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Complete new contacts in the CRM

Job title, company size and industry for each new HubSpot contact.

  • On a schedule: Every weekday at 8:00
Use in CuiarRun from your AI agent

What it does

The task

Open HubSpot and find the contacts that were added since the last run. For each contact, find the job title, the company size and the industry on LinkedIn and on the company website. Fill in only the empty fields. Add a note with one line about why they could need product. Do not change a field that has a value.

  • It works in HubSpot and LinkedIn, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • As a routine it runs every weekday at 8:00 (cron 0 8 * * 1-5).

What you give it

BlankWhat to giveExample
productWhat you sell, in one sentenceSoftware that plans delivery routes for food distributors

What you get back

An example run with the example values above. Your run uses your own data.

New HubSpot contacts since the last run: 9

Completed: 8. Not found: 1 (personal Gmail address, no company)

ContactJob titleCompany sizeIndustry
Anna KovacsHead of Logistics420Food distribution
David OseiFleet Manager1,100Wholesale groceries

Note example: 'Runs 60 vans in 3 states; job post asks for route planning skills.'

Fields with a value were not changed.

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in the blank

    Type product. Tab moves to the next blank.

  3. 03

    Run it, then repeat it

    Run sends it once. To run it every weekday at 8:00, make a routine on cuiar.com/routines or with the CLI below.

As a routine, from the terminal

cuiar routines create "Complete new contacts in the CRM" --schedule "0 8 * * 1-5" --time-zone Europe/Berlin \
  "Open HubSpot and find the contacts that were added since the last run. For each contact, find the job title, the company size and the industry on LinkedIn and on the company website. Fill in only the empty fields. Add a note with one line about why they could need Software that plans delivery routes for food distributors. Do not change a field that has a value."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call create_routine yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool create_routine to run my "Complete new contacts in the CRM" template with product = Software that plans delivery routes for food distributors.

Setup for other agents: AI agents.

The tool call

{
  "name": "create_routine",
  "arguments": {
    "name": "Complete new contacts in the CRM",
    "task": "Open HubSpot and find the contacts that were added since the last run. For each contact, find the job title, the company size and the industry on LinkedIn and on the company website. Fill in only the empty fields. Add a note with one line about why they could need Software that plans delivery routes for food distributors. Do not change a field that has a value.",
    "schedule": "0 8 * * 1-5",
    "time_zone": "Europe/Berlin"
  }
}

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