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)  # 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

Platform

n8n

Category

Other

Price

Free

Creator

explorium

• code
• merge
• filter
• salesforce
• stickyNote
• httpRequest
• salesforceTrigger