Enrich new HubSpot companies with Harmonic and post a Slack briefing

When a new company lands in HubSpot, an agent pulls funding, headcount, and decision makers from Harmonic, writes them back to the record, and posts a short Slack briefing.

Agentic Task
HubSpotHarmonicSlackSalesLead EnrichmentNotifications & Alerts

Build me an agent workflow that fires on a HubSpot webhook the moment a new company record is created (typically from an inbound form, MQL conversion, or sales rep entry) and instantly enriches it with Harmonic, then posts a short briefing in Slack.

Trigger: HubSpot webhook on new company record created. The payload should give the agent the new company's HubSpot ID and the domain property.

Steps the agent should run:

1. Take the company's domain from the HubSpot payload and call Harmonic's Lookup Company to pull the full profile: headcount, funding history, stage, founders, founding date, website, social presence, and any other useful fields. If Harmonic returns 404 the company is not in their database yet — skip the enrichment write and let the Slack message say so.

2. Call Harmonic's Get Company Employees on that same company and filter to leadership roles (founders, C-suite, VPs, heads of) so we surface the real decision makers, not the entire org chart.

3. Call HubSpot's Update Company on the original record and write back the enriched fields: industry, headcount, total funding raised, latest round, founding date, and a short key-people summary (2–4 names with titles). Use the standard HubSpot properties where they exist; for anything custom, assume properties already exist on the company object.

4. Send a Slack message via the configured channel using Slack's Send a Message. Keep it tight — 4 to 6 lines total. Include the company name, a one-line "why interesting" summary the agent writes from the Harmonic data (e.g. "Series B fintech, $42M raised, 80 employees, growing fast"), 2–3 named decision makers, and a link to the HubSpot record so a rep can claim it. Do not paste the full Harmonic profile into Slack — that is what HubSpot is for.

Make the Slack channel ID and the leadership-role filter configurable inputs. If the HubSpot company has no domain, skip the workflow gracefully and post a one-line note that enrichment was not possible.

Additional information

What does this prompt do?
  • Watches HubSpot for new company records created from inbound forms, MQL conversions, or rep entry, then fires the moment one appears.
  • Looks up the company in Harmonic by domain to pull headcount, funding history, stage, founding date, and key leaders.
  • Writes the enriched fields back to the HubSpot company record so reps see the full picture without leaving the CRM.
  • Posts a tight 4 to 6 line briefing to a chosen Slack channel with the company name, why it is interesting, and a one-click link to claim it.
What do I need to use this?
  • A HubSpot account where new companies are created (inbound forms, MQL conversion, or rep entry).
  • A Harmonic account with API access to look up companies and their leadership.
  • A Slack workspace with a channel where the sales team wants briefings posted.
How can I customize it?
  • Change which Slack channel receives the briefing, or split it by territory, segment, or rep.
  • Tighten or loosen the leadership filter (founders only, the full C-suite, or any VP and above).
  • Pick which fields get written back to HubSpot, like funding raised, latest round, founding date, headcount, or your own custom properties.
  • Add a one-line why interesting verdict the agent writes in its own voice, tuned to your ICP.

Frequently asked questions

Will this work with HubSpot Free or Starter?
Yes. Any HubSpot tier that lets you create companies and update properties works. The workflow only needs read and write access to the company object.
What if Harmonic does not have the company yet?
Harmonic returns nothing and the agent posts a short note saying the company was not found, with a link to the HubSpot record so a rep can still take a look. Nothing gets written back if there is no data.
How fast does the briefing show up in Slack?
Seconds. HubSpot pushes the new company event to us instantly, the agent runs the lookup, and the Slack message lands before a rep has time to refresh their inbox.
Can I run this only for inbound or high-intent companies?
Yes. You can scope the workflow to only fire when certain HubSpot properties are set, like a lifecycle stage of MQL or a specific source. The agent will skip companies that do not match.
Does the Slack message include a link back to the CRM?
Every briefing ends with a one-click link to the HubSpot company record so a rep can claim it, add a contact, or open a deal in a single click.

Stop letting fresh companies sit in HubSpot for hours.

Connect HubSpot, Harmonic, and Slack once, and every new company gets enriched and broadcast to your team in seconds.