Templates / RevOps · Triage & route

Score and qualify every account against your ICP

Auto-score every HubSpot account against your ICP, with a written reason synced to the CRM.

01 Companies

One row per HubSpot company. Enrich Company fills the firmographic gaps, ICP Score returns a numeric score + qualified flag + written reason, Normalize Firmographics maps everything into HubSpot's strict enums, and Update HubSpot Company writes the verdict back to the CRM.

HubSpot Companies Company name Industry Enrich Company ICP Score ICP Qualified ICP Reason Update HubSpot Company
HubSpot Co. Voltio B2B SaaS Enriched 86 Yes Strong fit · 150 emp · GTM hiring Updated
HubSpot Co. Lenza B2B SaaS Enriched 78 Yes Mid-market SaaS · series B · EU Updated
HubSpot Co. Pulsenote B2B SaaS Enriched 91 Yes Top-tier ICP · 200 emp · funding signal Updated
HubSpot Co. Trackbeam Fintech Enriched 72 Yes Fintech adjacency · 60 emp · hiring sales Updated
HubSpot Co. Cloud Pivot B2B SaaS Enriched 84 Yes Strong fit · 120 emp · pricing change Updated
HubSpot Co. Mosaic Labs Agency Enriched 32 No Agency · outside ICP Updated
HubSpot Co. Northwind B2B SaaS Enriched 88 Yes Enterprise SaaS · 250 emp · CMO hire Updated
HubSpot Co. Veridex B2B SaaS Enriched 76 Yes Mid-market SaaS · 90 emp · expansion signal Updated

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

    Enrich each company with verified firmographics, description, industry, employee range, headquarters, founded year.

  3. 03

    AI scores the company against your ICP definition and writes back a numeric score, a Qualified true/false flag, and a one-paragraph reason.

  4. 04

    Normalize the enriched fields into HubSpot's strict enums (industry, country, employee count, year founded) so the data slots cleanly without re-entry.

  5. 05

    Push the score, qualified flag, and normalized fields back to HubSpot. Sales reps see the verdict on every record without leaving the CRM.

What this gets you

Sales no longer guesses which accounts are worth working. Every company in HubSpot carries an ICP score, a qualified flag, and a reason owners can read in 10 seconds before they pick up the phone.

Integrations used

This workflow connects to 2 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.