Overview
This workflow automates the process of capturing new leads from ConvertKit, enriching their data using Clearbit, and seamlessly updating or creating records in HubSpot CRM. It ensures that only qualified, non-personal leads are processed, enhancing data quality and sales efficiency.
Key Features
- ConvertKit Trigger: Initiates workflow when a new lead is captured.
- Email Filtering: Filters out personal email addresses to focus on business leads.
- Data Enrichment: Uses Clearbit to enrich company and contact information.
- HubSpot Integration: Searches for existing companies and contacts, updates or creates records as needed, and upserts leads for streamlined CRM management.
- Conditional Logic: Employs decision nodes to prevent duplicate entries and ensure data integrity.
Benefits
- Improved Lead Quality: Enriched and validated data increases sales conversion rates.
- Time Savings: Automates manual data entry and research, freeing up sales and marketing teams.
- Seamless Integration: Connects marketing capture (ConvertKit) with CRM (HubSpot) for a unified workflow.
Use Cases
- Marketing teams capturing leads via forms or campaigns in ConvertKit.
- Sales teams seeking enriched, actionable lead data in HubSpot.
- Businesses aiming to automate lead qualification and CRM updates.
