1.Find associated company
Integrate HubSpot and CRM associations to find the linked company for the deal and map IDs for downstream steps.
Send AI research when deal moves to preparation
Automatically watch HubSpot updated deal stage events across Sales intelligence tools. Generate an AI research brief, attach it to the deal in HubSpot, and email the assigned owner so you can skip manual account research, speed preparation, and share ready notes without manual reporting.
How this automation accelerates your preparation
When deals move into the configured stage, account context can lag and the owner may start preparation blind. This automation finds the company, generates an AI research brief, creates a CRM note, and emails the assigned ownerβso your team can brief faster.
HubSpotor swap with your favorite app
2.Get company record
Integrate HubSpot and CRM fields to retrieve company details and extract company name and domain for the AI prompt.
3.Generate AI company research
Integrate ChatGPT (OpenAI) and AI content tools to generate company research and format it as research HTML.
ChatGPT (OpenAI)or swap with your favorite app
4.Create CRM note
Integrate HubSpot and CRM notes to create a linked deal and company note and assign it to the owner.
5.Send email with research
Integrate Microsoft Outlook and email delivery to send the research HTML to the assigned owner with a tailored subject.
Microsoft Outlookor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Accelerate account research with automated signal collection, account enrichment, and rep brief creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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