# Find a warm intro to any account before you cold email it

> Pick a target account and see who there used to work at your customers or alongside your own team, with the evidence to back it up.

- Workflow type: app
- Services: LeadMagic, HubSpot
- Categories: Sales
- Published: 2026-08-31

## What it does

- Pick any target account, by name or straight from your CRM, and see the people who work there with their titles.
- Checks each person's job history against your customer list, your closed won accounts, and the places your own team used to work.
- Ranks everyone by how strong the warm path is, with the matching company and years shown on the row so reps can sanity check it before acting.
- Keeps contact details hidden until a rep asks for them, so you only spend on the people you actually plan to contact.

## What you'll need

- A LeadMagic account with credits available
- A HubSpot login with access to your companies, deals, and contacts
- A list of the companies your team members previously worked at, which you keep inside the app

## Prompt

Build me an app my account executives open before they cold email a target account, so they can find a warm path in instead of starting from zero. It runs on LeadMagic for people data and HubSpot for our CRM. I start by picking an account: either I type the company name or domain in directly, or I search our CRM with the HubSpot Search Companies operation and pick from the results.

Once an account is selected, the app lists who works there using LeadMagic Employee Finder, showing names and titles. I also want a field where I can enter the specific titles I care about for this account, and the app uses LeadMagic Role Finder to pull the person holding each of those titles, since Role Finder supports partial title matching. Employee Finder accepts a limit parameter, so let me control how many people come back for an account.

For each person on the list, the app pulls their full professional background with LeadMagic Profile Search, which returns complete work history including companies and dates. That work history is the field the warm path matching runs on. The app compares every past employer against three sources: our current customers and our closed won accounts, found through HubSpot Search Companies and HubSpot Search Deals, and a team history list I maintain inside the app, where I record which companies people on my own team used to work at and in which years.

The main view is a board that ranks people by warm path strength, strongest first: former colleague of someone on our team, then worked at a current customer, then worked at a past customer, then no path found. Every row shows the evidence inline, meaning which company produced the match and which years the person was there, so a rep can sanity check the match before acting on it. When the match is against a teammate, show both sides of the date range so the rep can see whether the two people actually overlapped.

The ranking rules have to be editable inside the app rather than hardcoded. Give me a settings view where I can change what counts as a warm path and how the tiers are ordered, for example requiring that a teammate and a prospect genuinely overlapped in time rather than just both having worked somewhere at some point, or setting a minimum tenure before an employer counts at all. A rep should be able to see which rule set produced a given ranking.

Browsing the board should stay cheap. Contact details stay hidden until someone clicks Reveal on a specific row, and revealing spends credits only for that one person. Reveal uses LeadMagic Email Finder or LeadMagic Profile to Email for a verified work email, and LeadMagic Mobile Finder for a direct number. LeadMagic charges nothing for not found results and returns a credits consumed value on every call plus a remaining credits header, so show the running credit balance in the app and what each reveal actually cost.

Track reveals per person and per rep, and persist them. Each rep needs to see which people have already been revealed by anyone on the team, along with who revealed them and when, so the team never pays twice for the same person. If a person has already been revealed, show the stored contact details instead of charging for a fresh lookup.

Save to HubSpot on a row creates the person as a contact with HubSpot Create Contact, links them to the account with HubSpot Create Association, files the warm path evidence as a note with HubSpot Create Note so the reasoning survives outside the app, and opens a follow up with HubSpot Create Task.

Add a Write the intro ask button on each row that kicks off a background agent. The agent reads that person's profile and the shared history behind the warm path, then drafts one of two things depending on the path type. If the path runs through a teammate, it drafts the internal message asking that colleague for the introduction. If the path runs through a customer or closed won account, it drafts a referral led opener addressed to the prospect. The agent files its draft on the contact as a note using HubSpot Create Note, and the app shows the draft on the row once it finishes so the rep can read, copy, or edit it.

Reps work this account by account, so the app should remember recently viewed accounts and let someone jump back into one without rebuilding the whole list.

## How to customize

- Change what counts as a warm path and reorder the ranking tiers, for example only counting a former colleague when the two people were actually there at the same time.
- Set which job titles matter for each account so the app looks for those specific roles.
- Adjust how many people get pulled per account, and what the follow up task says when a contact is saved.

## FAQ

### Does browsing an account cost me anything?

Listing the people at an account and checking their job history is the cheap part. You are only charged when someone clicks reveal on a specific person to get their email or mobile number, and nothing is charged when no contact detail is found.

### How does it decide that someone is a warm path?

It compares where each person used to work against your current customers, your closed won deals in the CRM, and a list you keep of where your own team members worked before. Any overlap becomes a warm path, and the matching company and years are shown on the row so a rep can check it.

### Will two reps end up paying for the same person twice?

No. The app records every reveal and shows the whole team who has already been unlocked, by whom, and when. If someone has already been revealed, their details are shown again at no extra cost.

### Can I change the ranking rules later?

Yes. The rules live in a settings screen rather than being fixed in place, so you can decide things like whether a former colleague only counts when the two people overlapped in time, or how long someone must have stayed somewhere for it to count.

### What happens when I save someone to HubSpot?

The person is created as a contact, linked to the right company, and the warm path evidence is filed as a note on their record along with a follow up task, so the reasoning is visible to anyone who opens that contact later.

Use this prompt in General Input: https://www.generalinput.com/prompts/find-a-warm-intro-to-any-account-before-you-cold-email-it