LEAD GENERATION
Enrich and Flag HubSpot Companies When They Start Hiring
When a company in your HubSpot CRM posts a new ICP-relevant role, enriches the company record with the hiring signal, bumps its lifecycle stage.
How it runs
The automated pipeline, trigger to output.
- TriggerHigh-intent posting detected
- LogicMatch domain to existing CRM companyHubSpot
- ActionSummarize roles into a signal noteOpenAI
- ActionWrite signal to company recordHubSpot
- LogicBump lifecycle stage if previously cold
What it does
This keeps your existing CRM honest about which known companies are actively staffing up. Instead of creating new leads, it listens for hiring signals tied to companies you already track in HubSpot and writes the signal back onto those records so reps see momentum the moment it appears.
When to use it
Use it when your pipeline is account-based and your reps work the CRM, not a separate list. It is the right fit for teams who care less about net-new logos and more about timing existing relationships and re-engaging dormant accounts the instant they show intent.
How it works
- 1A new high-intent posting detected by the harvester triggers the run.
- 2The company domain is matched against HubSpot; postings with no CRM match are skipped.
- 3OpenAI summarizes the open roles into a single buying-signal note and a recommended play.
- 4HubSpot updates the company: a hiring-signal property, the latest open-role count, and the summary note are written.
- 5A logic step bumps lifecycle stage to a sales-ready value only if the account was previously cold.
Set it up
What you configure once, before turning it on.
- 1Connect OpenAIModels, embeddings, files.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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