Enrichir les leads qui prennent un appel dans Calendly et sauvegarder dans HubSpot

Name: Enrichir les leads qui prennent un appel dans Calendly et sauvegarder dans HubSpot
Rating: 4.5 (10 reviews)
Author: Ricardo Espinoza

Intermédiaire

Ceci est unSales, Marketingworkflow d'automatisation du domainecontenant 14 nœuds.Utilise principalement des nœuds comme If, Hubspot, Clearbit, CalendlyTrigger. Enrichissement des prospects provenant des appels Calendly et sauvegarde dans Hubspot

Prérequis

•Clé API HubSpot

Nœuds utilisés (14)

Catégorie

Ventes

Marketing

Aperçu du workflow

Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement

if company does not exist on CRM

Enrich company

Create company

Upsert contact

Update company

Contact not found, do nothing

Enrich email

Filtrer out personal emails

Search company

Upsert lead

If person has a company

Calendly Trigger

React Flow

Exporter le workflow

Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow

{
  "meta": {
    "instanceId": "257476b1ef58bf3cb6a46e65fac7ee34a53a5e1a8492d5c6e4da5f87c9b82833",
    "templateId": "2129"
  },
  "nodes": [
    {
      "id": "02cd5c16-de39-4e5c-acf8-fd3287662dfb",
      "name": "if company does not exist on CRM",
      "type": "n8n-nodes-base.if",
      "position": [
        2240,
        140
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "19bf6d06-76f4-479a-a9d8-2157414190b3",
              "operator": {
                "type": "object",
                "operation": "empty",
                "singleValue": true
              },
              "leftValue": "={{ $input.item.json }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "c1325687-53cf-404f-9f9c-16696be0fcce",
      "name": "Note adhésive",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        380,
        240
      ],
      "parameters": {
        "width": 257.64008049230523,
        "height": 255.97404402400312,
        "content": "## Setup\n1. Add `Clearbit`, `Hubspot`, and `Calendly` credentials\n2. Click on `Test workflow`\n3. Book meeting on Calendly so the event starts the workflow"
      },
      "typeVersion": 1
    },
    {
      "id": "8c1f4364-1e5b-4d63-b11d-295a683ace73",
      "name": "Note adhésive1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        660,
        240
      ],
      "parameters": {
        "color": 4,
        "width": 225.41119920533646,
        "height": 260.45841271216835,
        "content": "Replace this node with your booking tool of choice"
      },
      "typeVersion": 1
    },
    {
      "id": "0fd0557e-56da-4b64-8f50-e931022d630b",
      "name": "Note adhésive2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2340,
        40
      ],
      "parameters": {
        "color": 4,
        "width": 219.1588560076235,
        "height": 260.45841271216835,
        "content": "Map all data found about the company that you interested in"
      },
      "typeVersion": 1
    },
    {
      "id": "9fe1367e-1d8b-4384-a920-8a6ebfcbb0db",
      "name": "Note adhésive3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1040,
        240
      ],
      "parameters": {
        "color": 4,
        "width": 233.74765680228705,
        "height": 260.45841271216835,
        "content": "Make sure to map the email field from the data your booking tool provides"
      },
      "typeVersion": 1
    },
    {
      "id": "241835fc-1369-4c67-8de2-ffc86336369f",
      "name": "Enrich company",
      "type": "n8n-nodes-base.clearbit",
      "notes": "Enrich company",
      "position": [
        1680,
        140
      ],
      "parameters": {
        "domain": "={{ $json.employment.domain }}",
        "additionalFields": {}
      },
      "credentials": {
        "clearbitApi": {
          "id": "cKDImrinp9tg0ZHW",
          "name": "Clearbit account"
        }
      },
      "notesInFlow": false,
      "typeVersion": 1
    },
    {
      "id": "ba694bd1-0b7a-4caa-b31a-cbde1d77e626",
      "name": "Create company",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        2520,
        120
      ],
      "parameters": {
        "name": "={{ $('Enrich company').item.json.name }}",
        "resource": "company",
        "authentication": "oAuth2",
        "additionalFields": {
          "twitterBio": "={{ $('Enrich company').item.json.twitter.bio }}",
          "description": "={{ $('Enrich company').item.json.description }}",
          "yearFounded": "={{ $('Enrich company').item.json.foundedYear }}",
          "countryRegion": "={{ $('Enrich company').item.json.geo.country }}",
          "twitterHandle": "={{ $('Enrich company').item.json.twitter.handle }}",
          "totalMoneyRaised": "={{ $('Enrich company').item.json.metrics.raised }}",
          "twitterFollowers": "={{ $('Enrich company').item.json.twitter.followers }}",
          "companyDomainName": "={{ $('Enrich company').item.json.domain }}",
          "numberOfEmployees": "={{ $('Enrich company').item.json.metrics.employees }}"
        }
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "id": "WEONgGVHLYPjIE6k",
