AI AGENTS
Inbound Lead Account Brief Synced to HubSpot
When a new lead is created in HubSpot, researches the company and contact, builds a sales-ready account brief, and writes it back onto the HubSpot record.
How it runs
The automated pipeline, trigger to output.
- TriggerNew lead created in HubSpotHubSpot
- ActionResearch company from its domainExa
- ActionAdd funding and news contextPerplexity
- ActionWrite brief and score ICP fitOpenAI
- LogicBranch on fit-score threshold
- ActionWrite brief back to HubSpot recordHubSpot
- OutputAlert sales Slack on high-fit leadsSlack
What it does
The moment a lead lands in your CRM, this agent researches the company behind it and attaches a concise, sourced account brief, so reps open the record already knowing the fit, funding, tech, and recent news. Strong-fit leads get flagged to the team instantly.
When to use it
Deploy this when inbound volume outpaces manual research and reps waste the first call discovering basics. Best for B2B teams who want every new lead enriched before a human touches it.
How it works
- 1A new-lead event from HubSpot triggers the workflow with the contact and company domain.
- 2Exa pulls the company's site, profile, and recent activity from its domain.
- 3Perplexity adds funding, headcount, and news context with sources.
- 4OpenAI writes a tight account brief and assigns a fit score against your ICP criteria.
- 5A logic branch checks the fit score against the threshold.
- 6The brief is written back to the HubSpot record as a note on every lead.
- 7High-fit leads also post to the sales Slack channel for immediate follow-up.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect ExaNeural search across the web.
- 3Connect PerplexitySearch-grounded answers with citations.
- 4Connect OpenAIModels, embeddings, files.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, 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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