👉 Use This Workflow
Workflow Description
Here’s how this Agent works:
1️⃣ Capture & Standardize Leads – Collects leads from Typeform and Calendly, merges them, and standardizes the format.
2️⃣ Filter by Email Domain – Screens out free domains (like Gmail) to focus on business emails.
3️⃣ Enrich with AI – AI analyzes business domains to provide company details such as industry, size, website, and LinkedIn.
4️⃣ Sync with CRM – Enriched leads are automatically added to HubSpot CRM.
🛠️ Step-by-Step Breakdown (Node View)
STEP 1 – Capture & Standardize Leads
- Node 1: Typeform Trigger – Captures new lead data from Typeform submissions.
- Node 2: Calendly Trigger – Captures invitee details from Calendly events.
- Node 3: Merge Lead Sources – Combines Typeform and Calendly data into one pipeline.
- Node 4: Standardize Lead Data – Normalizes fields (name, email, phone, message, domain, source).
STEP 2 – Filter Leads
- Node 5: Email Domain Filter – Filters out free/public email domains to ensure business-qualified leads.
- Node 6: AI Agent – Uses AI to enrich company information (industry, size, website, LinkedIn, HQ, description).
STEP 3 – Combine & Prepare Data
- Node 7: Combine Lead + AI Output – Merges standardized lead data with AI enrichment into a single clean payload.
STEP 4 – CRM Integration
- Node 8: HubSpot CRM Integration – Pushes enriched leads into HubSpot with mapped fields for company info and LinkedIn.
💡 Why is this powerful?
- Captures leads automatically from both Typeform & Calendly.
- Normalizes and filters for higher-quality business leads.
- AI enrichment provides deeper company insights instantly.
- Fully automated sync with HubSpot CRM saves hours of manual work.
- Equips sales teams with rich, actionable lead profiles.
