if company does not exist on CRM

This workflow is ideal for:

• Marketing Teams looking to enrich their CRM data with company information.
• Sales Professionals who need to identify and track potential leads efficiently.
• Data Analysts responsible for maintaining accurate and updated company records in their systems.
• Business Development Managers aiming to enhance outreach strategies through enriched contact data.

This workflow addresses the challenge of managing and enriching company data in a CRM system. Specifically, it:

• Automatically checks if a company exists in the CRM.
• If not found, it gathers detailed information from Clearbit and creates a new company entry in HubSpot.
• Enriches contact data to ensure that email outreach is effective and targeted, filtering out personal email domains.

1. Trigger: The workflow begins manually when a user subscribes through a form in ConvertKit.
2. Filter: It filters out personal email addresses (e.g., Gmail, Yahoo) to focus on business contacts.
3. Email Enrichment: Uses Clearbit to enrich the subscriber's email data, retrieving company information if available.
4. Conditional Check: Checks if the enriched data includes a company domain.
5. Company Search: If a company domain is present, it searches for the company in HubSpot.
6. Company Creation: If the company does not exist, it creates a new company entry in HubSpot with detailed information retrieved from Clearbit.
7. Upsert Contact: The workflow then updates or inserts the contact associated with the newly created or found company.
8. Company Update: If the company already exists, it updates the company information in HubSpot with the enriched data.