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