Brief new HubSpot contacts with live web research and hiring signals

By General Input

When a new contact lands in HubSpot, a web agent researches the company, scores fit 1 to 5, and pins a short briefing to the record.

Integrations

  • HubSpot
  • TinyFish

Type

Agentic Task

Categories

  • Sales
  • Operations

I want an agent workflow that auto-enriches inbound HubSpot contacts with live web research the moment they are created.

Trigger: a HubSpot webhook for a newly created contact. The payload gives us the contact id and email.

Step 1: parse the email domain. If it is a personal email domain (gmail.com, googlemail.com, outlook.com, hotmail.com, live.com, msn.com, yahoo.com, aol.com, icloud.com, me.com, mac.com, proton.me, protonmail.com, gmx.com, zoho.com, yandex.com), stop immediately and do not run any research. The skip list should be easy to edit.

Step 2: research the company at that domain. Use TinyFish Search the Web to gather positioning, headcount range, recent funding rounds, and recent product launches from the open web. Then use TinyFish Run Automation (Synchronous) to drive a real browser against the company's own site and a public job board (LinkedIn Jobs or the company's careers page) and pull any visible job postings that hint at buying signals (hiring engineers for an AI team, expanding into a new region, scaling a sales org, etc.). Use Run Automation (Synchronous) so the workflow blocks until results are ready; do not poll async runs unless that is the only option.

Step 3: synthesize a 5-bullet briefing, capped at 150 words total. Bullets should cover: what the company does in one line, headcount range, recent funding or product news, hiring or expansion signals worth noting, and a recommended opener for the rep.

Step 4: write back to HubSpot. Call HubSpot Create Note with the briefing as the note body and associate it to the contact. Then call HubSpot Update Contact on the same contact to set two properties: an industry value (single-line text, inferred from research) and a fit score from 1 to 5 (number) based on signals like headcount, hiring intent, and funding stage. If those two properties don't exist on the contact object, the agent should fail loudly with a clear message telling the user to create them.

Constraints: the note body must be under 150 words and exactly five bullets. Skip enrichment entirely on personal email domains. Don't update the contact if research returns nothing useful; instead log a short note explaining what was attempted.

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