Enrich new HubSpot companies with Harmonic and post a Slack briefing
When a new company lands in HubSpot, an agent pulls funding, headcount, and decision makers from Harmonic, writes them back to the record, and posts a short Slack briefing.
Integrations
HubSpot
Harmonic
Slack
Type
Categories
- Sales
Build me an agent workflow that fires on a HubSpot webhook the moment a new company record is created (typically from an inbound form, MQL conversion, or sales rep entry) and instantly enriches it with Harmonic, then posts a short briefing in Slack.
Trigger: HubSpot webhook on new company record created. The payload should give the agent the new company's HubSpot ID and the domain property.
Steps the agent should run:
1. Take the company's domain from the HubSpot payload and call Harmonic's Lookup Company to pull the full profile: headcount, funding history, stage, founders, founding date, website, social presence, and any other useful fields. If Harmonic returns 404 the company is not in their database yet — skip the enrichment write and let the Slack message say so.
2. Call Harmonic's Get Company Employees on that same company and filter to leadership roles (founders, C-suite, VPs, heads of) so we surface the real decision makers, not the entire org chart.
3. Call HubSpot's Update Company on the original record and write back the enriched fields: industry, headcount, total funding raised, latest round, founding date, and a short key-people summary (2–4 names with titles). Use the standard HubSpot properties where they exist; for anything custom, assume properties already exist on the company object.
4. Send a Slack message via the configured channel using Slack's Send a Message. Keep it tight — 4 to 6 lines total. Include the company name, a one-line "why interesting" summary the agent writes from the Harmonic data (e.g. "Series B fintech, $42M raised, 80 employees, growing fast"), 2–3 named decision makers, and a link to the HubSpot record so a rep can claim it. Do not paste the full Harmonic profile into Slack — that is what HubSpot is for.
Make the Slack channel ID and the leadership-role filter configurable inputs. If the HubSpot company has no domain, skip the workflow gracefully and post a one-line note that enrichment was not possible.
What it does
- Watches HubSpot for new company records created from inbound forms, MQL conversions, or rep entry, then fires the moment one appears.
- Looks up the company in Harmonic by domain to pull headcount, funding history, stage, founding date, and key leaders.
- Writes the enriched fields back to the HubSpot company record so reps see the full picture without leaving the CRM.
- Posts a tight 4 to 6 line briefing to a chosen Slack channel with the company name, why it is interesting, and a one-click link to claim it.
What you’ll need
- A HubSpot account where new companies are created (inbound forms, MQL conversion, or rep entry).
- A Harmonic account with API access to look up companies and their leadership.
- A Slack workspace with a channel where the sales team wants briefings posted.
How to customize it
- Change which Slack channel receives the briefing, or split it by territory, segment, or rep.
- Tighten or loosen the leadership filter (founders only, the full C-suite, or any VP and above).
- Pick which fields get written back to HubSpot, like funding raised, latest round, founding date, headcount, or your own custom properties.
- Add a one-line why interesting verdict the agent writes in its own voice, tuned to your ICP.
Use cases
- Lead Enrichment
- Notifications & Alerts
