Research and enrich every new lead before it hits your CRM

New leads from forms or bookings get researched by AI and saved into HubSpot with company details already filled in.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"form submitted or meeting booked"]:::trig s0["clean lead details"]:::task s1["check email domain"]:::task s2["enrich company with AI"]:::svc s3[("save contact to CRM")]:::store trig --> s0 s0 --> s1 s2 --> s3 gx{"× personal or business email"}:::gate s1 --> gx p00["discard lead"]:::task gx -->|"personal email"| p00 p10["continue to enrichment"]:::task gx -->|"business email"| p10 p00 --> s2 p10 --> s2 out[/"enriched contact saved in CRM"/]:::out pay{{"reps skip manual research"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA record or sheetOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineLead Generation & Prospecting
Connects
TypeformCalendlyOpenAIHubSpot

The problem it solves

Your sales reps waste time googling company details for every new lead, and personal-email signups clutter the CRM with contacts that never convert. Following up on cold, unresearched leads slows everyone down.

Who it fits

A sales team using HubSpot to manage inbound leads.

How it works

  1. A new lead fills out a form or books a meeting
  2. Their details are cleaned into a consistent format
  3. Leads using personal email addresses like Gmail are filtered out automatically
  4. AI looks up the company and adds industry, size, location, and a short description
  5. The enriched lead is saved as a contact in HubSpot
What you get

Leads that arrive already researched

New leads get filled out with company size, industry, and location before they ever land in your CRM.

What you get

A fully enriched, ready-to-work contact record in your CRM for every qualified lead.

What you need

A HubSpot account, a Typeform account, a Calendly account, and an OpenAI account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Back to the AI Playbook