Prospect Intake and Enrichment
Dedupes a prospect across SDR teams, enriches it, pulls HubSpot history, flags overlap, and logs one row per prospect.
Shared by Ajain Vivek · Brainfish.
Remixed 0 times on Ballet.
How it works
- Normalizes the profile URL and builds the channel|url dedupe key. — Building the prospect's unique key…
- Reads the existing row for this key to get owning team, first touch and touch count. — Checking whether another team already has this prospect…
- Enrichment agent researches the person and company via people search and the web. — Researching the prospect and their company…
- Matches the prospect in HubSpot and pulls last contacted, lifecycle, owner and latest deal status. — Checking HubSpot for history with this prospect…
- Flags overlap with another team or an open or won HubSpot deal, with a plain reason. — Checking for overlap with other teams…
- Creates the HubSpot contact only when the flag is on and there is no match and no other team owns it. — Adding the prospect to HubSpot if they are new…
- Writes the merged full row, keeping first touch and bumping touch count. — Saving the prospect row…
- Summarizes what happened: row action, HubSpot create or skip, and any conflict warning. — Putting together the result…
Integrations
HubSpot
Sample output
Created by AI. Fictional demo data — not a customer run.
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