Automate Prospect Enrichment and CRM Management
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Streamline your sales process by automatically enriching prospect data and updating your CRM. This workflow ensures your sales team has accurate, up-to-date company and contact information.
About This Workflow
This n8n workflow is designed to supercharge your sales outreach and CRM management. It kicks off when a meeting is booked, using a booking tool to capture prospect details. These details are then fed into Clearbit for comprehensive company and person data enrichment. The workflow intelligently checks if the company already exists in your HubSpot CRM. If not, it creates a new company record with enriched data. If the company exists, it updates the existing record with the latest information. Finally, it upserts the contact into HubSpot, ensuring all relevant prospect data is synchronized and accessible.
Key Features
- Automated Prospect Data Enrichment: Leverages Clearbit to gather detailed information about companies and individuals.
- Intelligent CRM Synchronization: Automatically creates or updates company and contact records in HubSpot.
- Seamless Integration: Connects with your booking tool, Clearbit, and HubSpot for a unified workflow.
- Efficient Lead Management: Ensures your sales team always has the most accurate prospect data.
How To Use
- Set Up Credentials: Connect your Clearbit and HubSpot accounts by adding their respective credentials in n8n.
- Configure Booking Tool: Replace the placeholder node with your preferred booking tool (e.g., Calendly) and map the necessary fields, especially the email address.
- Map Data: Ensure the
Enrich companyandEnrich emailnodes correctly map the domain and email from your booking tool. - Customize HubSpot Fields: In the
Create companyandUpdate companynodes, review and adjust the HubSpot fields to match your CRM structure and the data you want to sync from Clearbit. - Test Workflow: Trigger the workflow by booking a test meeting and verify that the data is correctly processed and updated in HubSpot.
Apps Used
Workflow JSON
{
"id": "5455781a-627b-4dd6-9452-f07acba09f09",
"name": "Automate Prospect Enrichment and CRM Management",
"nodes": 11,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 5455781a-627b...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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