Build a HubSpot custom agent to pull research into the CRM instead of copy-pasting
A RevOps team used HubSpot Agent Builder to fetch the info reps were manually finding and pasting into records.
Moderate
B2BHow to do this
- 1
HubSpot Starter or above
- 2
HubSpot Credits
- 3
A list of the properties to fill
- 4
Paste into In HubSpot Agent Builder.
In HubSpot Agent Builder (agent instructions).
RevStack prompt
Where to use it: In HubSpot Agent Builder (agent instructions).
Copy the prompt
Written by RevStack for this job. Paste it where the step above says. It is separate from the sourced result on this page.
Inputs
- Company record
- Properties to fill
- Allowed sources
For the company {{company}}, find: {{properties}}. Use only {{sources}} and the existing CRM record. For each value, return the value and the source URL. If you cannot find a value, leave it blank and write 'not found'. Do not overwrite fields that already have a value.Example output
An illustration of the shape of the answer. Not a reported result.
Industry: Logistics (source: company site) Employees: 220 (source: LinkedIn) HQ: not found
ChatGPT
Claude
Gemini
Grok