Enrich Calendly Leads with Clearbit & Upsert to HubSpot

This workflow triggers automatically whenever a new call is booked on Calendly, capturing invitee details for immediate processing. It first filters out personal email addresses to focus on business leads, then uses Clearbit to enrich the email and identify associated companies. If a company is found, it further enriches the company profile with detailed data like industry, size, and revenue.

The enriched data is then checked against your HubSpot CRM. If the company doesn't exist, it's created; otherwise, it's updated (upserted) with the latest information. This ensures your CRM stays current without manual effort, providing sales teams with rich context before calls.

Benefits include massive time savings on pre-call research, higher call conversion rates from better-prepared reps, and scalable lead management. Ideal for sales teams handling high-volume Calendly bookings, it integrates seamlessly with Clearbit for enrichment, HubSpot for CRM, and Calendly for triggers. Adaptable to other tools, it's perfect for B2B sales automation.

Setup is straightforward: add credentials for Clearbit, HubSpot, and Calendly, test by booking a meeting, and activate. Use cases span sales pipelines, account-based marketing, and customer onboarding where pre-meeting intel drives results.