CRM - Sales Workflows
Customer relationship and sales management
Discover & Enrich Decision-Makers with Apollo and Human Verification
## What This Workflow Does This workflow automates the process of identifying and enriching decision-maker contacts from a list of companies. By integrating with Apollo's APIs and Google Sheets, it streamlines lead generation, ensures data accuracy through human verification, and maintains an organized leads database. ## Use Case Ideal for sales and marketing teams aiming to: - Automate the discovery of key decision-makers (e.g., CEOs, CFOs). - Enrich contact information with LinkedIn profiles, emails, and phone numbers. - Maintain an up-to-date leads database with minimal manual intervention. - Receive weekly summaries of newly verified leads. ## Setup **1. Google Sheets Preparation:** - Use the following pre-configured Google Sheet: [Company Decision Maker Discovery Sheet](https://docs.google.com/spreadsheets/d/1KqKFZ7Uxrt1MivBjLklGdPRMgNBhEc0slpthoSjt2wI/edit?gid=0#gid=0). - This spreadsheet includes the necessary tabs and columns: `Companies`, `Contacts`, and `Contacts (Verified)`. - It also contains a custom `onEdit` Apps Script function that automatically updates the Status column to `Pending` whenever the Domain field is modified. - To review or modify the script, navigate to **Extensions > Apps Script** within the Google Sheet. **2. Credentials Setup:** - Configure the following credentials in your n8n instance: - Google Sheets: to read from and write to the spreadsheet. - Slack: to send verification prompts and weekly reports. - Apollo: to access the Organization Search, Organization Enrichment, People Search, and Bulk People Enrichment APIs. - LLM Service (e.g., OpenAI): to generate company summaries and determine departments based on job titles. **3. Workflow Configuration:** - Import the workflow into your n8n instance. - Update the nodes to reference the correct Google Sheet and Slack channel. - Ensure that the Apollo and LLM nodes have the appropriate API keys and configurations. **4. Testing the Workflow:** - Add a new company entry in the Companies tab of the Google Sheet. - Verify that the workflow triggers automatically, processes the data, and updates the Contacts and Contacts (Verified) tabs accordingly. - Check Slack for any verification prompts and confirm that weekly reports are sent as scheduled.
n8n$24.99Automate Business Lead Generation from Reddit to Google Sheets
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n8n$14.99Automate Streak Deal Stage Updates with Gmail Alerts
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ZapierFreeAutomate HubSpot Deal Creation from LinkedIn Leads and Slack Notifications
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Make$9.99Automate Lead Qualification and Nurturing for Website Demo Requests
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n8n$14.99Capture Facebook Leads in Google Sheets and Send Emails
This Zap automates the process of capturing leads from Facebook Lead Ads and adding them directly to a Google Sheets spreadsheet. By streamlining this workflow, you can ensure that all your leads are organized in one place, making it easier to manage and follow up with potential customers. This integration saves time and reduces the risk of losing valuable leads, allowing you to focus on converting them into sales.
Zapier$2.99Automate Lead Qualification in Google Sheets Using OpenAI GPT-4
This workflow automates the process of qualifying leads in Google Sheets by leveraging OpenAI's GPT-4. It evaluates new entries based on predefined criteria and updates the sheet with the qualification results.
