Salesforce Account Enrichment with AI-Powered Web Crawling
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This workflow automatically enriches new Salesforce accounts by finding associated LinkedIn company profiles and crawling their websites. It then leverages AI to generate comprehensive insights from the combined data, empowering sales and marketing teams with rich, actionable intelligence.
About This Workflow
This powerful n8n workflow automates the crucial process of enriching Salesforce account data. Upon the creation of a new account in Salesforce, it intelligently searches for and fetches the corresponding company's LinkedIn profile. Simultaneously, it initiates a multi-depth web crawl of the company's primary website, gathering valuable page content. All this disparate information – LinkedIn company details and website content – is then consolidated, pre-processed, and fed into an OpenAI model. The workflow culminates by generating tailored, data-driven insights, providing sales representatives and marketers with a 360-degree view of their prospects and customers, streamlining research and enhancing outreach strategies.
Key Features
- Salesforce Trigger: Automatically initiates the workflow when a new account is created in Salesforce.
- LinkedIn Profile Discovery: Intelligently searches and extracts key company information from LinkedIn.
- Multi-Depth Website Crawler: Systematically crawls company websites, collecting page content up to a configurable depth.
- Automated Data Enrichment: Seamlessly combines and merges data from Salesforce, LinkedIn, and crawled websites.
- AI-Powered Insight Generation: Utilizes OpenAI to analyze all collected data and generate actionable business insights.
How To Use
- Salesforce Trigger: Connect your Salesforce account credentials and ensure the "SF: On Account Created" trigger node is configured to listen for new account creations.
- Salesforce Node: Verify the "SF: Get Account" node is correctly set up to retrieve details for the newly created account, which will serve as input for subsequent steps.
- Init Crawl Params: Configure the "Init Crawl Params" node to set the
rootUrl(which can be dynamically pulled from the Salesforce account or LinkedIn),domainName, andmaxCrawlDepthfor the web crawling component. - OpenAI Node: Connect your OpenAI API key to the "OpenAI: Generate Insights" node. Review its parameters to select your preferred AI model and adjust any prompt settings.
- Review Code Nodes: Examine the "Code" nodes (
Parse LinkedIn URL,Parse LinkedIn Company Info,Queue & Dedup Links,Combine & Chunk for LLM,Build LLM Prompt) to understand and potentially customize the data parsing, cleaning, and prompt construction logic to fit your specific insight generation needs.
Apps Used
Workflow JSON
{
"id": "97c6aeab-0a86-4537-a87c-9502d3d97806",
"name": "Salesforce Account Enrichment with AI-Powered Web Crawling",
"nodes": 20,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 97c6aeab-0a86...
About the Author
Crypto_Watcher
Web3 Developer
Automated trading bots and blockchain monitoring workflows.
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