Enrich lead that booked a call on Calendly and save it on Hubspot — n8n 工作流

复杂度 触发器12 个节点🤝 Sales👁 2,220 次查看作者:Ricardo Espinozaas

概览

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 i

使用的节点

HubSpotClearbit

工作流预览

Setup
1. Add `Clearbit`, `Hubspot`, and `Calendly` credential
2. Click on `Test workflow`
3. Book meeting on Calendly so the event starts the wor
Replace this node with your booking tool of c
Map all data found about the company that you
Make sure to map the email field from the dat
I
if company does not exis…
Enrich company
Create company
Upsert contact
Update company
C
Contact not found, do no…
Enrich email
F
Filter out personal emails
Search company
Upsert lead
I
If person has a company
C
Calendly Trigger
12 nodes11 edges

工作原理

  1. 1

    触发器

    工作流由 触发器 触发器启动。

  2. 2

    处理

    数据流经 12 个节点, connecting calendlytrigger, clearbit, filter。

  3. 3

    输出

    工作流完成自动化并将结果发送到配置的目标。

节点详情 (12)

HU

HubSpot

hubspot

#1
CL

Clearbit

clearbit

#2

如何导入此工作流

  1. 1点击右侧 下载 JSON 按钮保存工作流文件。
  2. 2打开你的 n8n 实例,依次点击 工作流 → 新建 → 从文件导入
  3. 3选择下载的 enrich-lead-that-booked-a-call-on-calendly-and-save-it-on-hubspot 文件并点击导入。
  4. 4为每个服务节点配置 凭证(API 密钥、OAuth 等)。
  5. 5点击 测试工作流 验证一切正常,然后激活它。

或直接在 n8n → 从 JSON 导入 中粘贴:

{ "name": "Enrich lead that booked a call on Calendly and save it on Hubspot", "nodes": [...], ...}

集成

calendlytriggerclearbitfilterhubspotif

获取此工作流

一键下载并导入

下载 JSON在 n8n.io 上查看
节点12
复杂度medium
触发器trigger
查看次数2,220
分类Sales

创建者

Ricardo Espinozaas

Ricardo Espinozaas

@n8nricardoe105

标签

calendlytriggerclearbitfilterhubspotif

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