if company does not exist on CRM

For HubSpot, this automated workflow checks if a company exists in the CRM. If not, it enriches company data, creates a new company entry, and upserts contact information, ensuring accurate lead management and enhanced data quality. It filters out personal emails to maintain professionalism, streamlining the onboarding process for new leads.

7/8/2025
16 nodes
Complex
manualcomplexsticky noteclearbithubspotconvertkittriggerfilternoopadvancedlogicconditional
Categories:
Complex WorkflowManual TriggeredMarketing & Advertising AutomationCRM & Sales
Integrations:
Sticky NoteClearbitHubspotConvertKitTriggerFilterNoOp

Target Audience

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.

Problem Solved

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.

Workflow Steps

  • 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.

    • Customization Guide

    Users can customize this workflow by:
    - Modifying Email Filters: Adjust the conditions in the filter to include or exclude different email domains based on their business needs.
    - Changing Enrichment Services: Integrate other data enrichment services if Clearbit does not meet specific requirements.
    - Updating CRM Connections: Adapt the HubSpot integration to match different CRM systems if required.
    - Personalizing Company Data Fields: Modify the fields in the company creation and update steps to include additional information relevant to their business processes.