Templates that ship in a day, not a quarter

9 workflows you can clone today: enrichment, scoring, routing, signal capture, CRM cleanup. Every step is editable, so the template is a starting point, not a black box.

Start building for free Get a demo

Full access · No credit card · Setup in minutes

All templates

Clean & dedupe

Always-on re-verification of CRM contacts

Catch HubSpot contacts who moved jobs or got promoted, route the new company for enrichment.

View template

Capture signals

Enrich every new account and contact in HubSpot

Auto-enrich every new HubSpot record with firmographics, verified email, LinkedIn URL, and tech stack.

View template

Clean & dedupe

Find broken records in your CRM

Audit every record for dead domains, missing contacts, and bounced emails. Auto-route fixes.

View template

Clean & dedupe

Find duplicate accounts and contacts

Surface duplicate HubSpot companies and contacts, with an AI verdict and the recommended primary record per cluster.

View template

Build the list

Map the buying committee on target accounts

Map the full buying committee on every target account. Coverage brief logged in HubSpot.

View template

Capture signals

Pull current buying signals on every account

Surface funding, hiring, and growth signals on every account. Logged as HubSpot notes.

View template

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.

View template

Clean & dedupe

Standardize and normalize CRM fields

Normalize industry and country across HubSpot companies; clean and split job titles across contacts.

View template

Triage & route

Tier every account by priority (T1/T2/T3)

Auto-tier every account T1/T2/T3, with the reason written back to HubSpot.

View template