Automate Your Lead Enrichment with Google Sheets and API Integrations

In today’s data-driven sales environment, automating lead enrichment is essential for efficiency. By leveraging Google Sheets in conjunction with various APIs like Clearbit, Notion, and ClickUp, teams can enhance their lead data significantly. This comprehensive guide will walk you through the process of setting up your lead enrichment automation.

Setting Up Google Sheets for Lead Data

Your first step is to prepare a Google Sheet that includes essential columns:

• Name
• Email
• Company
• Status
• Domain

Each lead will be enriched with additional data, making it easier for your sales team to prepare for discovery calls.

Utilizing Clearbit for Company Enrichment

With your Clearbit Logo & Company Enrichment API access, you can extract valuable company information. Here’s how to do it:

• Extract the company domain from each lead’s email.
• Connect to Clearbit APIs to fetch:
• Logo
• Industry
• Brand colors
• Company metadata

“Using Clearbit APIs greatly enhances our understanding of potential customers.”

Integrating with Notion and ClickUp

After fetching the enriched data, you can:

• Format the enriched data and create a new profile entry in Notion.
• Create or update a ClickUp task with the enriched lead details for better task management.

Tracking and Reporting in Google Sheets

As you enrich the data, appending this information back to Google Sheets enables efficient tracking and reporting.

Advanced Enrichment with LinkedIn and Crunchbase

For a deeper understanding of your leads, consider extending your enrichment process using the LinkedIn or Crunchbase APIs.

Real-Time Notifications and Auto-Assignment

Automatically notify your team via Slack or Telegram when enrichment is complete. Additionally, you can:

• Auto-assign leads based on industry or geography.
• Sync seamlessly with popular CRM platforms such as HubSpot, Salesforce, and Zoho.

Benefits for Sales Teams

This automation process caters to:

• Sales teams preparing for discovery calls
• SDRs handling lead qualification
• Account Managers seeking full company context
• Businesses that value data-driven sales preparation

By automating lead enrichment, your team can now focus more on strategies rather than manual data entry, improving efficiency and sales outcomes.

For more insights on how to enhance your operations through automation, check our AI and Automation services

Ready to take your lead management to the next level? Reach out to us at hello@backrun.us or visit Backrun today!