Account Research and Intelligence Briefing — Zapier and HubSpot Automation

Trigger: New contact created in HubSpot.

What this automates: Eliminates manual pre-outreach research for every new inbound lead. A complete B2B intelligence briefing is written directly into the CRM record before any rep has opened the contact.

  1. New contact triggers Zapier on HubSpot contact creation
  2. Claude API called via Webhooks by Zapier with B2B sales researcher system prompt
  3. Claude produces: company snapshot, ICP fit assessment, likely pain points, outreach angles, and a personalized first email draft
  4. Claude's full briefing response written back to HubSpot contact Notes field via HubSpot Update Contact action