What This Workflow Does
This n8n workflow automates the process of finding new prospects that closely resemble your most successful HubSpot customers. When a deal is marked as Closed-Won in HubSpot, the workflow automatically queries CompanyEnrich's Similar Companies API to identify businesses with matching characteristics.
Instead of manually researching similar companies or relying on basic firmographic filters, this automation systematically analyzes your best customers and generates a targeted list of high-probability prospects. The results can be added back to HubSpot as new contacts, companies, or deals for your sales team to pursue.
How It Works
1. Trigger on Closed-Won deals
The workflow monitors your HubSpot pipeline for deals that change to the Closed-Won stage. You can configure it to run immediately or on a schedule (daily/weekly).
2. Extract company details
For each won deal, the workflow retrieves the associated company record from HubSpot, collecting firmographic data like industry, employee count, and location.
3. Query CompanyEnrich API
These company attributes are sent to CompanyEnrich's Similar Companies API, which uses machine learning to identify businesses with matching characteristics.
4. Filter and process results
The workflow can exclude existing customers, apply geographic filters, and set similarity score thresholds to ensure high-quality matches.
5. Create new records in HubSpot
Finally, the matched companies are added to HubSpot as new contacts, companies, or deals based on your preferred workflow configuration.
Pro tip: Combine this with your sales engagement platform to automatically add these lookalike prospects to sequenced outreach campaigns.
Who This Is For
This automation delivers the most value for B2B companies with:
- Established customer bases in HubSpot
- Clear patterns among their best customers
- Sales teams focused on outbound prospecting
- Account-based marketing (ABM) strategies
- Need to scale targeted outreach efficiently
What You'll Need
- An active n8n instance (self-hosted or cloud)
- HubSpot account with API access
- CompanyEnrich API credentials
- Closed-Won deals in HubSpot to use as reference
Quick Setup Guide
- Download the JSON template file
- Import into your n8n instance
- Connect your HubSpot and CompanyEnrich accounts
- Configure which deal stage triggers the workflow
- Set your similarity score threshold (default: 0.75)
- Test with a few Closed-Won deals
- Activate the workflow
Key Benefits
Reduce prospecting time by 80%: Automatically generate targeted prospect lists instead of manual research.
Improve conversion rates: Focus on companies statistically more likely to buy based on your existing customer data.
Scale account-based strategies: Systematically identify and target lookalike accounts across your entire customer base.
Keep pipelines full: Continuously feed new high-quality prospects into your sales funnel.
Data-driven decisions: Base targeting on actual customer success rather than assumptions.