CRM hygiene
Auto-enrich new HubSpot contacts
Every new HubSpot contact gets researched and enriched with company info, headcount, and recent news — so your team has context before the first reach-out.
The prompt
When a new contact is added to HubSpot, research their company and recent news about them, then update the contact record with company size, industry, recent funding or news, and a one-line summary.
What Carly will set up
- 1
HubSpot New contact created - 2 Research the company: size, industry, recent news, funding
- 3 Summarize findings into a clean note
- 4 HubSpot Update contact record with enrichment fields
Apps used
HubSpot Frequently asked
What sources does Carly use for research?
Public web data: company websites, news sites, LinkedIn, Crunchbase, and other public sources. She doesn't pull from paid enrichment APIs unless you've connected one (like Apollo, Hunter, or People Data Labs).
Can I customize what fields get filled?
Yes. Tell Carly which custom HubSpot fields to populate — 'fill our Industry, Headcount, and Tech Stack fields' — and she'll map the research to those fields.
What if Carly can't find anything?
She'll add a note saying 'No public data found' rather than leaving the fields blank. You'll know to research manually or skip.
Does this work for Salesforce or other CRMs?
Yes. Replace HubSpot with Salesforce, Pipedrive, Attio, Close, or any CRM you use. The enrichment logic is the same.
Ready to build this with Carly?
Copy the prompt above, send it to Carly, and she'll set up the workflow for you.
Build this with Carly →