Enrich Salesforce records for HubSpot
This play triggers when a new record is created in Salesforce, enriches the associated company using Lusha Connect, conditionally expands enrichment with Lusha Prospecting when needed, and creates a corresponding engagement in HubSpot to activate workflows.
The result: Salesforce records stay enriched and HubSpot workflows fire with accurate, up-to-date company intelligence.
Why this works
When Salesforce and HubSpot aren’t synced with the same company context, teams lose trust in data. Records drift, workflows misfire, and reporting breaks.
This play enriches company data once and propagates it downstream—so both systems operate on the same, reliable firmographic foundation.
What you get
- Real-time trigger on new Salesforce record creation
- Company enrichment via Lusha (industry, size, HQ, revenue range, funding stage where available)
- Conditional prospecting enrichment if company data is incomplete
- HubSpot workflow activation tied to enriched company context
- Consistent company data across Salesforce and HubSpot
How to set it up
Connect your apps in Workato
Ensure active connections for:
- Salesforce: permission to read new records
- Lusha: API access for company and contact enrichment
- HubSpot: permission to create engagements and trigger workflows
Configure the Salesforce trigger
Confirm:
- Object type (Lead, Account, or custom object)
- Trigger on new record creation
Best practice: Limit triggers to records with a company context to avoid unnecessary enrichment.
Configure Lusha company enrichment
Map identifiers:
- Company domain (preferred)
- Company name
- Salesforce company ID (if available)
This step returns verified firmographic data.
Review conditional logic
If company enrichment succeeds:
- Skip prospecting steps
If company data is missing or incomplete: - Proceed to contact-level prospecting enrichment
This keeps the workflow efficient.
Configure HubSpot engagement creation
Map enriched fields to:
- Associate the engagement with the correct company or contact
- Trigger the appropriate HubSpot workflow
Tip: Use engagement type or notes to indicate “Lusha Enriched” for visibility.
Test end-to-end
Create a test Salesforce record and confirm:
- Company enrichment completes
- Prospecting steps run only when needed
- HubSpot engagement is created
- Relevant workflows are triggered
What to do next
- Add deduplication logic: Skip companies already enriched recently to save credits.
- Sync enriched fields back to Salesforce: Keep Salesforce as the system of record for firmographics.
- Branch workflows by segment: Trigger different HubSpot workflows based on company size or industry.
- Monitor enrichment coverage: Track how many Salesforce records have complete company data.
- Expand to ABM motions: Enrich multiple contacts once high-value accounts are identified.
The goal: Company enrichment should happen once—and power every system downstream. This play keeps Salesforce enriched and HubSpot workflows aligned, so teams operate on a single, trusted source of company truth.
No FAQ items available at this time.
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