Kevin Lawrie

Connect SugarAI to get a closed loop between social activity and your CRM. Social engagement lands on Target, Lead, Contact or Account Records automatically, job changes trigger instant alerts, and everyone engaging with your content becomes a fully-enriched Lead or Contact.

SugarAI

getsignals connects to SugarAI to create a closed loop between LinkedIn activity and your CRM. Social engagement lands on record timelines automatically, job changes trigger alerts and record updates, and everyone engaging with your content can be pushed into SugarAI as a Target, Lead, or Contact.

SugarAI integration overview

Connecting SugarAI requires an admin step inside your SugarAI instance before entering credentials in getsignals. This takes about five minutes and only needs to be done once.

Connecting your SugarAI workspace

Matching Settings is how getsignals finds the right SugarAI record to update when social activity is detected. It must be configured before any Intelligence Sync can run.

Matching Settings (Assign Custom Field Source)

Field mapping controls which enriched contact data fields get written to which SugarAI fields when records are created or updated. Configure this before running any sync or push flow.

Field mapping

Intelligence Sync imports contacts from a SugarAI Target List into a monitoring Signal and writes their LinkedIn activity back to their existing CRM records as notes. No new records are created.

Intelligence Sync

AI relevance filtering stops irrelevant social activity from cluttering your SugarAI records. Instead of writing every like and comment as a note, AI evaluates each one first and only passes the relevant signals through to your CRM as a note.

Let AI filter social signals for relevance

Audience Capture monitors LinkedIn profiles, company pages, or specific post URLs and pushes everyone who engages into SugarAI as a Target, Lead, or Contact. Existing records get a note. New people get a full enriched record.

Audience Capture

Monitor every Target, Lead, and Contact in a SugarAI Target List for job title and company changes. When a change is detected, the record is updated automatically and your team is alerted.

Job change monitoring

Pull members of a SugarAI Target List directly into a getsignals social outreach campaign. Choose between a one-time import or an ongoing sync that automatically enrolls new additions to the list.

Importing campaign leads from a Target List

The Activity tab shows everything that has happened across your SugarAI integration. This article covers how to read the activity log, access per-note API logs, resolve common errors, and what data getsignals stores from your SugarAI instance.

Monitoring, troubleshooting and audit logs

Surface and capture the conversations from your next customers - then take action.

Social Signals

A Signal is an automated monitor that monitors Professional Social Network (or Reddit/YouTube) for activity you care about — and brings it to you, so you never have to search manually.

What is a Signal?

Choosing the right Signal type is the most important decision when creating a Signal. This article explains each type and gives practical guidance on which to use for common scenarios.

Types of social Signals

Creating a Signal takes about two minutes. Use the wizard at Create Social Signal in the left sidebar — it walks you through each setting in order.

Create your first Signal

You can edit any Signal at any time. Changes take effect on the next run. Opening the edit panel is a two-click process from the Signals list.

Edit an existing Signal

Pausing a Signal stops it from running without losing any of your settings or past results. Deleting removes it permanently. Both actions take just a few seconds from the Signals list.

How to pause, resume, or delete a Signal

Signal Results is where all the activity your Signal collected lives. You can search, filter, sort, expand individual posts, and take action on contacts — all from one view.

Understanding Signal results

Trigger a Signal run manually (now)

Turn post authors, likes and comments into enriched prospects.

Capture Social Engagement

A Signal collects posts. From each post, you can choose to save people as enriched contacts — the post author, people who reacted (liked), and people who commented. Understanding this flow is the key to getting the most value from your Signals while keeping credit costs under control.

Capture social engagement from Signals

When your Signal discovers posts from people you don't already know, you can automatically save and enrich those authors as contacts. Filters let you make sure you're only spending credits on the right people.

Capture authors from posts discovered

When someone likes a post your Signal is monitoring, that's a strong intent signal. This block lets you capture those people as enriched contacts — with filters to ensure you're only spending credits on the ones that matter.

Capture reactions (likes) from posts

People who take the time to comment on a post are showing higher intent than people who just liked it. This block lets you capture those commenters as enriched contacts — with filters to make sure you're only enriching the right ones.

Capture comments from posts

The job title filter and employee filter are pre-enrichment gates. They run before any credits are spent on enrichment, meaning you only pay -2 credits for people who actually match your criteria. For high-volume Signals, these filters can reduce enrichment costs by 10x or more.

