SALES
Stalled-Deal Contact Enrichment to New-Stakeholder Outreach
For HubSpot deals that have gone quiet, researches additional decision-makers at the account via web search, adds them to HubSpot.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule starts run
- ActionFetch stalled deals + contact countsHubSpot
- LogicKeep deals with thin coverage
- ActionResearch new decision-makersExa
- ActionCreate + link contacts in HubSpotHubSpot
- OutputWrite multithreading playbook in NotionNotion
What it does
When a HubSpot deal stalls and the rep has run out of known contacts, this agent finds new people to engage. It identifies stalled deals, researches the company for relevant decision-makers by title and function, creates those contacts in HubSpot associated to the deal, and writes a structured multithreading playbook into a Notion page covering who to approach, why, and with what message.
When to use it
Use it when a deal is stuck specifically because you've exhausted your contacts and need fresh, well-researched names to expand into the account.
How it works
- 1A daily schedule starts the run.
- 2HubSpot returns stalled open deals and their current contact count.
- 3A filter keeps deals with thin or quiet contact coverage.
- 4A web-search step researches relevant decision-makers at each account.
- 5HubSpot creates the new contacts and links them to the deal.
- 6Notion records a per-deal multithreading playbook for the rep to execute.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect ExaNeural search across the web.
- 3Connect NotionPages, databases, comments.
- 4Connect OpenAIModels, embeddings, files.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.