The Scenario
It's the morning of the quarterly pipeline review. The growth marketer on your team built the 'Enterprise Q2' contact list in GetProspect over the last six weeks — 180 contacts with tags, titles, and verified emails. Your CRM shows 210 accounts in the enterprise segment. Someone needs to figure out which of those 180 contacts are already in the CRM, which are duplicates, and which are genuinely new before any of them get imported.
That someone is you.
The bad version:
- Export the 'Enterprise Q2' list from GetProspect as a CSV.
- Open the CSV in a separate worksheet, spend five minutes renaming headers to match your CRM's field names.
- Copy the data into your comparison workbook and write a VLOOKUP or COUNTIF formula to cross-reference against the CRM export you pulled last Thursday — which may or may not be current.
The review starts in two hours. The CRM export is already stale. And if someone adds contacts to the GetProspect list this morning, your comparison will miss them.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and talks directly to GetProspect, so you can pull a live contact list into the workbook without an export cycle.
Pull all contacts from GetProspect list named 'Q2 Outbound' and paste them into this worksheet with first name, last name, email, company, and title columns
What You Get
- A clean block of data starting at row 2, with first name in A, last name in B, email in C, company in D, and title in E.
- Every contact currently in that list — not a snapshot from last Thursday's CSV export.
- Headers written in row 1 so the worksheet is immediately ready for VLOOKUP, comparison formulas, or CRM import.
What If the Data Is Not Quite Ready
You need contacts filtered by tag, not the full list
The 'Enterprise Q2' list has contacts from multiple segments and you only want the ones tagged 'enterprise'.
Search GetProspect for all contacts with the tag 'enterprise' and write their full name, email, company, and title into columns A through D starting from row 2
The list has contacts missing a verified email
Some contacts in GetProspect were added without going through verification. You only want the ones with a confirmed email before running the comparison.
Pull all contacts from GetProspect list 'Q2 Outbound' where email status is verified, and write first name, last name, verified email, company, and title into columns A through E — skip any contacts with unverified or missing email
You need to compare against your CRM data already in the workbook
Your CRM export is already in the 'CRM' worksheet with email addresses in column C. You want to see which GetProspect contacts are genuinely new.
Pull all contacts from GetProspect list 'Q2 Outbound' into the 'Prospects' worksheet (columns A–E), then check each email against column C of the CRM worksheet and write 'New' or 'Exists' into column F of the Prospects worksheet
Full pull, dedup, and gap analysis in one shot
You want the full list, the CRM comparison, a count of net-new contacts, and the titles of contacts the CRM is missing.
Pull all contacts from GetProspect list 'Q2 Outbound' into columns A–E, compare each email against column C of the CRM worksheet, mark duplicates in column F, then write a summary below the data showing how many are new vs. existing and list the titles of the net-new contacts
Ask for the pull and the analysis together. SheetXAI handles the API call and the cross-worksheet logic in the same pass.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook where you're doing a CRM comparison or pipeline audit — point it at your GetProspect list and ask it to pull and compare in one step. From there, see how to bulk create contacts from an Excel workbook or return to the GetProspect integration overview.