Use Case
Use Case When having a call with a new potential customer, one of the keys to getting the most out of the call is to find out as much information as you can about them before the call. Normally this involves a lot of manual research before every call. This workflow automates this tedious work for you. What this workflow does The workflow runs every time a new call is booked via your Calendly. It then filters out personal emails, before enriching the email. If the email is attached to a company it enriches the company and upserts it in your Hubspot CRM. Setup Add Clearbit, Hubspot, and Calendly credentials. Click on Test workflow. Book a meeting on Calendly so the event starts the workflow. Be aware that you can adapt this workflow to work with your enrichment tool, CRM, and booking tool of choice. An n8n automation workflow template by Ricardo Espinozaas.
Ricardo Espinozaas
web
free
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