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    CRM - Sales Workflows

    Customer relationship and sales management

    • Automate Lead Generation from Google Maps with AI-Enhanced Outreach

      This n8n workflow automates the extraction of business leads from Google Maps, enriches the data using AI, and stores the results for targeted outreach.

      n8nFree

    • Automate Lead Scraping and Data Cleaning from Apify to Google Sheets

      This n8n workflow automates the process of scraping business leads using Apify, cleans the extracted data, and exports it to Google Sheets. Ideal for sales and marketing teams looking to streamline their lead generation process.

      n8nFree

    • AI-Powered Cold Call Machine with LinkedIn, OpenAI & Sales Navigator

      # AI-Powered Cold Call Machine ## Purpose The **AI-Powered Cold Call Machine** is a fully automated workflow designed to generate **qualified leads from LinkedIn**, evaluate them using **AI-based scoring**, identify key decision-makers, and generate **personalized cold call scripts**. All results are saved to a Google Sheet-based CRM. --- ## How It Works ### 1. **Initialization** - Triggered either **manually** or via **schedule**. - Pulls configuration from a Google Sheets **Settings** tab (e.g., target product, keywords, company size, API key). ### 2. **Company Search on LinkedIn** - Uses the **Ghost Genius API** to search for companies based on cleaned, relevant keywords extracted by **OpenAI**. - Handles pagination, up to **1000 companies per batch**. ### 3. **Company Filtering** Each company goes through: - Data enrichment via Ghost Genius (website, size, followers, etc.). - Filtering: - Must have a **LinkedIn page with a website**. - Must have **200+ followers**. - Deduplication: checks if the company already exists in the CRM. ### 4. **AI-Based Company Scoring** - A specialized **AI model scores each company** from 0 to 10 based on: - Industry fit. - Size/location alignment. - Potential pain points that match your offering. - If the company is **new and relevant (score ≥ 7)**, it is saved in the **Companies** sheet. ### 5. **Decision Maker Identification** - Uses **Sales Navigator API** (via Ghost Genius) to find employees with targeted job titles. - For each matching profile: - Enriches contact data (title, bio, etc.). - Retrieves phone number (if available). - Generates a **20-second personalized cold call script** using OpenAI, based on company and profile data. - Saves all information in the **Leads** tab of the CRM. - If no decision maker is found, the company status is marked accordingly. --- ## Outcome - A fully enriched, **qualified lead database**. - **Custom cold call scripts** ready to be used by SDRs or founders. - Zero manual work - from search to lead generation, everything is **automated**. --- ## Use Case Perfect for SDRs, founders, or growth marketers looking to **scale cold outreach** without sacrificing personalization or running into LinkedIn scraping limits. ---

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  1. Automated Website Data Scraper for CRM Insights

    This workflow automates the process of gathering valuable data from websites using a scheduled trigger. It connects to the Apify API to fetch data on specific search queries, making it an essential tool for businesses looking to enhance their cust...

    n8n$24.99

  2. Automate LinkedIn Lead Generation and Enrichment

    This workflow automates the process of generating and enriching LinkedIn leads using Apollo.io, OpenAI, and Google Sheets. It streamlines lead collection, data enrichment, and updates to maintain a comprehensive lead database.

    n8nFree

  3. Automated Lead Generation from Telegram to Database with AI and Apollo

    This workflow automates the process of generating leads from voice or text inputs received via Telegram, using AI to extract search parameters and Apollo.io for data scraping, before storing verified leads in a database.

    n8nFree

  4. Automate Facebook Lead Ads to Google Sheets Integration

    Effortlessly transfer new leads from Facebook Lead Ads to Google Sheets for streamlined management and enhanced productivity.

