HubSpot Company Management Automation

Target Audience

• Sales Teams: Professionals looking to automate the process of company enrichment and lead generation.
• Marketers: Individuals needing to gather detailed information about companies for targeted campaigns.
• Business Development Representatives: Those who require efficient methods to identify and engage potential clients.
• CRM Administrators: Users responsible for managing and updating CRM data effectively.

Problem Solved

This workflow addresses the challenge of identifying and enriching company data within a CRM system. It automates the process of checking if a company exists in the CRM, enriching its data using Clearbit, and managing contacts through HubSpot. This saves time and reduces manual effort in data entry and validation, ensuring that sales and marketing teams have up-to-date and accurate information at their disposal.

Workflow Steps

1. Trigger: The workflow starts when a new invitee is created in Calendly.
2. Filter Personal Emails: It filters out personal email addresses (e.g., @gmail.com, @yahoo.com) to focus on professional contacts.
3. Check for Company: The workflow checks if the invitee has a company associated with their email.
   • If they do, it proceeds to enrich the company data using Clearbit.
   • If they do not, it moves to create a new company entry in HubSpot.
4. Enrich Company Data: If a company is found, it enriches the company information with relevant data such as Twitter bio, description, and number of employees.
5. Create/Update Company in HubSpot: The workflow either creates a new company or updates existing company information in HubSpot based on the enriched data.
6. Upsert Contact: It updates or creates a contact associated with the company in HubSpot.
7. Upsert Lead: Finally, it ensures that the lead information is also updated or created based on the enriched email data.