Deepline Office Hours: GTM Data Workflows, HubSpot Automation, and B2B Ads Audiences
In this Deepline Office Hours session, Jai walks through three practical GTM engineering workflows: niche wealth-management prospecting, Fireflies-to-HubSpot CRM automation, and enriched B2B ad audiences for Google and Meta. What we cover: How to combine FAA records, LLC ownership, Secretary of State data, and enrichment providers for wealth-management prospecting How Deepline turns a GTM workflow into repeatable code that agents can edit and rerun How to keep target lists fresh with scheduled scans, CRM/database updates, and signal radars How to parse Fireflies call transcripts into structured CRM fields like MEDDIC and write them to HubSpot How to reason about credits, provider costs, and enrichment spend visibility How to improve B2B custom audience match rates for Google and Meta with enriched identifiers Chapters: 00:00:41 Agenda: prospecting, CRM automation, and ads audiences 00:04:02 Wealth management prospecting from public and private data 00:11:17 How Deepline turns a workflow into repeatable code 00:13:00 Keeping target sets fresh with scheduled scans and signal radars 00:18:10 Deepline pre-research and social signals 00:25:00 Extracting CRM fields from call transcripts into HubSpot 00:31:27 Pricing, credits, provider spend, and usage dashboards 00:36:16 Provider strategy for healthcare and wealth-management niches 00:43:45 LLC records, addresses, and parent-company mapping 00:45:40 Google and Meta audience enrichment for B2B retargeting 00:48:45 When GTM engineering is outsourced versus brought in house 00:51:30 GTM advice for pilot-training and business-jet markets Links: Deepline: https://deepline.com Office Hours: https://deepline.com/office-hours Tags: Deepline, GTM engineering, go-to-market engineering, data enrichment, HubSpot automation, Fireflies, B2B ads, RevOps, sales automation, prospecting workflows

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