SALES
Attach a Personalized Loom Video to a HubSpot Sequence Step
When a prospect is enrolled in a HubSpot outbound sequence, this generates a personalized Loom recording for them and attaches the share link to the upcoming sequence email…
How it runs
The automated pipeline, trigger to output.
- TriggerContact reaches video step in HubSpot sequenceHubSpot
- ActionFetch contact + company contextHubSpot
- LogicSkip if a Loom link already exists
- ActionGenerate personalized Loom videoLoom
- OutputAttach Loom link to queued sequence emailHubSpot
What it does
Turns a generic outbound sequence step into a personalized video touch. As soon as a contact reaches the video step of a HubSpot sequence, the workflow pulls their company context, creates a tailored Loom video, and writes the share link back onto the queued email so it goes out with a real, named video thumbnail.
When to use it
Use it when your team runs video-first outbound but recording a unique Loom for every prospect by hand is the bottleneck. Best for SDR/AE teams sending dozens of sequence enrollments a day who want video at scale without losing the personal feel.
How it works
- 1HubSpot fires an enrollment event when a contact hits the designated video step.
- 2Fetch the contact's company, role, and recent activity from HubSpot for personalization context.
- 3Check that no Loom link already exists for this contact to avoid duplicate recordings.
- 4Generate a personalized Loom video keyed to the prospect's name and company.
- 5Write the Loom share URL and thumbnail back onto the contact's queued sequence email property in HubSpot.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect LoomVideo transcripts, libraries.
- 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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