Automatically research new sales call bookings before you meet them

When someone books a sales call, the system researches them and their company and updates your CRM automatically.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"new call booked"]:::trig s0["filter email type"]:::task s1["look up company details"]:::svc s2[("update hubspot record")]:::store trig --> s0 s1 --> s2 gx{"× business or personal email"}:::gate s0 --> gx p00["continue research"]:::task gx -->|"business email"| p00 p10["skip contact"]:::task gx -->|"personal email"| p10 p00 --> s1 p10 --> s1 out[/"enriched hubspot contact record"/]:::out pay{{"walk into calls already prepared"}}:::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 serviceA record or sheetOne path onlyResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales Pipeline
Connects
CalendlyClearbitHubSpot

The problem it solves

Before a discovery call, you scramble to research the prospect and their company, digging through their website and LinkedIn. That manual prep eats into the time you have between back-to-back calls.

Who it fits

Sales reps or account executives who take discovery calls booked through Calendly.

How it works

  1. Triggers whenever a new call is booked on Calendly
  2. Filters out personal email addresses, keeping only business ones
  3. Looks up the person and their company's details
  4. Saves or updates the enriched profile in HubSpot
What you get

Prospect research waiting before the call starts

Once someone books a sales call, the system researches them and their company and updates your CRM before you sit down.

What you get

An updated HubSpot contact and company record with background details ready before the call.

What you need

A Calendly account, a Clearbit account, and a HubSpot 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

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