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.
| | Company name | Industry | | | ICP Qualified | ICP Reason | |
|---|---|---|---|---|---|---|---|
| | Voltio | B2B SaaS | Enriched | 86 | Yes | Strong fit · 150 emp · GTM hiring | Updated |
| | Lenza | B2B SaaS | Enriched | 78 | Yes | Mid-market SaaS · series B · EU | Updated |
| | Pulsenote | B2B SaaS | Enriched | 91 | Yes | Top-tier ICP · 200 emp · funding signal | Updated |
| | Trackbeam | Fintech | Enriched | 72 | Yes | Fintech adjacency · 60 emp · hiring sales | Updated |
| | Cloud Pivot | B2B SaaS | Enriched | 84 | Yes | Strong fit · 120 emp · pricing change | Updated |
| | Mosaic Labs | Agency | Enriched | 32 | No | Agency · outside ICP | Updated |
| | Northwind | B2B SaaS | Enriched | 88 | Yes | Enterprise SaaS · 250 emp · CMO hire | Updated |
| | 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.
- 01
Pull every company from a HubSpot list, lifecycle stage, or saved view into Baseloop.
- 02
Enrich each company with verified firmographics, description, industry, employee range, headquarters, founded year.
- 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.
- 04
Normalize the enriched fields into HubSpot's strict enums (industry, country, employee count, year founded) so the data slots cleanly without re-entry.
- 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.