Deal contacts — discovered and enriched automatically

For every new deal the scenario finds the right people at the linked companies, gets their phones and emails, adds them to your CRM, and emails you the ready contact group.

  • A new deal triggers contact discovery
  • People are found by your criteria
  • Phone and email are enriched automatically
  • The ready contact group hits your inbox
HubSpot
Set it up for yourselfMade with Scriptera

How it works

To create Microsoft Excel 365 records from Gmail without manual input, use a ready-made scenario.

  1. Starts when: When clicking ‘Execute workflow’
  2. Then: Search People in Companies
  3. Then: Prepare JSON Payload Enrichment Request
  4. Then: Surfe Bulk Enrichments API
  5. Then: Surfe check enrichement status
  6. Check: Is enrichment complete ?
  7. If yes: Extract list of peoples from Surfe API response
  8. Check: Filter: phone AND email
  9. Then: HubSpot: Create or Update
  10. Check: Merge1
  11. Then: prepare email content
  12. Then: Gmail
  13. If no: Wait 3 secondes
  14. Then: prepare JSON PAYLAOD for Person Search
  15. Starts when: HubSpot Trigger
  16. Then: GET deal associated companies from HUBSPOT
  17. Then: HubSpot Get Company
  18. Then: Google Sheets READ CRITERIAS
  19. Check: Merge
  20. Then: extract companyDomains
  21. Then: HubSpot get deal
  22. Then: extract deal info

You can launch this Gmail + Microsoft Excel 365 integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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