Home Findy

Findy

Everything you need to know about using Findy to prospect on LinkedIn, complete tasks, and sync contacts with your CRM
11 articles

Findy overview

Findy is a Chrome extension by Reply.io that helps you manage your outreach workflow directly from your browser – from finding new leads to completing tasks and syncing your CRM. With Findy, you can: - Search for prospects on LinkedIn – Find LinkedIn leads, save them, and add them directly to Reply lists or sequences - Manage tasks – Perform manual outreach tasks such as calls, emails, LinkedIn actions, SMS, WhatsApp messages, and meetings - Make calls – Use Cloud Calls to place calls and log or complete call tasks inside the extension - Sync CRM contacts – Import contacts from HubSpot or Salesforce into Reply lists or sequences. Once you install and log into Findy, you'll see 4 main tabs: Search, Tasks, People, and CRM Sync. Here's what each one does: Search tab Use this tab to find LinkedIn leads. You can search for prospects, save them, and add them to Reply lists or sequences for outreach. 👉 Learn more: Search for LinkedIn leads with Findy Tasks tab Tasks are created from manual sequence steps like calls, manual emails, LinkedIn actions, SMS, WhatsApp messages, and meetings. Open any task and execute it directly in the extension. 👉 Learn more: Manage tasks in Findy People tab This tab shows all contacts already saved in your Reply account. From a contact profile, you can view contact details, check their communication history in the Activity tab, and see all tasks related to that contact. You can also perform actions such as: - Send emails - Send WhatsApp messages - Change contact status - Blacklist/Unblacklist a contact - Move the contact to a list or sequence CRM Sync tab Use this tab to manually sync contacts or lists from HubSpot and Salesforce into Reply. 👉 Learn more: - Sync HubSpot contacts and lists with Findy - Sync Salesforce contacts and lists with Findy

Last updated on Oct 16, 2026

Manage tasks in Findy

Tasks help you manage manual actions such as calls, manual emails, LinkedIn steps, SMS, WhatsApp messages, and more. They can be created automatically from manual steps in Reply sequences or added manually outside a sequence. In this article, you'll learn how to create, filter, execute, and delete tasks in Findy. Create a task To create a new task in Findy: 1. Go to Findy → Tasks. 2. Click ➕ in the top-right corner. 3. Select a task type: To Do, Call, Meeting, SMS, WhatsApp, Manual Email, or Social Media (LinkedIn). 4. (Optional) Set a due date. By default, the due date is set to 1 hour after the task is created. 5. Select a contact. 6. Add a description or message. 7. Click Create task. Filter tasks You can use filters to organize and find tasks more easily. To filter tasks in Findy: 1. Go to Findy → Tasks. 2. Click Filters in the top-right corner. 3. Select one or more filters. You can filter by: - Date – All, New, Due, Overdue, custom date range. - Task type – To do, Call, Meeting, SMS, WhatsApp, Manual email, Social media (All LinkedIn tasks), LinkedIn Message, LinkedIn Connect, LinkedIn Social email (InMail), LinkedIn View Profile - Sequence – Filter tasks by sequence and step - Contact time zone – Shows tasks based on the contact's local time zone. - Show only scheduled tasks – Displays manual email tasks scheduled using the Schedule and Complete option. 4. Click Apply filters. You can combine multiple filters. When several filters are applied, tasks are shown only if they match all selected criteria. Execute tasks You can execute multiple tasks from Reply in Findy. To do this: 1. Select the tasks and click Launch in Findy, Or go to Execution → Tasks in Reply and click Launch in Reply. 2. Findy will open in execution mode. 3. Follow the prompts to complete each task. Animation If you select completed tasks, they will be skipped and won't appear in the Findy task dashboard. In Findy, team users can only see and execute tasks assigned to them. 💡 Important: Clicking Complete only marks the task as completed but does not execute the action. To perform the task, use the corresponding action button (for example, Send & Complete, Call, or Send message). Learn more about specific task types in our dedicated articles: - Manual emails - Manual LinkedIn tasks - WhatsApp task - SMS task - Cloud Calls Delete tasks You can delete multiple tasks at once in Findy. To delete tasks: 1. Go to Findy → Tasks. 2. Filter the tasks if needed. 3. Select the tasks you want to delete. 4. Click the Delete button. Animation If you delete a sequence task, the related contact is moved to the next step in the sequence. Manage individual tasks When you open a specific task, you can manage it directly from the task view. You can: - Snooze – move the due date 24 hours forward - Clone – duplicate the task - Edit – update task details - Delete – remove the task

