Auto-Enrich and Sync Companies to HubSpot via GPT-4o-mini

👉 Use This Workflow

Workflow Description

Here’s how this Agent works:
1️⃣ Capture new company data from Google Sheets
2️⃣ Enrich company details with GPT-4o-mini
3️⃣ Check and sync company data into HubSpot
4️⃣ Update Google Sheets with enriched details

Step-by-Step Breakdown (Node View)

STEP 1 – Lead Intake from Google Sheets

• Node 1: 📥 Sheet Trigger - New Company – Monitors Google Sheets for newly added rows (new companies).
• Node 2: 🧹 Filter: Non-Empty Company Name – Ensures only rows with valid company names proceed.

STEP 2 – Company Enrichment via AI

• Node 3: 🤖 OpenAI Enrichment (GPT-4o-mini) – Generates enriched company information (industry, size, headquarters, website, etc.) based on the company name.
• Node 4: 🧾 Parse Enriched Data – Converts AI response into structured JSON for further use.

STEP 3 – HubSpot CRM Sync

• Node 5: 🔍 HubSpot: Find Company by Domain – Searches HubSpot to check if the company already exists.
• Node 6: ⚖️ Check: Company Exists in HubSpot? – Decision node to determine if a record should be created or skipped.
• Node 7: 🏢 Create Company in HubSpot – If no record exists, creates a new company entry in HubSpot with enriched details.

STEP 4 – Recordkeeping in Google Sheets

• Node 8: 🧰 Prepare Sheet Data – Structures enriched company details for consistent sheet formatting.
• Node 9: 📊 Update Google Sheet – Updates or appends the enriched and synced company details back into the Google Sheet.

Why this workflow is powerful

✅ Automates lead enrichment with accurate AI-generated data
✅ Keeps HubSpot CRM clean, avoiding duplicate records
✅ Ensures sales teams have enriched insights for better outreach
✅ Maintains a centralized record in Google Sheets for transparency
✅ Saves time by eliminating manual research and data entry