n8n Workflow: Automated Lead Intelligence Enrichment & Sync

This n8n workflow automates the process of enriching lead data from a Google Sheet using Clearbit, and then synchronizing this enriched data to Notion and ClickUp. It's designed to streamline lead management, ensuring your sales and marketing teams have access to comprehensive, up-to-date company and contact information across their preferred tools.

What it does

This workflow performs the following steps:

1. Manual Trigger: The workflow is initiated manually, allowing for on-demand execution.
2. Google Sheets Read: It reads data from a specified Google Sheet, likely containing initial lead information such as company names or domains.
3. Clearbit Enrichment (HTTP Request): For each lead, it makes an HTTP request to the Clearbit API to enrich the data with detailed company and contact intelligence.
4. Data Transformation (Function): A Function node processes the data received from Clearbit, likely extracting relevant fields and formatting them for subsequent steps.
5. Conditional Logic (If): It evaluates the enriched data using an If node. This likely checks if the Clearbit enrichment was successful or if certain key data points were found.
6. Merge Data: It merges the original lead data with the newly enriched data, ensuring all information is consolidated.
7. Notion Database Update (Conditional): If the Clearbit enrichment was successful (or met specific criteria), it creates or updates an entry in a Notion database with the enriched lead information.
8. ClickUp Task Creation (Conditional): Similarly, if the enrichment was successful, it creates a new task in ClickUp, potentially assigning it to a sales representative or marking it for follow-up based on the enriched data.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Instance: A running n8n instance.
• Google Sheets Account: With a spreadsheet containing your lead data.
• Clearbit API Key: For enriching company and contact information. This will be used in the HTTP Request node.
• Notion Account: With a database set up to receive lead information.
• ClickUp Account: With a workspace and list where tasks will be created.
• n8n Credentials: Configured credentials for Google Sheets, Notion, and ClickUp within your n8n instance.

Setup/Usage

1. Import the Workflow: Download the provided JSON and import it into your n8n instance.
2. Configure Credentials:
   • Set up your Google Sheets credential.
   • Set up your Notion credential.
   • Set up your ClickUp credential.
3. Configure Google Sheets Node (Node 18):
   • Specify the Spreadsheet ID and Sheet Name where your lead data resides.
   • Ensure the column headers match what the workflow expects for Clearbit lookups (e.g., "Company Domain").
4. Configure Clearbit HTTP Request Node (Node 19):
   • Replace the placeholder for your Clearbit API Key in the HTTP Request node's authentication or headers.
   • Verify the Clearbit API endpoint and parameters are correctly configured for your enrichment needs.
5. Configure Notion Node (Node 487):
   • Specify the Database ID in Notion where you want to add/update lead information.
   • Map the incoming enriched data fields to your Notion database properties.
6. Configure ClickUp Node (Node 129):
   • Specify the Workspace ID and List ID where new tasks should be created.
   • Map the incoming enriched data fields to ClickUp task fields (e.g., task name, description, custom fields).
7. Review Function and If Nodes (Nodes 14 and 20):
   • The Function node (Node 14) contains custom JavaScript logic for data transformation. Review and adjust it if your Clearbit response structure or desired output format differs.
   • The If node (Node 20) defines the conditions for routing data to Notion and ClickUp. Adjust these conditions based on your criteria for successful enrichment and subsequent actions.
8. Activate the Workflow: Once configured, activate the workflow. You can then trigger it manually to process your leads.