Clearbit and HTTP Request integration

This workflow automatically captures, enriches, scores, and routes website leads in real-time, scheduling high-intent prospects for demos within minutes instead of hours—dramatically improving conversion rates by eliminating response delays. What Makes This Different: Real-Time Lead Processing** - Captures and processes leads instantly from website forms with zero delay Intelligent Fit Scoring** - Automatically scores leads 0-100 based on company size, seniority, and revenue Dual-Track Routing** - High-intent leads (60+) get fast-track treatment, others follow standard nurture Live Calendar Integration** - Shows actual available Calendly slots, not fake placeholders Automated Sales Alerts** - Posts rich lead details to Slack with booking links instantly Smart Follow-Up** - Sends fallback email if sales team doesn't respond within 10 minutes Complete CRM Automation** - Creates HubSpot contacts and deals automatically with enriched data Full Audit Trail** - Logs everything to Google Sheets for analytics and reporting Key Benefits of Instant Lead Response: Speed** - Minutes from form submission to scheduled demo, not hours or days Conversion** - Respond while leads are hot, dramatically improving booking rates Automation** - Zero manual work—enrichment, scoring, routing, and follow-up all automatic Intelligence** - Data-driven scoring ensures sales focuses on best-fit prospects Accountability** - Complete logging shows response times and follow-up actions Scalability** - Handles unlimited lead volume without adding sales admin work Who's it for This template is designed for B2B SaaS companies, sales teams, and revenue operations professionals who need to convert website leads faster. It's perfect for organizations that lose deals due to slow response times, want to prioritize high-intent prospects, need to automate CRM data entry, or want to ensure no hot lead falls through the cracks while sales is busy. How it works / What it does This workflow creates an end-to-end lead-to-meeting pipeline that automatically processes inbound leads and schedules high-intent prospects for demos. The system: Receives lead submissions via webhook from website forms or chat widgets Normalizes data from different form providers into a standard format Enriches contact information using Clearbit to get company size, revenue, job title, and industry Calculates fit score (0-100) based on company metrics: size (40 pts), seniority (30 pts), revenue (30 pts) Routes intelligently - High-intent leads (60+) → fast track | Standard leads → nurture channel Creates CRM records - Automatically creates/updates HubSpot contact and deal with enriched data Fetches real availability - Gets actual available Calendly demo slots via API (next 7 days) Alerts sales team - Posts formatted message to Slack with lead details and booking links Monitors response - Waits 10 minutes and checks if sales replied in Slack thread Sends fallback email - Automatically emails lead with self-service booking link if no response Logs everything - Records all data to Google Sheets for reporting and analytics Key Innovation: Smart Follow-Up Automation - Unlike basic lead capture workflows, this system ensures accountability by automatically following up with leads if the sales team is unavailable, preventing lost opportunities while maintaining a professional response time. How to set up Configure API Credentials Add the following credentials in n8n: Clearbit (Lead Enrichment) Create account at clearbit.com Generate API key from Settings → API Add as "Clearbit API" credential in n8n HubSpot (CRM Integration) Create private app in HubSpot Settings → Integrations → Private Apps Grant scopes: crm.objects.contacts.write, crm.objects.deals.write Copy app token Add as "HubSpot App Token" credential in n8n Calendly (Calendar Availability) Create OAuth app at calendly.com/integrations/api_webhooks Configure OAuth2 credentials in n8n Set environment variable: CALENDLY_USER_URI with your user URI Get this from: https://api.calendly.com/users/me (returns your user URI) Slack (Team Notifications) Create Slack app at api.slack.com/apps Add Bot Token Scopes: channels:read, chat:write, channels:history Install app to workspace and copy Bot User OAuth Token Add as "Slack API" credential in n8n Update channel names in nodes: change "hot-leads" and "leads" to your actual channel names SendGrid (Email Fallback) Create account at sendgrid.com Generate API key from Settings → API Keys Verify sender email address Add as "SendGrid API" credential in n8n Update "from" email in "Send Fallback Email" node Google Sheets (Activity Logging) Create Google Cloud project and enable Sheets API Configure OAuth2 credentials in n8n Create a Google Sheet with columns matching the workflow Replace YOUR_GOOGLE_SHEET_ID in "Log to Google Sheets" node with your actual sheet ID Customize Fit Scoring Logic Edit the "Calculate Fit Score" node to match your ideal customer profile: Default Scoring: Company size 50-5,000 employees = 40 points Executive/Director seniority = 30 points Annual revenue ≥ $1M = 30 points Total possible:* 100 points | High-intent threshold:* 60+ points To Customize: Adjust company size ranges based on your target market Change seniority requirements (C-level, VP, Manager, etc.) Modify revenue thresholds Update the 60-point threshold for high-intent routing Set Up Webhook Endpoint Get Webhook URL: Activate the workflow Copy webhook URL from "Lead Form Webhook" node URL format: https://your-n8n-instance.com/webhook/demo-request Configure Form Provider: Point your website form POST request to the webhook URL Send JSON body with fields: email, name, company, phone, utm_source, utm_campaign, page_url, message Or map your existing form fields to these names in "Normalize Lead Data" node Example Form Integration: // HTML Form fetch('https://your-n8n.com/webhook/demo-request', { method: 'POST', headers: {'Content-Type': 'application/json'}, body: JSON.stringify({ email: '[email protected]', name: 'John Doe', company: 'Acme Inc', phone: '+1234567890', utm_source: 'google', page_url: window.location.href }) }) Test the Workflow Initial Test: Activate the workflow Submit test lead via webhook (use Postman or curl) Verify Clearbit enrichment returns data Check HubSpot for created contact and deal Confirm Slack notification appears in correct channel Verify Google Sheet receives log entry Response Test: Wait 10 minutes after Slack notification Check if "Check Slack Replies" detects no response Verify fallback email sends via SendGrid Confirm lead receives booking email with Calendly link Calendly Test: Verify "Get Calendly Event Types" finds your Demo event Check "Get Available Demo Slots" returns actual time slots Confirm booking URLs work and pre-fill time selection Monitor and Optimize Key Metrics to Track: Time from form submission to Slack notification (target: <30 seconds) Sales response rate within 10 minutes Fallback email send rate (lower is better) High-intent lead conversion rate (booked → closed) Average fit score of closed deals Optimization Tips: Adjust fit score weights based on actual conversion data Tune the 60-point threshold for high-intent routing Customize Slack message format for your team's workflow Modify wait time (10 minutes) based on team availability Add custom fields to Google Sheet for additional tracking Requirements n8n Instance: n8n Cloud or self-hosted (v1.0+) Code node execution enabled Webhook functionality active External Services: Clearbit** - Enrichment API (paid service, free trial available) HubSpot** - CRM with API access (free tier available) Calendly** - Scheduling platform with API access (paid plans) Slack** - Workspace with bot integration capability SendGrid** - Email API (free tier: 100 emails/day) Google Sheets** - Google account with Sheets API enabled Technical Requirements: Public webhook endpoint (HTTPS) Environment variable support for sensitive data OAuth2 authentication capability Minimum 256MB RAM for code node execution Data Privacy: Ensure GDPR/CCPA compliance for lead data storage Review data retention policies for all connected services Configure appropriate data handling in Google Sheets Add privacy policy link to email templates Tips and best practices Fit Scoring: Start with default scoring, then optimize based on actual conversion data Review monthly: which scores convert best? Adjust weights accordingly Consider adding industry filters for vertical-specific targeting Test different thresholds (50, 60, 70) to find optimal balance Lead Response: Keep 10-minute wait time during business hours Consider longer wait for after-hours leads (use schedule trigger) Customize Slack urgency based on fit score (🔥 for 80+, ⚡ for 60-79) Add @mentions in Slack for specific team members based on lead attributes Calendar Management: Use dedicated "Demo" event type in Calendly for consistent detection Ensure event name includes "demo" (case-insensitive) for workflow