This template runs a daily agent that turns bare HubSpot leads into complete, scored records. It is built for founders and sales operators who want inbound and imported contacts ready to work the moment they land, without manual research.
What it does
Each morning the Lead Enricher picks up new leads that arrived with little more than a name or email. It looks up firmographic details in Apollo, fills in the company, the person's role and the company size, then scores and tags each lead by size so your team knows who to prioritize. The enriched record is written back to HubSpot, and updates land in Slack so the team sees what changed.
How it works
The agent follows a fixed enrichment method on every run:
- It reads existing records first and dedupes before writing, so it never creates duplicates or overwrites good data with worse data.
- It runs a firmographic lookup to pull company, role and size.
- It applies size based scoring and tagging.
- It writes the enriched fields back to the matching HubSpot record.
- When a lookup only returns partial data, it fills what it can and reports honestly rather than guessing.
A scheduled run fires daily at 7 AM, so leads collected during the day and overnight are enriched and ready before work starts. The Slack updates give a running record of how many leads were processed and how they were scored, keeping the pipeline visible without anyone opening HubSpot to check.