How to Automate ConvertKit to HubSpot Lead Enrichment?
Description
Turn new email signups into complete CRM records without manual work. When someone subscribes, their email is checked, enriched, and sent into your CRM with company details. Best for B2B marketers who want clean data and faster follow up.
It starts when a ConvertKit event fires for a new subscriber. A filter removes personal email domains to focus on business leads. Clearbit enriches the email to find name and company domain. If a company is present, the flow enriches the company profile, then searches HubSpot by domain. A branch decides whether to create or update the company to avoid duplicates. The contact and lead are upserted in HubSpot and linked to the right company. If no company is found, the flow ends quietly.
Setup is simple. Add credentials for ConvertKit, Clearbit, and HubSpot, then map the email field from your trigger. Expect faster lead capture, fewer mistakes, and better data for sales. Useful for newsletter signups, form entries, and gated content where you want business contacts with verified company data.
Tools Required
What this workflow does?
- On subscriber event from ConvertKit starts the flow automatically
- Filter removes personal email domains so only business emails pass
- Clearbit email enrichment adds name and company domain to each lead
- Conditional check routes only leads that have a company
- Clearbit company enrichment pulls name, description, founded year, and social bio
- HubSpot search by domain prevents duplicate company records
- Branching logic creates a new company or updates the existing one
- HubSpot upserts contact and lead and links them to the company
- No operation path safely ends the run when no valid contact is found
What are the benefits?
- Reduce manual research from 20 minutes per lead to 2 minutes
- Improve data quality by up to 80 percent with enrichment
- Cut unqualified personal emails by up to 50 percent
- Prevent duplicate companies in CRM by searching domains first
- Connect ConvertKit, Clearbit, and HubSpot in one flow
- Speed up lead handoff so sales can engage the same day
How to set this up?
- Import the template into n8n: Create a new workflow in n8n > Click the three dots menu > Select 'Import from File' > Choose the downloaded JSON file.
- You'll need accounts with ConvertKit, Clearbit and HubSpot. See the Tools Required section above for links to create accounts with these services.
- Open the ConvertKit Trigger node, click Credential to connect with, choose Create new credential, then follow the on screen steps to connect your ConvertKit account. Select the subscriber event you want to listen for, such as a form or list subscription.
- Open the Clearbit nodes Enrich email and Enrich company, create new credentials, and paste your Clearbit API key from the Clearbit dashboard under API. Name the credentials clearly so you can reuse them.
- Open each HubSpot node Search company, Create company, Update company, Upsert contact, and Upsert lead. Create a new HubSpot OAuth2 credential and complete the sign in flow. Ensure the connected HubSpot user has permission to read and write contacts and companies.
- In the filter node labeled Filter out personal emails, review the domain rules and add any extra personal domains your team wants to block such as gmail.com or yahoo.com.
- Confirm the email field from ConvertKit maps into the Enrich email node input. The sticky note reminds you to map the email field from your email tool correctly.
- In the If person has company node, set the condition to check that a company domain or employment data exists from Clearbit. Only pass leads with a valid company.
- Verify the Enrich company node uses the domain from the Enrich email result. The template is set to use the employment domain field.
- Check the HubSpot Search company node is set to search by domain. Make sure the domain value comes from the Enrich company data.
- Open the If company does not exist on CRM node and confirm the true path goes to Create company and the false path goes to Update company.
- In Upsert contact, map the email from Enrich email and set the associatedCompanyId to the company id returned by HubSpot. Turn on resolve data if you want to see the full response for testing.
- In Upsert lead, map the email and name fields from Enrich email. Adjust any extra fields your sales team needs.
- Test the flow: click Test workflow in n8n, then submit a test subscription in ConvertKit to the chosen form or list. Watch the execution to confirm the company search, create or update, and contact upsert paths run as expected.
- Troubleshoot common issues: if enrichment returns no company, the run will end by design. If HubSpot rejects a field, remove or remap that field in the Create company or Update company nodes. If the trigger does not fire, confirm the correct form or list is selected in the ConvertKit Trigger node.
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