Templates / RevOps · Capture signals
Pull current buying signals on every account
Surface funding, hiring, and growth signals on every account. Logged as HubSpot notes.
01 Companies
One row per HubSpot company. Find LinkedIn URL anchors all signal lookups, Open Jobs Count and Account Signals Research surface hiring + funding + growth evidence, and Log Brief as HubSpot Note posts a clean recap to the account's activity timeline.
| | Company name | Find LinkedIn URL | | Account Signals Research | Latest Funding Round | Recent Growth Milestones | |
|---|---|---|---|---|---|---|---|
| | Voltio | Found | 14 open · 6 sales | Researched | Series B · $40M · Sept 2025 | Hired CMO · launched EU office | Logged |
| | Lenza | Found | 8 open · 3 sales | Researched | Series A extension · $12M | Acquired Quill (legacy CRM) | Logged |
| | Pulsenote | Found | 22 open · 9 sales | Researched | Series B · $40M · 2 weeks ago | Top G2 leader · 2 new roles | Logged |
| | Trackbeam | Found | 3 open · 1 sales | Researched | Seed · $4M · 18mo ago | Hiring Head of Sales | Logged |
| | Cloud Pivot | Found | 11 open · 4 sales | Researched | Launched usage-based pricing | Logged | |
| | Northwind | Found | 27 open · 8 sales | Researched | Series C · $80M · last month | Hired CMO · 8 sales roles · EU expansion | Logged |
How the workflow runs
Each step is a Baseloop action chained on a table. Clone the template and the whole sequence runs on your data, no wiring, no glue code.
- 01
Pull every company from a HubSpot list, lifecycle stage, or saved view into Baseloop.
- 02
Find the company's LinkedIn URL via Parallel research so all subsequent signal lookups know where to look.
- 03
Run hiring activity on LinkedIn, count open roles, surface the top job titles, and pull the most recent posting date.
- 04
Run account signals research via Parallel, funding rounds, M&A, sales-GTM roles evidence, growth milestones, ATS and careers pages.
- 05
Compose a clean HTML brief covering coverage status, recent signals, and a short next-step recommendation.
- 06
Log the brief as a HubSpot engagement note on the company so reps see it in the activity timeline before the next call.
What this gets you
Sales stops missing the signal that would have made the call land. Every HubSpot account carries a fresh research brief listing the funding, hiring, and growth events that just happened.
Integrations used
This workflow connects to 4 Baseloop integrations. Click any to see all its actions.
Build this on Baseloop today
Clone the template and the whole flow runs on your data in minutes. Free to start, no credit card.