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    Other Workflows

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    • Automate Salesforce Lead Creation with AI-Personalized Email & SMS Follow-Up

      This workflow captures leads via an n8n form, creates Salesforce records, and sends personalized responses using OpenAI via email or SMS based on user preference.

      n8nFree
    • Automate Lead Generation and Email Extraction from Google Maps

      Effortlessly scrape business emails from Google Maps and enrich your lead database using n8n and Google Sheets, all without incurring API costs.

      n8nFree
    • Automate Website Performance Audits with Google PageSpeed and Discord

      This n8n workflow automates the analysis of website performance using Google PageSpeed Insights and delivers detailed reports via Discord. It provides valuable insights for webmasters, SEO professionals, and developers to enhance website performance efficiently.

      n8n

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  1. Automate Sales Prospect Research and Outreach with Apollo and Linkup

    Streamline your sales process by automating in-depth research and personalized outreach preparation using Apollo and Linkup. This workflow acts as an AI-powered assistant, transforming basic contact information into actionable insights tailored to your business needs.

    n8nFree
  2. Automate Contact Enrichment and Classification with AI for CRM Integration

    Enhance and classify contact data using AI and integrate enriched insights into Google Sheets, Airtable, and HubSpot for improved CRM management.

    n8nFree
  3. Automate Lead Capture, Qualification, and CRM Integration with HubSpot, Clearbit, and Slack

    This workflow automates the process of capturing leads, enriching them with data, scoring their potential, and integrating them into your CRM while notifying your sales team via Slack.

    n8nFree
  4. Automate Meeting Task Management with AI and Airtable

    Streamline your meeting task management by automatically generating tasks from meeting transcripts using AI, and organizing them in Airtable. Enhance productivity by ensuring all action items are captured and follow-ups are scheduled.

    n8nFree
  5. Automate Cold Lead Re-Engagement with AI, Outlook, and Google Sheets

    This n8n workflow automates the re-engagement of cold leads by summarizing past emails and generating personalized outreach using OpenAI. It integrates with Google Sheets to pull contacts, fetches prior communications from Outlook, and drafts re-engagement emails for review.

    n8nFree
  6. Automated AI Lead Enrichment: Salesforce to Explorium for Enhanced Prospect Data