    MakeFree

  5. Generate & Enrich LinkedIn Leads with Apollo.io, LinkedIn API, Mail.so & GPT-3.5

    **Note:** Now includes an Apify alternative for Rapid API (Some users can't create new accounts on Rapid API, so I have added an alternative for you. But immediately you are able to get access to Rapid API, please use that option, it returns more detailed data). **Scroll to bottom for Apify setup guide** This n8n workflow automates **LinkedIn lead generation, enrichment, and activity analysis** using **Apollo.io**, **RapidAPI**, **Google Sheets**, and **Mail.so**. Perfect for **sales teams, founders, B2B marketers**, and cold outreach pros who want **personalized lead insights** to drive better conversion rates. --- ## How This Workflow Works The workflow is broken down into several key steps, each designed to help you build and enrich a valuable list of LinkedIn leads: ### 1. Lead Discovery (Keyword Search via Apollo) - Pulls leads using **Apollo.io's API** based on keywords, industries, or job titles. - Saves lead name, title, company, and LinkedIn URL to your Google Sheet. - You can replace the trigger node from the form node to a webhook, WhatsApp, Telegram, etc., any way for you to send over your query variables over to initiate the workflow. ### 2. Username Extraction (from LinkedIn URL) - Extracts the **LinkedIn username** from profile URLs using a simple script node. - This is required for further enrichment via RapidAPI. ### 3. Email Lookup (via Apollo User ID) - Uses the **Apollo User ID** to retrieve the lead's **verified work email**. - Ensures high-quality leads with reliable contact info. - To double-check that the email is currently valid, we use the mail.so API and filter out emails that fail deliverability and MX-record check. We don't wanna risk sending emails to no longer existent addresses, right? ### 4. Profile Summary Enrichment (via RapidAPI) - Queries the **LinkedIn Data API** to fetch a lead's **profile summary/bio**. - Gives you a deeper understanding of their background and expertise. ### 5. Recent Activity Collection (Posts & Reposts) - Retrieves **recent posts or reposts** from each lead's profile. - Great for tailoring outreach with reference to what they're currently talking about. ### 6. Leads Database Update - All enriched data is written to the same Google Sheet. - New columns are filled in without overwriting existing data. --- ## Smart Retry & Row Status Logic Every subworkflow includes a **fail-safe mechanism** to ensure: - Each row has status columns (e.g., `done`, `failed`, `pending`). - A **scheduled retry workflow** resets failed rows to `pending` after **2 weeks** (customizable). - This gives failed enrichments another chance to be processed later, reducing data loss. --- ## Google Sheets Setup Template 1: [Apollo Leads Scraping & Enrichment](https://docs.google.com/spreadsheets/d/1d99PlHkp9RPeSAtmAgQ4OC4Selcp8JSFLNuKx-n1EQ/edit?gid=0#gid=0) Template 2: [Enriched Leads Database](https://docs.google.com/spreadsheets/d/1c5USULUPS-2_RdNf29cyDguuHH7A7JNwzFCjQQUJvE/edit?gid=0#gid=0) Make a copy to your Drive and use. Columns will be filled as each subworkflow runs (email, summary, interests, etc.) --- ## Required API Keys To use this workflow, you'll need the following credentials: ### Apollo.io - Sign up and get your key here: [Apollo.io API Keys](https://developer.apollo.io/keys/) - **Important:** Toggle the **“Master API Key”** option to **ON** when generating your key. This ensures the same key can be used for all Apollo endpoints in this workflow. ### RapidAPI (LinkedIn Data API) - Subscribe to the API here: [LinkedIn Data API on RapidAPI](https://rapidapi.com/rockapis-rockapis-default/api/linkedin-data-api) - Use the key in the `x-rapidapi-key` header in the relevant nodes. ### Mail.so - Sign up and get your key here: [Mail.so API](https://mails.so/dashboard/api) - For both APIs, set up the credentials in **n8n as “Generic Credential”** types. This way, you won't need to reconfigure the headers in each node. --- ## Customization Options - Modify the Apollo filters (location, industry, seniority) to target your ideal customers. - Change the retry interval in the scheduler (e.g., weekly instead of 2 weeks). - Connect the database to your email campaign tool like Mailchimp or Instantly.ai. - Replace the AI nodes with your desired AI agents and customize the system messages further to get desired results. --- ## Apify Update Guide To use this workflow, you'll need the following credentials: Login to Apify, then open this link: [https://console.apify.com/actors/2SyF0bVxmgGr8IVCZ/](https://console.apify.com/actors/2SyF0bVxmgGr8IVCZ/) Click on integrations and scroll down to API Solutions and select Use API endpoints. Scroll to Run Actor synchronously and get dataset items and copy the actor endpoint URL then paste it in the placeholder inside the http node of Apify alternative flow apify-actor-endpoint. That's it, you are set to go. ---

