library.

2. Select the agent that matches your signal and click Chat and Build. You can also skip the library and describe your signal directly in the chatbox under Discover new accounts.

1. Describe what you want to find, for example "Who is migrating from Jenkins to Airflow?". Reo returns every matching company, including ones not yet tracked in Reo.

2. Click Save as list. Reo auto-fills the list name, description, agent name, and agent tag. Edit them if you want something more recognizable, since you'll use this list in the next step.

3. Choose All Companies, Always and set the auto re-run to Every month (recommended). This keeps adding new companies that match your criteria, so the list stays fresh.

4. Click Save as list.

Note: Saving a list consumes credits: 3 credits for every new company not already in Reo, and 1 credit for every company already in Reo. The dialog shows the estimated credits before you save.

Tip: Wait for the list to finish building. Go to Lists and check the Status column for your new list. Once it shows Completed, you'll also get an email saying your agent run has completed and a new list with the agent's findings has been created. This usually takes about 15 minutes, but can take up to 24 hours. Start adding filters and saving a segment only after the status changes to Completed.

Step 2: Qualify the list with your GTM filters and Save a New Segment

Narrow the list to accounts that match your ICP and show the right intent, then save it as a segment.

1. Open your saved list. Click the Add Filter button at the top left of the list and layer on the filters that matter to your team

2. Click Add Filter and layer on the filters that matter to your team, like:

   • Firmographics: Employee Range, Industry, Region/Country, ICP Fit

   • CRM: Accounts you own or that sit in your territory

   • Engagement Signals: Accounts already showing developer activity

3. Click Save as new segment.

4. Give the segment a clear name, add a tag if you use them, and click Save and view segment.

Your segment is now a live GTM list. As the agent re-runs and finds new matching companies, the ones that match your filters show up here automatically.

Step 3: Sync the segment to your CRM

1. Go to your saved Segment. In your segment, select the accounts you want to sync. To sync everything, click Select all accounts in this segment.

2. Click Send to CRM (for example, Send to HubSpot).

Your team now has a priority list in the CRM they already work from. Because the segment updates as the agent re-runs, you can keep syncing new accounts week to week without rebuilding the list.