Description
Give your sales team a competitive edge with this Lead Profile Enrichment automation! This workflow automatically enriches lead data by fetching company details, logos, and brand colors, then syncs everything into Notion, ClickUp, and Google Sheets—ensuring your reps walk into every call fully prepared.
With domain lookups, Clearbit API integration, and seamless updates across platforms, you’ll always have a complete 360° profile of every lead—without the manual research.
What This Template Does (Step-by-Step)
📋 Pulls lead details from Google Sheets
🕒 Triggers enrichment when a meeting is booked or a rep is assigned
🔗 Extracts company domain from the lead’s email
🏢 Fetches company logos & metadata via Clearbit APIs
🎨 Assigns brand colors & industries for visual consistency
📝 Creates enriched profiles in Notion & ClickUp with full lead context
📊 Appends enriched records to Google Sheets for logging & history
Prerequisites
Step-by-Step Setup
Customization Ideas
Key Benefits
✅ Saves time on manual research
✅ Provides sales reps with complete lead profiles instantly
✅ Ensures consistent logos, colors, and metadata
✅ Keeps data synchronized across Notion, ClickUp, and Sheets
Perfect For