Public Company Prospect Brief for HubSpot Deals (Sent in Slack)

When a new deal is created in HubSpot, I want the deal owner to get an auto-drafted public-company brief in Slack so they can walk into the first call already sounding prepared. Trigger this from a HubSpot webhook on new deal created.

Take the new deal ID from the webhook payload and call HubSpot's Get Deal with company and owner associations. Pull the primary associated company name and the deal owner's identity (their HubSpot owner record, including email) from that response.

Hand the company name to Stock Data's Search for Tickers to find the matching US public ticker. If no ticker resolves, or the match is clearly ambiguous (private company, foreign-only, generic name), stop silently. No message is sent, no error is logged to the owner. Private companies are the common case here, so this skip path needs to be the default, not an exception.

Once a ticker is resolved, call Get Ticker Details for sector, CEO, and the one-paragraph business description. Call Get Stock Quote for the current price. Call Get Historical Price Data over the last 90 days to compute the trajectory (up X percent or down Y percent over the window) and note any obvious swings.

Have the agent write a short five-bullet brief: (1) what the business actually does, in one line; (2) sector and a few notable peers; (3) 90-day stock trajectory with the percent move and what likely drove it; (4) one or two notable financial signals (recent earnings beat or miss, large analyst moves, dividend or buyback news if visible); (5) two suggested conversation angles the AE can lead with, tied to the stock story. For example, "their stock is down 30 percent this quarter, lean into ROI and payback period" or "they just hit a 52-week high on AI tailwinds, lean into how we accelerate that thesis."

Send the brief via Slack's Send a Message as a DM to the deal owner. Lead with the company name, ticker, and current price, then the five bullets. Keep the whole thing tight enough to read in under a minute on a phone before the call.

Important guardrail: if the company does not resolve to a US public ticker, skip silently. Do not DM the owner a "no data" message and do not raise an error. Most HubSpot deals will be private companies, and the workflow should stay quiet on those and only fire when there is a real public-company story worth telling.

Additional information

What does this prompt do?

Watches HubSpot for new deals and pulls the associated company and the deal owner.
Looks up the company's stock ticker, sector, CEO, current price, and last 90 days of price action.
Drafts a short five-bullet brief covering the business, sector context, recent stock story, financial signals, and two conversation angles the rep can lead with.
Sends the brief as a Slack DM to the deal owner. Skips silently when the company is not a US-listed public company, so private deals do not get an empty ping.

What do I need to use this?

A HubSpot login with read access to deals, companies, and owners.
A Slack workspace connection for the account that should DM the deal owner.
Stock Data is included with General Input, no extra account required.

How can I customize it?

Limit it to specific HubSpot pipelines or deal stages, for example only Discovery or only deals above a dollar threshold.
Change the trajectory window from 90 days to 30, 60, or 180 days depending on how your AEs frame the story.
Send the brief to a shared channel like #public-prospects instead of a DM, or copy a sales manager on every brief.

Frequently asked questions

What happens if the prospect company is private and has no stock ticker?

The workflow exits quietly. Private companies do not return a US ticker, so no brief is generated and the deal owner is not pinged for nothing. Only public-company deals produce a Slack DM.

Does this work for non-US public companies?

Stock coverage is US-listed tickers. If a foreign company also trades as a US ADR, the agent will use the ADR. Otherwise it skips the brief and stays quiet.

Where does the company name come from?

From the company record associated to the new HubSpot deal. If a deal lands with no associated company, the workflow has nothing to look up and skips.

Can the brief go to a Slack channel instead of a DM?

Yes. Swap the destination for a channel like #public-prospects in the workflow setup. You can also copy a manager or post both a DM and a channel summary.

How fast does the DM arrive after the deal is created?

It fires from a HubSpot webhook the moment a deal is created, so the brief usually lands in Slack within a minute or two of the deal showing up.