Use cases for Marketing

Our recommended workflows will help you to get more value from HubSpot contacts and cut marketing costs, especially when budgets are under stress. Effective targeting of HubSpot contacts will improve your marketing B2B lead generation and help you convert more cold leads into warm MQLs.

Increase Lead Scoring Using Enriched Contact Data Of Your HubSpot Leads

Receive new contact data to your Hubspot to improve lead scoring

Automatically enrich contact data to increase lead scoring, based on your set criterias. Relevant data will be added to HubSpot contacts, with direct/department relationships, email, social data, current title/position and recent company info (such as fundraising and investments). Trigger workflows to help reps follow leads and meet monthly KPIs, by improving lead scoring.

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Push New Contacts To HubSpot Using Similar Leads Based On Your Sales Navigator List

Automate the creation of new HubSpot contacts according to your Sales Navigator preferences

Use workflows to generate similar leads based on your Sales Navigator search criteria. According to your Sales Navigator list, new leads that match your preferences will be automatically inserted to your HubSpot. Expanding your HubSpot leads database will help you reach the monthly KPI of adding new ICP leads to HubSpot.

Discover Companies That Match Your ICP Criteria And Recently Raised Funds

Get notified when ICPs are having high-intent events

Receive alerts and generate high-potential leads when targeted companies are getting funded, raising investments or having high-intent events. Enriched HubSpot data will help you target them better, using marketing campaigns and email sequences. Boost HubSpot marketing efforts to hit your monthly KPI of high-score leads that can be converted to MQLs.

Automated Enrichment Of Your HubSpot Contacts Including LinkedIn URL, Email And Social Data

Automatically enrich and update your HubSpot records with up-to-date contact info

Automate updates of your HubSpot lead source with enriched information, by sending a webhook to Referral-AI every month. While achieving your monthly KPI of enriching data of HubSpot contacts, provide your marketing team with the most up-to-date contact data, directly to their HubSpot CRM, for targeting ICPs.

Provide Your Marketing Team Members With Relationship Paths To More Targeted Companies

Generate leads with using new relationship paths and based on a new target list

Provide a list of companies that match your ICP criteria, to meet your KPI of adding new leads to HubSpot per month. By sending a webhook from HubSpot to Referral-AI, you will generate new leads and receive relationship paths directly to your HubSpot. Adopt automated workflows to support your marketing team’s efforts, reach out to more prospects and keep customers engaged.

Customize and update your marketing strategy when previous champions move companies

Empower your marketing team with HubSpot alerts on companies in which previous champions are currently working, for effectively targeting them

Get HubSpot alerts to inform marketing reps when champions of customers move to new companies, to reach monthly KPI that you set of champions who left their jobs that you want to know where they currently work. Use workflows to update your marketers to target companies in which previous champions work and help them to generate new warm MQLs.

Align Your Marketing With Sales To Promote Open Sales Opportunities

Get marketing and sales teams on the same page for maximum impact

Receive warm MQLs and more relationship paths, to enrich your HubSpot contact data with info of decision-makers. New contacts with great relationship paths to targeted accounts will be automatically added to your HubSpot. Workflows can help you reach monthly KPIs and increase your conversion rate of open opportunities.


Enrich your CRM's data by integrating with Referral-AI's platform.

Make your workflow and tools easier to use and enable your sales team to bring faster and high-quality results.