AI Studio · HubSpot
Lead enrichment automation in HubSpot
New contacts land in HubSpot with a name, an email and not much else. Before anyone can follow up, someone has to look up the company, work out whether it fits, update the properties and write a first message. Finaley AI Studio does that research and follow-up inside your HubSpot portal for every new lead, using your own fit criteria and tone, so your team spends its time on conversations rather than data entry.
Why good leads go cold in HubSpot
Form fills, event lists and inbound emails create contacts faster than a small team can qualify them. Company properties stay blank, lifecycle stages are never updated and lead owners are assigned by round-robin rather than by fit. By the time a salesperson opens the record, the prospect has often moved on, and reporting on what actually converts becomes guesswork because half the fields are empty.
How the automation runs
- 1
Watch for new contacts
AI agentEach new contact or form submission in HubSpot triggers the automation within minutes, whatever the source of the lead.
- 2
Research the company
AI agentThe agent looks up the company website and public profiles to find industry, size, location and what the business actually does.
- 3
Update HubSpot properties
AI agentIt fills in company and contact properties, associates the contact with the right company record and notes where each detail came from.
- 4
Score against your criteria
AI agentIt checks the lead against your ideal customer profile and sets the lifecycle stage and lead status your team agreed on.
- 5
Send a tailored first message
AI agentQualified leads receive a short, personalised email or sequence enrolment in your tone, referencing what they asked about.
- 6
Hand over to the right owner
Professional checkHot leads are assigned to the right salesperson with a summary, and your sales lead reviews anything that falls outside the rules.
Built on your HubSpot setup
Finaley uses your existing HubSpot properties, pipelines, lifecycle stages and sequences through HubSpot's API, so your reports and workflows keep working as they do today. If you rely on HubSpot workflows for parts of the process, the automation fits around them instead of replacing them. Your team keeps using HubSpot exactly as before, with records that are finally complete.
Your sales lead stays in control
You decide which leads can receive automatic messages and which must be approved first. Many teams let the automation follow up on smaller inbound leads and have a sales lead review messages to large or strategic accounts before they are sent. Every message and property change is logged on the contact timeline.
What you get
- Every new lead researched and followed up within the hour
- Complete company and contact properties for reporting
- Leads routed to owners by fit rather than by turn
- Sales time spent on qualified conversations
Questions
Will this conflict with our existing HubSpot workflows?
No. During setup we map the workflows you already run and design the automation to work alongside them. If something overlaps, we agree with you which one should own that step so contacts are never emailed twice or updated in conflicting ways.
Where does the company information come from?
From the company's own website and publicly available business profiles. The automation records the source of each detail on the record, and it never buys or scrapes personal data from third-party lists.
Can we control what the follow-up emails say?
Yes. The messages are written in your tone from templates and examples you approve, and you can require approval before anything is sent. Many teams start with approval on every message, then relax it once they trust the results.
Does it work with HubSpot Starter?
It works with the HubSpot features available on your plan. Some steps, such as sequence enrolment, depend on higher tiers, and where a feature is missing we use an alternative like sending through your connected inbox instead.
How do we get started?
Show us how your team qualifies and follows up on a new lead today, through a screen recording or a short call. We build the automation, test it on recent contacts, and switch it on once the results match your team's judgement.
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Show us how your team does it.
Send a screen recording or book a call. We build it, test it on your past work, and only switch it on when the results match your team's.