CRM & Sales
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HubSpot Multi-Object Deal Enrichment Agent

Incomplete deal records slow down sales. This agent searches deals, associates relevant contacts, companies, products, and quotes, updates properties, and creates notes and tasks to ensure every deal is fully enriched and ready for closing. Perfect for sales teams wanting faster, more accurate deal cycles.

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

You inherit a messy pipeline with missing contacts and companies

Your sales reps waste hours digging for the right people or company info for each deal. Hire this agent to instantly associate the right contacts and companies with every deal—no more detective work.

You need every deal to have products and quotes attached for accurate forecasting

Your pipeline reviews stall because deals are missing product or quote info. This agent ensures every deal is linked to the right products and quotes, so your reports and forecasts are always reliable.

Your team spends too much time updating deal properties

Sales ops or reps manually fill in missing deal details, taking time away from selling. The agent updates deal properties in bulk, keeping your data clean and freeing up your team.

You want every deal to have clear next steps and context

Deals stall because no one knows what happened last or what’s next. The agent adds summary notes and creates follow-up tasks for each deal, keeping everyone on track.

You’re onboarding new sales reps and need clean, enriched records

New reps struggle with incomplete deal info and miss key relationships. This agent ensures every deal is fully enriched, so new hires can ramp faster and close more.

How to hire your agent

1

Connect your HubSpot account

Securely link your HubSpot CRM to the agent in a few clicks—no technical setup needed.

2

Tell the agent which deals to enrich

Specify which deals to process (all, by pipeline, or by stage), and confirm what information you want associated or updated.

3

Agent goes to work

The agent analyzes each deal, finds and associates the right contacts, companies, products, and quotes, updates missing properties, and creates notes and tasks—requesting your approval before making changes.

You doing it vs. your agent doing it

Manually searching for and associating contacts and companies with each deal, often missing key relationships.
Agent instantly finds and links the right contacts and companies to every deal—no more manual lookup.
2+ hrs/week
Updating deal properties one by one to fill in missing or outdated info.
Agent batch-updates deal properties in seconds, keeping records accurate and up to date.
1 hr/week
Attaching products and quotes to deals for every pipeline review—often missing details and slowing down forecasting.
Agent ensures all deals have the correct products and quotes attached, so reporting is always reliable.
30 min/day
Creating notes and follow-up tasks for each deal so nothing slips through the cracks.
Agent adds summary notes and creates tasks automatically, keeping your team aligned and deals moving.
2 hrs/week
Reviewing and enriching deals in bulk during pipeline clean-ups, which can take days for large teams.
Agent batch-enriches hundreds of deals at once, eliminating pipeline clean-up marathons.
1-2 days/month

Agent skill set

What this agent knows how to do

Finds and Associates Relevant Contacts with Deals

Automatically identifies and links the right contacts to each deal, ensuring your reps always know who’s involved and who to follow up with.

Connects Companies to Deals

Links deals to the correct company records, so your pipeline always reflects the true business relationship and account context.

Associates Products and Quotes with Deals

Attaches the right products and quotes to each deal, making sure sales teams have a complete view of what’s being sold and proposed.

Updates Deal Properties for Accuracy

Fills in missing or outdated deal properties—like amount, close date, or stage—so every deal is ready for forecasting and reporting.

Creates Notes and Tasks on Deals

Adds summary notes and follow-up tasks directly to deals, keeping your team aligned and deals moving forward without manual reminders.

Batch Enriches Multiple Deals at Once

Processes and enriches dozens or hundreds of deals in one go, eliminating repetitive data entry and catch-up work for your team.

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