The Customer Onboarding Agent
This automation takes a new contact's name and work email, validates their information, and enriches it with detailed professional data from LinkedIn. It then scores the lead against your Ideal Customer Profile (ICP) and, for qualified leads, updates your HubSpot CRM and sends a real-time alert to Slack.
This automation performs a comprehensive lead qualification and enrichment workflow:
- Email Validation: It first checks if the provided email is a valid work email, filtering out free providers (like Gmail) and disposable addresses.
- LinkedIn Search: Using the contact's name and company domain, it searches the web to find their professional LinkedIn profile.
- Profile Enrichment: It extracts key data from the LinkedIn profile, including their current job title, company, location, and headline.
- Company Enrichment: It then gathers information about their current company, such as industry, size, and headquarters location.
- ICP Scoring: The automation scores the lead against a defined Ideal Customer Profile. This score is calculated based on:
- Job title seniority
- Company industry
- Company size
- Geographic location (US, Europe, Australia)
- An AI-powered analysis of how well the company fits your product or service.
- HubSpot Integration (Optional): If a HubSpot Contact ID is provided, the automation updates the contact and associated company with the newly enriched data, including the ICP score.
- Slack Alerts (Optional): If a Slack channel is specified, the automation sends a detailed notification for any lead whose ICP score exceeds a set threshold, allowing your team to act on hot leads immediately.
Usage Ideas
- Instantly qualify and enrich new leads submitted through a "Contact Us" or "Demo Request" form on your website.
- Automate the process of researching and scoring Marketing Qualified Leads (MQLs) before they are passed to the sales team.
- Build high-quality prospect lists for outbound sales campaigns by feeding the automation a list of potential contacts.
- Enrich your existing CRM data by running contacts through the workflow to append up-to-date LinkedIn information and an ICP score.
- Help recruiters automatically validate candidate information and score their fit for senior roles.
Customization Ideas
This template is designed to be highly adaptable to your specific sales and marketing needs. You can work with the Agent Builder Assistant to:
- Define Your Ideal Customer: Completely customize the Ideal Customer Profile (ICP) by changing the target industries, job titles, company sizes, and geographic locations you want to prioritize.
- Tailor Product-Fit Analysis: Modify the AI-powered analysis to evaluate how well a potential lead's company aligns with your unique products or services.
- Integrate Your CRM: While the template uses HubSpot, you can adapt it to update a different CRM or send the enriched data to another destination like Google Sheets or Airtable. You can also specify exactly which fields in your CRM to update.
- Customize Notifications: Change the destination for lead alerts from Slack to another platform like email or Microsoft Teams. You can also edit the content and format of the notification to highlight the information most important to your team.
- Adjust Scoring and Thresholds: Fine-tune the weights of different ICP criteria and set the minimum score required to trigger a high-value lead alert.
Agent Inputs
Required Parameters
Name | Type | Default |
|---|---|---|
email | string | None |
Contact's email address | ||
firstName | string | None |
Contact's first name | ||
Optional Parameters
Name | Type | Default |
|---|---|---|
hubspotContactId | string | |
HubSpot contact ID to update with enriched data. If provided and validation succeeds, the contact and associated company will be updated in HubSpot. | ||
icpScoreThreshold | number | 10 |
Minimum ICP score required to trigger a Slack notification. Only used if slackChannel is provided. | ||
lastName | string | |
Contact's last name (optional - if not provided, search will use first name only) | ||
slackChannel | string | |
Slack channel to post lead notifications to (e.g., 'leads-alerts'). If not provided, Slack notifications are skipped entirely. | ||
