Overview
This workflow automates the enrichment and management of leads who book calls via Calendly. It leverages Clearbit for company and contact enrichment and integrates seamlessly with HubSpot CRM to ensure all relevant lead data is captured and updated.
Key Features
- Automatically triggers when a lead books a call on Calendly.
- Checks if the company exists in HubSpot CRM; creates or updates company records as needed.
- Enriches company and contact information using Clearbit, filtering out personal emails for higher data quality.
- Upserts (creates or updates) contact and lead records in HubSpot, ensuring CRM data is always current.
Benefits
- Saves significant manual effort by automating lead enrichment and CRM entry.
- Improves lead data quality and completeness, enabling more effective sales follow-up.
- Reduces risk of duplicate or incomplete records in HubSpot.
- Ensures sales teams have timely, enriched information for outreach.
Use Cases
- Sales teams looking to automate lead capture and enrichment from Calendly bookings.
- Businesses aiming to maintain accurate, enriched CRM data for better pipeline management.
- Organizations seeking to streamline lead qualification and handoff to sales.