    n8nFree

  6. Generate Leads with Google Maps

    This workflow leverages **n8n** to perform automated Google Maps API queries and manage data efficiently in Google Sheets. It's designed to extract specific location data based on a given list of ZIP codes and categories. --- ## Features - Queries the Google Maps API for location data using predefined ZIP codes and subcategories. - Filters, de-duplicates, and organizes data into structured rows in Google Sheets. - Implements **exponential backoff retries** to handle API rate limits. - Logs and updates statuses directly in Google Sheets for easy tracking. --- ## Prerequisites 1. **Google OAuth Credentials**: A configured Google Cloud project for Google Maps API and Sheets API access. 2. **Google Sheets**: A sheet with ZIP codes and categories defined (e.g., AZ Zips). 3. **n8n Setup**: A running instance of n8n with credentials configured for Google OAuth. --- ## Setup Instructions ### 1. Prepare Google Sheets - Add the ZIP codes to the AZ Zips sheet. - Define subcategories in another sheet (e.g., Google Maps Categories). - Provide the sheets URL in the `Settings` node of the workflow. ### 2. Configure API Access - Set up Google OAuth credentials for Maps and Sheets APIs in n8n. - Ensure your API key has access to the `places.searchext` endpoint. ### 3. Workflow Customization - Modify `textQuery` parameters in the **GMaps API** node to match your query needs. - Adjust trigger intervals as required (e.g., manual or scheduled execution). ### 4. Run the Workflow - Execute the workflow manually or schedule periodic runs to keep your data updated. --- ## Notes - This workflow includes robust error handling to retry failed API calls with exponential backoff. - All data is organized and logged directly in Google Sheets for easy reference and updates. For more information or issues, feel free to reach out!

    n8nFree

  7. LeadBot Autopilot - Chat-to-Lead for Salesforce

    # LeadBot Autopilot - Chat-to-Lead for Salesforce ## Description - How It Works 1. **Greets & Guides:** Welcomes the visitor and collects info step-by-step - Full Name, Email, Mobile, Product Interest. 2. **Validates Inputs:** Checks email/phone formats; politely re-asks if invalid. 3. **De-dupe in Salesforce:** Looks up by email; updates an existing lead if found. 4. **Create/Update Lead:** Writes to Salesforce, including `ProductInterest__c`. 5. **Notify Instantly:** Sends a Slack alert to your team and a personalized email to the prospect. 6. **Close the Loop:** Confirms submission and ends the chat. ## Description - Set Up Steps (45-75 mins) - **Connect Credentials (20-30 mins):** Salesforce OAuth, OpenAI, Slack, SMP. - **Tune the Prompt (5-10 mins):** Greeting, field order, product options. - **Map Fields (10-15 mins):** Name split, email/phone, `ProductInterest__c`. - **Smoke Test (10-15 mins):** Run a full chat; verify de-dupe, Slack + email. - **Go Live (5-10 mins):** Expose the webhook/chat entry point on your site.

    n8nFree

  8. Automate Confluence Page Creation with HTTP Webhook Integration

    This workflow automates the process of creating Confluence pages from templates using HTTP webhooks for seamless integration.

    n8n$15.05

  9. Automate Client Proposal Creation from Call Transcripts

    Transform sales call transcripts into polished client proposals using AI, Google Slides, and Airtable. This workflow extracts key details, populates a template, and updates CRM status seamlessly.

    n8nFree

  10. Automate Lead Generation & Personalized Outreach with Apollo, AI, and Instantly.ai

    # **Title:** **AI-Powered BDR Engine: Apollo to Instantly.ai (Airtable + n8n)** ![Screenshot 20250721 at 14.21.52.png](fileId:1940) # Overview: This is a full-stack, end-to-end AI-powered BDR workflow that automates your entire outbound process. Go from sourcing raw leads in Apollo to launching a hyper-personalized, multi-sequence campaign in Instantly.ai, all orchestrated by n8n and managed from a user-friendly Airtable interface. This template is a game-changer for founders, agencies, and sales teams. It replaces 80% of the manual work of a BDR team at a fraction of the cost, with a smarter, more efficient workflow designed to save you money on every lead. ## How This Workflow Works (The Upgraded Process): - **Lead Generation**: Automatically sources targeted leads from Apollo.io and pushes the data to your Airtable base. - **Deep Lead Enrichment**: Enriches each lead with crucial context by scraping information from various sources: - Company business summary and key details. - The lead's most recent LinkedIn post. - Recent company news releases from across the web. - **Intelligent Lead Qualification**: (NEW!) A dedicated node qualifies each lead based on your custom criteria (set in Airtable). This ensures a perfect ICP match and prevents unnecessary spending. - **Optimized Email Verification**: Emails are now verified for deliverability only after a lead has been qualified. This saves significant credits and protects your email account's sender reputation. - **AI-Powered Personalization**: AI models craft a sequence of three highly personalized emails (subject and body) using the enriched data. An integrated remake option allows you to manually adjust messages as needed. - **Instantly.ai Campaign Push**: The fully enriched, qualified, and personalized lead list is seamlessly pushed to Instantly.ai, where it automatically creates and launches a new campaign. ## Why This Template is Unique: - **End-to-End Automation**: A single workflow handles the entire BDR process, eliminating the need to stitch together multiple automations. - **Cost Efficiency**: The new pre-verification qualification step dramatically reduces API costs for email verification, making your campaigns roughly 30% cheaper than many market tools. - **Unmatched Personalization**: Leverages multiple enrichment APIs and AI models to create truly unique and relevant email sequences. - **Scalable & User-Friendly**: The Airtable-based UI makes it easy for non-technical users to manage campaigns, while n8n provides a robust, scalable backend. ## Requirements: - An n8n instance (Cloud or self-hosted) - Airtable account - API access for: Apollo, Apify, Instantly.ai, Emailable, Jina AI, Perplexity, OpenAI/Anthropic ## Demo Video: YouTube: [Presentation Video](https://youtu.be/jRzndhzLRnE)

