Morning HubSpot new-leads brief
Each weekday at 8am, pull yesterday's new HubSpot leads, enrich each, and email a prioritized brief.
Every weekday at 8am, build me a prioritized brief of the new leads that came into HubSpot yesterday, and send it to me by email. 1. Pull from HubSpot. Find every contact created in the last 24 hours (new leads since yesterday morning). For each one, grab name, job title, company, email, lead source / original traffic source, and any lifecycle stage or notes already on the record. 2. Enrich each lead with a quick web look-up. For each company, do one focused web search to confirm what the company actually does, rough size or stage, and anything timely worth knowing (recent funding, a launch, a hiring push, news). Don't go deep — one or two solid signals per lead is plenty. If a lead is an obvious junk/test/personal-email signup, note it and move on. 3. Prioritize. Rank the leads into "Contact first" (good ICP fit + a real buying signal), "Worth a look", and "Low priority / skip" (junk, students, competitors, no-fit). For each "Contact first" lead give one line on who they are and one line on why now — the angle to open with. 4. Deliver via Gmail. Send the finished brief as an email to me (use my own Gmail address). Subject: "New HubSpot leads — <today's date>". Put the count and the "Contact first" names up top so it's useful from the inbox preview. Keep the whole thing skimmable — short sections, one or two lines per lead, no walls of text. If zero new leads came in, send a one-line "No new leads yesterday" instead. Read from HubSpot, deliver through Gmail. Never create, edit, or delete anything in HubSpot — this is read-only there. Don't send anything to the leads themselves; the only email you send is the brief, to me.
New HubSpot leads — 30 Jun 2026 (7 new · 3 to contact first) Contact first • Dana Whitfield — VP Ops, Northwind Logistics (demo request) Why now: Northwind just announced a 40-person warehouse expansion — scaling pains are real today. • Marcus Lee — Head of Growth, Titan Labs (pricing page → trial) Why now: Seed-stage, hiring 4 GTM roles this month; actively standing up their stack. • Priya Raman — Founder, Cleartide (referral) Why now: Solo founder, came in via a customer — warm intro, fast to close. Worth a look (2): Sam Okoye (RevOps, Mesa Foods) · Lena Vogel (Ops Mgr, BrightPath) Low priority / skip (2): 1 personal-Gmail "just looking" signup · 1 competitor domain (omega-crm.com).
How it works
- Attach your HubSpot and Gmail connections — the routine reads yesterday's new contacts from HubSpot and sends the finished brief through Gmail. It's read-only in HubSpot and never emails the leads.
- It enriches each lead with a quick web look-up (what the company does, size/stage, recent news) so the brief tells you why now, not just who.
- It ranks everyone into Contact-first / Worth-a-look / Skip, so you open your day knowing exactly who to reach out to.
Make it yours
- Tell it your ICP — industry, company size, title, deal-size — so "Contact first" matches the leads you actually win.
- Point it at a specific HubSpot list, pipeline, or lead source instead of all new contacts.
- Ask it to draft a first-touch opener for each top lead (it'll include the draft text in the email — it still won't send to the lead).
Keep "Email me the result" on as a backup delivery, so the brief always reaches you even if the Gmail step hiccups. Your connections are encrypted at rest, and the agent only uses the access you grant.
Run “Morning HubSpot new-leads brief” on autopilot
Copy it to your account, tweak the details, and it runs weekdays at 8:00 am.
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