Enriching leads with contacts — drop a sheet, get a filled CRM

Drop a lead sheet into your storage — the scenario finds phones and emails, keeps the complete contacts, and logs them into your CRM.

  • Contacts for leads are found on their own, in batches
  • Only leads with both phone and email make it into the CRM
  • You start it by simply dropping the sheet into a folder
  • A completion notice arrives by email
Surfe
Set this upScriptera

How it works

To pass leads from Microsoft Excel 365 to Google Drive automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Google Drive Trigger
  2. Then: Google Sheets
  3. Check: Split Batch - 500
  4. Then: Gmail
  5. Then: Prepare JSON Payload Enrichment Request
  6. Then: Surfe Bulk Enrichments API
  7. Then: Surfe check enrichement status
  8. Check: Is enrichment complete ?
  9. If yes: Extract list of peoples from Surfe API response
  10. Check: Filter: phone AND email
  11. Then: HubSpot: Create or Update
  12. If no: Wait 30 secondes

You can launch this Microsoft Excel 365 + Google Drive integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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