Templates that ship in a day,
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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.
View templateCRM enrichment
Always-on re-verification of CRM contacts
Catch HubSpot contacts who moved jobs or got promoted, route the new company for enrichment.
View templateInbound 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.
View templateInbound 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.
View templateCRM enrichment
Enrich every new account and contact in HubSpot
Auto-enrich every new HubSpot record with firmographics, verified email, LinkedIn URL, and tech stack.
View templateCRM enrichment
Find broken records in your CRM
Audit every record for dead domains, missing contacts, and bounced emails. Auto-route fixes.
View templateCRM enrichment
Find duplicate accounts and contacts
Surface duplicate HubSpot companies and contacts, with an AI verdict and the recommended primary record per cluster.
View templateAccount list enrichment
Map the buying committee on target accounts
Map the full buying committee on every target account. Coverage brief logged in HubSpot.
View templateAccount list enrichment
Pull current buying signals on every account
Surface funding, hiring, and growth signals on every account. Logged as HubSpot notes.
View templateCRM enrichment
Resolve short links to real domains
Bit.ly, hubs.li, linktr.ee in your CRM company records? Resolve them to real domains automatically.
View templateAccount 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.
View templateAccount 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.
View templateCRM enrichment
Standardize and normalize CRM fields
Normalize industry and country across HubSpot companies; clean and split job titles across contacts.
View templateAd 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.
View templateAd 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.
View templateAccount 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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