Use Case Whenever someone shows interest in your offerings by subscribing to a list in ConvertKit it could be a potential new customer. Typically you need to gather more detailed information about them (data enrichment) and finally update their profile in your CRM system to better manage and nurture your relationship with them. This workflow does this all for you! What this workflow does The workflow runs every time a user is subscribed to a ConvertKit list. It then filters out personal emails, before enriching the email. If the email is attached to a company it enriches the company and upserts it in your Hubspot CRM. Setup Add Clearbit, Hubspot, and ConvertKit credentials. Click on Test workflow. Subscribe to a list on ConvertKit to trigger the workflow. Be aware that you can adapt this workflow to work with your enrichment tool, CRM, and email automation tool of choice.
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See all Clearbit→Enrich lead that booked a call on Calendly and save it on Hubspot
Use Case When having a call with a new potential customer, one of the keys to getting the most out of the call is to find out as much information as you can about them before the call. Normally this involves a lot of manual research before every call. This workflow automates this tedious work for you. What this workflow does The workflow runs every time a new call is booked via your Calendly. It then filters out personal emails, before enriching the email. If the email is attached to a company it enriches the company and upserts it in your Hubspot CRM. Setup Add Clearbit, Hubspot, and Calendly credentials. Click on Test workflow. Book a meeting on Calendly so the event starts the workflow. Be aware that you can adapt this workflow to work with your enrichment tool, CRM, and booking tool of choice.
Enrich contact information with HubSpot and ClearBit
This workflow enriches the information of a new contact that gets added to HubSpot. HubSpot Trigger: This node triggers the workflow when a new contact gets added to HubSpot. Get Contact: This node fetches the information of the new contact. Clearbit: This node returns the data of the person and the company associated with the email address. Update Contact: This node will update the contact with the information returned by the Clearbit node. Based on your use case, you can select which fields you want to update.
Verify emails & enrich new form leads and save them to HubSpot
Use case When collecting leads via a form you're typically facing a few problems: Often end up with a bunch of leads who don't have a valid email address You want to know as much about the new lead as possible but also want to keep the form short After forms are submitted you have to walk over the submissions and see which you want to add to your CRM This workflow helps you to fix all those problems. What this workflow does The workflow checks every new form submission and verifies the email using Hunter.io. If the email is valid, it then tries to enrich the person using Clearbit and saves the new lead into your Hubspot CRM. Setup Add you Hunter, Clearbit and Hubspot credentials Click the Test Workflow button, enter your email and check your Hubspot Activate the workflow and use the form trigger production URL to collect your leads in a smart way How to adjust it to your needs Change the form to the form you need in your use case (e.g. Typeform, Google Forms, SurveyMonkey etc.) Add criteria before an account is added to your CRM. This could for example be the size of company, industry etc. You can find some inspiration in our other template Reach out via Email to new form submissio