Automated Sales Pipeline with HubSpot, AI Enrichment, and Google Sheets Dashboar

Overview

This workflow automates the sales pipeline by integrating HubSpot CRM, ScrapegraphAI, and Google Sheets. It captures new leads, enriches them with AI-driven data, and updates dashboards for real-time insights.

Key Features

• Automated Triggers: Initiates on schedule or via webhook for new CRM leads.
• AI Data Enrichment: Uses ScrapegraphAI to scrape and enrich lead, company, and financial data.
• Intelligent Processing: Categorizes and processes leads with custom logic.
• CRM Integration: Automatically creates contacts and deals in HubSpot.
• Email Automation: Sends personalized welcome emails to new leads.
• Dashboard Updates: Syncs enriched data to Google Sheets for live reporting.

Benefits

• Saves time by automating repetitive sales tasks.
• Improves lead quality with AI-powered enrichment.
• Ensures timely follow-up and accurate CRM records.
• Provides actionable insights via real-time dashboards.

Use Cases

• Sales teams seeking to automate lead intake and qualification.
• Businesses wanting enriched, up-to-date CRM data.
• Organizations needing instant reporting and analytics on lead performance.

Integrations

• HubSpot CRM for contact and deal management.
• ScrapegraphAI for advanced data scraping and enrichment.
• Google Sheets for dashboard and reporting.
• Email for automated communication.