to find it Set appropriate buffer times between meetings in Calendly settings Review availability regularly to maintain high slot count Error Handling: All critical nodes have onError: continueRegularOutput to prevent workflow stops Monitor execution logs daily for failed enrichments or CRM errors Set up n8n error workflow to alert on consistent failures Keep fallback booking URL updated in case Calendly API fails Performance: Webhook responds immediately (within 2 seconds) even while processing continues Clearbit enrichment can take 3-5 seconds—this is expected Consider batching Google Sheets updates if processing >100 leads/day Monitor n8n resource usage; Code nodes can be memory-intensive Privacy and Compliance: Add unsubscribe link to fallback emails Include data handling disclosure in form Set Google Sheet permissions appropriately (team only) Review Clearbit's data sources for compliance requirements Configure data retention in HubSpot to match your policy Customization Ideas: Add SMS notification for ultra-high fit scores (90+) Integrate with territory routing (route to specific sales rep by region) Add lead source scoring (paid > organic > referral) Create separate tracks for different product lines Build competitor mention detection in form messages Add qualification questions that influence fit score

How it works This Lead Capture & Auto-Qualification workflow transforms raw leads into qualified prospects through intelligent automation. Here's the high-level flow: Lead Intake → Data Validation → Enrichment → Scoring → Smart Routing → CRM Integration & Notifications The system captures leads from any source, validates the data, enriches it with company intelligence, scores based on qualification criteria, and automatically routes high-value prospects to sales while nurturing lower-priority leads. Set up steps Time to set up: Approximately 30-45 minutes Prerequisites: Active accounts with HubSpot, Clearbit, Apollo, and Slack Step 1: Import Workflow (2 minutes) Copy the workflow JSON and import into your n8n instance The workflow will appear with all nodes and sticky note documentation Step 2: Configure Environment Variables (5 minutes) Set these in your n8n environment: APOLLO_API_URL SLACK_SALES_CHANNEL_ID SLACK_MARKETING_CHANNEL_ID CRM_ASSIGNMENT_URL Step 3: Set Up API Credentials (15 minutes) Create credential connections for: Clearbit API (enrichment) Apollo API (HTTP Header Auth) HubSpot API (CRM integration) Slack API (notifications) Step 4: Customize Scoring Logic (10 minutes) Review the qualification criteria in the Code node Adjust scoring weights based on your ideal customer profile Modify industry targeting and company size thresholds Step 5: Test & Activate (8 minutes) Send test webhook requests to validate the flow Verify CRM contact creation and Slack notifications Activate the workflow for live lead processing

This automated n8n workflow generates social media briefs for sales meetings by integrating with Google Calendar, enriching attendee data, and leveraging AI to summarize social media activity. The system delivers formatted summaries via email and WhatsApp to support sales preparation. Good to Know The workflow triggers daily at 5 AM Attendee data enrichment enhances meeting context AI-driven insights improve sales readiness Summaries are sent via email and WhatsApp How It Works Schedule Trigger - 5 AM** - Initiates the workflow daily at 5 AM Initialize Workflow** - Sets up the workflow manually Fetch Today's Meetings from Google Calendar** - Retrieves scheduled meetings for the day Extract Attendees Email Domains** - Identifies email domains of meeting attendees Loop Through Attendees** - Iterates through each attendee for processing Split Attendee Details** - Separates individual attendee details Enrich Attendee Company Enrichment** - Enhances data with company information Wait for Company Enrichment** - Pauses to ensure company data is processed Check Enrichment Status** - Verifies the status of enriched data Fetch Latest LinkedIn Posts** - GET request to fetch LinkedIn posts Extract Key Post Insights** - Extracts key insights from social media posts Summarize Social Activity with AI** - Summarizes social media activity using AI Merge Summary with (Decide)** - Combines summary with other data Format Email Summary for Complete Chat** - Formats the summary for email Wait Before Sending** - Adds a delay before sending Generate HTML Email Template** - Creates an HTML email template Send via Gmail** - Sends