Last updated on Oct 16, 2026

Search for LinkedIn leads with Findy

Findy helps you find email addresses and LinkedIn profiles while browsing LinkedIn and add prospects to Reply. You can save contacts to lists or add them directly to sequences, either one by one or in bulk. Search in bulk To find and save multiple LinkedIn contacts: 1. Install Findy and sign in. 2. Sign in to LinkedIn in your browser. 3. Open the Search tab in Findy and click Start prospecting. 4. Run a LinkedIn search and select People. 5. Select the contacts you want to save and click Reveal details. :::video id="a56e35e5997c42698b9f86935c91a52c" provider="loom" ::: Findy scans the selected profiles and searches for available email addresses. This may take a few minutes depending on the number of contacts. Once the details are available, you can add contacts to Reply lists or sequences. If a contact already exists in your Reply account, you'll only see the Move to option. You can also filter contacts based on whether a valid email address was found. Add a single contact To save a contact from an individual LinkedIn profile: 1. Open the contact's LinkedIn profile. 2. Open the Search tab in Findy. 3. Click Reveal details. Animation Findy will process the profile and search for available contact details. Once complete, you can add the contact to a Reply list or sequence. To update a contact's details: 1. Click Edit and Save. 2. Update the contact information. 3. Click Save contact. Animation 💡 Email addresses are not always available, as some contacts restrict access through LinkedIn privacy settings. Contacts without an email address can still be saved and used in LinkedIn-only sequences. Findy is free to use and does not consume any credits.

Last updated on Oct 16, 2026

Manual email in Findy

Reply supports both automatic and manual email steps. If you add a manual email step to your sequence, the system creates a task that you'll complete in Findy. This lets you review each email, personalize it, add custom attachments, or make any other changes you need before sending. Add a manual email step To create a manual email step in your sequence: 1. Open your sequence and go to the Steps tab. 2. Add an email step. 3. Choose Manual from the drop-down menu. 4. Write your email. You can use a general template and personalize it later in Findy before sending. 5. Click Save. Once contacts reach the manual email step in your sequence, Reply creates manual email tasks for them in Findy. 💡 Reply doesn't send manual sequence emails to blacklisted or opted-out contacts. Complete a manual email task 💡 Manual emails can only be sent through Findy. To send a manual email: 1. Open Findy → Tasks. 2. Open the manual email task you want to complete. To process multiple tasks, click Launch all tasks. 3. Choose the sending email account in the From field. 4. (Optional) Add CC or BCC recipients. 5. Review your email. In the editor, you can: - edit and format the text; - use templates and variables; - add images or attachments. 6. Click Send & Complete. You can complete a manual email task any time before the next step in your sequence is due. 💡You'll see two buttons: Complete and Send & Complete. - Complete only marks the task as completed. It doesn't send the email. - Send & Complete sends the email and completes the task. You can also click the arrow next to Send and Complete and choose Schedule and Complete to have Reply send the email automatically at the selected date and time.

Last updated on Oct 16, 2026

Cloud Calls in Findy

Reply Cloud Calls allow you to make phone calls directly from the Reply Chrome Extension. This helps you contact prospects without switching tools. To use Cloud Calls, you must first enable the feature in the Reply web application. For more details about Cloud Calls, refer to the Calls section in Reply. Cloud Calls let you place calls in different parts of the Chrome Extension. You can use them to contact prospects from: - Dialer - Contact details screen - Tasks How to use Cloud Calls Dialer The Dialer is located in the top menu of the Chrome Extension. It allows you to call any phone number manually. Contact details screen You can call a contact directly from their profile. To do this: 1. Open a contact in the Chrome Extension. 2. Click the Call button. 💡 Note that the contact must have a valid phone number. Tasks Call-type tasks allow you to make calls directly from your task list. 1. Select your task and click Launch tasks. 2. Click the Call button. To learn how to create a call task, check this article. 💡Important: To complete a call task, Findy must be open in External mode. To enable it, go to Findy settings and set the plugin view to External. Create a follow-up task from a call When you make a call using Findy, you can also create a follow-up task. This lets you schedule the next activity immediately after the call, without needing to search for the contact again. To create a follow-up task: 1. Go to Findy → Tasks. 2. Make a call. 3. In the Log a call window, select a call resolution and add notes (optional). 4. Click Log the call and select Log & follow up or Log, complete & follow up. 5. Select the task type and the due date. 6. Click Create task. Animation The follow-up task will be created once the call is successfully logged.

Last updated on Oct 16, 2026