Filtering who gets enriched — job title and employee filters

Once a contact has been enriched, you can automatically find and verify their email address and mobile number. This runs after enrichment and costs additional credits — but only when a valid result is found.

Finding emails and mobile numbers for enriched contacts

Once contacts are enriched from a Signal, you can automatically add them to a named List. This keeps your contacts organised by source and makes it easy to act on them in bulk.

Add enriched contacts to list

Build-in contact management for enriched contacts captured from Signals.

Contacts

The Contacts manager is your centralised database of every person enriched from your Signals. It brings together contacts from across all your Signals into one searchable, filterable, and actionable view.

The Contacts manager — an overview

Each contact in your account has a full profile sheet — a single view of everything the platform knows about that person, including their enriched data, every Signal they've appeared in, and every action they've taken across your monitoring.

Understanding a contact record

The Contacts manager has several layers of filtering — from a simple search bar to granular field-level conditions. This article covers all of them so you can always find exactly the contacts you need.

Searching and filtering your contacts

Tags are labels you assign to contacts to categorise, segment, and filter them. They're flexible by design — you can use them however makes sense for your workflow.

Using tags to organise contacts

Select any number of contacts and act on all of them at once — add to lists, apply tags, find emails, push to integrations, run AI Agents, or delete. Bulk actions work on up to 1,000 contacts at a time - and 150 at a time for Integration push requests.

Taking bulk actions on contacts

Once contacts are enriched, you can push them to any connected CRM or outreach platform directly from the Contacts manager. This works on selected contacts in bulk — up to 1,000 at a time.

Pushing contacts to CRM and outreach tools

Export any selection of contacts — or your entire filtered contact list — to a CSV file. You choose exactly which fields to include from the full set of 65+ enrichment fields.

Exporting contacts to a spreadsheet

The signal tells you who. The AI agent makes it actionable.

AI Agents

The signal tells you who. The AI Agent makes it actionable. Agents read your social data, qualify it against criteria you define in plain language, and trigger the right action automatically — before a human touches it.

What are AI Agents and how do they work

AI Agents run on your own LLM account — you bring your own API key. This gives you full control over which models you use, how much you spend, and which provider you trust with your data. You must connect at least one provider before you can create or run AI Agents.

Connecting an LLM provider (BYOK)

The Build step is where you define what your agent is, what data it processes, and which LLM powers it. Get these decisions right and the rest of the wizard follows naturally.

Creating an AI Agent — Step 1: Build

The prompt is the intelligence of your agent. You write it in plain language, inject live social data using variable tags, and design the output to be simple enough to drive reliable conditional rules.

Writing your AI Agent prompt — Step 2: Prompt

Actions are what your agent does with its output. Basic actions run every time. Conditional actions run only when the output matches a rule you define. Together they turn a classification or a piece of generated text into an automated workflow.

Configuring actions — Step 3: Actions

Assigning an agent to a Signal means it runs automatically every time that Signal processes new data — no manual intervention needed. This is where AI Agents become a fully automated part of your workflow.

Assigning AI Agents to Signals

Chaining lets you pass the output of one agent directly into another, building multi-step workflows where each agent handles one focused task. The result is more reliable automation than trying to do everything in a single prompt.

Chaining AI Agents

You can run any contact-targeting AI Agent against a selection of existing contacts directly from the Contacts manager — without waiting for a Signal to run.

Running AI Agents on contacts manually

Ready-to-use prompts for each data target. Copy, paste, and adapt to your ICP. Every example follows the same principle: simple, predictable output that drives reliable conditional rules.

Prompt examples and templates

Create and launch fully automated outreach campaigns.

Social Campaigns

Social Senders

Learn how social senders work, how to connect them, and how warm-up, limits, and account status affect campaign delivery.

Connect and configure social sender accounts

Learn how sender warm-up, daily limits, humanized pacing, and multi-sender rotation work together so you can scale outreach safely without losing control.

Manage Sender Warm-Up, Limits, and Rotation

Campaign Setup

Learn how Social Campaigns work, what you need before launch, and how to move from draft to active with confidence.

Getting started with Campaigns

Learn how to build a campaign flow that starts with the Signal, keeps the full context attached to every action, and turns buyer intent into real conversations.

