Did you know that 91% of businesses struggle with incomplete or outdated customer data, leading to poor decision-making, missed sales opportunities, and inefficient workflows?

Data is powerful—but raw data alone isn’t enough. To make smarter business decisions, companies need enriched data—meaning cleaner, more accurate, and more insightful information that goes beyond just names and emails.

💡This is where AI-powered data enrichment agents come to shine!

McKinsey reports around a 30% increase in sales efficiency for companies using AI-driven data enrichment.

An AI agent for HubSpot data enrichment automates the process of retrieving, updating, and verifying customer data within your CRM. Using Omnimind’s AI capabilities, businesses can: 

• reduce manual workload, 
• eliminate data inconsistencies, 
• and gain deeper insights into their customers.

In this step-by-step guide, we’ll walk you through the steps of AI agent creation for HubSpot data enrichment using Omnimind.ai. This tutorial is designed for users of all experience levels, with a straightforward approach to setting up an automated agent that enhances your HubSpot CRM data.

What is HubSpot Data Enrichment AI Agent?

Imagine you’re the Head of Sales at a SaaS company. Every day, new users sign up for your product, some fill out a demo request form, and others download a lead magnet. All these contacts automatically land in HubSpot, and now you’re looking at a list of hundreds of potential customers.

❓But who among them is truly worth your attention?

❓Who is the high-value lead you can’t afford to miss?

❓Who should be assigned a personal sales manager?

❓How can you personalize outreach when all you have is a name and an email?

Typically, your sales team spends 2–3 hours daily manually researching each lead—checking LinkedIn, verifying company details, and gathering extra data. Meanwhile, time is wasted, conversion rates drop, and competitors may reach out first.

❗️What if this entire process could be automated?

That’s where our AI-powered agent steps in. It instantly gathers all essential lead information in the background as soon as a contact enters HubSpot CRM—saving time, improving efficiency, and giving your team the competitive edge.

A HubSpot Data Enrichment AI Agent is an automated system that integrates with your HubSpot CRM to:

• Collect missing customer details from various online sources.
• Validate and correct outdated information in contact records.
• Automatically fill in missing fields like industry, company size, and social media profiles.
• Improve lead scoring and segmentation for better marketing and sales campaigns.

By using Omnimind’s powerful AI tools, this agent continuously analyzes and updates customer profiles in real time, ensuring that your sales and marketing teams work with the most accurate data possible.

How Does the Working Logic of This AI Agent Look?

1. We have a trigger that checks HubSpot for a new contact created less than a minute ago every minute.

2. If a new contact is found, the agent takes their First Name, Last Name, and Company name. If there’s no such info, the agent checks the contact’s email address and retrieves the company name from the domain. Also, our agent can check text before “@” to validate if it consists of anything that seems to be a real name.

3. Using the retrieved data, the agent performs google search and looks for a LinkedIn person profile URL.

4. If a suitable URL is found, the agent adds it to HubSpot.

5. Additionally, the agent retrieves the information the user asked from the LinkedIn person profile such as job title, city/country, duration of current employment, etc., and returns it to HubSpot to the respective fields.

6. If the LinkedIn url address wasn’t found with Google search, the agent can run an Apollo tool to search for information with the email address.

👉 Now let’s dive into how you can build your own AI agent to automatically clean, update, and enrich your CRM data in a way that drives real business results!

Step-by-Step Guide to Creating AI Agent for HubSpot Data Enrichment

Sign Up / Login into your Omnimind account. You’ll see a simple interface with step-by-step guidance to build your AI assistant—perfect even for beginners, with a video tutorial to help!

Step 1: Sign Up & Set Up Your Omnimind Account

1. Log in or create an account at Omnimind.ai.
2. Navigate to the Create AI Agent section.

Step 2: Define Your Agent’s Purpose

Now, let’s define the core objective of your AI agent and enter the initial settings. 

In the Agent Goal section, select “Enrich or process data” as the primary function.

Step 3: Determine Your Integration Needs

When asked: “Do you need external services, APIs, or scrapers?”, choose Yes and add these tools in the appropriate field below: HubSpot, Google Search, LinkedIn, Apollo, Gmail Email Sender.

Step 4: Configure Your Agent’s Knowledge

You’ll be asked: “Will your agent need to access your own specific data or documents for answering?” Choose: No, knowledge base is not needed. Because this agent does not require creating a database for training—it will work directly with your HubSpot.

Step 5: Select Your Interaction Type

Then, when asked: “How will users interact with your agent?” Choose: In the background (scheduled or triggered). In our case, users will not interact with the agent directly. The agent will be triggered automatically when a contact is added to HubSpot CRM.

Step 6: Formulate Brief and Concise Description of Your Agent’s Key Functionality

Finally, you’ll be asked to briefly describe what you want your agent to do. You can add this description, or use your own:

“The HubSpot Data Enrichment Agent automates the process of gathering and updating lead information by pulling data from HubSpot, searching online or through Apollo, and enriching the contact profile with relevant details.”

Then, click the Next step button.

Now let’s wait a bit while Omnimind.ai automatically identifies and adds the tools your agent needs based on the options and descriptions you select. So you can click on the “Next Step” instead of adding everything manually from the list!

Step 7: Interaction Setup

You’ll see an active Background option in the next section—click Next to proceed.

Step 8: Triggers

Our main triggers will be HubSpot Contact Creation and HubSpot List Updated ones, as they are directly related to the data enrichment task in HubSpot.

Step 9: Set Up a Precise Agent Workflow

In the “Briefly flow what your agent will do” field, just copy and paste the workflow prompt we’ve already outlined for you below:👇

Step 10: Review & Launch

The next steps are up to you to configure. Choose an icon and a name for your AI Agent. Then you’ll need to grant access to all relevant accounts for the selected tools and APIs to work properly.

After all these settings are done, you can finally LAUNCH your Agent. Congratulations!🎊

Common Issues & How to Fix Them

Why isn’t my AI Agent updating contact records?

✅ Fix: Ensure that API permissions are correctly configured in HubSpot.

What happens if LinkedIn profile enrichment fails?

✅ Fix: Check if the LinkedIn integration has the necessary permissions for scraping external data.

How do I troubleshoot API access issues?

✅ Fix: Reauthorize API connections in Omnimind’s settings.

Please feel free to contact Omnimind Support if you still have any questions or unresolved issues! You will always find access to it by the 🎧icon in the lower-left corner of the screen.

Conclusion

By following this step-by-step guide, you now have an AI-powered HubSpot Data Enrichment Agent that saves time, improves data accuracy, and enhances CRM efficiency. 

With Omnimind’s seamless AI integration, your sales and marketing teams will always have the most up-to-date customer insights.

Want to take it even further? Try building additional AI-powered workflows in Omnimind to automate lead scoring, personalize customer outreach, and streamline CRM management.

▶ Get started with Omnimind today! Try it now