Research New HubSpot Leads with Perplexity

This step watches for new contacts added to HubSpot and captures their basic information like name, email, and company details. The trigger polls HubSpot every 15 minutes to check for new contacts and automatically passes the contact data (including ID, name, and associated properties) to the next step for processing.

The step queries HubSpot to find all companies associated with the contact ID from the trigger. It specifically looks for "companies" associations, which returns the company IDs linked to this contact. Most contacts have one primary company association, but if there are multiple, the workflow uses the first one in the list. This company ID gets passed to the next step to retrieve full company details.

The step retrieves the full company record using the company ID from the previous step's results. It pulls all available company properties including the official company name, industry classification, and any other custom properties you've set up in HubSpot like company size or revenue. This structured company data gets inserted into the Perplexity research prompt to ensure accurate research focused on the correct organization.

The step queries HubSpot for the complete contact record using the contact ID from the trigger. It retrieves all contact properties including job title, city, state, country, industry, and any custom properties you track. These additional details get used in the Perplexity prompt to help the AI understand who this person is, what role they hold, and where they're located, which influences the relevance of the research and talking points generated.

Perplexity receives contact and company details from the previous steps and searches current web sources to build a comprehensive sales brief. The AI is instructed to provide four specific sections: (1) Company Overview with what they do, key products/services, size, revenue, and markets served; (2) Industry Challenges & Trends affecting their sector; (3) Competitive Landscape with notable competitors and differentiation insights; and (4) Sales Talking Points with 3-5 personalized conversation starters. The model is set to "sonar-pro" for comprehensive research with temperature 0.2 for consistency, and web search mode is enabled to access current business information, news, and industry reports.

You'll configure one field: the email address where research briefs should be sent. This could be an individual sales rep's email, a team distribution list, or a shared inbox that multiple reps monitor. The email subject line includes the prospect's name for easy identification (e.g., "🔍 Research ready for John Smith"), and the body contains the complete Perplexity research response formatted with the company overview, industry insights, competitive analysis, and personalized talking points.