How the Automation Works

How the Automation Works

Seamless Integration Between Calendly, Clearbit, and HubSpot

Technical Workflow:

  1. Trigger: Calendly booking creates a new calendar event
  2. Filter: System identifies and processes only business emails
  3. Enrichment: Clearbit automatically researches the contact and company
  4. Data Processing: Information is formatted for CRM compatibility
  5. CRM Update: Contact and company data is created or updated in HubSpot

Key Technical Features:

  • Real-time processing ensures data is available before calls
  • Intelligent filtering prevents wasting API calls on personal emails
  • Comprehensive enrichment captures company size, funding, technologies used
  • Flexible architecture allows substitution of alternative services (different CRM, booking tool, or enrichment service)