B2B_LEAD_ENRICHER

# B2B Lead Enrichment & Dossier Generator: DIY Installation Manual

Welcome to your **B2B Lead Enrichment & Dossier Generator Business-in-a-Box**! This manual outlines step-by-step instructions to build an automated intelligence engine that turns simple email inquiries (e.g., `jeff@amazon.com`) into highly detailed B2B sales briefings automatically.

Instead of your sales team wasting 15 minutes researching a prospect's company size, tech stack, funding, and executives before a discovery call, this pipeline scrapes and pulls data via enrichment APIs, registers details in your CRM, and alerts your team via a formatted Slack notification in seconds.

You will build this pipeline using **Make.com**, a B2B lead capture form (e.g., Tally, Elementor, Typeform), an enrichment tool (e.g. **Clearbit API**, **Lusha**, or a custom **OpenAI Search Scraper**), **HubSpot CRM** (or Notion), and **Slack**.

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## 📋 Prerequisites & Accounts Needed
Ensure you have set up the following:
1. **B2B Intake Form:** Collecting the client's corporate email address.
2. **Make.com Account:** A free or low-cost automation workspace.
3. **Clearbit Account:** (Free Developer Tier API Key) or custom OpenAI API access for automated web profiling.
4. **HubSpot CRM:** (Free account) to hold B2B company records.
5. **Slack Workspace:** An operations channel (e.g., `#sales-intel`) to receive client profiles.

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## ⚡ Step 1: Import the Scenario Blueprint into Make.com
We have pre-configured a pipeline blueprint:
1. Log in to [Make.com](https://www.make.com/).
2. Click **Create a new scenario** (top right).
3. Click the **three dots (...)** at the bottom control bar and select **Import Blueprint**.
4. Upload the **`make_blueprint.json`** file included in this directory.
5. Save the scenario. You will see the visual pipeline:
   `[Webhook: Form Submission]` ➡️ `[Clearbit: Lookup Company]` ➡️ `[HubSpot: Create/Update Company]` ➡️ `[Slack: Post Intel Card]`

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## 🔌 Step 2: Configure the Form Trigger
1. Double-click the **Webhooks: Custom Webhook** trigger module.
2. Click **Add**, name it `B2B Form Intake`, and save.
3. Copy the generated Webhook URL and paste it into your contact form webhook integration settings.
4. Run once and send a test contact containing:
   * *Email:* `alex@examplebusiness.com` (using a real B2B domain is critical for testing).
5. Verify Make captures the email variable correctly.

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## 🔍 Step 3: Configure Clearbit Enrichment API
We extract the domain from the prospect's email and query Clearbit for corporate metrics:
1. Double-click the **Clearbit: Lookup Company by Domain** module in Make.
2. Click **Add Connection** and paste your Clearbit API Key from your developer dashboard.
3. In the **Domain** parameter field, map a text formula that extracts the domain from the input email:
   ```text
   {{split(1.email; "@")[2]}}
   ```
   *Explanation: This splits `alex@examplebusiness.com` at the "@" symbol and captures the second part, `examplebusiness.com`.*
4. Save the module.

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## 📈 Step 4: Map HubSpot CRM Records
To keep sales records synchronized:
1. Double-click the **HubSpot: Create/Update a Company** module.
2. Click **Add Connection** and authenticate using your HubSpot credentials.
3. Under properties, map variables returned from the Clearbit search:
   * **Company Domain Name:** `{{split(1.email; "@")[2]}}`
   * **Name:** `{{Clearbit.company.name}}`
   * **Number of Employees:** `{{Clearbit.company.metrics.employees}}`
   * **Annual Revenue:** `{{Clearbit.company.metrics.annualRevenue}}`
   * **Industry:** `{{Clearbit.company.category.industryGroup}}`
   * **Description:** `{{Clearbit.company.description}}`

---

## 💬 Step 5: Format the Slack Dossier Alert
To deliver the intelligence dossier straight to your sales team:
1. Double-click the **Slack: Create a Message** module.
2. Connect your Slack workspace and select `#sales-leads` (or `#sales-intel`).
3. Set the **Text** format to construct a clean sales briefing dossier card, utilizing Slack markdown rules:
   ```text
   💼 *B2B Sales Dossier: {{Clearbit.company.name}}*
   ---
   👤 *Prospect:* {{1.name}} ({{1.email}})
   🏢 *Company:* {{Clearbit.company.name}} (Headquartered: {{Clearbit.company.geo.country}})
   📊 *Size:* {{Clearbit.company.metrics.employees}} employees
   💰 *Est. Revenue:* ${{Clearbit.company.metrics.annualRevenue}} USD
   💡 *Industry:* {{Clearbit.company.category.industryGroup}}
   🚀 *Description:* {{Clearbit.company.description}}
   🛠️ *Tech Stack:* {{Clearbit.company.tech}}
   
   ---
   🔗 *HubSpot Link:* https://app.hubspot.com/contacts/[YourAccountID]/company/{{HubSpot.companyId}}
   ```
4. Save the module.

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## 🔬 Step 6: Save & Run a Test
1. Click **Save** in the Make.com controls.
2. Click **Run Once** to run a test.
3. Submit a test form on your website with a real company email (e.g. `john@netflix.com`).
4. **Confirm outcomes:**
   * The Clearbit module triggers and retrieves Netflix metrics (employees: ~12,000, revenue: billions).
   * A new company is populated inside HubSpot with these exact metrics.
   * Slack dispatches a styled sales card with the detailed briefing.
5. Toggle the scheduling switch to **ON**.