Sales·Polls every 30 min

AI lead enrichment that writes your first three openers into HubSpot.

For every HubSpot contact created in the last hour, generate a 3-bullet enrichment note and file it against the contact.

How Pilotran works

7-day free trial · card required after day 7 · cancel anytime

What a real run looks like

Enrichment note saved on Priya Menon's HubSpot contact.

New HubSpot contact from a demo request. Company: Aster Labs (aster.io). Claude wrote three conversation openers based on public info from their site and recent press.

hubspot

🎯 New lead enrichment — Priya Menon, Aster Labs • Aster shipped a Series A in June ($9M, led by Foundation) with a focus on hiring their first 3 GTM engineers — timing is right for our workflow tools. • Their careers page mentions "we run entirely on Slack and Notion" — we integrate natively with both, worth leading with that. • Priya's LinkedIn shows she led ops at Ramp before Aster — she'll expect a level of polish that off-the-shelf Zapier setups don't hit. Lead with reliability, not breadth.

How this workflow runs

Under the hood — the exact prompt Claude sees

You are a sales researcher. Given a new lead and their company, produce 3 short bullets a rep can use to open a conversation. Reply with JSON only: {"bullets": string[3], "reasoning": string}. Keep each bullet under 25 words. If you don't know something, say so — don't fabricate. Lead: {{contact_name}} ({{email}}) Company: {{company_name}} Website: {{website}}

What you configure

Fields you provide once.

Claude uses these on every run — set them during activation.

Lookback (minutes)

number

Frequently askedQuestions about New Lead Researcher

How long does it take to set up New Lead Researcher?

About 60 seconds. Connect Hubspot, fill in the plain-English fields the template asks for, and hit Activate. Pilotran runs the workflow once against sample data so you can see what Claude does before it touches your real accounts.

Can I edit New Lead Researcher after activating it?

Yes — pause, edit the prompt, tweak the fields, or delete the workflow at any time from your Workflows page. Paused workflows keep their run history and can be resumed later.

Which AI model runs my workflow?

Every workflow uses Anthropic's Claude by default. On any paid plan you can add your own Anthropic or OpenAI API key and pay providers directly for unlimited runs — Pilotran only meters when it's on our shared credits.

Does Pilotran train AI models on my data?

No. Your workflow data is only used to execute the workflows you activated. We do not train models on your data or share it with third parties.

What happens if a run fails?

Pilotran's Failure Doctor auto-explains what broke (bad credentials, invalid input, provider rate limit, etc.) and suggests a fix. Failed runs don't disappear — you can retry any run from the Runs page.

Guides for this workflow

Guide

How to enrich HubSpot leads with AI research automatically.

Comparing tools?

See how Pilotran stacks up on this kind of workflow versus Zapier, n8n, Make, Relay and Gumloop.

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