Lead Research → Contact Enrichment → CRM Update
Research potential leads across multiple websites, enrich contact data with AI, and automatically update your sales CRM with qualified prospects.
Workflow Steps
Aera Browser
Research target company websites
Use Aera to browse target company websites, LinkedIn pages, and industry directories to gather company information, employee counts, recent news, and technology stack details.
Clay
Enrich contact and company data
Import the researched companies into Clay to find email addresses, phone numbers, and additional company details like revenue, funding, and key decision makers.
ChatGPT
Score and qualify leads with AI
Use ChatGPT to analyze the enriched data and score each lead based on ideal customer profile criteria, company size, technology needs, and buying signals. Generate qualification notes.
Zapier
Filter and route qualified leads
Set up Zapier to automatically filter leads based on AI scores, routing high-potential prospects to immediate follow-up and lower-scored leads to nurture campaigns.
HubSpot
Create enriched contact records
Automatically create new contact and company records in HubSpot with all enriched data, AI qualification scores, and personalized notes for sales team follow-up.
Workflow Flow
Step 1
Aera Browser
Research target company websites
Step 2
Clay
Enrich contact and company data
Step 3
ChatGPT
Score and qualify leads with AI
Step 4
Zapier
Filter and route qualified leads
Step 5
HubSpot
Create enriched contact records
Why This Works
Combines intelligent web research with data enrichment and AI scoring to create a fully automated lead qualification pipeline that delivers sales-ready prospects.
Best For
Lead generation and qualification for B2B sales teams
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