Templates that ship in a day, not a quarter

16 workflows you can clone today: enrichment, scoring, routing, signal capture, CRM cleanup. Every step is editable, so the template is a starting point, not a black box.

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Account list enrichment

AI account brief on the HubSpot company timeline

AI researches each HubSpot company and logs a structured brief to the company timeline before reps call.

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CRM enrichment

Always-on re-verification of CRM contacts

Catch HubSpot contacts who moved jobs or got promoted, route the new company for enrichment.

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Inbound enrichment

Discover key contacts on every signup

When someone signs up, auto-find the rest of the buying committee at their company and push them all to HubSpot.

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Inbound enrichment

Enrich every inbound lead

Auto-enrich every personal-email signup with company data, ICP score, and persona, then write the verdict back to HubSpot.

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CRM enrichment

Enrich every new account and contact in HubSpot

Auto-enrich every new HubSpot record with firmographics, verified email, LinkedIn URL, and tech stack.

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CRM enrichment

Find broken records in your CRM

Audit every record for dead domains, missing contacts, and bounced emails. Auto-route fixes.

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CRM enrichment

Find duplicate accounts and contacts

Surface duplicate HubSpot companies and contacts, with an AI verdict and the recommended primary record per cluster.

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Account list enrichment

Map the buying committee on target accounts

Map the full buying committee on every target account. Coverage brief logged in HubSpot.

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Account list enrichment

Pull current buying signals on every account

Surface funding, hiring, and growth signals on every account. Logged as HubSpot notes.

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CRM enrichment

Resolve short links to real domains

Bit.ly, hubs.li, linktr.ee in your CRM company records? Resolve them to real domains automatically.

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Account list enrichment

Sales Navigator list to HubSpot accounts and contacts

Pull any LinkedIn Sales Navigator company search into HubSpot as enriched, ICP-scored accounts with the buying committee mapped.

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Account list enrichment

Score and qualify every account against your ICP

Auto-score every HubSpot account against your ICP, with a written reason synced to the CRM.

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CRM enrichment

Standardize and normalize CRM fields

Normalize industry and country across HubSpot companies; clean and split job titles across contacts.

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Ad audience enrichment

Sync company audiences to HubSpot

Build a LinkedIn company audience from HubSpot. Auto-enrich each company with domain, LinkedIn URL, and location, then push to the matching HubSpot list.

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Ad audience enrichment

Sync paid audiences to HubSpot

Auto-prepare HubSpot contacts for LinkedIn, Meta, and Google ad audiences. Enrich the fields each platform needs, then sync each row to the matching HubSpot audience list.

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Account list enrichment

Tier every account by priority (T1/T2/T3)

Auto-tier every account T1/T2/T3, with the reason written back to HubSpot.

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