Map the buying committee on target accounts

How does Map the buying committee on target accounts run?

Each step is a Baseloop action on the table. The workflow chains them in order, so the same sequence runs on every row that lands.

1. 01

   Pull every target company from HubSpot into a Baseloop Companies table.

2. 02

   Find the buying committee on LinkedIn. Title and role-pattern matching surfaces 4-8 members per account; matched contacts land in a Contacts table for follow-up classification.

3. 03

   On each Contacts row, Lookup Parent Company anchors the member to their HubSpot account, Classify Persona tags them as economic_buyer, champion, or user, and Email/Phone (Waterfall) optionally pull contact data.

4. 04

   Lookup Existing HubSpot Contact checks if the person is already in CRM; Create HubSpot Contact adds them when they're not.

5. 05

   Back on the Companies row, Committee Found pulls each surfaced member's persona classification from the Contacts table so the company sees the full persona mix.

6. 06

   Committee Coverage formats the persona mix into a structured summary that flags whether each persona category (economic buyer, champion, user) is covered or a gap, so coverage holes are scannable at a glance.

7. 07

   Coverage Note Brief composes a clean HTML brief listing decision-makers and gaps; Create Engagement logs the brief as a HubSpot engagement note on the company; Update HubSpot Company writes the coverage summary back to the record.