Lead enrichment
Paste a list of companies, research each one with Teable AI, and score it against your ideal customer before the best go to HubSpot.
The outcome
You paste in company names, each one is researched and scored for you, and the best leads land in HubSpot.
See it working
The template itself, with its sample records. Click around before you use it.
What's inside
Everything below comes working, with sample records, ready for you to reshape.
3 tables
- Settings
8 fields
- Team
3 fields
- Companies
22 fields
1 automation
- Send to HubSpot
When a record in Companies meets the conditions
2 apps
- Leads
An app on top of the tables
- Playbook
An app on top of the tables
Connections
Needs no external accounts.
About this template
In Jocky's words.
What's inside
- Companies: website, industry, size, city, summary, and source
- Company research (AI): turns the notes Teable AI gathers into clean details, and says when it isn't sure
- Fit score (AI): scores each company against your ideal customer and says why
- Send to HubSpot (automation): pushes verified, high-scoring companies to your CRM
- Leads (app): paste a list, review, and send
Get started
- Describe your ideal customer. The score uses it for every row.
- Paste your list. Company names or websites.
- Research them with Teable AI. One sentence fills in each company.
Connect after you install. Grant your HubSpot as HUBSPOT to the Leads app and to the Send to HubSpot automation. Only companies are sent, never people.
Playbook. The first thing in the project walks you through every step, including connecting your accounts, and ticks them off as you go. Delete it once you're done.
Sign-in. Your team signs in with Teable or a one-time code sent to their email.
Comes with sample data for a made-up software company, Northwind. Every sample email is on example.com, and nothing is connected until you connect your own accounts.
1 click. 1 sentence. Yours.
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Click Use template on this page. Its 3 tables, 1 automation, and 2 apps open in your Teable already working, with sample records. Nothing to install, nothing to set up.
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Tell Teable AI what's different, the way you'd say it: “Score by region and add the funding stage.” It changes the fields, steps, and screens to match.
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Its automation runs on its own. You just run the business.
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Start with Lead enrichment
1-click to start, 1 sentence to make it fit your business. No developers, and no app every other shop already has. Want help setting it up? Our team can work through it with you.
