Three conditions have to hold before a property is written: your rules name it, Apollo returned a genuine value, and the HubSpot field is currently empty. Codex is dependable at applying a concrete test like that field by field, which is most of what stands between an enriched CRM and a confidently wrong one.
Run a staged conversation — no account needed. The agent handles it for real while a simulated world answers its tool calls; nothing touches real accounts, and nothing is actually sent.
Form submission: ROI calculator
k.lindqvist@arvidsonpack.se
EmailWebsite leads - August
NoteFirst name Karin, last name Lindqvist. Every other property is empty: no company, no job title, no phone, no country, no employee count, no LinkedIn. Lifecycle stage Lead, original source Organic Search, created four minutes ago.
Using this template drops you into a guided setup. It asks exactly this, nothing else:
Connect HubSpot
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Apollo
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Slack
One sign-in. The agent acts through your account, scoped to what this template uses.
Enrichment rules
What Apollo may fill in and for whom - the HubSpot properties it is allowed to write, the contacts to skip entirely such as personal addresses or existing customers, what makes somebody a match for your ideal customer, and who hears about it when one arrives.
Runs on Codex
Preselected for this page — connect your Codex account during setup, or switch to NoClick's built-in models with one click.
Watch it handle a test run
A staged conversation against a simulated world — then it’s live.
Named, returned and empty. Two out of three is a skip, and the reason lands in the note rather than in the property.
Revenue ranges, employee estimates and seniority guesses are listed under INFERRED and none of them are written anywhere else. That separation is the product.
No. A field with anything in it counts as filled, placeholder included, which is deliberately conservative, since deciding which strings are junk is how an enrichment agent starts overwriting real values. Where placeholders are widespread, clearing them once is a HubSpot cleanup that pays for itself in the first week.
Free to start. Guided setup, a test run against staged conversations, and it's live.