CRM Automation

Automatically capture leads from various sources, enrich them with additional data, and push them to your CRM — all without writing code.

Use Case

A new lead fills out a form on your website. You want to:

  1. Capture the lead data
  2. Enrich it with company information
  3. Create a contact in your CRM
  4. Notify your sales team

Step 1: Set Up a Trigger

Start by adding a Webhook Trigger node to your workflow. This gives you a unique URL that your website form can send data to.

  1. Open the workflow builder
  2. Add a Webhook Trigger node
  3. Copy the webhook URL
  4. Configure your website form to POST data to this URL

Step 2: Add Data Enrichment

Add an HTTP Utilities node after the trigger to call an enrichment API (such as Clearbit or similar).

  1. Add an HTTP Utilities node
  2. Set the method to GET
  3. Map the lead’s email from the trigger output into the API request
  4. The response will include company name, industry, and other details

Step 3: Push to Your CRM

Add a CRM node (e.g. HubSpot, Salesforce, or Pipedrive) to create a new contact.

  1. Add your CRM node
  2. Select the Create Contact action
  3. Map the enriched fields into the CRM fields:
    • Name
    • Email
    • Company
    • Industry

Make sure you have already set up a Connection for your CRM before using the node.

Step 4: Notify Your Sales Team

Add a notification node to alert your team about the new lead.

  1. Add a Gmail or Webex node
  2. Compose a message with the lead details
  3. Map the relevant fields into the message body

Step 5: Test and Publish

  1. Click Test to run the workflow with sample data
  2. Check each node’s output in the Execution log
  3. Once everything works, click Publish to activate the workflow

Best Practices

  • Use a Data Validator node after the trigger to ensure required fields (email, name) are present
  • Add error handling with a Router node to catch API failures
  • Use the Delay Utilities node if your enrichment API has rate limits