Use Cases

Discover relevant sales opportunities and promote effective business engagements, while automating your next steps. Using our recommended workflows, trigger notifications and sequences to react to events and conditions of your choice.

Get Alerts When Customers’ Champions Move To New Jobs

Alert your AEs when previous champions have moved to new companies

Your AEs will be informed by HubSpot real-time alerts when their champions move to new companies. Empower AEs with automated workflows that enable them to effectively engage with previous champions and ask for introduction to decision-makers of new ICPs.

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Generate New Leads And Reach Champions’ Successors With Updated Contact Info

Receive alerts on new leads and contact info to target champions’ successors

When your customers’ champions have been replaced, get notifications with suggested assignments of new HubSpot leads to AEs. Enrich your sales team’s CRM with new contact info, to reach out to successors using email sequences and keep sales engagements going.

Revive Old Opportunities With New Automated Leads Based On Relationship Data

Inform your AEs on new leads that they can use to revive old opportunities

Increase your HubSpot B2B lead generation with automated leads of new contacts, to revive lost and missed opportunities. Enjoy notifications on assignment suggestions of new leads to AEs, based on great relationship paths, and email sequences to engage with position-holders of ICPs that can bring offers back to the table.

Discover Companies That Match Your ICP Criteria And Recently Raised Funds

Get notified when ICPs are having high-intent events

Receive alerts when target companies are getting funded, raising investments or having high-intent events, while getting suggestions to which AEs to assign those leads. Improve your HubSpot B2B marketing and sales efforts by using email sequences to congratulate the right contact persons.

Update Your AEs About New Paths To Leads Of Targeted Companies

Get alerts of paths to reach targeted companies with new leads

Send a webhook from HubSpot to Referral-AI to search for the best paths to targeted companies and get leads based on new paths directly into your HubSpot. Our integrations enable AEs to access prospecting data at once, know about warm relationship paths to ICPs and increase your HubSpot lead generation.

Discover New Paths To AEs of Targeted Companies Using HubSpot Referrals

Inform your AEs about new and better paths to targeted accounts

By using a webhook from HubSpot to Referral-AI, receive new paths for engaging with targeted accounts. Based on enriched relationship data, AEs will get notifications to reach out to targeted accounts using the best paths. Support the reach-out efforts of your AEs with email sequences, to automate new engagements with ICPs.

Receive Notifications With Suggestions To Reassign Sales Opportunities To AEs

Be alerted when you can re-assign sales opportunities with better paths to close deals faster

Get alerts with suggestions to re-assign leads to AEs when better relationship paths for turning sales opportunities to close deals. Help AEs to close deals faster, by providing them with the best paths to targeted companies and assigning leads to AEs who are more likely to convert them.

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. AEs will receive the most up-to-date contact data of current prospects, leads and client accounts, directly to their HubSpot CRM.


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.