Breeze Intelligence is great for automatically enriching your HubSpot database with company and contact insights. However, leaving global auto-enrichment enabled can quickly burn through your credits, especially for spam form fills, free email domains, and completely unqualified leads.
By gating your enrichment behind a workflow, you ensure your credits are strictly saved for prospects who have proven they are worth the investment.
Step 1: Turn Off Global Auto-Enrichment
Before building your workflow, you need to stop HubSpot from automatically enriching every single contact that enters your portal.
- Click the settings gear icon in the main navigation bar.
- Navigate to Data Management > Enrichment.
- Locate the toggle for Automatically enrich new contacts/companies and turn it OFF.
- Now, data enrichment will only occur when manually triggered or requested via workflow.
Step 2: Define Your Qualification Gate
Decide exactly when a lead becomes "worth it." For most B2B organisations, this could be when a contact shifts from a subscriber/lead to a Marketing Qualified Lead (MQL), or when a sales rep updates their Lead Status to "In Progress." This purely depends on your organisation; there is no right or wrong option.
Step 3: Create the Workflow
- Navigate to Automations > Workflows and click Create workflow > From scratch.
- Choose a Contact-based workflow and select Blank workflow.
- Click Set up triggers.
- Set your enrollment criteria based on your decision in Step 2. For example:
Lifecycle stage is any of Marketing Qualified Lead- OR
Lead status is any of In Progress / Open Opportunity
- Turn on Re-enrollment if you want contacts to be re-enriched if they drop back down and climb up the funnel again later (though usually, once is enough).
Step 4: Add the Breeze Enrichment Action
- Click the + plus icon to add a new workflow action.
- Search for enrich record under the CRM category.
- Select the action. You will be prompted to choose what data you want to enrich (e.g., Contact data, Company data, or both).
- Click Save.
Step 5: Exclude Free & Competitor Domains (Highly Recommended)
To add an extra layer of credit protection, add an If/Then Branch right before the enrichment action to filter out personal email addresses or competitors
1. Add the Branch Action
- Click the + plus icon.
- Scroll to the top of the sidebar and click Branch (or If/Then Branch).
- HubSpot will ask how you want to branch. Select AND/OR logic
2. Configure the "Free/Competitor Domains" Path
- Name the branch: At the top, change the name from "Branch 1" to something like
Free or Competitor Domains. - Click the + Add filter button.
- Choose Contact properties from the list that appears.
- Type Email domain (Note: Do not choose "Email". Choose Email domain).
3. Enter Your Blocklist
Now you need to define rules.
- Click the dropdown menu that says is equal to and change it to is equal to any of.
- Add your free email domains and your competitors' domains, hitting Enter after each one. For example:
gmail.com[Enter]
What your workflow will look like now:
Your main workflow line will now split into two visual paths:
- Path A (
Free or Competitor Domains): If a lead matches any of the domains you typed, they go down this path. Leave this path empty (Do Nothing). Because there is no action, these leads will simply exit the workflow without using your Breeze credits. - Path B (
None met): This path automatically captures everyone else (meaning they have a legitimate, corporate business email). Drag and drop your "Enrich Record" action directly under this "None met" branch so these contacts continue to be enriched.
Top tip for Sales Alignment
Once the enrichment action runs, it takes just a few seconds for Breeze to populate the new data. Add a final action to your workflow that sends a Slack notification or Internal Email to the contact owner saying: "Good news! Lead [Name] has been upgraded to MQL, and their corporate profile has been fully enriched via Breeze. Check their record for updated information."
HubSpot Marketing Consultant