How to enrich Company records with Names and Descriptions

With our Company Insights feature, you can automatically fill in missing fields—like Name and Description—directly from a company’s website. Follow these steps to set everything up:

1. Register at ai.resonatehq.com and Connect Your HubSpot Portal

1. Create an account at ai.resonatehq.com.
2. During signup (or from your account dashboard), authorize HubSpot to grant AI Studio access.
   • This adds Company Insights, Send to AI and some other actions to your HubSpot Workflow engine

2. Set Up a HubSpot Workflow

Once your account is connected, configure a HubSpot workflow that uses the Company Insights action to automatically enrich your Company records.

1. Create a New Workflow in HubSpot

   • In your HubSpot portal, go to Automation → Workflows → Create workflow.
   • Select “Company-based” workflow.

2. Define Enrollment Triggers

   • For example:
     • Website URL is known
     • Company Name is unknown (optional, to make sure you only fill in missing names)
   • This tells HubSpot when to enroll a new or existing Company record into the workflow
   
   
   
3. Add the “Company Insights” Action. 
   

Add company property - Website URL to the Company Website URL field 

4. Add Edit Record actions to Map Company Insights Action Outputs

• After the Company Insights action, add an “Edit Record” action.
• Map the Company Name output to your HubSpot Company name property.
• Add another “Edit Record” action to map the Company Description output to your HubSpot Description property