I run a few automations with Claude and HubSpot via MCP where I am maintaining:
- new prospect creation
- deal creation
- opportunity assessment
- deal notes
- task creation and follow-ups
Along with what I call a sales manager that looks at my HubSpot every day to indicate who I should follow up with, what is the messaging or nurture that I need to follow up with, and so on and so forth.
With Full Enrich, I'm planning to add one step upstream where, as a prospect with Sales Navigator, I plan to enrich with email and phone number and then have that triggered back into HubSpot and saved as a contact and company. Happy to share details if you find this useful.