    n8nFree

  11. Automate Business Contact Extraction from Google Maps to Google Sheets

    Efficiently gather business contact information from Google Maps and store it in Google Sheets using regex for data validation and cleaning.

    n8nFree

  12. Automate Lead Outreach with Google Sheets and Gmail in n8n

    Automatically fetch new leads from Google Sheets, send personalized emails via Gmail, and update lead status to 'Contacted' every 60 minutes using n8n.

    n8nFree

  13. Automate AI-Powered Lead Generation from LinkedIn Jobs

    Streamline your lead generation process by automatically identifying high-intent leads from LinkedIn job postings and generating personalized outreach emails using Apify, Apollo.io, and Google Gemini.

    n8nFree

  14. Automate AI-Driven Lead Generation and Follow-Up with n8n

    This n8n workflow streamlines lead generation and follow-up using AI. It captures leads, enriches them with data, classifies them, and automates follow-up sequences, including demo scheduling and email responses.

    n8nFree

  15. Automate Sales Proposal Creation from JotForm Leads Using OpenAI and Google Docs

    Streamline your sales process by automatically generating AI-powered proposals from JotForm submissions. This workflow integrates with OpenAI and Google Docs to create and send customized proposals efficiently.

    n8nFree

  16. Automate Upwork Lead Generation with LinkedIn and AI Integration

    Automatically extract and organize contact information from Upwork job postings using AI and LinkedIn scraping, enabling targeted outreach to potential clients.

    n8nFree

  17. Automated B2B Prospecting with RapidAPI, Hunter.io, GPT & Gmail

    Automate your B2B prospecting by finding local businesses and sending AI-personalized outreach emails to qualified contacts. **What This Workflow Does** This workflow acts as a powerful AI Sales Assistant, automating your entire B2B lead generation process for local businesses. It saves you countless hours of manual research and outreach by intelligently finding prospects, enriching their data, and drafting personalized emails tailored to their specific business needs. Stop prospecting manually and start scaling your outreach efforts effectively. **How It Works** The process is designed to be both smart and efficient: - **Find Businesses**: It starts by searching for local businesses based on your criteria (e.g., engineering in London). - **Qualify & Enrich**: It filters out businesses without a website. For the valid ones, it scrapes the website's title and description to understand what they do. - **Identify Contacts**: Using Hunter.io, it finds professional email contacts associated with the company and verifies their validity to ensure high-quality leads. - **Generate AI-Personalized Emails**: For each valid contact, it uses OpenAI to write a unique, short, and professional outreach email. The AI uses the scraped website information to create a personalized hook, showing you've done your research. - **Send & Organize**: The final email is sent automatically via your Gmail account. If a business has no website, a follow-up task is created in your Google Tasks for manual review. **Key Benefits** - **Save Time**: Automate a time-consuming prospecting process from start to finish. - **Increase Reply Rates**: Engage prospects with personalized emails, not generic templates. - **Scale Your Outreach**: Generate and contact dozens of qualified leads effortlessly. - **Stay Organized**: Never lose a lead, thanks to the integrated task management for manual follow-ups.

    n8nFree

  18. Automate Contact Creation and Group Assignment in Front from Google Forms

    Efficiently create and organize contacts in Front by automating the process from Google Forms submissions. Enhance contact data with Clearbit before adding them to specific groups in Front.

    MakeFree

  19. Automate WhatsApp Lead Nurturing with Personalized Messages Using Postgres and Gallabox

    This n8n workflow automates the process of nurturing unqualified leads by sending personalized WhatsApp messages via Gallabox API, fetching data from Postgres, and logging activities.

    n8nFree

  20. Smart Home Energy Saver Automation Workflow

    The Smart Home Energy Saver workflow is designed to streamline energy management within a smart home environment. This workflow utilizes advanced AI integrations to analyze energy consumption data, providing homeowners with actionable insights to ...

    n8n$24.99

  21. Automate Reddit Lead Generation with AI and Email Alerts

    This workflow automates the discovery of potential sales leads from targeted Reddit subreddits using AI for content analysis and sends daily email alerts with the results.

    n8nFree
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