Enrich new HubSpot deals with Ramp Rate vendor research
When a new deal lands in HubSpot, Geni researches the prospect's likely incumbent software, writes a 4-bullet competitive note, and DMs the deal owner.
HubSpot
Ramp Data
SlackSalesLead EnrichmentResearch & MonitoringNotifications & AlertsBuild 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.
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.
FAQs
Where does the competitive data come from?
How does Geni guess the prospect's incumbent?
Will this work on every new deal, or can I filter?
Can I send the brief somewhere other than Slack?
Does the brief overwrite existing notes on the deal?
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