Auto-brief your sales team when a new HubSpot lead lands

Build an agent workflow that automatically researches and briefs my sales team on every new HubSpot lead. The trigger is a HubSpot webhook on contact.creation, so a fresh run kicks off the moment a contact is created.

Step 1: Use HubSpot Get Contact on the new contact ID to pull the full record, including any associated company IDs. If the contact has an associated company, call HubSpot Get Company to fetch its properties, especially the website domain and name. If there is no associated company or the company has no domain, stop the run quietly: do not update anything, do not create a note, and do not post to Slack.

Step 2: With the company domain in hand, call JigsawStack AI Scrape Website against the company homepage to extract structured firmographic data: what the company does in one sentence, its industry, apparent size or team-page headcount, main product categories, and any notable customers listed on the site. Then call JigsawStack AI Web Search for the three most recent news mentions, press items, or funding announcements about the company by name.

Step 3: Merge the scrape and search results into a research summary. Call HubSpot Update Contact to fill in properties that are currently empty, like industry, description, and a lifecycle stage nudge where appropriate. Only overwrite fields that are blank; never clobber values a rep already set.

Step 4: Call HubSpot Create Note on the contact and attach the full research summary: the one-line company description, firmographics (industry, size, product categories, notable customers), the three recent news items with links, and the source URL that was scraped.

Step 5: Call Slack Send a Message to the sales channel. The message should lead with the company one-liner, then a single bullet for the single most recent news item, and end with a link back to the HubSpot contact. Keep the whole message under six lines so it stays scannable on mobile. Do not paste the full research summary into Slack; the HubSpot note is the long-form home.

Configuration the agent should ask me for at setup time: the Slack channel to post briefings into, and any HubSpot contact properties I want it to skip when filling in missing fields.