Ricardo Espinozaas
Workflows by Ricardo Espinozaas
Send a notification to Slack when a new high-quality lead is added to Hubspot
## Use Case When tracking your contacts and leads in Hubspot CRM, every new contact might be a potential customer. To guarantee that you're keeping the overview you'd normally need to look at every new lead that is coming in manually to identify high-quality leads to prioritize their engagement and optimize the sales process. This workflow saves the work and does it for you. ## What this workflow does The workflow runs every 5 minutes. On every run, it checks the Hubspot CRM for contacts that were added since the last check. It then checks if they meet certain criteria (in this case if they are making +5m annual revenue) and alerts you in Slack for every match. ## Setup 1. Add `Hubspot`, and `Slack` credentials. 2. Click on `Test workflow`. ## How to adjust this workflow to your needs 1. Change the schedule interval 2. Adjust the criteria to send alerts
Enrich lead captured by ConvertKit and save it in Hubspot
## 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 1. Add `Clearbit`, `Hubspot`, and `ConvertKit` credentials. 2. Click on `Test workflow`. 3. 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.
Enrich lead that booked a call on Calendly and save it on Hubspot
## 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 1. Add `Clearbit`, `Hubspot`, and `Calendly` credentials. 2. Click on `Test workflow`. 3. 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.