Auto-research new HubSpot contacts with live web data

PromptCreate

I want an agent workflow that auto-enriches inbound HubSpot contacts with live web research the moment they are created.

Trigger: a HubSpot webhook for a newly created contact. The payload gives us the contact id and email.

Step 1: parse the email domain. If it is a personal email domain (gmail.com, googlemail.com, outlook.com, hotmail.com, live.com, msn.com, yahoo.com, aol.com, icloud.com, me.com, mac.com, proton.me, protonmail.com, gmx.com, zoho.com, yandex.com), stop immediately and do not run any research. The skip list should be easy to edit.

Step 2: research the company at that domain. Use TinyFish Search the Web to gather positioning, headcount range, recent funding rounds, and recent product launches from the open web. Then use TinyFish Run Automation (Synchronous) to drive a real browser against the company's own site and a public job board (LinkedIn Jobs or the company's careers page) and pull any visible job postings that hint at buying signals (hiring engineers for an AI team, expanding into a new region, scaling a sales org, etc.). Use Run Automation (Synchronous) so the workflow blocks until results are ready; do not poll async runs unless that is the only option.

Step 3: synthesize a 5-bullet briefing, capped at 150 words total. Bullets should cover: what the company does in one line, headcount range, recent funding or product news, hiring or expansion signals worth noting, and a recommended opener for the rep.

Step 4: write back to HubSpot. Call HubSpot Create Note with the briefing as the note body and associate it to the contact. Then call HubSpot Update Contact on the same contact to set two properties: an industry value (single-line text, inferred from research) and a fit score from 1 to 5 (number) based on signals like headcount, hiring intent, and funding stage. If those two properties don't exist on the contact object, the agent should fail loudly with a clear message telling the user to create them.

Constraints: the note body must be under 150 words and exactly five bullets. Skip enrichment entirely on personal email domains. Don't update the contact if research returns nothing useful; instead log a short note explaining what was attempted.

What does this prompt do?

Listens for newly created HubSpot contacts and kicks off research the second they appear.
Pulls live positioning, headcount range, recent funding or product launches, and open job posts hinting at what they are buying.
Pins a focused 5-bullet briefing to the contact and stamps an industry and a 1 to 5 fit score on the record.
Skips Gmail, Outlook, Yahoo and other personal email domains so sales does not burn research credits on noise.

What do I need to use this?

A HubSpot account where you can create contacts and notes, and edit contact properties.
A TinyFish account for live web search and browser automation.
An industry contact property and a 1 to 5 fit score property on your HubSpot contact record. The workflow can use existing ones or you can create them in advance.

How can I customize it?

Swap the 5-bullet briefing for your own format, like positioning, hiring signals, recent moves, ICP fit, and a suggested opener.
Change the fit-score rubric. For example, weight headcount, hiring spikes, or funding stage to match your ICP.
Add or remove personal email domains in the skip list, or extend it to also skip competitors and known partners.
Route hot fits, say 4s and 5s, to a Slack channel or to the contact owner as a task.

FAQs

What happens if the contact uses a personal email like Gmail or Outlook?

The workflow detects personal email domains and skips enrichment entirely, so you do not waste research credits on consumer addresses. You can edit the skip list to add or remove domains.

Where does the research come from?

A live web agent searches the open web and, when needed, drives a real browser to visit the company site and job boards. That lets it reach pages that block standard scrapers, so the briefing reflects what a human would actually find today.

How is the fit score calculated?

The agent weighs signals like headcount range, recent funding or product launches, and open job postings that hint at buying intent, then assigns a 1 to 5 score. You can rewrite the rubric to match your ideal customer profile.

What if my HubSpot does not have an industry or fit score field yet?

Add them as contact properties in HubSpot before turning the workflow on. Use a single-line text field for industry and a number field for the 1 to 5 score.

Does the briefing get long?

No. It is capped at five bullets and under 150 words so reps can scan it in seconds without scrolling the contact record.

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