Auto-research new HubSpot deals with Ramp Rate competitive data

Build me an agent workflow that runs every time a new deal is created in HubSpot. Use the HubSpot New Deal poll trigger so it fires once per newly created deal.

Configuration the user provides: a Ramp Rate category slug for the software category we sell into (for example expense-management, crm, or accounting), our own vendor name as it appears in Ramp Rate, and one named key alternative we want every brief to compare against.

On each run the agent should:

1. Call HubSpot Get Deal on the triggering deal id and include the associated company and primary contact so the agent has the company name, domain, industry, size, and the deal owner.

2. Reason about the prospect's likely incumbent in the configured category. Use the company name, domain, industry, size, and any properties on the company record that mention current tools. Produce a single best-guess incumbent vendor name. If you cannot make a confident guess, skip the Ramp Rate vendor calls and note that explicitly in the brief.

3. Call Ramp Data Resolve Ramp Rate Vendor Name on the guessed incumbent to get its canonical vendor_slug. Then call Get Ramp Rate Vendor Profile on that slug to pull adoption metrics and trend across categories.

4. Call Ramp Data Compare Ramp Rate Vendors with three vendors: the resolved incumbent, our own vendor, and the configured key alternative. Scope the comparison to the configured category.

5. Write a 4-bullet competitive brief in plain English with these bullets: (a) the incumbent's adoption trend in the category, (b) who the incumbent is losing customers to based on the comparison data, (c) our switch-in rate against the incumbent, (d) a suggested wedge or talking point the AE can lead with on the first call. Keep it under 120 words total.

6. Call HubSpot Create Note with the brief as the body and associate it with the triggering deal so the AE sees it pinned on the deal record.

7. Call Slack Send a Message to DM the deal owner. The DM should include the same brief plus a clickable link back to the HubSpot deal. If the deal owner's Slack user cannot be resolved, fall back to a configured sales channel.

Keep the brief data-grounded: only state numbers that came from Ramp Rate, and clearly mark the incumbent guess as a guess. If Ramp Rate returns no data for a vendor, say so in the brief instead of inventing numbers.

Additional information

What does this prompt do?

Watches HubSpot for new deals and reads the deal plus its associated company so Geni knows who you are selling to.
Identifies the prospect's likely incumbent in your category, then pulls adoption trends, switch rates, and the closest alternatives from Ramp Rate.
Writes a tight 4-bullet competitive brief: incumbent adoption trend, who they are losing customers to, your switch-in rate against them, and a suggested wedge.
Pins the brief as a note on the HubSpot deal and DMs the deal owner in Slack with the same summary and a link back to the deal.

What do I need to use this?

A HubSpot account with permission to read deals and create notes.
A Slack workspace where Geni can DM your deal owners.
The software category you sell into, so Geni knows which Ramp Rate category to benchmark against (for example, expense-management or crm).

How can I customize it?

Change the category Geni benchmarks against, or have it pick the category from a deal property so different product lines pull different research.
Tweak the brief format: add or remove bullets, change the tone, or include a specific objection-handler section.
Choose where the message goes: a DM to the deal owner, a shared deal channel, or both.

Frequently asked questions

Where does the competitive data come from?

Ramp Rate, Ramp's public dataset of vendor adoption and switching trends across thousands of companies. It is anonymized and aggregated, and Geni only uses it for the category you specify.

How does Geni guess the prospect's incumbent?

It looks at the company name, industry, size, and any tools mentioned on the HubSpot company record, then resolves a best-guess incumbent name to its Ramp Rate vendor profile. If no good match is found, the brief notes that and skips the comparison.

Will this work on every new deal, or can I filter?

You can filter by pipeline, stage, deal owner, or any HubSpot property. A common setup is to only run it for deals in your primary new-business pipeline.

Can I send the brief somewhere other than Slack?

Yes. The brief is just text, so you can route it to email, Microsoft Teams, or a shared channel instead of, or in addition to, the deal owner's DM.

Does the brief overwrite existing notes on the deal?

No. It is added as a new note, so any prior context on the deal stays intact.