    Salesforce Lead Enrichment with Explorium # Template Download the following JSON file and import it to a new n8n workflow: [salesforce_Workflow.json](https://drive.usercontent.google.com/u/0/uc?id=1iEv-pVFomUka59u7d0dpaapKb4uFO1fh&export=download) ![](https://files.readme.io/ff5311e05d57986ec0e39aa3bdda758f699020513cf1644a33814f68c7fd1db7-image.png) # Overview This n8n workflow monitors your Salesforce instance for new leads and automatically enriches them with missing contact information. When a lead is created, the workflow: 1. Detects the new lead via Salesforce trigger 2. Matches the lead against Explorium's database using name and company 3. Enriches the lead with professional email addresses and phone numbers 4. Updates the Salesforce lead record with the discovered contact information This automation ensures your sales team always has the most up-to-date contact information for new leads, improving reach rates and accelerating the sales process. # Key Features * **Real-time Processing**: Triggers automatically when new leads are created in Salesforce * **Intelligent Matching**: Uses lead name and company to find the correct person in Explorium's database * **Contact Enrichment**: Adds professional emails, mobile phones, and office phone numbers * **Batch Processing**: Efficiently handles multiple leads to optimize API usage * **Error Handling**: Continues processing other leads even if some fail to match * **Selective Updates**: Only updates leads that successfully match in Explorium # Prerequisites Before setting up this workflow, ensure you have: 1. **n8n instance** (self-hosted or cloud) 2. **Salesforce account** with: * OAuth2 API access enabled * Lead object permissions (read/write) * API usage limits available 3. **Explorium API credentials** (Bearer token) - [Get Explorium API key](https://developers.explorium.ai/reference/getting_your_api_key) 4. Basic understanding of Salesforce lead management # Salesforce Requirements ## Required Lead Fields The workflow expects these standard Salesforce lead fields: * `FirstName` - Lead's first name * `LastName` - Lead's last name * `Company` - Company name * `Email` - Will be populated/updated by the workflow * `Phone` - Will be populated/updated by the workflow * `MobilePhone` - Will be populated/updated by the workflow ## API Permissions Your Salesforce integration user needs: * Read access to Lead object * Write access to Lead object fields (Email, Phone, MobilePhone) * API enabled on the user profile * Sufficient API calls remaining in your org limits # Installation & Setup ## Step 1: Import the Workflow 1. Copy the workflow JSON from the template 2. In n8n: Navigate to **Workflows** → **Add Workflow** → **Import from File** 3. Paste the JSON and click **Import** ## Step 2: Configure Salesforce OAuth2 Credentials 1. Click on the **Salesforce Trigger** node 2. Under Credentials, click **Create New** 3. Follow the OAuth2 flow: * **Client ID**: From your Salesforce Connected App * **Client Secret**: From your Salesforce Connected App * **Callback URL**: Copy from n8n and add to your Connected App 4. Authorize the connection 5. Save the credentials as Salesforce account connection **Note**: Use the same credentials for all Salesforce nodes in the workflow. ## Step 3: Configure Explorium API Credentials 1. Click on the **Match_prospect** node 2. Under Credentials, click **Create New** (HTTP Header Auth) 3. Configure the header: * **Name**: `Authorization` * **Value**: `Bearer YOUR_EXPLORIUM_API_TOKEN` 4. Save as Header Auth account 5. Apply the same credentials to the **Explorium Enrich Contacts Information** node ## Step 4: Verify Node Settings 1. **Salesforce Trigger**: * Trigger On: `Lead Created` * Poll Time: Every minute (adjust based on your needs) 2. **Salesforce Get Leads**: * Operation: `Get All` * Condition: `CreatedDate = TODAY` (fetches today's leads) * Limit: 20 (adjust based on volume) 3. **Loop Over Items**: * Batch Size: 6 (optimal for API rate limits) ## Step 5: Activate the Workflow 1. Save the workflow 2. Toggle the **Active** switch to ON 3. The workflow will now monitor for new leads every minute ## Detailed Node Descriptions 1. **Salesforce Trigger**: Polls Salesforce every minute for new leads 2. **Get Today's Leads**: Retrieves all leads created today to ensure none are missed 3. **Loop Over Items**: Processes leads in batches of 6 for efficiency 4. **Match Prospect**: Searches Explorium for matching person using name + company 5. **Filter**: Checks if a valid match was found 6. **Extract Prospect IDs**: Collects all matched prospect IDs 7. **Enrich Contacts**: Fetches detailed contact information from Explorium 8. **Merge**: Combines original lead data with enrichment results 9. **Split Out**: Separates individual enriched records 10. **Update Lead**: Updates Salesforce with new contact information ## Data Mapping The workflow maps Explorium d

    n8nFree
  7. Automate Person Management in Copper CRM

    This workflow automates the process of creating, updating, and retrieving a person in Copper CRM, streamlining your contact management tasks.

    n8nFree
  8. Automate LinkedIn Profile Enrichment in NocoDB Using Apify

    Streamline the process of enriching LinkedIn profiles in your NocoDB CRM by automating data collection with Apify. This workflow enhances data completeness, quality, and consistency while reducing manual effort.

    n8nFree
  9. Sync Website Visitors from B2B to Attio CRM via Slack with Deal Creation

    This n8n template automatically syncs website visitors identified by RB2B into your Attio CRM, creating comprehensive contact records and associated sales deals for immediate follow-up. Perfect for sales teams who want to capture every website visitor as a potential lead without manual data entry! ## Good to know - RB2B identifies anonymous website visitors and sends structured data via Slack notifications. - The workflow prevents duplicate contacts by checking email addresses before creating new records. - All RB2B leads are automatically tagged with source tracking for easy identification. ## How it works - RB2B sends website visitor notifications to your designated Slack channel with visitor details. - The workflow extracts structured data from Slack messages including name, email, company, LinkedIn, and location. - It searches Attio CRM to check if the person already exists based on email address. - For new visitors, it creates a complete contact record with all available information. - For existing contacts, it updates their record and manages deal creation intelligently. - Automatically creates sales deals tagged as RB2B Website Visitor for proper lead tracking. ## How to use - Configure RB2B to send visitor notifications to a dedicated Slack channel. - The Slack trigger can be replaced with other triggers like webhooks if you prefer different notification methods. - Customize the deal naming conventions and stages to match your sales pipeline. ## Requirements - RB2B account with Slack integration enabled. - Attio CRM account with API access. - Slack workspace with bot permissions for the designated RB2B channel. ## Customizing this workflow - Modify deal stages and values based on your sales process. - Add lead scoring based on company domain or visitor behavior patterns. - Integrate additional enrichment APIs to enhance contact data. - Set up automated email sequences or Slack notifications for high-value leads.

