if company does not exist on CRM

For HubSpot, this automated workflow checks if a company exists in the CRM and creates or updates company records as needed. It enriches company and contact data using Clearbit, ensuring accurate information while filtering out personal emails. Triggered manually, it streamlines lead management and enhances data integrity, saving time and improving outreach effectiveness.

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

Target Audience

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

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

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.

Customization Guide

Customization Guide


- Add Additional Nodes: Users can integrate more nodes to enrich data from other sources or to perform additional actions based on enriched data.
- Modify Email Filters: Adjust the email filter conditions to include or exclude other domains as per the organizational needs.
- Change Enrichment Sources: Users can replace Clearbit with other enrichment tools if needed, by modifying the nodes accordingly.
- Update Content in Sticky Notes: Change the content of the sticky notes to reflect specific instructions or information relevant to the team's processes.
- Adjust HubSpot Fields: Customize the fields being updated in HubSpot to align with specific business requirements or additional data points.