Personalized AI welcome video for every new HubSpot lead

Build an agent workflow that turns every new HubSpot lead into a personalized AI welcome video and emails it from their owning rep within minutes.

Trigger: a HubSpot webhook. By default fire on contact creation, but let me configure it to instead fire when a contact reaches a specific lifecycle stage (for example Marketing Qualified Lead or Sales Qualified Lead). The webhook payload should include the HubSpot contact id.

Settings I should be able to configure: default HeyGen avatar_id, default HeyGen voice_id, a from-rep email template (subject and short HTML body with a {{video_link}} placeholder and {{first_name}}, {{company}}, {{rep_first_name}} placeholders), the lifecycle stage filter (optional), and a list of email domains to skip.

When the webhook fires, the agent should:

1. Call HubSpot Get Contact for the contact id and pull first name, last name, email, company, job title, lifecycle stage, the owning rep (HubSpot owner), and the marketing opt-out / unsubscribe status.

2. Skip the run silently if the contact has no email, has opted out of marketing, is on the skip-domain list, or (when a lifecycle filter is set) is not at the configured stage. Do not generate a video and do not write a note in those cases.

3. Look up the owning rep's name and email so the video can be sent from their Gmail and reference them by name in the script.

4. Draft a 30 to 45 second spoken script (roughly 70 to 100 words) that opens by first name, references the company and job title naturally, mentions the rep by name as the person who will follow up, and ends with a soft invitation to reply. Keep the tone warm and conversational, not salesy. No em dashes.

5. Call HeyGen Generate Avatar Video with the configured avatar_id, voice_id, and the script. Capture the returned video_id.

6. Poll HeyGen Retrieve Video Status every 10 seconds for up to 5 minutes until status is completed. If the render fails or times out, log a HubSpot note that the video could not be generated (with the error message) and stop.

7. Call HeyGen Retrieve Shareable Video URL to get the public share link for the finished video.

8. Call Gmail Send a Message from the owning rep's Gmail account to the contact's email. Use the configured subject and HTML body, with the video link embedded as a large clickable thumbnail or button and the rep's name in the signature. Render all placeholders before sending.

9. Call HubSpot Create Note associated with the contact id. The note should record the timestamp, the script that was spoken, and the shareable video URL so the rep sees a permanent log on the contact timeline.

Keep the agent idempotent: if it sees the same HubSpot contact id within a 24 hour window, skip it so a lifecycle re-fire does not send a second video.