Enrich lead captured by ConvertKit and save it in Hubspot Workflow Solution

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Relevant for managed services and support workflows.

Use Case Whenever someone shows interest in your offerings by subscribing to a list in ConvertKit it could be a potential new customer. Typically you need to gather more detailed information about them (data enrichment) and finally update their profile in your CRM system to better manage and nurture your relationship with them. This workflow does this all for you! What this workflow does The workflow runs every time a user is subscribed to a ConvertKit list. 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 ConvertKit credentials. Click on Test workflow. Subscribe to a list on ConvertKit to trigger the workflow. Be aware that you can adapt this workflow to work with your enrichment tool, CRM, and email automation tool of choice.

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