AI Lead Enrichment Agent: HubSpot to Salesforce with Explorium

Unlock Enriched Leads and Streamlined Sales with this AI Agent

This AI Agent automates the process of taking new contacts from HubSpot, enriching their data using Explorium's AI-powered prospect matching and information services, and then creating comprehensive, high-quality lead records in Salesforce. It's designed to give your sales team a head start with well-vetted, detailed prospect information.

This AI Agent's abilities include:

• Automated Contact Ingestion: Seamlessly pulls new contact data from HubSpot as soon as it's created or updated.
• AI-Powered Prospect Enrichment: Leverages Explorium's intelligence graph to match prospects and append valuable data points such as verified email addresses, phone numbers, and professional details.
• Intelligent Data Routing: Channels enriched data directly into Salesforce to create new, detailed lead records.

Key Features & Benefits

• Real-time Enrichment: New HubSpot contacts are processed and enriched on the fly.
• Deep Data Insights: Utilizes Explorium's AI to match contacts against a vast dataset, finding and validating prospect information.
• Enhanced Lead Quality: Feeds Salesforce with more complete and accurate lead profiles, improving sales team efficiency and conversion rates.
• Streamlined Sales Handoff: Automates the often manual task of data enrichment between marketing (HubSpot) and sales (Salesforce).
• Efficient Bulk Operations: Capable of handling bulk enrichment for multiple prospects simultaneously.
• Customizable Data Transformation: Includes a code node to flatten, format, and map data precisely to your Salesforce lead fields.
• Error Awareness: The original workflow includes a filter for matched prospects, which can be activated to ensure only valid matches proceed.

• An n8n instance (Cloud or self-hosted).
• HubSpot credentials (App Token or OAuth2 for triggering on new contacts and fetching contact data).
• Explorium API Key (obtained from Explorium, used with Generic Header Auth: Authorization Header, Value: Bearer YOUR_API_KEY).
• Salesforce credentials (OAuth2 or Username/Password for creating new lead records).

1. Download the n8n workflow JSON file.
2. Import the workflow into your n8n instance.
3. Configure the 'HubSpot Trigger' node (listens for new contacts) and the 'HubSpot' node (fetches contact details) with your HubSpot credentials.
4. In the 'Match prospect' HTTP Request node (sends contact data to Explorium's match API), set up Authentication using Generic Header Auth. Use Authorization for the Header and Bearer YOUR_EXPLORIUM_API_KEY for the Value, linking to your Explorium credential.
5. Similarly, configure the 'Explorium Enrich Contacts Information' and 'Explorium Enrich Profiles' HTTP Request nodes with your Explorium API Key credential.
6. Configure the 'Salesforce' node with your Salesforce credentials to allow lead creation.
7. Review the 'Filter' node. It's deactivated by default in the template. If you need to ensure only prospects with a valid prospect_id proceed, activate this node and adjust its conditions as needed.
8. Examine the 'Code - flatten' node. This node prepares the data for Salesforce. You might need to customize the JavaScript to map Explorium fields correctly to your specific Salesforce lead object properties and handle any data transformations.
9. Activate the workflow.