Recipes / Personalized HeyGen videos for tier-1 accounts, with human approval

Personalized HeyGen videos for tier-1 accounts, with human approval

HubSpot + HeyGen

IntermediateMarketingSDRs

Who it's for

SDRs and account-based marketing teams who want a short personal video for a handful of top accounts, with every script and every video checked by a person. HubSpot can be swapped for Salesforce, Attio or Pipedrive. Nothing in this recipe sends a video; you decide how and whether to use each one.

What you get

One draft script and the batch summary, before any video is made. Sample output: every company and person in it is fictional.

Tier-1 contacts found: 5 (from companies where Account tier = Tier 1)

Script 1 of 5, for Dana Okafor, Head of RevOps, Fernhill Software (fictional)
Length: about 35 seconds. Avatar: 'Jordan - office' (your own). Voice: 'Jordan'.

"Hi Dana, Jordan here. I saw Fernhill opened the Denver office this summer. [1]
When teams add a second site, forecast roll-ups usually get messier before they get better.
We helped a team about your size cut their weekly forecast prep from a day to an hour.
If that's on your list for Q1, I'd be glad to show you how in 20 minutes."

Sources:
[1] HubSpot note on Fernhill Software, logged Aug 14 by Alex Rivera
Pronunciation: Okafor = oh-KAH-for

Batch summary:
| # | Contact       | Company                           | Personal line source        | Status            |
|---|---------------|-----------------------------------|-----------------------------|-------------------|
| 1 | Dana Okafor   | Fernhill Software (fictional)     | Note, Aug 14                | Ready             |
| 2 | Sam Whitlock  | Quarry Lane Analytics (fictional) | Deal stage change, Oct 2    | Ready             |
| 3 | Priya Raman   | Mossgate Labs (fictional)         | none newer than 90 days     | Generic, check    |
...2 more

No videos have been generated. Reply 'approve 1, 2' to generate those two.

Time and cost

Estimate About 20–30 minutes for 5 contacts, plus HeyGen render time.

Assumptions: One batch of 5 tier-1 contacts, one approved script each, and one video per script with no re-renders.

Exact credit costs depend on your plan with each vendor. Check the tool pages before a large run.

MCP servers

Every server is confirmed in: ClaudeChatGPT

Set up in a chat app

Every server in this recipe is confirmed for Claude and ChatGPT. Connect each one, then paste the prompts below into one conversation.

Developer setup

Auth setup and mcp.json for Claude Code and Cursor
  • HubSpot: Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.
  • HeyGen: Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.

Put this in .mcp.json (Claude Code, project root) or ~/.cursor/mcp.json (Cursor). Swap the example keys for your own, and don't commit real ones. Remove the // comment lines if your client requires strict JSON.

{
  "mcpServers": {
    "hubspot": {
      "url": "https://mcp.hubspot.com"
    },
    "heygen": {
      "url": "https://mcp.heygen.com/mcp/v1/"
    }
  }
}

Step-by-step prompts

  1. Find up to {number} contacts in HubSpot at companies where {tier property} is {tier 1 value}. Show me a table with name, title, email, company, and the newest note or activity on the company with its date. Don't change any records.
  2. For each contact, draft a video script of about 35 seconds from me: one personal line based on a HubSpot fact from the last 90 days, one line on the problem, one short proof point, and one clear ask. Cite the record and date for the personal line, and add how to pronounce any unusual names. If there's no recent fact, say so and keep it generic. Show me all the scripts.
  3. List my HeyGen avatars and voices. Tell me which ones match {my avatar name} and {my voice name}. Don't generate anything yet.
  4. Only after I approve a script, generate a HeyGen video for it with {my avatar name} and {my voice name}. Start with one video so I can check it, then do the rest of the approved scripts. Don't send or share anything.
  5. List the videos you generated in this run with the contact name and status, so I can watch each one before I use it.

Run it on a schedule (optional)

Where this goes wrong

Gotchas

Download

Get the prompts, guardrails and expected output as one Markdown file. Paste it into a Claude Project or ChatGPT project's instructions, or save it as CLAUDE.md for Claude Code.

Download heygen-tier1-videos.md

Vendor sites: HubSpot. If we join an affiliate program, these links will be labeled as affiliate links.