Automatically enrich sales leads with company logos and data

Pulls company details, logos, and colors for every lead and updates Notion, ClickUp, and Google Sheets automatically.

How the work actually flows

It branches. Every path runs; all paths must finish before it continues.

Pattern: Parallel Split (2) ยท Synchronisation (3)

flowchart TD trig>"new lead added or meeting booked"]:::trig s0["find company domain from email"]:::task s1["look up company details"]:::svc s2[("log record in sheets")]:::store trig --> s0 s0 --> s1 gx{"+ where to build profile"}:::gate s1 --> gx p00["create Notion page"]:::task gx -->|"Notion profile"| p00 p10["create ClickUp task"]:::task gx -->|"ClickUp profile"| p10 jn{"+ both profiles created"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"enriched lead profile created everywhere"/]:::out pay{{"reps prepared with full company context"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA record or sheetEvery pathWaits for allResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Spreadsheet & Database OpsAPI & Webhook IntegrationProject & Task Management
Connects
Google SheetsClearbitNotionClickUp

The problem it solves

Your reps walk into calls without knowing much about the company on the other end, because looking up logos, industries, and background takes time nobody has. Lead information ends up scattered across sheets, tasks, and notes instead of living in one clean profile.

Who it fits

A sales team that wants every rep prepared with full company context before a call.

How it works

  1. A new lead is added or a meeting gets booked
  2. The system reads the lead's email to find their company domain
  3. It looks up the company's logo, industry, and brand colors
  4. A complete profile is created in Notion and ClickUp
  5. The enriched record is logged in Google Sheets for tracking
What you get

A lead profile ready for a rep to glance at

You get every new lead's company logo, industry, and brand colors filled into Notion, ClickUp, and Google Sheets automatically.

What you get

A ready-to-use lead profile with company logo, industry, and details in Notion, ClickUp, and Google Sheets.

What you need

A Google account, a Clearbit API key, and Notion and ClickUp accounts.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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Task updates in ClickUp are mirrored to a Google Sheets tracker, and vice versa, so both stay current.

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Syncs Notion task activity to Google Sheets daily and rolls it into a weekly performance summary automatically.

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Keep Google Calendar events and ClickUp tasks automatically in sync

Creates, updates, and removes ClickUp tasks automatically whenever your Google Calendar events change.

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