Recipes
Sales recipe

New lead researcher

Research, enrich, and route every new lead before it goes cold.

Description

New lead researcher is for Sales, RevOps, and Founder teams that need to research, enrich, and route every new lead before it goes cold.

Luffy checks

Slack, Google Sheets, HubSpot, Apollo, LinkedIn, Web, or custom apps you set up.

Delivers

Enriched lead summary, HubSpot note, fit reason, and recommended next action.

Approval boundary

HubSpot enrichment can be pre-approved; outbound messages require approval.

Setup

Define ICP fields, lead source, owner routing, and HubSpot fields.

Towards self-improving companies

Put your AI employee to work.