Customer database

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Customer database


Connect your own customer database so Reach-book.com can check whether a prospect is already a customer before you email them. Existing customers aren't sent follow-ups.


Open Workspace settings → Customer database. It has three tabs.


Connection


  • An HTTPS lookup URL
  • GET or POST
  • Authentication: none, bearer token, or an API key header
  • A request template using {{email}} and {{domain}}


Mapping


Tell Reach-book.com which part of your system's response means "this is a customer".


Test


Click Run a lookup to try it with a real email.


Turn Automatic checks on to check new prospects automatically. Saving the connection runs earlier customer checks again. You can also check selected prospects with Check customers on the prospect list.

Updated on: 04/10/2026

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