Who is this workflow for? Automate the process of enriching leads who book calls through Calendly and seamlessly integrate them into your HubSpot CRM. This workflow eliminates manual research, allowing you to gather comprehensive information about potential customers effortlessly before each call..

What does this workflow do?

  • Trigger on Calendly Booking: The workflow initiates each time a new call is scheduled via Calendly.
  • Filter Personal Emails: It first filters out any personal email addresses to focus on business-related leads.
  • Enrich Lead Information: The workflow uses Clearbit to enrich the lead’s email with additional data, such as name, job title, and company details.
  • Company Data Enrichment: If the lead’s email is associated with a company, the workflow further enriches the company information using Clearbit.
  • Upsert into HubSpot CRM: The enriched lead and company data are then upserted (updated or inserted) into your HubSpot CRM, ensuring that your database remains current and comprehensive.
  • Test Workflow: Users can test the workflow by booking a meeting on Calendly, which triggers the entire automation process.
  • Customization: The workflow can be adapted to work with different enrichment tools, CRMs, and booking tools as needed.
  • Add Credentials: Integrate your Clearbit, HubSpot, and Calendly accounts within the workflow platform.
  • Test the Workflow: Click on the “Test workflow” button to ensure all connections are properly configured.
  • Trigger the Workflow: Schedule a meeting on Calendly to initiate the workflow and verify that the lead information is enriched and saved to HubSpot.
  • Customize as Needed: Modify the workflow to suit your specific enrichment tools, CRM systems, and booking platforms if necessary.
  • Slack
  • HubSpot
  • HTTP Request
  • WhatsApp
  • Google Sheets
  • Merge
  • Microsoft Excel
  • Gmail

This workflow leverages these integrations to enhance communication, data management, and overall efficiency within your sales and marketing processes.

🤖 Why Use This Automation Workflow?

  • Time Efficiency: Automates data enrichment, reducing the need for manual lead research.
  • Enhanced Lead Insights: Provides detailed information about leads and their associated companies, improving call preparation.
  • Seamless Integration: Directly updates your HubSpot CRM with enriched data, ensuring your sales team has up-to-date information.

👨‍💻 Who is This Workflow For?

This workflow is ideal for sales teams, business development professionals, and marketers who use Calendly for scheduling meetings and HubSpot for customer relationship management. It is especially beneficial for those looking to streamline their lead qualification process and enhance their preparedness for sales calls.

🎯 Use Cases

  1. Sales Preparation: Automatically gather and update lead information in HubSpot to prepare personalized pitches before calls.
  2. Marketing Automation: Enrich leads with additional data to segment and target them more effectively in marketing campaigns.
  3. Customer Onboarding: Ensure that all necessary lead information is captured and organized in HubSpot for a smooth onboarding process.

TL;DR

This automated workflow streamlines the process of enriching and managing leads who book calls via Calendly by integrating with HubSpot CRM. By automating data enrichment and CRM updates, it saves time, enhances lead insights, and ensures your sales team is well-prepared for every call.

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