the email summary Send WhatsApp Message** - Sends the summary via WhatsApp How to Use Import the workflow into n8n Configure Google Calendar API credentials Set up LinkedIn API or scraping credentials Configure email and WhatsApp credentials Test the workflow with a sample meeting to verify data flow Adjust the trigger time or delay as needed Requirements Google Calendar API credentials LinkedIn API or scraping access Email service credentials (Gmail, SMTP, etc.) WhatsApp API or integration credentials Customizing This Workflow Modify the trigger time in the Schedule Trigger node to suit your schedule Adjust the Wait nodes to optimize data processing Customize the AI summarization logic in the Summarize Social Activity node for specific insights

Use Case This workflow is beneficial when you're automatically adding new leads to your Pipedrive CRM. Usually, you'd have to manually review each lead to determine if they're a good fit. This process is time-consuming and increases the chances of missing important leads. This workflow ensures every new lead is promptly evaluated upon addition. What this workflow does The workflow runs every 5 minutes. On every run, it checks your new Pipedrive leads and enriches them with Clearbit. It then marks items as enriched and checks if the company of the new lead matches certain criteria (in this case if they are B2B and have more than 100 employees) and sends a Slack alert to a channel for every match. Pre Conditions You must have Pipedrive, Clearbit, and Slack accounts. You also need to set up the custom fields Domain and Enriched at in Pipedrive. Setup Go to Company Settings -> Data fields -> Organization and add Domain as a custom field Go to Company Settings -> Data fields -> Leads and add Enriched at as a custom date field Add your Pipedrive, Clearbit and Slack credentials. Fill the setup node below. To get the ID of your custom domain fields, simply run the Show only custom organization fields and Show only custom lead fields nodes below and copy the keys of your domain, and enriched at fields. How to adjust this workflow to your needs Modify the criteria to suit your definition of an interesting lead. If you only want to focus on interesting leads in Pipedrive, add a node that archives all others. This workflow was built using n8n version 1.29.1

How it works It’s very important to come prepared to Sales calls. This often means a lot of manual research about the person you’re calling with. This workflow delivers a summary of the latest social media activity (LinkedIn + X) for businesses you are about to interact with each day. Scans Your Calendar**: Each morning, it reviews your Google Calendar for any scheduled meetings or calls with companies based on each attendee email address. Fetches Latest Posts**: For each identified company, it fetches recent LinkedIn and X posts and summerizes them using AI to deliver a qucik overview for a busy sales rep. Delivers Insights**: You receive personalized emails via Gmail, each dedicated to a company you’re meeting with that day, containing a reminder of the meeting and a summary of company's recent social media activity. Setup steps The workflow requires you to have the following accounts set up in their respective nodes: Google Calendar GMail Clearbit OpenAI Besides those, you will need an account on the RapidAPI platform and subscribe to the following APIs: Fresh LinkedIn Profile Data Twitter Email example

How it works It’s very important to come prepared to Sales calls. This often means a lot of manual research about the person you’re calling with. This workflow delivers the latest social media activity (LinkedIn + X) for businesses you are about to interact with each day. Scans Your Calendar**: Each morning, it reviews your Google Calendar for any scheduled meetings or calls with companies based on each attendee email address. Fetches Latest Posts**: For each identified company, it fetches recent LinkedIn and X posts Delivers Insight**s: You receive personalized emails via Gmail, each dedicated to a company you’re meeting with that day, containing a reminder of the meeting, list of posts categorized by the social media platform, and direct links to posts. Setup steps The workflow requires you to have the following accounts set up in their respective nodes: Google Calendar GMail Clearbit Besides those, you will need an account on the RapidAPI platform and subscribe to the following APIs: Fresh LinkedIn Profile Data Twitter Email example