# 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.

Category: CRM notes and hygiene
Industry: B2B
Difficulty: moderate
Updated: Oct 19, 2026
URL: https://revstackai.co/use-cases/hubspot-custom-agent-replaces-copy-paste-research

## Problem

Finding the information and copying it into HubSpot took 15 to 20 minutes each time.

## How to do this

1. In HubSpot Agent Hub, open Agent Builder.
2. Write the agent instructions (prompt below) and choose the CRM properties it should fill.
3. Trigger it on record creation or let reps run it from Breeze Assistant.
4. Spot-check outputs for a week before letting it write to live fields.
5. Paste it into HubSpot Agent Builder (agent instructions).

## Verdict

A repeated manual research task becomes a one-click agent.

## Tools

- [HubSpot Breeze (Agent Hub)](https://www.hubspot.com/products/artificial-intelligence): Agent Builder and Data Agent

## RevStack prompt

Written by RevStack. This is not the sourced result below.

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, written by RevStack, not a reported result:

Industry: Logistics (source: company site)
Employees: 220 (source: LinkedIn)
HQ: not found

## Result

'It used to take 15 to 20 minutes to find the information we needed and copy it into HubSpot. Now it takes seconds ... we anticipate getting roughly 350 hours back from a single automation.'

Vendor case study. Reported by [Matthew Alex Ruxton, Senior Manager, RevOps (HubSpot page; company not named)](https://www.hubspot.com/products/artificial-intelligence).

## Before you start

- HubSpot Starter or above
- HubSpot Credits
- A list of the properties to fill