CRM Enrichment Workflow
Enrich CRM contacts with AI-synthesised company context, ICP fit assessment, buying trigger signals and outreach angles — written back to HubSpot fields automatically. Filters personal email domains before enrichment. Clearbit provides company data; Perplexity adds optional recent signals; gpt-4o-mini synthesises the brief.
Stack
Input
- →Contact email and company domain from CRM trigger
Output
- ←Company profile, size and industry classification
- ←Technology stack and recent funding signals
- ←ICP fit assessment with reasoning
- ←Recent company signals and news summary
- ←Personalised outreach angles
- ←Enriched fields written back to CRM with timestamp
Prerequisites
- 1.HubSpot with API access and custom enrichment properties configured
- 2.n8n instance (cloud or self-hosted)
- 3.OpenAI API key
- 4.Clearbit API key
- 5.Slack workspace for rep notifications
Implementation
- 1
Trigger when a new contact is created in HubSpot, or run a daily batch for unenriched contacts
- 2
Filter contacts with personal email domains (Gmail, Hotmail, etc.) before enrichment — these produce irrelevant company data
Full implementation flow available to Operators
Operator workflows include deployable implementation systems, advanced prompt architectures, and operational setup assets.
Outcomes
- ✓Eliminate manual research before every sales call or outreach sequence
- ✓Consistent, structured enrichment data across the entire pipeline
- ✓AI-generated outreach angles reduce cold outreach effort significantly
- ✓Keep CRM data fresh as contacts and companies evolve over time
Built for
- 1.SDR teams enriching inbound leads before first outreach
- 2.Account executives preparing for discovery calls and first meetings
- 3.RevOps teams maintaining data quality and completeness across the CRM
- 4.Marketing teams segmenting contacts for account-based campaigns
Included prompt
A reusable AI prompt ships with this workflow. Open it to read, copy and adapt.
Deploy
Download the starter template, import into your automation platform, then connect credentials and test.
Files
Operational notes
Operational notes — Operator
Implementation insights, edge cases, and production tips from the Kairox team.