    n8nFree
  10. Automate Lead Synchronization from Webflow to Pipedrive

    Streamline your lead management by automatically capturing Webflow form submissions and syncing them with Pipedrive CRM. This workflow ensures accurate association with the correct organization and contact, reducing manual data entry and minimizing duplicates.

    n8nFree
  11. Automatically Enrich Salesforce Accounts with Web Crawling, LinkedIn Data, GPS

    Crawl the web, mine LinkedIn, think with GPT, and auto-enrich Salesforce—all inside n8n. --- ## How It Works (High-Level) 1. **Listen** - Trigger on new Salesforce Accounts. 2. **Discover** - Crawl the company site (depth-limited) + grab/parse LinkedIn. 3. **Distill** - GPT (JSON mode) returns a clean insight object + HTML summary. 4. **Enrich** - Update the Account record in Salesforce automatically. --- ## Setup Steps (15-25 minutes) 1. **Import** the workflow JSON into n8n. 2. **Connect Credentials**: Salesforce OAuth2 + OpenAI API key. 3. **Tune Settings**: Set `maxDepth` (default = 1), confirm the model (e.g., gpt-3). 4. **Test** with a sample Account to verify crawl + update. 5. **Enable Trigger** and let it run. --- ## Business Impact - **Zero manual research**: Insights appear in Salesforce instantly. - **Consistent data**: Unified JSON schema + confidence rating. - **Faster qualification**: Reps see services, size, HQ, etc., without leaving SF. - **Scalable & automated**: Works 24/7 on every new Account. - **AI-ready outputs**: Raw JSON for automations, HTML for dashboards/Lightning. --- ### Optional Enhancements - Push insights to Slack/Teams. - Auto-create tasks if rating < 60 or data missing. - Archive raw HTML to S3 for audits.

    n8nFree
  12. Effortlessly Sync and Organize Notion Contacts in Google Contacts

    Automate the synchronization of your Notion contacts to Google Contacts, complete with group labels, ensuring your CRM remains organized and up-to-date without manual intervention.

    n8nFree
  13. Automate B2B Lead Qualification with VAPI and Google Sheets

    This n8n workflow automates the qualification of B2B leads through voice calls using the VAPI API, and integrates the collected data into Google Sheets. It triggers upon the addition of a new lead's phone number, enhancing efficiency in lead qualification and data management.

    n8nFree
  14. Automate Website Form Submissions to Notion CRM

    Streamline your workflow by automatically capturing website form submissions and creating structured entries in your Notion CRM database, eliminating manual data entry.

    n8nFree
  15. Automate WhatsApp Message Logging to Vtiger CRM with Lead Association

    Streamline your CRM operations by automatically logging inbound WhatsApp messages to Vtiger CRM and associating them with existing leads or creating new ones.

    n8nFree
  16. Automate Lead Management and Inquiry Processing with ERPNext and AI

    Streamline your lead management and customer inquiry processes by integrating ERPNext with AI-driven analysis and email notifications. This workflow captures leads, analyzes inquiries, and sends actionable responses to the appropriate contacts.

    n8nFree
  17. Automate Lead Qualification and Routing from Typeform to HubSpot, Google Sheets, and Airtable

    Streamline your lead management by automatically qualifying and routing leads from Typeform to HubSpot, Google Sheets, and Airtable based on budget and source. Enhance efficiency with automated follow-ups and acknowledgments.

    n8nFree
  18. Automate Lead Enrichment Using Telegram and Explorium MCP

    Enhance your B2B prospecting by automating lead enrichment with Telegram and Explorium MCP. This workflow transforms basic company information into detailed, actionable insights for your sales pipeline.

    n8nFree
  19. Seamlessly Sync Google Sheets Contacts to MailChimp

    Effortlessly transfer contacts from Google Sheets to MailChimp, ensuring your subscriber lists are always up-to-date.

    n8nFree
  20. Automate Google Sheets Contact Sync with SeaTable

    Effortlessly synchronize your Google Sheets contacts with SeaTable, ensuring your data is always up-to-date by automatically inserting or updating records.

    n8nFree
  21. Automate Tech News to Medium with AI and Slack Approval

    This n8n workflow automates the process of transforming tech news from RSS feeds into Medium articles using AI, complete with image generation and a Slack-based approval system.

    n8nFree
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