Social Lookup Guide

Use LeadMachine's Social Lookup feature to automatically find and connect your leads' social media profiles and online presence.

What is Social Lookup?

Social Lookup searches the web to find your leads':

• LinkedIn profile
• Twitter/X account
• Facebook profile
• Company website
• Other professional profiles

All automatically added to the lead's contact information.

How to Use Social Lookup

Single Lead Lookup

• Open any lead detail page
• Click the Social Lookup button
• Wait 3-5 seconds while we search
• Social profiles appear in the lead's contact section

What You Need

Minimum information required:

• First name
• Last name
• Email address OR company name

Better results with:

• Full name + email + company
• Professional email (not gmail/yahoo)
• Complete company name

Understanding Results

Found profiles show:

• ✓ LinkedIn - Direct link to profile
• ✓ Twitter - Handle and profile link
• ✓ Facebook - Personal or business page
• ✓ Website - Personal or company site

Confidence indicators:

• High (Green checkmark) - Verified match
• Medium (Yellow) - Likely match, verify before using
• Low (Gray) - Possible match, needs confirmation

Using Social Profiles

In Lead Details:

• Social links appear in Contacts section
• Click any link to open in new tab
• Icons show which profiles were found

For Outreach:

• Visit LinkedIn before cold calling
• Check Twitter for recent activity
• View company Facebook for culture
• Research before first contact

Bulk Social Lookup

Look up multiple leads at once:

• Navigate to Leads list
• Select leads (checkboxes)
• Click Bulk Actions → Social Lookup
• Confirm lookup
• Process runs (1-2 seconds per lead)

Progress shown:

• "Processing 5 of 25..."
• Success/failure count
• Completion notification

Best for:

• New lead imports
• Preparing for campaign
• Updating old leads

Auto Social Lookup

Automatically look up social profiles for new leads:

• Navigate to Settings → Company
• Find Social Lookup section
• Toggle Auto-Lookup for New Leads
• Choose which sources:
- ☑ WordPress forms - ☑ Manual entries - ☐ CSV imports
• Click Save

When enabled:

• New leads automatically searched
• Happens within 30 seconds of creation
• No manual lookup needed
• Uses lookup credits

Managing Social Profile Data

Editing Social Links

If Social Lookup finds wrong profile:

• Open lead detail page
• Find incorrect social link in Contacts
• Click Edit icon
• Update URL or delete
• Click Save

Adding Social Links Manually

If Social Lookup doesn't find a profile:

• Open lead detail page
• Click + Add Contact
• Select type: LinkedIn, Twitter, Facebook, Website
• Paste profile URL
• Click Add

Re-Running Social Lookup

Update social profiles for existing leads:

• Open lead detail page
• Click Social Lookup (even if already run)
• Confirm re-lookup
• New data replaces old

When to re-run:

• Lead changed companies
• Previous lookup was 6+ months ago
• Original lookup found nothing
• Need to verify current profiles

Social Lookup Credits

Each lookup uses credits from your plan:

Plan	Monthly Credits
------	----------------
Starter	100 lookups
Professional	500 lookups
Business	2,000 lookups
Enterprise	Unlimited

Check your balance:

• Navigate to Settings → Billing
• View Social Lookup Credits
• See reset date (monthly)

Credit usage:

• Successful lookup = 1 credit
• No results found = 0 credits
• Failed lookup = 0 credits

Best Practices

Get Better Results

Good inputs:

• Full legal names (not nicknames)
• Professional email addresses
• Complete company names
• Current employment info

Poor inputs:

• Single names ("John")
• Generic emails ([email protected])
• Abbreviated companies ("ABC Co")

Conserve Credits

Priority order:

• Hot leads about to contact
• Decision-makers
• Qualified prospects
• High-value accounts

Skip lookups for:

• Spam leads
• Invalid contact info
• Test leads
• Unqualified prospects

Verify Before Use

Always check:

• Profile photo matches
• Current company matches
• Job title is appropriate
• Location makes sense

Red flags:

• Different person in photo
• Company doesn't match
• Profile is private/deleted
• Very generic profile

Troubleshooting

No Profiles Found

Problem: Social Lookup returns no results

Causes:

• Lead has minimal online presence
• Name is very common
• Privacy settings block discovery
• Person doesn't use social media

Solutions:

• Verify name spelling is correct
• Try adding more info (company, location)
• Search LinkedIn manually and add URL
• Accept some people can't be found

Wrong Person Found

Problem: Social Lookup found someone else

Cause: Common name or insufficient information

Fix:

• Delete incorrect profiles
• Add more identifying info (company, email)
• Re-run lookup
• Or add correct URL manually

Lookup Timeout

Problem: Social Lookup spins but never completes

Solutions:

• Wait up to 30 seconds
• Refresh page to see if data was added
• Try again later
• Contact support if persists

Out of Credits

Problem: "No lookup credits available"

Solutions:

• Wait for monthly reset
• Upgrade plan for more credits
• Purchase additional credit pack
• Manually add social URLs

Privacy & Compliance

Data Sources

Social Lookup only searches:

• ✓ Public social media profiles
• ✓ Professional networking sites
• ✓ Company directories
• ✓ Public websites

Never uses:

• ✗ Private or protected profiles
• ✗ Purchased data
• ✗ Scraped personal information
• ✗ Hacked databases

GDPR Compliance

• Only public data is collected
• Data deleted when lead deleted
• Respects opt-out requests
• Legitimate business interest

Accuracy

We cannot guarantee:

• 100% accuracy of matches
• Profile is current
• Person still works there
• Contact details are active

Always verify critical information before important outreach.

Tips for Using Social Data

LinkedIn Research

Before calling a lead with LinkedIn profile:

• Read their About section
• Check recent posts/activity
• See mutual connections
• Note shared interests
• Review their content

Conversation starters:

• "I saw your post about..."
• "We have [mutual connection] in common"
• "I noticed you worked at..."

Twitter Engagement

If lead is active on Twitter:

• Follow them
• Like/retweet relevant posts
• Comment thoughtfully
• Build relationship before pitching

Warm up cold leads:

• Engage 3-5 times over 2 weeks
• Then reach out via email/phone
• Reference your Twitter interaction

Company Research

Use company website/Facebook to learn:

• Company culture
• Recent news
• Products/services
• Team size
• Company values

Show you did research:

• "I saw on your site that..."
• "I noticed you recently..."
• "Your focus on [value] aligns with..."

Getting Help

Email: [email protected]

Include:

• Lead name and email
• What profiles you expected to find
• Any error messages
• Your current credit balance

Last Updated: October 2025