LeadForge

Overview

LeadForge is an AI-powered sales automation agent that transforms raw startup leads into enriched, sales-ready prospects in HubSpot. It intelligently researches companies using semantic search and deep web research, identifies key decision-makers, and generates hyper-personalized outreach messages—all while creating organized CRM records and tracking engagement automatically. Designed for sales teams and business development professionals, LeadForge eliminates manual research and data entry, accelerating pipeline qualification and reducing time-to-outreach from hours to minutes.

How It Works

1. Read Range (Google Sheets) — Fetch unprocessed startup leads from your database, filtering for rows with blank Status columns to identify new prospects
2. Search (Exa) — Conduct semantic web searches for each company to uncover recent funding announcements, product launches, and press coverage from the last 90 days
3. Reasoning Search (Perplexity) — Execute deeper research to extract the company's core problem, target customer, and key traction metrics
4. Enrich Company (Apollo) — Retrieve firmographic data by domain: headcount, industry, tech stack, headquarters location, and funding history
5. Search People (Apollo) — Query 275M+ contacts to locate founders, CEOs, or co-founders at the target company
6. Enrich Person (Apollo) — Reveal verified email addresses and LinkedIn profiles for the primary decision-maker
7. Claude Sonnet (mcp-claude) — Generate a personalized 4-sentence outreach email featuring a specific hook, relevant pain-point connection, concrete outcome promise, and clear low-ask call-to-action
8. Get Company (HubSpot) — Verify whether a company record already exists by domain to prevent duplicate entries
9. Create Company (HubSpot) — Build a new company record with name, domain, industry, headcount, and country
10. Create Contact (HubSpot) — Establish a primary contact record with name, email, title, and LinkedIn profile
11. Create Association (HubSpot) — Link the contact to the company record for organizational integrity
12. Create Note (HubSpot) — Attach the personalized outreach message as a timestamped note on the company record
13. Create Task (HubSpot) — Schedule a follow-up task due in 1 business day, assigned to the sales representative
14. Write Range (Google Sheets) — Mark the lead as Processed with a timestamp to track completion
15. Send Message (Slack) — Post a batch summary to #sales showing companies processed and added to HubSpot

Key Features

• Multi-Source Research Pipeline — Combines semantic web search (Exa), deep research (Perplexity), and B2B intelligence (Apollo) for comprehensive company intelligence
• AI-Generated Personalized Outreach — Leverages Claude Sonnet to craft targeted, hook-driven 4-sentence emails that reference specific company details and pain points
• Deduplication & CRM Hygiene — Automatically checks HubSpot for existing records before creating new entries, preventing duplicates and maintaining data quality
• End-to-End HubSpot Workflow — Creates company records, contacts, associations, notes, and follow-up tasks in one automated run
• Batch Processing with Transparency — Processes multiple leads per run and posts completion summaries to Slack, giving sales teams real-time visibility into pipeline additions

Use Cases

• Early-Stage GTM Teams — Founders and sales leaders managing seed-stage companies can run LeadForge nightly to populate HubSpot with pre-researched, pre-enriched startup leads ready for outreach
• Sales Development Reps (SDRs) — SDRs can leverage personalized emails generated by the agent to increase reply rates while spending less time on manual research
• Venture Capital Outreach — VCs and corporate development teams can use LeadForge to systematically research portfolio companies, competitors, and acquisition targets, creating organized HubSpot records with verified contact information
• B2B SaaS Growth Teams — Growth teams can run batch processing daily to identify and qualify warm leads from recent funding announcements or product launches, automatically assigning follow-up tasks to account executives