LEAD GENERATION
Build research dossiers for hot webinar attendees and push to HubSpot
Watches a HubSpot list of high-engagement webinar attendees, researches each one into a full sales dossier, and writes the brief back onto the contact record for the assigned rep.
How it runs
The automated pipeline, trigger to output.
- TriggerContact added to HubSpot hot-attendee listHubSpot
- LogicConfirm engagement score clears threshold
- ActionResearch company signals via ExaExa
- ActionSynthesize dossier and openerOpenAI
- OutputWrite dossier to HubSpot contact recordHubSpot
What it does
For attendees who crossed an engagement threshold (stayed to the end, asked a question, clicked the demo CTA), this builds a one-page sales dossier — company overview, likely pain, recent news, and a tailored opening line — and writes it directly onto the HubSpot contact so the rep opens to a ready brief.
When to use it
Use it when your webinar platform syncs engagement scores into HubSpot and you want reps spending time selling, not Googling. It triggers only on genuinely hot attendees so you do not burn research budget on tire-kickers.
How it works
- 1A contact entering the HubSpot 'Hot Webinar Attendee' list triggers the run.
- 2A filter confirms the engagement score and lifecycle stage clear your bar.
- 3Exa gathers the company's recent news, funding, and tech signals.
- 4An agent synthesizes the findings into a structured dossier with a suggested opener tied to the webinar topic.
- 5The dossier and talking points are written back to the HubSpot contact's notes and custom properties for the owning rep.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect ExaNeural search across the web.
- 3Connect OpenAIModels, embeddings, files.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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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