Clearbit Automate

Clearbit Automate streamlines contact management by automatically retrieving and updating HubSpot contacts with enriched data from Clearbit. This manual workflow enhances data accuracy and saves time, ensuring your CRM is always up-to-date with the latest information.

7/8/2025
4 nodes
Simple
manualsimpleclearbithubspottriggerhubspot
Categories:
Manual TriggeredSimple WorkflowMarketing & Advertising AutomationCRM & Sales
Integrations:
ClearbitHubspotTriggerHubspot

Target Audience

  • Sales Teams: Those looking to enrich their contact data with detailed information from Clearbit.
    - Marketing Professionals: Individuals wanting to ensure that their HubSpot contacts have up-to-date and accurate information.
    - CRM Managers: Users who need to automate the process of updating contact records in HubSpot based on new data from Clearbit.
    - Business Analysts: Professionals interested in analyzing enriched contact data to drive better decision-making.

    • Problem Solved

    This workflow addresses the challenge of maintaining accurate and enriched contact information in HubSpot. By integrating Clearbit, it automates the process of fetching additional details about contacts, such as job titles and company names, ensuring that sales and marketing teams have access to the most relevant and up-to-date information.

    Workflow Steps

  • Step 1: Manual Trigger
    - The workflow is initiated manually, allowing users to start the process at their convenience.
    - Step 2: HubSpot Trigger
    - The workflow listens for specific events in HubSpot, such as a new contact being created.
    - Step 3: Get Contact Information
    - Once triggered, the workflow retrieves the contact ID from HubSpot to fetch existing contact details.
    - Step 4: Clearbit Integration
    - The workflow sends the email of the contact to Clearbit to enrich the data with additional information.
    - Step 5: Update Contact in HubSpot
    - Finally, the workflow updates the HubSpot contact record with the enriched data from Clearbit, including city, job title, and company name.

    • Customization Guide

  • Modify Trigger Events: Users can customize the HubSpot Trigger to listen for different events, such as contact updates or deletions.
    - Adjust Clearbit Parameters: Users can change the fields requested from Clearbit based on their specific needs, such as adding or removing additional fields.
    - Update HubSpot Contact Fields: Users can modify the fields being updated in HubSpot to include other relevant data points as necessary.
    - Change Credentials: Users can input their own Clearbit and HubSpot credentials to ensure the workflow functions with their accounts.