Overview
Stop wasting hours manually researching new leads. This workflow triggers on every HubSpot form submission, performing instant lead enrichment by scraping company data from LinkedIn and their website. Our AI then synthesizes this information into a strategic brief, complete with pain points and talking points. This HubSpot lead enrichment automation ensures your team is prepared for every call, right from the moment a lead comes in.
1. New Lead Arrives
The moment a prospect submits your "Demo Request" form in HubSpot, this automation springs into action. There's no manual trigger needed—your lead qualification process starts instantly.
2. AI Conducts Instant Research
GenFuse automatically scours the web for intelligence. It pulls key company details from LinkedIn and finds their official website via Google Search, gathering the raw data needed to build a comprehensive profile. This step automates lead research that would typically take 15-20 minutes per lead.
3. A Strategic Brief is Generated
This is where the magic happens. An AI-powered sales analyst reads all the gathered information—form responses, LinkedIn data, and website content. It then synthesizes it into a concise, actionable sales briefing, highlighting the company's summary, potential pain points, and tailored talking points.
4. The Briefing is Organized in Notion
The complete, AI-generated briefing is instantly added as a new page in your "Sales Briefings" database in Notion. This creates a clean, searchable, and permanent record for every major lead your company receives.
5. Your Team Gets Notified
Finally, a notification is sent directly to your chosen Slack channel (e.g., #sales-leads) with a direct link to the new Notion page. Your sales team can jump on the opportunity immediately, fully prepared and armed with strategic insights.
Tools Used
- HubSpot: Triggers the automation when a new lead submits a demo request form.
- LinkedIn: Scrapes the lead's company page for up-to-date information and context.
- Google Search: Finds the company's official website and other relevant news or articles.
- OpenAI / LLM: Acts as an AI sales assistant, analyzing all gathered data to generate a concise, strategic sales briefing.
- Notion: Creates a new, organized page for each sales briefing, building a knowledge base for your sales team.
- Slack: Sends an instant notification with a link to the new brief, ensuring zero delays in your sales cycle.
Use Cases
- SaaS Founders: Instantly qualify and prepare for investor or enterprise sales calls without hiring a sales development rep.
- Sales Teams: Arm every account executive with a consistent, high-quality briefing for every inbound lead, increasing conversion rates.
- RevOps Managers: Implement a scalable HubSpot lead enrichment automation that saves hours of manual work and ensures data consistency.
- Growth Agencies: Provide a value-add service for clients by setting up an automated lead research system that feeds directly into their CRM or workspace.