Open Deal Contact Enricher
An always-on RevOps assistant that keeps pipeline contact data clean. It scans the CRM for contacts attached to open deals that are missing email or phone, batches them into a waterfall enrichment vendor, polls until results return, applies confidence thresholds, writes verified values back to the CRM, and appends a per-row audit log to a spreadsheet. Tracks every contact it has touched in its agent database so the same record is not re-enriched needlessly, and emails a summary of fills, skips, and errors after each run.
Agent snapshot
Built for cross industry work, not a generic template.
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template uses
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catalog views
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integrations used
2
labels matched
Sample input
Build an agent to open Deal Contact Enricher. Use HubSpot, Google Sheets, and FullEnrich. Focus on operations. Return a ready-to-review result after each run.
Sample output
Every weekday morning, finds HubSpot contacts on open deals missing email or phone, runs a waterfall enrichment, writes verified values back to the CRM, and logs results to a Google Sheet.
Workflow brief
Where Open Deal Contact Enricher fits in a cross industry automation system
Open Deal Contact Enricher is designed for a specific recurring job: an always-on RevOps assistant that keeps pipeline contact data clean. It scans the CRM for contacts attached to open deals that are missing email or phone, batches them into a waterfall enrichment vendor, polls until results return, applies confidence thresholds, writes verified values back to the CRM, and appends a per-row audit log to a spreadsheet. Tracks every contact it has touched in its agent database so the same record is not re-enriched needlessly, and emails a summary of fills, skips, and errors after each run. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.
A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.
In this setup Twin uses HubSpot, Google Sheets, and FullEnrich as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.
What this agent automates
This run includes 8 concrete steps from the published agent data.
Query the CRM for contacts on deals in active pipeline stages that are missing the selected enrichment fields
Drop any contact already attempted in the past 30 days (looked up in the agent database)
Chunk the remaining contacts into batches and submit each batch to the enrichment vendor
Poll the vendor until each batch finishes, then map results back to CRM contact IDs
For each result: if confidence meets the threshold, write the verified field(s) back to the CRM; otherwise apply the low-confidence action
Append every attempt (success, skip, error, low-confidence) as a row in the audit spreadsheet
Integrations used
Open Deal Contact Enricher connects HubSpot, Google Sheets, and FullEnrich.
HubSpot
Connected in this agent
Google Sheets
Connected in this agent
FullEnrich
Connected in this agent
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Plans start at €20/mo