Contact Enrichment on Create
What it does
When a contact lands in HubSpot, it fills in who they are — role, seniority, company, and relevant background — so the rep knows the lead before replying. Displays the result; never writes silently.
When to use
- Triggered on contact-create, or on request: "enrich this contact", "who just came in".
Inputs
A contact email or record ID.
Workflow
- Read what's there. Pull the existing contact + associated company from HubSpot.
- Enrich the person. Resolve title, seniority, and likely role via Breeze/web; find a LinkedIn/professional profile and a recent activity signal if available.
- Enrich the company. Size, industry, region, and one recent news item.
- Assess fit. A quick ICP read (fit / partial / unclear) with the reason.
- Return a display card. Present enriched fields plus a "Save to HubSpot" suggestion the user can confirm — do not write automatically.
Output
Notes
- Read-first: enrichment is shown for review; writing back is an explicit, confirmed step.
- If a field can't be verified, leave it blank and mark it — never guess seniority or title.