Build a Signal-driven Campaign Flow

Learn how campaign actions can react or comment as your company page and invite connected people to follow it, turning Signal-driven outreach into long-term brand visibility.

Engage as a Company Page and Grow Company Page Followers

A complete reference for the actions available in Social Campaigns, how each step is configured, and what the messaging actions like Invite Notes, DMs, InMail, and Comments.

Social Campaign Actions and Configuration Reference

Lead Management

Learn how leads enter Social Campaigns, which sources are one-time imports vs always-on enrollment, and why Signals should usually be your primary fuel.

Add Leads to a Campaign

Learn how to turn Signals into always-on campaign fuel so newly identified leads enroll automatically with the full context that surfaced them.

Connect Signals to Create Evergreen Campaigns

Unified Inbox

Work every conversation across every connected sender in one place, prioritize the replies that matter, and keep signal context attached as conversations move forward.

Manage every reply from every sender

Learn how AI Agents read Signal context, qualify opportunities, and take the right action automatically, from campaign enrollment to post engagement as a person or company page.

What AI Agents Do in Signal-First Outreach

Learn how AI Agents use conditional rules to qualify leads and enroll the right people into Social Campaigns automatically instead of sending every match into outreach.

Use AI Agents to Auto-Enroll Leads into Campaigns

Learn how AI Agents can react to posts automatically, when to react as a sender vs as a company page, and why post reactions are a powerful first move in a Signal-first workflow.

Use AI Agents to React to Posts Automatically

Learn how AI Agents can comment on posts automatically, use full post and thread context, and publish as a sender or company page to create both engagement and brand visibility.

Use AI Agents to Comment on Posts Automatically

Learn how AI Agents can react, comment, and invite people to follow your company page so your brand shows up in the same conversations that surfaced the opportunity.

Use Company Page Actions in AI Agents

AI Personalization

Learn how getsignals writes from the Signal that surfaced the lead, which variables work best in Notes, Messages, InMail, and Comments, and how to use comment-thread context, mentions, Spintax, and the AI Research Brief together.

AI Personalization for Campaigns

Learn how the AI Research Brief works, when to use {{prospect_analysis_brief_json}}, and how getsignals turns full Signal context into better invite notes, messages, and InMail.

Use the AI Research Brief for Deeper Personalization

Results & Optimization

Learn how to read campaign performance from first Signal to final reply, which metrics matter most, and how to optimize for real conversations instead of vanity activity.

Understand Campaign Analytics and KPIs

Push enriched contacts to HubSpot, Attio, Instantly, Smartlead and more

Integrations

REST API and MCP

REST API

Connect getsignals to Claude, Cursor, VS Code and more

Connect Attio to get a closed loop between social activity and your CRM. Social engagement lands on Person Records automatically, job changes trigger instant alerts, and everyone engaging with your content becomes a fully-enriched Attio person.

Attio

Connect HubSpot to get a closed loop between social activity and your CRM. Social engagement lands on contact timelines automatically, job changes trigger instant alerts, and everyone engaging with your content becomes a fully-enriched HubSpot contact.

HubSpot

Connect your apps

Integrations connect your external tools to the platform. Each integration is connected once and then available at three points: the Signal configure step for automatic pushing, the Contacts manager for manual bulk actions, and AI Agent actions for intelligent routing.

How integrations work — setup, Signal assignment, and AI Agent routing

The waterfall email finder automatically checks multiple data providers in sequence until it finds a verified email address for each contact. You can use the platform's built-in finder, connect your own provider accounts, or combine both.

Waterfall Email Finder — Prospeo, LeadMagic, and Leadfwd

Slack integration lets you receive formatted notifications in any Slack channel when your Signals find new posts, detect job changes, or when AI Agents identify something worth acting on immediately.

Connecting Slack

Connect Instantly to automatically enroll enriched contacts into your campaigns — directly from Signals, the Contacts manager, or AI Agent actions.

Connecting Instantly

Connect Smartlead to automatically enroll enriched contacts into your campaigns — directly from Signals, the Contacts manager, or AI Agent actions.

Connecting Smartlead

Connect lemlist to automatically enroll enriched contacts into your campaigns — directly from Signals, the Contacts manager, or AI Agent actions.

Connecting lemlist

Connect Woodpecker to automatically enroll enriched contacts into your campaigns — directly from Signals, the Contacts manager, or AI Agent actions.

