Transform new sales leads into highly personalized outreach campaigns by conducting persistent multi-step research and maintaining context throughout the process.
Workflow Steps
HubSpot
Capture new qualified lead
Set up HubSpot workflow to trigger when a lead reaches 'qualified' status, extracting company name, contact details, industry, and any initial engagement data.
Amazon Bedrock
Initialize persistent research session
Start a stateful agent session that will maintain accumulated research findings across multiple research steps, storing company profile, competitive landscape, and decision-maker information.
Amazon Bedrock
Research company and industry trends
Agent researches the prospect's company news, recent funding, industry challenges, and competitive positioning while building a comprehensive profile in persistent memory.
Amazon Bedrock
Analyze decision-maker profiles
Research key contacts on LinkedIn, recent posts, company initiatives they've mentioned, and their likely pain points, adding this context to the persistent session state.
Amazon Bedrock
Generate personalized outreach sequence
Using all accumulated research context, generate a 3-email sequence with specific references to company news, industry challenges, and personalized value propositions for each decision maker.
HubSpot
Create and schedule campaign
Automatically create the email sequence in HubSpot, populate contact properties with research insights, and schedule the personalized outreach campaign with appropriate timing delays.
Workflow Flow
Step 1
HubSpot
Capture new qualified lead
Step 2
Amazon Bedrock
Initialize persistent research session
Step 3
Amazon Bedrock
Research company and industry trends
Step 4
Amazon Bedrock
Analyze decision-maker profiles
Step 5
Amazon Bedrock
Generate personalized outreach sequence
Step 6
HubSpot
Create and schedule campaign
Why This Works
The stateful runtime accumulates research findings across multiple steps, ensuring the final outreach incorporates all discovered insights rather than isolated pieces of information
Best For
B2B sales teams targeting enterprise accounts that require deep research and highly personalized outreach
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