# ICP (ideal customer) list to Salesforce: build a fit-checked prospect list in LeadIQ and export only new people

Source: https://mcpforgtm.com/recipes/leadiq-icp-list-to-salesforce (StackMCP, independent directory of official MCP servers)

## Goal

SDRs and RevOps people who build prospect lists from an ideal customer profile (ICP), meaning the kind of company and buyer you sell to best. You get the list into Salesforce with no duplicates and no clashes with accounts another rep owns. You can swap LeadIQ for Apollo, ZoomInfo or Cognism.

## Connected tools

- LeadIQ: https://mcp.leadiq.com/mcp (setup: https://mcpforgtm.com/tools/leadiq)
- Salesforce: https://api.salesforce.com/platform/mcp/v1/platform/sobject-all (setup: https://mcpforgtm.com/tools/salesforce)

## Guardrails

- Check my LeadIQ credits first, and show me the cost before any lookup that uses credits.
- Read only until I approve. Don't look up emails, export, or create or change any Salesforce record without my approval.
- Search Salesforce for each person and company before export. Skip anyone already there or on an owned account.
- Never look up direct phone numbers.
- Never send email or add anyone to a sequence.

## Steps

1. Check my LeadIQ credits. Each profile the search returns costs about 0.1 UC, so tell me the cost before you run it. Then find people who match this ideal customer profile (ICP): {titles}, {industry}, {employee_range} employees, in {location}. Show the first 25 with name, title, company, company size and a fit label (Strong or Weak) with a one-line reason. Don't look up emails or phone numbers, and don't save anything yet.
2. Save the people I keep to a LeadIQ prospect list called {list_name}. Then search Salesforce for each person (by name plus company) and each company (by website domain). Show who already exists as a Lead or Contact, and who owns any matching Account. Don't change anything in Salesforce.
3. Give me the final list: people with no Salesforce match and no owned Account. Show the credit cost of looking up and verifying their work emails. Only after I approve, look up the emails and verify them.
4. First, show me exactly who will be exported. Only after I approve, export those people from LeadIQ to Salesforce as {Leads_or_Contacts}, and report anything LeadIQ flags as a duplicate.

## Expected output

25 matches checked against Salesforce, 9 ready to export. Example (all names fictional):

```
Credit check: 412 Universal Credits left.

ICP used: VP or Director of Operations, logistics and freight, 250–2,000 employees, US West.
LeadIQ matches: 25 profiles, about 2.5 UC (0.1 UC each). Saved to the LeadIQ list 'Ops West Q4' (free).

| Person | Company | Fit | Salesforce |
|---|---|---|---|
| Dana Okafor | Larkspur Freightworks (fictional) | Strong. Title and size match | Contact exists, owner Priya Raman. Skipped |
| Sam Whitlock | Tidewell Robotics (fictional) | Strong. Hiring ops roles | No account. Ready |
| Alex Rivera | Mossgate Labs (fictional) | Weak. 90 employees | Below size. Dropped |

Summary: 9 ready to export, 11 already in Salesforce (owned), 5 dropped on fit.
Work emails for the 9: about 9 UC (1 UC each), plus about 0.9 UC to verify them (0.1 UC each). About 10 UC in all. Not looked up yet.

Waiting for approval: look up and verify work emails for 9 people, then export them to Salesforce as Leads. Nothing has been exported yet.
```

## Watch for

- Duplicates in Salesforce: The person may already be a Contact under a different email, or the company name may be spelled differently. Search Salesforce by name plus company and by website domain. Skip anyone who matches.
- Exporting into someone else's account: An existing Account usually has an owner. List the owner and skip those people, or send the list to that owner. Don't create Leads on their account.
- A loose ICP that wastes credits: Broad filters return lots of weak matches. Read the first 10 results, then tighten the title, company size or location before you save more or look up any emails.
- People added as the wrong record type (Leads vs Contacts): Teams differ on whether new people go in as Leads or as Contacts on an Account. Confirm your team's rule before the export, and name your choice when you approve it.