Templates / Sales / 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. Sales walks into every account knowing the full team, not just the signup. Each new contact arrives enriched, linked to its HubSpot company, and 2-3 additional decision-makers surfaced, qualified, and synced to the CRM.
Last updated
01 Signups
One row per new HubSpot signup. Enrich Contact anchors the person and pulls the company LinkedIn URL. HubSpot Lookup/Create Company links the signup to a real account, and Find Buying Committee surfaces additional decision-makers at the same company.
 HubSpot Import |  Enrich Contact | Full Name | Company | HubSpot Lookup Company | HubSpot Create Company |  Find Buying Committee | |
|---|---|---|---|---|---|---|---|
| HubSpot Co. | ted@getfreed.ai | Enriched | Ted Obenchain | Freed | Found | Skipped | Found 3 |
| HubSpot Co. | filip@payflip.be | Enriched | Filip Van Doninck | Payflip | Found | Skipped | Found 3 |
| HubSpot Co. | toby@gotracksuit.com | Enriched | Toby Rozenblit | Tracksuit | Found | Skipped | Found 3 |
| HubSpot Co. | b.solari@ps-group.net | Enriched | Bill Solari | Photonics Systems Group | Found | Skipped | Found 2 |
| HubSpot Co. | jimmy@virtualmetric.com | Enriched | Jimmy Wind | VirtualMetric | Found | Skipped | Found 2 |
| HubSpot Co. | cgreen@rfi.global | Enriched | Charles Green | Bootstrap Confidential | Skipped | Created | Found 1 |
| HubSpot Co. | jacob@deftpower.com | Enriched | Jacob van Zonneveld | Deftpower | Found | Skipped | Found 2 |
02 Buying Committee
One row per discovered committee member. Each candidate is enriched, qualified against your persona definition (Champion / Economic Buyer), and the matched persona, seniority, and function are tagged. Lookup Parent Signup carries forward the HubSpot company ID so the new contact links to the right account.
| Input | Full Name | Role | Company | Enrich Candidate |  Persona Qualification | Matched Persona | Seniority | Function |
|---|---|---|---|---|---|---|---|---|
| Signup | Erez Druk | Co-Founder & CEO | Freed | Enriched | Qualified | Economic Buyer | C-level | Founder/CEO |
| Signup | Joss Poulton | RevOps/GTM Consultant | ClearSync | Enriched | Qualified | Champion | IC | RevOps |
| Signup | Michelle Burchenal | Chief of Staff | Freed | Enriched | Qualified | Champion | C-level | Operations |
| Signup | Maura Nachtergaele | Co-founder & CEO | Payflip | Enriched | Qualified | Economic Buyer | C-level | Founder/CEO |
| Signup | Jon Lopez Garcia | Co-founder | Payflip | Enriched | Qualified | Champion | C-level | Founder/CEO |
| Signup | Michael Rochon | US Head of Growth | Tracksuit | Enriched | Qualified | Champion | Director | Growth |
| Signup | James Hurman | Co-Founder | Previously Unavailable | Enriched | Qualified | Champion | C-level | Founder/CEO |
How does Discover key contacts on every signup 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.
- 01
Pull HubSpot contacts into a Baseloop Signups table on a recurring schedule so every new signup is processed automatically.
- 02
Find LinkedIn URL via AI research when HubSpot only supplied a personal email (Parallel resolves the profile from the email + company name).
- 03
Enrich Contact fills full name, headline, job title, company, and company LinkedIn URL, anchoring the company side of the record.
- 04
HubSpot Lookup Company finds the account if it already exists in HubSpot; HubSpot Create Company creates it when it doesn't.
- 05
Find Buying Committee uses LinkedIn to pull 2-5 additional people at the same company who match your persona definition (Champion / Economic Buyer).
- 06
For each candidate, Enrich Candidate fills full name, headline, job title; Persona Qualification (Custom AI Agent) scores them against your personas with a one-line reason.
- 07
Lookup / Create Contact in HubSpot. Every qualified candidate either matches an existing HubSpot contact or gets created and linked to the parent company, so the rep sees the full buying committee in one place.
What does Discover key contacts on every signup produce?
Sales walks into every account knowing the full team, not just the signup. Each new contact arrives enriched, linked to its HubSpot company, and 2-3 additional decision-makers surfaced, qualified, and synced to the CRM.
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