→ Four Research Sources Running in Parallel — Perplexity Deep Research gathers news and competitive context, Firecrawl performs full website analysis, company legal information is extracted automatically, and LinkedIn provides background information on decision-makers and contacts.
→ Structured Sales Briefing Instead of Raw Data — The output is a complete document containing company information, products and services, decision-makers, recent developments, buying signals, pain points, likely objections, and recommended conversation hooks.
→ Automatic CRM Creation — Contacts and companies are automatically created and linked in HubSpot or Pipedrive.
→ Google Doc Delivery — The completed briefing is stored in Google Drive and delivered directly to the salesperson. No manual filing. No searching for documents.
→ Trigger via Button or Webhook — The workflow can be launched manually or triggered automatically from HubSpot, Pipedrive, or any internal system whenever a new lead enters the pipeline.
→ Built for Teams Without a Research Process — Companies that currently perform little or no prospect research gain a complete picture of every lead before the first conversation, creating a reliable foundation for lead enrichment and qualification.
Whether you're looking to improve prospecting efficiency, standardize research quality, or replace multiple sales intelligence tools with a single workflow, this automation provides structured sales intelligence and scalable B2B lead enrichment before every sales call.