New Lead Auto-Research Brief to CRM

When a new contact or lead is created in your CRM, automatically trigger an AI research brief covering company snapshot, ICP fit score, top pain points, and buying signals. The brief is written back to the contact record as a note, and the rep receives a Teams or Slack notification. Every new contact arrives with instant context — reps never make first contact blind.

Trigger: New contact or lead created in CRM (HubSpot, Salesforce, or Dynamics 365)

Steps:

1. CRM triggers on new contact creation
2. Pull company name, website, and title from the record
3. Send to AI API with account research prompt
4. Parse the response into a structured brief
5. Write brief back to CRM contact record as a note
6. Send rep a Slack or Teams DM: "New contact [Name] at [Company] — brief added to CRM"

Tools: Zapier or Power Automate + Claude API or Copilot + HubSpot/Salesforce/Dynamics 365