Automate Lead Enrichment & HubSpot CRM Updates from New Subscribers
Automatically enrich 100% of qualified new subscribers with detailed company and contact data, reducing manual CRM entry by hours daily and accelerating sales qualification.
Manually enriching new subscriber data and updating your CRM is a time-consuming bottleneck that delays sales outreach. This workflow automatically filters for business leads, enriches their profiles with Clearbit data, and keeps HubSpot updated, ensuring sales teams have comprehensive, real-time insights.
Documentation
Automate Lead Enrichment & HubSpot CRM Updates
This workflow streamlines your lead generation process by automatically capturing new subscribers, filtering for high-value business contacts, and enriching their profiles with comprehensive company and personal data before updating your HubSpot CRM. It eliminates manual data entry and ensures your sales team always has the most accurate information.
Key Features
- Automatically captures new subscribers from your email marketing platform.
- Intelligently filters out personal email addresses to focus on business leads.
- Enriches subscriber profiles with detailed company and professional data using Clearbit.
- Creates or updates company and contact records in HubSpot, ensuring CRM accuracy.
- Automatically upserts leads in HubSpot for faster sales qualification and follow-up.
How It Works
The workflow begins when a new user subscribes to a specified form or list in ConvertKit. It immediately checks the subscriber's email address, filtering out common personal domains to ensure focus on business contacts. For qualified business emails, Clearbit is used to enrich both the individual's professional details and their associated company's profile. Next, the workflow searches HubSpot for an existing company record using the enriched domain. If the company is new to HubSpot, a new company and contact record are created with the enriched data. If the company already exists, its details are updated, and the contact is associated with the existing company. Simultaneously, a lead record for the enriched individual is upserted in HubSpot, providing sales teams with a ready-to-act profile.