Crustdata pre-call brief for every new HubSpot deal

Build an agent workflow that produces a pre-call account brief every time a new deal is created in HubSpot, files the brief on the deal, and notifies the deal owner in Slack.

Trigger: a HubSpot outgoing webhook on the deal.creation event. The webhook payload carries the new deal id (objectId).

Steps the agent should run:

1. Use HubSpot Get Deal on the incoming deal id. Request the deal owner, plus associations to the primary company and the primary contact. Read the company name and domain, and the contact's first name, last name, email, and LinkedIn URL if present.

2. Resolve the company in Crustdata. Call Crustdata Identify Company using the company website domain (fall back to company name only if no domain is on the record). Pick the top match by confidence score and capture its company_id. If no confident match comes back, stop the run and do not file an empty brief.

3. Call Crustdata Enrich Company on that company_id with fields=headcount,funding_and_investment,decision_makers,web_traffic so the response includes current size, recent headcount trend, the latest funding round, web traffic momentum, and the senior decision_makers list around the buyer.

4. Call Crustdata Enrich Person to deepen the people picture. Build the input list from the deal's primary contact (use the LinkedIn URL on the HubSpot contact if available) plus two or three of the most senior decision_makers from the enrich-company response. For those decision makers, feed in decision_makers[].linkedin_flagship_url, not linkedin_profile_url, because person enrich only accepts the /in/<slug> flagship form. Request fields=business_email and recent role history.

5. Write a tight pre-call brief in markdown with these sections: a one-line company snapshot (industry, headcount, HQ); growth signals (headcount trend, last funding round and date, web traffic direction); the primary contact's recent role history and likely priorities; two or three other senior people the rep should multithread to with their titles and business emails when available; and three or four suggested talking points grounded in the signals above. Keep it scannable. No filler.

6. Use HubSpot Create Note to attach the brief to the deal. Associate the note with the deal id (and with the company and primary contact if straightforward). Capture the resulting note URL for the Slack message.

7. Use Slack Send a Message to DM the deal owner. Look the owner up by their HubSpot email so the DM lands with the right person. The message should be short: the company name and the three highest-impact bullets from the brief, followed by a link to the HubSpot note.

Guardrails: skip the run entirely if Crustdata Identify Company returns no confident match, so we never file an empty brief. If Enrich Person returns no usable people, still file the company brief and note that in the Slack message. Never overwrite existing deal properties; only create a new note.

Additional information

What does this prompt do?

Watches HubSpot for newly created deals and kicks off the moment one appears.
Pulls a fresh company snapshot from Crustdata: current headcount, growth trend, latest funding, web traffic, and the senior decision makers around your buyer.
Writes a tight pre-call brief with talking points and other people to multithread to, then files it as a note on the deal so the whole team can see it.
DMs the deal owner in Slack with the top three takeaways and a direct link to the note.

What do I need to use this?

A HubSpot account with permission to read deals and create notes.
A Crustdata account with API access for company and people enrichment.
A Slack workspace connected so Geni can message the deal owner.

How can I customize it?

Change which deal stages or pipelines should trigger the brief, for example only deals in the New Business pipeline.
Tune the brief itself: add competitive notes, swap in your own talking-point template, or focus the decision-maker list on a specific function like Engineering or Finance.
Pick where the rep gets pinged: a Slack DM, a shared channel like #pre-call-briefs, or both.

Frequently asked questions

When exactly does this run?

The moment a new deal is created in HubSpot. The brief usually shows up on the deal within a minute or two.

What if Crustdata cannot find the company?

Geni skips the run rather than file an empty brief. You can have it post a short Slack note to the deal owner letting them know they will need to research that one by hand.

Does this work for deals without a linked company?

Geni uses the company and primary contact associated with the deal. If neither is set, the run is skipped, so make sure your reps attach a company when they create the deal.

Will this overwrite anything on the deal?

No. The brief is added as a new note attached to the deal. Existing deal properties, contacts, and other notes are left alone.

Can I send the Slack ping to a channel instead of a DM?

Yes. Tell Geni which channel to use, or have it post to a shared sales channel and tag the deal owner.