Connecting Woodpecker

Connect ReachInbox to automatically enroll enriched contacts into your campaigns — directly from Signals, the Contacts manager, or AI Agent actions.

Connecting ReachInbox

Leadfwd connects to the platform in two ways — as an outreach sequencing tool for pushing enriched contacts into sequences, and as an email finder provider in the waterfall. Connect it once and both capabilities are available.

Connecting Leadfwd

Connect HeyReach to push enriched contacts into LinkedIn outreach campaigns — automatically from Signals, in bulk from the Contacts manager, or conditionally via AI Agent actions.

Connecting HeyReach

Connect Aimfox to push enriched contacts into LinkedIn outreach campaigns — automatically from Signals, in bulk from the Contacts manager, or conditionally via AI Agent actions.

Connecting Aimfox

Connect Prospeo to use it as a provider in the waterfall email finder. Once connected, Prospeo runs as part of your provider sequence at no platform credit cost — using your Prospeo subscription instead.

Connecting Prospeo

Connect LeadMagic to use it as a provider in the waterfall email finder. Once connected, LeadMagic runs as part of your provider sequence at no platform credit cost — using your LeadMagic subscription instead.

Connecting LeadMagic

Webhooks

Webhooks let you send your social data — posts, reactions, comments, contacts, job changes, and AI Agent outputs — to any external system in real time. If you can accept an HTTP POST request, you can receive data from your Signals.

What are webhooks and what can they do

All webhooks are created and managed in one place — Integrations → Webhooks. Once created, a webhook can be assigned to any Signal, used in the Contacts manager, or triggered by an AI Agent.

Creating and managing your webhooks

Your Signal can push raw engagement data — posts as they're discovered, reactions in batches, and comments in batches — to any webhook endpoint in real time.

Sending posts, reactions, and comments to a webhook

Enriched contacts can be pushed to a webhook automatically as Signals run, or manually in bulk from the Contacts manager. Either way, each contact is sent as a rich JSON payload with 65+ fields covering personal, company, education, funding, and engagement data.

Sending enriched contacts to a webhook

AI Agents can send a webhook when a conditional rule fires — including the AI's output alongside the social data. This lets you route AI-analysed data to any external system based on what the agent found.

Using webhooks with AI Agents

Complete payload schemas for every data type. Use this as a reference when building your receiving endpoint or configuring a downstream system to parse incoming webhook data.

Webhook payload reference

YouTube is the largest unmonitored conversation in B2B.

YouTube Signals

YouTube is the largest unmonitored conversation in B2B. Your competitors are demoing there. Your buyers are asking questions in comment sections. Category conversations are happening in transcripts your team has never read. All of it is public. None of it reaches your team by default. YouTube Signals changes that.

Monitoring YouTube — overview and what's possible

Creating a YouTube Signal takes about two minutes. Choose between keyword monitoring (search all of YouTube) or channel monitoring (follow specific channels), configure what to capture, and set your schedule.

Setting up a YouTube Signal

YouTube generates far more signal than any team can manually review. AI Agents solve this by reading every video transcript and every comment, extracting what matters, and routing only the relevant signals to the right people. Your team acts on intelligence — not raw data.

Using AI Agents with YouTube

Ready-to-use prompts for YouTube Videos and YouTube Comments agents, plus a complete variable tag reference for both data targets. Copy, adapt, and combine with the use cases in [Using AI Agents with YouTube].

YouTube AI Agent prompt reference

Account & Settings

Everything you need to personalise your account — your display preferences, password, notification settings, and your block list (profiles and domains you never want to enrich/save as contacts).

Managing your profile, preferences, notifications and block list.

Add team members, assign roles, and control exactly what each person can access — from which contacts they can see to which integrations they can configure.

Managing your team — inviting members and setting permissions

Credits are how the platform measures usage. This article explains the two types of credits, how they're consumed, and how to track your spending over time.

Plans > Understanding credits

The audit log is a complete, searchable record of everything that has happened in your account — every Signal run, credit usage event, AI Agent execution, webhook delivery, integration action, and API request.

Audit logs

Firmographics is where you describe your ideal customer profile and product in plain language. Once saved, AI Agents can inject this description into any prompt using the {{firmographics}} variable — so you write your ICP definition once and reference it everywhere.