Spotlight new paid Skool members with research and CRM sync

Build an agent workflow that fires every time a new paid member joins my Skool community and turns that signal into a short, research-backed welcome my team can act on.

Trigger: poll Skool for the New Paid Member event. For each new member that fires, run the steps below in order.

Step 1, research. Use the member's name and email to do a quick public web look-up. Try to find their company, their role, and any LinkedIn profile or personal website. If something is not clearly confirmed, skip it rather than guessing. Produce a tight summary that fits in a couple of sentences.

Step 2, HubSpot. Use the HubSpot Create Contact operation to add the member as a contact. Pass through the name and email from Skool, set the lifecycle stage to customer, and attach the research summary as a note on the contact. If a contact with that email already exists, update the existing record with the lifecycle stage and the note rather than creating a duplicate.

Step 3, Slack. Use the Slack Send a Message operation to post a short celebratory message in the channel I pick at setup time. Include the member's name, a one-line description of what they appear to do based on the research, and exactly one suggested icebreaker a moderator could open with. Keep the whole message under six lines. Do not include any field that the research could not confirm.

Tone: warm and human, not salesy. If the research turned up nothing useful, still post the welcome with just the name and a generic icebreaker so the team is never left in the dark about a new paid member.