Enrich lead contact data from CRM with additional information
Workflow Description
Automation that retrieves lead records from HubSpot, enriches them with supplementary data from a spreadsheet, and delivers a comprehensive report via email. This ensures your sales team always works with complete and up-to-date prospect information for better targeting and engagement.
How it works
- 1.Trigger the automation manually or on a scheduled basis
- 2.Extract lead contact records from HubSpot CRM
- 3.Look up and merge additional information from the spreadsheet
- 4.Send the enriched data report to your team via email
Use cases
- Automatically update lead records before sales calls or meetings
- Combine lead data from multiple sources into a single report
- Enhance lead lists with contact details for targeted outreach campaigns
Requirements
- Active HubSpot account with existing lead contact data
- Spreadsheet file with enrichment information to match against leads
- Valid email address to receive the enriched data reports
Service Value
Ideal as a smart automation service combining integrations and AI to produce ready-to-use results.
Apps Used
Details
How to Use
- 1.Click "Download Template"
- 2.Open your n8n dashboard
- 3.Go to Workflows > Import from File
- 4.Select downloaded file and configure credentials
Nodes Used (16)
When clicking "Execute Workflow"
Manual Trigger
Daily Schedule
Schedule Trigger
Search Properties API
HTTP Request
Configure Search Parameters
Set
Filter Property Results
Code
Get Owner Contact Info
HTTP Request
Format Lead Data
Code
Create Excel Spreadsheet
Spreadsheet File
Push to CRM
Hubspot
Email Notification
Email Send
Summarize Results
Code
Sticky Note - Workflow Overview
Sticky Note
Sticky Note - Triggers
Sticky Note
Sticky Note - Property Search
Sticky Note
Sticky Note - Data Processing
Sticky Note
Sticky Note - Output
Sticky Note