Getting started with Coldout: your essential guide

Welcome to Coldout! In the next three minutes, you'll learn everything you need to start automating your outreach and enriching your data like a pro.

Getting Your Data Into Coldout

First, let's talk about importing data. Coldout makes it incredibly easy to bring in your contacts and companies. You can upload a CSV file directly—just drag and drop your spreadsheet, map your columns, and you're ready to go.

But here's where it gets powerful: Coldout integrates seamlessly with your CRM. If you're using Hubspot, you can pull contacts, companies, and deals directly into Coldout with just a few clicks. No manual exports needed—your data flows right in.

AI Formulas: Your Smart Assistant

Now for the game-changer: AI formulas. This is where Coldout uses artificial intelligence to help you write personalized messages, research companies, classify data, or extract information from text. Just type what you want in plain English, and Coldout's AI does the heavy lifting. Need to write a custom icebreaker for each prospect? AI formulas have you covered.

Enrichment: Filling in the Gaps

Next up is enrichment—Coldout's superpower. With person enrichment, you can find email addresses, phone numbers, social profiles, and job details for your contacts automatically. Company enrichment gives you firmographics, technology stack, employee count, and funding information.

And here's the magic: auto-update. Coldout can automatically refresh your data, so you always have the latest information without lifting a finger.

Organizing Your Data

Let's talk about managing your tables. Coldout offers different table views so you can visualize your data the way that works best for you. Use filtering to narrow down specific segments—maybe you only want companies with 50+ employees, or contacts in a specific role. Sorting helps you prioritize—sort by company size, last contacted date, or any other field.

Every piece of data lives in rows, and Coldout's powerful search function lets you find exactly what you're looking for instantly, even across thousands of records.

Getting Your Data Out

Finally, once you've enriched and organized everything, you need to take action. Coldout makes exporting simple. Push your enriched data back into Hubspot to update your CRM automatically, or export to CSV if you need to use it elsewhere.

Wrapping Up

So there you have it: import from CSV or Hubspot, use AI formulas to automate research, enrich people and companies, organize with views and filters, and export back to your tools. Coldout transforms how you work with data—turning hours of manual work into minutes of automation.