Auto-enrich new HubSpot companies with PitchBook funding data and Slack alerts

Build an agent workflow that enriches every new HubSpot company with PitchBook data and alerts our deal team in Slack when the company looks hot.

Trigger: a HubSpot webhook on the new company event. Each run handles one newly created company in HubSpot.

When the agent runs, take the new company's name and domain from the HubSpot payload. Use PitchBook General Search to find the matching entity, scoped to companies. If there is a confident match, call PitchBook Get Company Details to pull funding stage, total raised, last round date and size, lead investors, employee count, headquarters location, and ownership status (private, public, PE-backed, or VC-backed). If there is no confident match, attach a short note on the HubSpot company record saying no PitchBook match was found and stop.

Then use HubSpot Update Company to write those fields back onto the matching HubSpot company record. Use HubSpot Create Note to attach a one-paragraph profile summary to the same company that covers what the company does, current stage, last round, lead investors, and headcount. Keep the summary readable for a salesperson, not a list of raw fields.

Decide if the company is a high-priority signal. It qualifies if any of these are true: it raised a new round in the last 90 days, it is at a growth stage (Series B or later, or post-IPO), or it operates in our target sectors (I will list those at setup). If it qualifies, use Slack Send a Message to post a short alert to our deal team channel, tag the assigned HubSpot owner's Slack handle, and frame it as 'worth a look' with one or two reasons why.

Ask me at setup for: the HubSpot owner to Slack handle mapping, the Slack channel to post the alert in, the list of target sectors, and whether the agent should fill only blank HubSpot fields or refresh everything. Keep this workflow focused on the single new-company enrichment loop and do not add unrelated steps.

Additional information

What does this prompt do?

Watches HubSpot for newly created companies and runs the enrichment in the background.
Looks the company up in PitchBook by name and domain, then pulls funding stage, total raised, last round date and size, lead investors, headcount, headquarters, and ownership status.
Writes those fields back onto the HubSpot company record and attaches a clean one-paragraph profile note.
Posts a 'worth a look' Slack alert to your deal team channel, tagging the assigned owner, whenever the company recently raised, is at a growth stage, or hits your target sectors.

What do I need to use this?

A HubSpot account where you can create companies and add notes.
A PitchBook account with API access turned on (this is a separate contract from regular PitchBook Platform).
A Slack workspace and a channel for your deal or sales team.
A short list of target sectors and stages you want flagged as hot.

How can I customize it?

Pick which PitchBook fields land on the HubSpot company record and which ones go in the summary note instead.
Tune what counts as a hot company (recency of the last round, stage threshold, target sectors, geography).
Choose the Slack channel, the message tone, and who gets tagged when the alert fires.

Frequently asked questions

Do I need PitchBook's CRM add-on for this?

No. This runs off your PitchBook API access directly, so you do not need to pay for the CRM connector to get the same data flowing into HubSpot.

What happens if the company is not in PitchBook?

The agent leaves your HubSpot fields untouched and attaches a short note on the company saying no confident PitchBook match was found, so you know it ran.

Will it overwrite fields I already filled in?

By default it fills blanks only. You can switch it to refresh everything if you want PitchBook to be the source of truth on those fields.

How does the agent decide to alert Slack?

It checks the last round date, the funding stage, and your target sector list against thresholds you set during setup. Companies that clear the bar get a tagged Slack post, the rest stay quiet.

Does this work for companies I add to HubSpot by hand?

Yes. Any new company in HubSpot, whether from a form, an import, or a manual add, will trigger the enrichment.