This automation scenario allows you to connect HubSpot and Clearbit
It can be build using Automateio, a no-code workflow automation tool. Automateio allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
HubSpot and Clearbit can also be integrated using automation tools other than automateio:
When this trigger fires in HubSpot
Triggers when there is a new contact. NOTE: This trigger is not designed for bulk imports and can only support a maximum of 100 contacts at a time
Then these actions happen in HubSpot and HubSpot
Lookup a person's profile based on email
Add or Update a Contact
This guide contains information on how to set up an automatic workflow that allows to Auto Enrich HubSpot Contacts Using Clearbit.
Part I
First, we need to connect HubSpot and Clearbit to Automateio.
Create Automateio account.
Create Automateio account if you don't have one.
Connect HubSpot to Automateio.
Give Automateio access to your HubSpot account, using HubSpot credentials.
Connect Clearbit to Automateio.
Give Automateio access to your Clearbit account, using Clearbit credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Automateio.
Set up a Trigger action for HubSpot
Choose the following trigger: New Contact (Triggers when there is a new contact. NOTE: This trigger is not designed for bulk imports and can only support a maximum of 100 contacts at a time).
Then set up an Action for Clearbit
Choose this action: Search Person (Lookup a person's profile based on email).
Then set up another Action for HubSpot
Choose this action: Add or Update a Contact (Add or Update a Contact).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HubSpot and Clearbit.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Auto Enrich HubSpot Contacts Using Clearbit!
Triggers when a form is submitted.
Triggers when new contact is available.
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
Triggers when new deal is available.
Triggers when a specified property is provided or updated on a contact.
Triggers when a deal enters a specified stage.
Gets a person by email address.
Finds a person and their company by their email address. If the person is not found, company information only will be returned (if found).
Gets a person and a company simultaneously based on an email address.
Company name to domain
Domain lookup
Email lookup
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
A marketing data platform to reveal and enrich data about your customers to personalize your sales activities
Cloud automation platform which automates marketing, sales, and business workflows with no-code workflows
Automate.io was acquired by Notion in September 2021. Notion will be closing down the Automate product on October 31, 2022.