Automated Lead Enrichment and CRM Management

• Calendly Integration: Triggers on new Calendly invitee events.
• Email Filtering: Filters out personal email addresses to focus on business leads.
• Data Enrichment: Uses Clearbit to enrich both person and company data.
• HubSpot Integration: Creates or updates companies and upserts contacts in HubSpot.
• Conditional Logic: Determines whether to create a new company or update an existing one based on CRM data.

Setup

1. Add Credentials: Ensure you have configured Clearbit, Hubspot, and Calendly credentials in your n8n instance.
2. Trigger Workflow: Book a meeting using Calendly to initiate the workflow.

Workflow Explanation:

1. Calendly Trigger (Calendly Trigger): Listens for new invitee events from Calendly.
2. Filter Personal Emails (Filter out personal emails): Removes leads with common personal email domains (e.g., @gmail.com, @yahoo.com) to focus on business contacts.
3. Enrich Email (Enrich email): Uses Clearbit to get detailed information about the person associated with the email.
4. If Person Has Company (If person has a company): Checks if the enriched person data includes company information (employment domain).
   • If True (Person has a company): Proceed to Enrich company and then Search company to find the company in HubSpot.
   • If False (Person has no company): Proceed to Upsert lead to create or update the lead in HubSpot without company association.
5. Enrich Company (Enrich company): Uses Clearbit to gather more details about the company based on the employment domain.
6. Search Company (Search company): Queries HubSpot to see if a company with the same domain already exists.
7. If Company Does Not Exist on CRM (if company does not exist on CRM): Determines the next action based on whether the company was found in HubSpot.
   • If Company Found: Proceeds to Update company to add the enriched data.
   • If Company Not Found: Proceeds to Create company to add the new company to HubSpot.
8. Create Company (Create company): Creates a new company record in HubSpot using the enriched company data.
9. Update Company (Update company): Updates an existing company record in HubSpot with the latest enriched data.
10. Upsert Contact (Upsert contact): Creates a new contact in HubSpot or updates an existing one, associating them with the company.
11. Upsert Lead (Upsert lead): Creates a new lead in HubSpot or updates an existing one, if the person does not have an associated company.