
How the Automation Works
A three-step process for complete lead enrichment
The Technical Flow:
- Capture: ConvertKit trigger automatically detects new subscribers
- Filter & Enrich: System intelligently filters personal emails, then uses Clearbit to append detailed contact and company data
- Synchronize: Enriched lead data is formatted and upserted to HubSpot CRM
Setup is simple - just connect your ConvertKit, Clearbit, and HubSpot credentials, then the workflow handles everything automatically. The system is flexible and can be adapted to work with alternative enrichment tools and CRM platforms.