LEAD GENERATION
Build an SDR dossier when an anonymous account returns 3+ times
Watches de-anonymized website visitor events, waits for the same company to return three or more times.
How it runs
The automated pipeline, trigger to output.
- TriggerVisitor de-anonymization event receivedHTTP webhook
- ActionRecord visit and tally session count by domainAirtable
- LogicOnly continue if domain has 3+ visits in 14 days
- ActionEnrich domain with firmographics and recent newsExa
- OutputWrite dossier to HubSpot and create SDR taskHubSpot
What it does
Most high-intent buying research happens anonymously before anyone fills out a form. This workflow listens to your visitor de-anonymization feed, counts repeat visits per company, and once an account crosses a visit threshold it builds a full dossier (firmographics, recent news, pages viewed) and hands it to an SDR inside HubSpot.
When to use it
Run this when your SDR team is starved for warm accounts and you already pipe de-anonymized visitor events (Clearbit Reveal, RB2B, Vector, etc.) into a webhook. It surfaces the accounts showing genuine intent instead of one-off bounces.
How it works
- 1A visitor event arrives via webhook with a resolved company domain and the page viewed.
- 2The workflow records the visit and tallies how many distinct sessions that domain has produced.
- 3A filter checks whether the count is 3 or more in the trailing 14 days; below that it stops.
- 4Exa enriches the domain with company background and recent news.
- 5The dossier (firmographics, page history, news) is written to a HubSpot company record and a task is created for the owning SDR.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect AirtableBases, tables, views, automations.
- 3Connect ExaNeural search across the web.
- 4Connect HubSpotCRM, deals, marketing, support.
- 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.