Enrich new HubSpot companies with PitchBook and alert sales in Slack
When a new company lands in HubSpot, pull funding, investors, and ownership from PitchBook, write it back, and ping sales in Slack on hot rounds.
Integrations
HubSpot
PitchBook
Slack
Type
Categories
- Sales
- Operations
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.
What it does
- 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 you’ll need
- 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 to 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.
Use cases
- Lead Enrichment
- Notifications & Alerts
- Data Sync
