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.

HubSpot Companies Company name Find LinkedIn URL Open Jobs Count Account Signals Research Latest Funding Round Recent Growth Milestones Log Brief as HubSpot Note
HubSpot Co. Voltio Found 14 open · 6 sales Researched Series B · $40M · Sept 2025 Hired CMO · launched EU office Logged
HubSpot Co. Lenza Found 8 open · 3 sales Researched Series A extension · $12M Acquired Quill (legacy CRM) Logged
HubSpot Co. Pulsenote Found 22 open · 9 sales Researched Series B · $40M · 2 weeks ago Top G2 leader · 2 new roles Logged
HubSpot Co. Trackbeam Found 3 open · 1 sales Researched Seed · $4M · 18mo ago Hiring Head of Sales Logged
HubSpot Co. Cloud Pivot Found 11 open · 4 sales Researched Launched usage-based pricing Logged
HubSpot Co. 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.

  1. 01

    Pull every company from a HubSpot list, lifecycle stage, or saved view into Baseloop.

  2. 02

    Find the company's LinkedIn URL via Parallel research so all subsequent signal lookups know where to look.

  3. 03

    Run hiring activity on LinkedIn, count open roles, surface the top job titles, and pull the most recent posting date.

  4. 04

    Run account signals research via Parallel, funding rounds, M&A, sales-GTM roles evidence, growth milestones, ATS and careers pages.

  5. 05

    Compose a clean HTML brief covering coverage status, recent signals, and a short next-step recommendation.

  6. 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.