Research

CRM Research-Requested Flag → Prospect Brief + Cold Email Draft

A seller-approved research flag on a HubSpot contact triggers public company lookup and a personalized email draft stored on the record, without sending it.

Automated
Advanced
Triggered when the contact's research flag is set; seller reviews output
HubSpot + Zapier + Perplexity Search API + AI by Zapier

This workflow is part of Pro

The full trigger setup, the step-by-step build, and every prompt it uses are included with Promptifi Pro.