Automated Person Data Enrichment and CRM Update with Airtop & HubSpot

Overview

This workflow automates the enrichment of person data collected via form submissions and seamlessly updates records in HubSpot CRM, leveraging Airtop for data processing. It ensures that every new contact or lead is thoroughly analyzed and enhanced before being stored in the CRM.

Key Features

• Form Trigger: Initiates the workflow upon new form submissions.
• Data Enrichment: Extracts and processes person information, calculating Ideal Customer Profile (ICP) metrics using Airtop.
• Aggregation & Field Editing: Aggregates relevant data and standardizes fields for consistency.
• CRM Integration: Automatically saves enriched data into HubSpot, ensuring up-to-date CRM records.
• Workflow Modularity: Supports execution by other workflows for flexible automation.

Benefits

• Enhanced Data Quality: Ensures CRM entries are complete and enriched for better segmentation and targeting.
• Time Savings: Eliminates manual data entry and enrichment, reducing errors and freeing up staff time.
• Seamless Integration: Connects form data, Airtop processing, and HubSpot CRM in a unified automation.

Use Cases

• Automating lead enrichment and qualification for sales teams.
• Keeping CRM data accurate and actionable for marketing campaigns.
• Streamlining onboarding processes by ensuring all contact data is validated and enriched.