Enrich new HubSpot companies with Coresignal and brief sales in Slack

Build an agent workflow that runs every time a new company is created in HubSpot and posts an enriched SDR briefing about that company to Slack.

Trigger: a HubSpot outgoing webhook on company.creation. The payload includes the new company's HubSpot company id and properties (name, domain/website, owner id).

When the webhook fires, the agent should:

1. Read the new company's website from the HubSpot payload. If website is missing, fall back to fetching the full HubSpot company record with Get Company to pick up the domain property.

2. Call Coresignal Enrich Company by Website — Multi-source with that website to pull firmographics: industry, employee headcount, HQ city/country, last funding round + amount, founded year, and the Coresignal company id.

3. Call Coresignal Get Historical Headcount with the Coresignal company id to capture the last 12 months of headcount data points and compute a simple growth trend (percent change, direction, and a one-line label like 'up 18% YoY' or 'flat').

4. Call Coresignal Search Employees (ES DSL) — Multi-source with an Elasticsearch DSL query filtered to: active employees at the enriched company (use the company id from step 2 against the employee dataset's company id field) and current title matching VP, Director, Head, or Chief (a should clause with a few match_phrase / wildcard terms on the active title field, plus a filter requiring the employee to currently be at the company). Take the top 3 to 5 hits.

5. For each returned employee id, call Coresignal Collect Employee by ID — Multi-source to get full name, current title, and (if available) a professional-network profile URL. Skip any record that fails to resolve.

6. Call HubSpot Update Company on the original company id and write back the key enriched fields the user has mapped (default: industry, employees count, country, year founded, last funding amount, and a free-text 'coresignal_brief' note that summarizes the enrichment).

7. Resolve who owns the company. Use HubSpot Get Owner on the hubspot_owner_id from the company record to get the owner's email. Look up that email in Slack (users.lookupByEmail via the Slack bot) to get a Slack user id. If the owner can't be resolved, fall back to a default channel the user configures at setup.

8. Post the briefing using the Slack Bot Send a Message operation as a DM to the owner (or to the fallback channel). Format it tight, one screen, using Slack mrkdwn. Suggested layout:

• Bold header: company name + industry + HQ

• Line 2: headcount + growth trend (e.g. '142 employees, up 18% YoY')

• Line 3: founded year and last funding round if known

• Decision makers: bulleted list of the 3 to 5 names with title and profile link

• Hook: one sentence the agent should write about the strongest opening angle (recent funding, hiring spike, leadership change, etc.)

• Footer: link back to the HubSpot company record (use the standard https://app.hubspot.com/contacts/{portalId}/company/{companyId} format; ask the user for portal id at setup)

If the Coresignal enrichment returns no match for the website, skip the headcount and employee steps and instead post a short Slack note: 'No Coresignal match for {company name} ({website}). Manual research recommended.' with a link back to the HubSpot record. Still record that we tried by writing a short note in the coresignal_brief field on the HubSpot company.

Keep the whole flow fast — target under 30 seconds from HubSpot creation to Slack DM — and keep the Slack message tight enough to read on a phone.

At setup, ask the user for: the HubSpot portal id (for the deep link), the Slack fallback channel id (when owner resolution fails), and confirmation of which HubSpot company properties to write back to.