RevOps Enrichment Waterfall Agent6 nodes
RevOps Enrichment Waterfall Agent
Use HubSpot MCP and Brave Search MCP to enrich accounts, resolve duplicate records, and route only high-confidence updates.
Workflow at a glance
The full canvas, before you import it
Click any node to see its config.
#RevOps#HubSpot MCP#Brave Search MCP#CRM Enrichment#Data Quality#AI Agent
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6 nodes · Free & source-available
RevOps Enrichment Waterfall Agent
This sales and CRM automation template gives revenue teams an agentic enrichment waterfall without blindly overwriting CRM data. The agent inspects HubSpot records, researches public context, and routes only high-confidence updates.
What this workflow does
- AccountEnrichmentRequest receives an account domain or company name
- EnrichmentAgent uses HubSpot MCP and Brave Search MCP
- EnrichmentConfidenceGate branches on
UPDATE_READY - PostRevOpsApproval sends recommended updates to Slack
- SaveEnrichmentAudit stores the decision
- EnrichmentResult returns the update brief
MCP setup
Open EnrichmentAgent, add HubSpot and Brave Search credentials to the MCP env fields, and run with a non-production CRM sandbox first.
Setup
Connect an LLM credential, choose a RevOps Slack channel, and select a DataTable for enrichment decisions.
How to import this template
- 1Click Import → Copy JSON on this page.
- 2Open your Heym and navigate to a workflow canvas.
- 3PressCmd+V/Ctrl+V— nodes appear instantly.
- 4Add your API keys in the node config panels and click Run.
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