n8n$9.99Qualify and Enrich Leads with Octave's Contextual Insights and Slack Alerts
This workflow contains community nodes that are only compatible with the self-hosted version of n8n. # Qualify and enrich inbound leads with contextual insights and Slack alerts ## Who is this for? Sales teams, account executives, and RevOps professionals who need more than just basic lead scoring. Built for teams that want deep contextual insights about qualified prospects to enable truly relevant conversations from the first touchpoint. ## What problem does this solve? Most qualification stops at good fit or bad fit - but that leaves sales teams flying blind when it comes to actually engaging the prospect. You know they're qualified, but what are their specific pain points? What value propositions resonate? Which reference customers should you mention? This workflow uses Octave's context engine to not only qualify leads but enrich them with actionable insights that turn cold outreach into warm, contextualized conversations. ## What this workflow does **Inbound Lead Processing:** - Receives lead information via webhook (firstName, companyName, companyDomain, profileURL, jobTitle) - Processes leads from website forms, demo requests, content downloads, or trial signups - Validates and structures lead data for intelligent qualification and enrichment **Contextualized Lead Qualification:** - Leverages Octave's context engine to score leads against your specific ICP - Analyzes company fit, role relevance, and timing indicators - Generates qualification scores (1-10) with detailed rationale - Filters out low-scoring leads (configurable threshold - default >5) **Deep Lead Enrichment:** - Uses Octave's enrichment engine to generate contextual insights about qualified leads - Identifies primary responsibilities, pain points, and relevant value propositions - Suggests appropriate reference customers and use cases to mention - Provides sales teams with conversation starters grounded in your business context **Enhanced Sales Alerts:** - Sends enriched Slack alerts with qualification score plus actionable insights - Includes suggested talking points, pain points, and reference customers - Enables sales teams to have contextualized conversations from first contact ## Setup **Required Credentials:** - Octave API key and workspace access - Slack OAuth credentials with channel access - Access to your lead source system (website forms, CRM, etc.) **Step-by-Step Configuration:** 1. **Set up Octave Qualification Agent:** - Add your Octave API credentials in n8n - Replace `your-octave-qualification-agent-id` with your actual qualification agent ID - Configure your qualification agent with your ICP criteria and business context 2. **Set up Octave Enrichment Agent:** - Replace `your-octave-enrichment-agent-id` with your actual enrichment agent ID - Configure enrichment outputs based on the insights most valuable to your sales process - Test enrichment quality with sample leads from your target market 3. **Configure Slack Integration:** - Add your Slack OAuth credentials to n8n - Replace `your-slack-channel-id` with the channel for enriched lead alerts - Customize the Slack message template with the enrichment fields most useful for your sales team 4. **Set up Lead Source:** - Replace `your-webhook-path-here` with a unique, secure path - Configure your website forms, CRM, or lead source to send data to the webhook - Ensure consistent data formatting across lead sources 5. **Customize Qualification Filter:** - Adjust the Filter node threshold (default: score > 5) - Modify based on your lead volume and qualification standards - Test with sample leads to calibrate scoring **Required Webhook Payload Format:** ```json { "body": { "firstName": "Sarah", "lastName": "Johnson", "companyName": "ScaleUp Technologies", "companyDomain": "scaleuptech.com", "profileURL": "https://linkedin.com/in/sarahjohnson", "jobTitle": "VP of Engineering" } } ``` ## How to customize **Qualification Criteria:** Customize scoring in your Octave qualification agent: - **Product Level:** Define good fit and bad fit questions that determine if someone needs your core offering - **Persona Level:** Set criteria for specific buyer personas and their unique qualification factors - **Segment Level:** Configure qualification logic for different market segments or use cases - **Multi-Level Qualification:** Qualify against Product + Persona, Product + Segment, or all three levels combined **Enrichment Insights:** Configure your Octave enrichment agent to surface the most valuable insights: - **Primary Responsibilities:** What this person actually does day-to-day - **Pain Points:** Specific challenges they face that your solution addresses - **Value Propositions:** Which benefits resonate most with their role and situation - **Reference Customers:** Similar companies/roles that have succeeded with your solution - **Conversation Starters:** Contextual talking points
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Zapier$2.99Venafi Slack Cert Bot: Secure CSR Requests & Auto-Approvals
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Make$3.99Automated Email Validation and Airtable Update Workflow
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n8n$17.09AI RAG Chatbot: Google Drive Docs + Gemini + Qdrant
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n8n$22.99Send New Clockify Invoices to Notion Database
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