          "name": "HubSpot account"
        }
      },
      "typeVersion": 2,
      "alwaysOutputData": true
    },
    {
      "id": "b3ce17b4-ea85-4051-9231-67218d8586ea",
      "name": "Upsert contact",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        2780,
        120
      ],
      "parameters": {
        "email": "={{ $('Enrich email').item.json.email }}",
        "options": {
          "resolveData": true
        },
        "authentication": "oAuth2",
        "additionalFields": {
          "associatedCompanyId": "={{ $json.companyId }}"
        }
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "id": "WEONgGVHLYPjIE6k",
          "name": "HubSpot account"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "b7eb2b8d-4460-4aa3-b78d-fa5d575b0577",
      "name": "Update company",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        2520,
        420
      ],
      "parameters": {
        "resource": "company",
        "companyId": {
          "__rl": true,
          "mode": "id",
          "value": "={{ $json.companyId }}"
        },
        "operation": "update",
        "updateFields": {
          "twitterBio": "={{ $('Enrich company').item.json.twitter.bio }}",
          "description": "={{ $('Enrich company').item.json.description }}",
          "countryRegion": "={{ $('Enrich company').item.json.geo.country }}",
          "twitterHandle": "={{ $('Enrich company').item.json.twitter.handle }}",
          "totalMoneyRaised": "={{ $('Enrich company').item.json.metrics.raised }}",
          "twitterFollowers": "={{ $('Enrich company').item.json.twitter.followers }}",
          "numberOfEmployees": "={{ $('Enrich company').item.json.metrics.employees }}"
        },
        "authentication": "oAuth2"
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "id": "WEONgGVHLYPjIE6k",
          "name": "HubSpot account"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "7215afb3-c9af-4b94-bb55-6cd95c075af5",
      "name": "Contact not found, do nothing",
      "type": "n8n-nodes-base.noOp",
      "position": [
        1380,
        600
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "97bcd33e-333b-4e2f-a450-e415c774e1b1",
      "name": "Enrich email",
      "type": "n8n-nodes-base.clearbit",
      "notes": "Enrich email",
      "onError": "continueErrorOutput",
      "position": [
        1100,
        340
      ],
      "parameters": {
        "email": "={{ $json.payload.email }}",
        "resource": "person",
        "additionalFields": {}
      },
      "credentials": {
        "clearbitApi": {
          "id": "cKDImrinp9tg0ZHW",
          "name": "Clearbit account"
        }
      },
      "notesInFlow": false,
      "typeVersion": 1
    },
    {
      "id": "1a759054-07ea-44eb-bfa5-d487630f84d0",
      "name": "Filtrer out personal emails",
      "type": "n8n-nodes-base.filter",
      "position": [
        920,
        340
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "df6da257-7ec4-4433-9d29-2f12f6f11944",
              "operator": {
                "type": "string",
                "operation": "notContains"
              },
              "leftValue": "={{ $json.payload.email }}",
              "rightValue": "@gmail.com"
            },
            {
              "id": "6a66410c-a2e8-494b-b972-751116e49418",
              "operator": {
                "type": "string",
                "operation": "notContains"
              },
              "leftValue": "={{ $json.payload.email }}",
              "rightValue": "@yahoo.com"
            },
            {
              "id": "378fbe41-0e37-4756-93ca-bf81bfe8b258",
              "operator": {
                "type": "string",
                "operation": "notContains"
              },
              "leftValue": "={{ $json.payload.email }}",
              "rightValue": "@outlook.com"
            },
            {
              "id": "fd05b842-3c11-4e1a-9226-0b0fd359ccab",
              "operator": {
                "type": "string",
                "operation": "notContains"
              },
              "leftValue": "={{ $json.payload.email }}",
              "rightValue": "@hotmail.com"
            },
            {
              "id": "6040ea5d-3c15-4513-915b-47a55c24e8a7",
              "operator": {
                "type": "string",
                "operation": "notContains"
              },
              "leftValue": "={{ $json.payload.email }}",
              "rightValue": "@icloud.com"
            },
            {
              "id": "ce67ed8b-34f9-4ba2-83d4-cc04cea090bb",
              "operator": {
                "type": "string",
                "operation": "notContains"
              },
              "leftValue": "={{ $json.payload.email }}",
              "rightValue": "@mail.com"
            },
            {
              "id": "92c043ae-72de-41d8-887b-9e94755a9060",
              "operator": {
                "type": "string",
                "operation": "notContains"
              },
              "leftValue": "={{ $json.payload.email }}",
