Lead enrichment

Enriches new HubSpot list members and matches them to Salesforce accounts

38 enriched leads are waiting for approval

Run run_8F2KQ4 paused before writing to HubSpot and Salesforce, as the approval policy requires.

Review
Runs, 14 days
6,412
18.2% vs previous 14 days
Success rate
98.9%
71 failed · 64 recovered on retry
Spend, October
$412.80
$0.064 per run · budget $600

Activity

  1. Run run_8F2KQ4 paused for approval38 contacts updated, 31 accounts matched, 7 accounts to create
  2. Dana Okafor raised the spend limit to $2.50 per runWas $1.50. Long company pages were stopping runs early.
  3. Run run_8E7T1B succeeded41 contacts enriched in 2m 58s · $1.74
  4. Run run_8E2LQ0 failed, then recoveredSalesforce returned REQUEST_LIMIT_EXCEEDED; the retry at 07:14 succeeded.
  5. Maya Ruiz approved 52 leads from run_8D9WQ2Synced to HubSpot and Salesforce in 14s
  6. Dana Okafor added the list “Q4 webinar: pipeline hygiene”Trigger now watches 3 HubSpot lists

Instructions

Version 7 · edited by Dana Okafor on Oct 21

instructions.md
For each new member of the watched HubSpot lists:
1. Find the company domain from the email; skip free mail providers.
2. Read the company site and LinkedIn page. Record size, industry, HQ.
3. Match to a Salesforce account by domain. # never by name alone
4. Set title and seniority from the contact's LinkedIn headline.
5. Assign owners round robin within the West AE pod.
Stop and ask for review before any CRM write.

Details

Owner
Dana Okafor
Status
Needs review
Model
claude-sonnet-4-5
Trigger
New list members
Schedule
Every 15 min, weekdays
Approval
Before CRM writes
Agent ID
agt_3KD92P
Created
Sep 2, 2026

Budget this month

Resets Nov 1

Model spend$412.80 of $600
Runs6,412 of 10,000

Connected apps

  • HubSpotRead lists · write contactsConnected
  • SalesforceQuery and write accountsConnected
  • Web searchCompany sites and LinkedInOn