New Lead Auto-Enrichment and Outreach Sequence
A new contact hits HubSpot or Salesforce — the agent enriches it, scores it, and stages a personalized email plus a follow-up nudge, hands-off.
Turns a bare new CRM record into a ready-to-approve outreach package. It reads the fresh contact from HubSpot or Salesforce, fills the blank firmographic and role fields from public research, flags the timely trigger (funding, a new hire, a competitor tell), scores the lead across ICP fit, intent, and data completeness, and stages a CRM write-back. It then drafts a personalized first-touch email and queues a follow-up Slack/WhatsApp nudge on a day-3/day-7 cadence. Nothing is auto-sent: every email, message, and CRM write is staged for one-click approval.
How it runs
Multi-agent orchestration — here's the flow, step by step.
Resolve scope (single / batch / sweep), load ICP + field map + last-run from memory, dedupe against already-enriched contacts
workflow orchestratorPull the new contact(s) and associated company from HubSpot or Salesforce; capture the blank fields enrichment must fill
crm scannerPre-gate: route out existing customers, competitors, unsubscribed, and free-email personal contacts before spending research effort
lead qualifierBuild the enrichment dossier — company profile, headcount, recent news/funding/hiring triggers, role confirmation — each field with a source URL
web researcherIdentify likely incumbent tools and competitor mentions to give the outreach a wedge angle
competitive intelScore 0-100 across ICP fit, intent fit, and data completeness with a signal-by-signal breakdown; tier Hot / Warm / Cold
lead scorerNormalize enriched fields into the CRM schema via crm_field_map, then stage the write-back payload (enriched fields + fit score + timeline note); fill blanks only, flag conflicts, never overwrite
crm scannerPick the single strongest signal per contact and write the specific hook, angle, channel order, and priority band
outreach personalizerDraft the first-touch intro email (subject + body + CTA) on the personalized hook; stage as a Gmail draft when enabled
email writerDraft the follow-up second-touch as a short Slack DM or WhatsApp nudge referencing the intro email
message writerSequence the cadence — stage the day-3 and day-7 follow-ups as queued reminders, sending nothing to the prospect now
follow up reminder agentAssemble the per-contact package (enrichment, score, write-back, email, follow-up) into one tiered, reviewable brief
executive briefing writerOpt-in distribution only — stage Gmail drafts, propose CRM write-backs, post the Slack roll-up, and memorize the run
distributorRequired Agents
12- workflow-orchestrator
- crm-scanner
- lead-qualifier
- web-researcher
- competitive-intel
- lead-scorer
- outreach-personalizer
- email-writer
- message-writer
- follow-up-reminder-agent
- executive-briefing-writer
- distributor
Connections
Required
Optional
What it does
- Reads new HubSpot or Salesforce contacts automatically — single, batch, or daily sweep
- Enriches company, role, and buying-signal data with cited source URLs
- Surfaces the timely trigger event (funding, new hire, product launch, competitor switch)
- Scores each lead 0-100 across ICP fit, intent, and data completeness with a breakdown
- Stages a CRM write-back that fills blanks and appends a note — never overwrites
- Drafts a personalized intro email anchored on the strongest real signal
- Queues a Slack or WhatsApp follow-up nudge on a day-3 / day-7 cadence
- Routes out existing customers, competitors, and unsubscribed contacts before drafting
Example prompt
A few new leads just came into HubSpot this morning — enrich them, figure out which are worth chasing, and get me an intro email plus a follow-up ready for the good ones.
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