              "rightValue": "@aol.com"
            },
            {
              "id": "377bcc07-e5a1-4e3a-a4da-4446f316a0b2",
              "operator": {
                "type": "string",
                "operation": "notContains"
              },
              "leftValue": "={{ $json.payload.email }}",
              "rightValue": "@zoho.com"
            },
            {
              "id": "c09c7057-2833-4085-8cb9-d2f28d853724",
              "operator": {
                "type": "string",
                "operation": "notContains"
              },
              "leftValue": "={{ $json.payload.email }}",
              "rightValue": "@gmx"
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "17905d5e-bdc6-4419-b10e-5f390b92f269",
      "name": "Search company",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        1980,
        140
      ],
      "parameters": {
        "limit": 1,
        "domain": "={{ $json.domain }}",
        "options": {},
        "resource": "company",
        "operation": "searchByDomain",
        "authentication": "oAuth2"
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "id": "WEONgGVHLYPjIE6k",
          "name": "HubSpot account"
        }
      },
      "typeVersion": 2,
      "alwaysOutputData": true
    },
    {
      "id": "c3eff32b-a767-4165-9424-112cb85c8949",
      "name": "Upsert lead",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        1680,
        440
      ],
      "parameters": {
        "email": "={{ $('Enrich email').item.json.email }}",
        "options": {},
        "authentication": "oAuth2",
        "additionalFields": {
          "lastName": "={{ $('Enrich email').item.json.name.familyName }}",
          "firstName": "={{ $('Enrich email').item.json.name.fullName }}"
        }
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "id": "WEONgGVHLYPjIE6k",
          "name": "HubSpot account"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "55aaa7fc-d138-499a-8246-57e978062a20",
      "name": "If person has a company",
      "type": "n8n-nodes-base.if",
      "position": [
        1380,
        340
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "1a7aad55-5f4c-4bbc-a098-90f00a29be85",
              "operator": {
                "type": "string",
                "operation": "notEquals"
              },
              "leftValue": "={{ $json.employment.domain }}",
              "rightValue": "={{ null }}"
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "372c6118-5670-4afb-8e1d-df61c24acfd3",
      "name": "Calendly Trigger",
      "type": "n8n-nodes-base.calendlyTrigger",
      "position": [
        720,
        340
      ],
      "webhookId": "9690577f-aa08-427e-9338-798c719361b1",
      "parameters": {
        "events": [
          "invitee.created"
        ]
      },
      "credentials": {
        "calendlyApi": {
          "id": "MJZuKpbZfBDXlvaH",
          "name": "Calendly account"
        }
      },
      "typeVersion": 1
    }
  ],
  "pinData": {},
  "connections": {
    "97bcd33e-333b-4e2f-a450-e415c774e1b1": {
      "main": [
        [
          {
            "node": "55aaa7fc-d138-499a-8246-57e978062a20",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "7215afb3-c9af-4b94-bb55-6cd95c075af5",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "ba694bd1-0b7a-4caa-b31a-cbde1d77e626": {
      "main": [
        [
          {
            "node": "b3ce17b4-ea85-4051-9231-67218d8586ea",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "241835fc-1369-4c67-8de2-ffc86336369f": {
      "main": [
        [
          {
            "node": "17905d5e-bdc6-4419-b10e-5f390b92f269",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "17905d5e-bdc6-4419-b10e-5f390b92f269": {
      "main": [
        [
          {
            "node": "02cd5c16-de39-4e5c-acf8-fd3287662dfb",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "372c6118-5670-4afb-8e1d-df61c24acfd3": {
      "main": [
        [
          {
            "node": "Filter out personal emails",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "55aaa7fc-d138-499a-8246-57e978062a20": {
      "main": [
        [
          {
            "node": "241835fc-1369-4c67-8de2-ffc86336369f",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "c3eff32b-a767-4165-9424-112cb85c8949",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Filter out personal emails": {
      "main": [
        [
          {
            "node": "97bcd33e-333b-4e2f-a450-e415c774e1b1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "02cd5c16-de39-4e5c-acf8-fd3287662dfb": {
      "main": [
        [
          {
            "node": "ba694bd1-0b7a-4caa-b31a-cbde1d77e626",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "b7eb2b8d-4460-4aa3-b78d-fa5d575b0577",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}

Foire aux questions

Comment utiliser ce workflow ?

Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.

Dans quelles scénarios ce workflow est-il adapté ?

Intermédiaire - Ventes, Marketing

Est-ce payant ?

Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.