Lead Enrichment & CRM Sync
Automatically enrich and route leads from any source to your CRM
Capture leads from Facebook Ads, web forms, or landing pages and automatically enrich them with company data, job titles, and social profiles before syncing to your CRM. Includes lead scoring and routing rules.
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Tools You'll Need
Step-by-Step Setup Guide
Set up triggers in Zapier for each lead source: Facebook Lead Ads, Typeform, website forms, etc.
Create new Zap
Zapier → Create Zap → Search for your lead source (Facebook Lead Ads, Typeform, etc.)
Connect your account
Authorize Zapier to access your lead source → Select the specific form/ad
Test the trigger
Submit a test lead → Verify Zapier captures all fields (name, email, phone, etc.)
Create separate Zaps for each lead source to track which channels perform best
Use Clay or Clearbit to automatically append company info, job title, LinkedIn URL, and company size.
Add Clearbit/Clay action
Add step → Clearbit Enrichment OR Clay Enrich Person → Map email field
Configure enrichment fields
Select fields to return: Company Name, Company Size, Job Title, Industry, LinkedIn URL
Add fallback for missing data
Add Path step → If enrichment fails, continue without enrichment (don't block the lead)
Clearbit charges per successful enrichment (~$0.05-0.20/lookup). Set up filters to only enrich high-value leads
Add logic to score leads based on company size, job title, and engagement signals.
Add Code by Zapier step
Add step → Code by Zapier → JavaScript → Use scoring logic
Define scoring rules
Example: +20 if company size > 50, +15 if title contains "Director" or "VP", +10 if industry matches target
Output the score
Return { score: totalScore, tier: score > 50 ? "hot" : score > 25 ? "warm" : "cold" }Start simple with 3-5 scoring factors. Add complexity only after you have data on what predicts conversion
Create or update the contact in your CRM and assign to the right sales rep based on score or territory.
Add CRM action
Add step → HubSpot → Create/Update Contact → Map all enriched fields
Set lead score property
Map score to "Lead Score" property → Map tier to "Lead Status"
Add routing logic
Add Paths step → Route "hot" leads to senior rep, "warm" to SDR, "cold" to nurture sequence
Trigger notifications
Add Slack notification for "hot" leads: "🔥 Hot lead: {{name}} from {{company}} - Score: {{score}}"Use "Create or Update" to avoid duplicates. Match on email address.
Add lead source as a property to track ROI by channel
