Automatically enrich new HubSpot contacts with company details

Every day it researches new HubSpot contacts online and fills in their company, industry, and size automatically.

How the work actually flows

It branches. Exactly one path is taken; runs once per each new contact created.

Pattern: Exclusive Choice (4) · Multiple Instances with a priori Design-Time Knowledge (13)

flowchart TD trig(["daily check for new contacts"]):::trigtime s0[["check email domain type"]]:::mi s1["research company online"]:::svc s2["update HubSpot record"]:::task trig --> s0 s1 --> s2 gx{"× personal or business email"}:::gate s0 --> gx p00["skip contact"]:::task gx -->|"personal email"| p00 p10["research company"]:::task gx -->|"business email"| p10 p00 --> s1 p10 --> s1 out[/"contact enriched with company details"/]:::out pay{{"saves manual research time"}}:::pay s2 --> 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 serviceRuns once per itemOne path onlyResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineResearch & Market Intelligence
Connects
HubSpotGoogle GeminiSerpAPI

The problem it solves

When a new lead comes in, you or your team probably spend time googling the company to figure out who they are and whether they're worth chasing. That manual lookup eats into selling time and often gets skipped when things get busy, leaving your CRM full of contacts with no context.

Who it fits

Sales and marketing teams who want every new HubSpot contact automatically profiled for better follow-up.

How it works

  1. Every day, the system checks HubSpot for contacts created in the last 24 hours
  2. It skips personal email addresses like Gmail so only business contacts get researched
  3. An AI agent looks up the contact's company online and pulls details like industry, size, and location
  4. HubSpot is updated automatically with the enriched company information
What you get

Contact profiles filled in before your team calls

Every new HubSpot contact gets researched and enriched with company, industry, and size details automatically, ready for your team to use.

What you get

A HubSpot contact record automatically filled in with company name, industry, size, location, and website.

What you need

A HubSpot account, a SerpAPI account, and a Google Gemini API key.

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

Ask your HubSpot CRM questions right inside Slack

Mention the bot in Slack and it pulls matching deals, companies, and contacts from HubSpot and answers you in plain English.

Advanced

Turn trending videos and articles into podcast topic ideas

Scans recent videos and articles daily, then uses AI to turn them into ready-to-use podcast topics in Notion.

Advanced

Build test personas from CRM data before your event

Slack triggers the system to build realistic attendee personas from your CRM data so you can test event ideas first.

Advanced

Turn Google People Also Ask questions into ready-to-publish answers

Pulls the questions people ask on Google and drafts short answers designed to win featured snippets.

Standard
Back to the AI Playbook