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Overview

Draft & Goal helps marketing teams automate lead enrichment, email campaigns, CRM updates, and more. Connect your marketing stack and let workflows handle the repetitive tasks.

Email Automation

Automate personalized email campaigns

Lead Enrichment

Enrich leads with company and contact data

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Common marketing workflows

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Lead enrichment

Automatically enrich new leads:
  • Capture lead from form or CRM
  • Scrape company website for context
  • Use AI to generate personalized insights
  • Update CRM with enriched data
Nodes used: HubSpot, Web Scraper, LLM, HubSpot Update

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Email personalization

Send personalized emails at scale:
  • Fetch contacts from CRM
  • Generate personalized content with AI
  • Send via Email Sender
  • Track opens and clicks
Nodes used: HubSpot, LLM, Email Sender

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Content distribution

Automate content publishing:
  • Create content with AI
  • Publish to WordPress
  • Share on social media
  • Update tracking spreadsheet
Nodes used: LLM, WordPress, Google Sheets

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Competitor monitoring

Track competitor activities:
  • Scrape competitor websites
  • Monitor pricing changes
  • Get AI analysis
  • Alert team of changes
Nodes used: Web Scraper, LLM, Email Sender

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Available marketing nodes

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CRM integrations

NodeDescription
HubSpot List CompaniesFetch companies from HubSpot
HubSpot Get CompanyGet company details
HubSpot Update CompanyUpdate company records

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Communication

NodeDescription
Email SenderSend emails
WordPress PostCreate blog posts

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Data sources

NodeDescription
Web ScraperExtract company information
Google SheetsMarketing spreadsheets

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Example: Lead scoring workflow

Automatically score and route leads:

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Workflow steps

  1. Capture new lead from form or CRM webhook
  2. Enrich with company data via web scraping
  3. Score using AI based on ideal customer profile
  4. Route high-score leads to sales, others to nurture

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AI scoring prompt

Score this lead from 0-100 based on our ideal customer profile:

Company: {{company.name}}
Industry: {{company.industry}}
Size: {{company.employees}}
Website: {{company.website}}
Content: {{WebScraper_0.content}}

Ideal Customer Profile:
- B2B SaaS companies
- 50-500 employees
- Growth stage
- Marketing or sales focused

Provide:
- Score (0-100)
- Reasoning
- Recommended next action

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Getting started

1

Connect your CRM

Set up HubSpot or your CRM integration in Settings → Integrations
2

Define your ICP

Document your ideal customer profile for AI scoring
3

Build the workflow

Follow our step-by-step guides
4

Test with sample data

Run with test leads before going live

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Next steps

Email Automation

Build email workflows

Lead Enrichment

Enrich your leads