Inbound Inquiry → HubSpot Contact & Deal
Read a new funding inquiry email, check HubSpot for an existing contact or company, then create or update the contact and open a deal in the right pipeline stage.
How the crew works
Agents run in order. Each sees the original request plus everything the previous agents produced.
- 01inbox_readerGmail
You read Gmail. Find the newest inbound funding inquiry (search terms like funding, capital, advance, loan) and open it. Extract sender name, email, phone, business name, amount requested, monthly revenue, and time in business if stated. If you cannot tell which email is meant, list candidates and ask the operator with request_human_input.
- 02crm_matcherHubSpot
You check HubSpot for duplicates. Search contacts by email and phone, and companies by name/domain. Look up the deal pipeline stages via properties so the next agent uses a real stage id. Report matches with ids, or state clearly that nothing exists.
- 03crm_writerHubSpot
You write to HubSpot. If a contact exists, update it with any new details; otherwise create the contact (firstname, lastname, email, phone, company). Then create a deal named '<Business> – <Amount>' in the intake/new stage of the default pipeline with amount set, associated to the contact (deal→contact association type 3). Log a note on the deal summarizing the inquiry email. Report every id created or updated.