When someone books a meeting, the system captures their email, enriches the details, and sends clean records into your CRM. Sales teams get full company profiles and ready to work leads without manual research. It suits teams that rely on online bookings for demos or consultations.
An event from Calendly starts the flow. Personal email domains like gmail and yahoo are filtered out to skip low value records. Clearbit looks up the person and finds the company domain, then a company enrichment step collects firmographic details. HubSpot is searched for a matching company. If no match is found, a new company is created with description, location, year founded, and social bios. If a match exists, the profile is updated. A lead is upserted and a contact is added and linked when a new company is created.
Set up credentials for Calendly, Clearbit, and HubSpot, and map the email field from your booking data. Expect faster handoffs, less manual entry, and fewer errors on every meeting. This is ideal for SDR intake, partner calls, and inbound meetings that must be in the CRM before the call.