Why Manual Data Entry Is Holding You Back
If your team is still Googling companies and manually updating CRM records, you’re wasting hours every week. Clean, accurate data is the foundation of successful HubSpot adoption, but maintaining it shouldn’t be a full-time job.
HubSpot’s Built-In Data Enrichment Tools
A few years ago, HubSpot acquired Clearbit, a leading data enrichment platform, and recently integrated many of its features directly into the HubSpot Smart CRM. That means your portal can now automatically fill in company details like:
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Industry
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Company size
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Location
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Website and social links
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Key technologies used
You’ll find these tools under Data Management → Data Enrichment Settings.
Here’s what you can automate in seconds:
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Automatically enrich new records
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Continuously enrich existing records
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Enrich recently engaged contacts
Even better: these global enrichment settings are now free and unlimited.
Conversational Enrichment
HubSpot now uses AI to read unstructured data (such as emails and notes) and update structured data in your CRM automatically. For example, it can:
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Detect job title changes in email signatures
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Identify return-to-office dates
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Extract new contacts copied on email threads
This transforms your CRM into a living, breathing system that evolves with every interaction.
Pro Tip: Combine Enrichment with Workflows
You can go a step further by triggering enrichment through workflows.
Example: when a company becomes a lead, automatically:
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Enrich the record
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Generate a summary using HubSpot AI
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Update key fields with the latest data
This ensures your sales team always has accurate, context-rich information before they reach out.
Use Cases with Data Agent
The Data Agent tool lets you use natural language prompts to automate custom data updates. For instance:
“Determine if this contact is interested in HubSpot onboarding or migration services.”
HubSpot will read form submissions, notes, or messages and populate your CRM accordingly.
Why It Matters
The biggest barrier to CRM adoption is data maintenance. When a CRM feels like extra work, users resist it. By automating enrichment, you remove that friction and empower teams to focus on selling, serving, and growing — not typing.
Use Case Example
A professional services firm used HubSpot enrichment to automatically pull company details when a new lead was added. Combined with AI-generated summaries, their BDR team reduced manual research time by 80%.
The Bottom Line
A self-regulating CRM is no longer futuristic — it’s here. Automate your enrichment settings, explore workflows, and let HubSpot keep your data clean and actionable.
Ready to Put HubSpot to Work for You?
At The Gist Inbound, we help businesses set up HubSpot the right way, from automation like this to complete CRM builds and inbound marketing strategies. If you want to scale your growth without adding more to your plate, let’s talk.
Work with us.
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