{ "meta": { "templateCredsSetupCompleted": true }, "nodes": [ { "id": "fdf378ff-a2b6-45a3-b741-216e7d9eb4d5", "name": "Lead Capture Form", "type": "n8n-nodes-base.formTrigger", "position": [ -3824, 1728 ], "parameters": { "path": "lead-capture-form", "options": {}, "formTitle": "Get a Free Consultation", "formFields": { "values": [ { "fieldType": "email", "fieldLabel": "Email", "placeholder": "user@example.com", "requiredField": true }, { "fieldLabel": "First Name", "placeholder": "John", "requiredField": true }, { "fieldLabel": "Last Name", "placeholder": "Doe" }, { "fieldLabel": "Phone", "placeholder": "+1234567890" }, { "fieldLabel": "Company", "placeholder": "Acme Corp" }, { "fieldLabel": "Job Title", "placeholder": "Marketing Director" }, { "fieldType": "textarea", "fieldLabel": "What can we help you with?", "placeholder": "Tell us about your automation needs...", "requiredField": true }, { "fieldType": "dropdown", "fieldLabel": "Budget Range", "fieldOptions": { "values": [ { "option": "Under $5,000" }, { "option": "$5,000 - $10,000" }, { "option": "$10,000 - $25,000" }, { "option": "$25,000 - $50,000" }, { "option": "$50,000+" }, { "option": "Not sure yet" } ] } }, { "fieldType": "dropdown", "fieldLabel": "Timeline", "fieldOptions": { "values": [ { "option": "ASAP" }, { "option": "Within 1 month" }, { "option": "1-3 months" }, { "option": "3-6 months" }, { "option": "Just exploring" } ] } }, { "fieldType": "dropdown", "fieldLabel": "How did you hear about us?", "fieldOptions": { "values": [ { "option": "Google Search" }, { "option": "LinkedIn" }, { "option": "Referral" }, { "option": "Social Media" }, { "option": "YouTube" }, { "option": "Other" } ] } } ] }, "responseMode": "responseNode", "formDescription": "Tell us about your project and we'll get back to you within 24 hours." }, "typeVersion": 2.1 }, { "id": "0d6074d9-c09b-43f0-94ca-caf5e9c6ab52", "name": "Send Form Response", "type": "n8n-nodes-base.respondToWebhook", "position": [ -3472, 1488 ], "parameters": { "options": {}, "respondWith": "text", "responseBody": "Thanks for your submission! We'll be in touch soon." }, "typeVersion": 1.1 }, { "id": "9fe1bcfa-d627-4a79-be94-0096cbac2978", "name": "Business Email?", "type": "n8n-nodes-base.if", "position": [ -2944, 1632 ], "parameters": { "options": { "ignoreCase": true, "looseTypeValidation": true }, "conditions": { "options": { "version": 1, "leftValue": "", "caseSensitive": false, "typeValidation": "loose" }, "combinator": "and", "conditions": [ { "id": "business-email-check", "operator": { "type": "boolean", "operation": "equals" }, "leftValue": "={{ $json.isBusinessEmail }}", "rightValue": true } ] } }, "typeVersion": 2 }, { "id": "fc825881-1440-4db8-b9ac-d75e006ac980", "name": "Extract LinkedIn URL", "type": "n8n-nodes-base.code", "position": [ -2480, 1488 ], "parameters": { "jsCode": "// Extract LinkedIn company URL from Google search results\nconst lead = $('Normalize Lead Data1').first().json;\nconst searchResults = $input.all().map(item => item.json);\n\nlet linkedInUrl = null;\nlet searchSuccess = false;\nlet matchedBy = null;\n\n// Get company name and domain for matching\nconst companyName = (lead.company || '').toLowerCase().trim();\nconst emailDomain = (lead.emailDomain || '').toLowerCase().split('.')[0]; // e.g., \"elima\" from \"elima.io\"\n\n// Build search terms for matching (company name, domain, variations)\nconst searchTerms = new Set();\nif (companyName) {\n searchTerms.add(companyName.replace(/[^a-z0-9]/g, ''));\n // Remove common suffixes\n searchTerms.add(companyName.replace(/\\s*(inc|llc|ltd|corp|company|co|technologies|tech|solutions)\\.?$/i, '').replace(/[^a-z0-9]/g, ''));\n}\nif (emailDomain) {\n searchTerms.add(emailDomain.replace(/[^a-z0-9]/g, ''));\n}\n\n// Remove empty strings\nsearchTerms.delete('');\n\ntry {\n // Flatten results array\n const results = searchResults.flat();\n \n // First pass: Find LinkedIn company URL that matches our company name/domain\n for (const result of results) {\n const url = (result.url || result.link || '');\n const title = (result.title || '');\n \n // Match LinkedIn company pages (handles regional domains like in.linkedin.com, uk.linkedin.com, etc.)\n const linkedInCompanyMatch = url.match(/linkedin\\.com\\/company\\/([^\\/\\?#]+)/i);\n \n if (linkedInCompanyMatch) {\n // Skip LinkedIn help pages\n if (url.toLowerCase().includes('/help/')) continue;\n \n const companySlug = linkedInCompanyMatch[1].toLowerCase().replace(/[^a-z0-9]/g, '');\n const titleNormalized = title.toLowerCase().replace(/[^a-z0-9]/g, '');\n \n // Check if slug or title matches any of our search terms\n for (const term of searchTerms) {\n if (term.length < 2) continue; // Skip very short terms\n \n const isSlugMatch = companySlug.includes(term) || term.includes(companySlug);\n const isTitleMatch = titleNormalized.includes(term);\n \n if (isSlugMatch || isTitleMatch) {\n linkedInUrl = url;\n searchSuccess = true;\n matchedBy = isSlugMatch ? `slug: ${companySlug}` : `title: ${title}`;\n break;\n }\n }\n \n if (searchSuccess) break;\n }\n }\n \n // Fallback: If no match found, use first valid LinkedIn company URL (not help page)\n if (!searchSuccess) {\n for (const result of results) {\n const url = (result.url || result.link || '');\n \n if (url.match(/linkedin\\.com\\/company\\/[^\\/\\?#]+/i) && !url.toLowerCase().includes('/help/')) {\n linkedInUrl = url;\n searchSuccess = true;\n matchedBy = 'fallback-first-company-url';\n break;\n }\n }\n }\n \n} catch (error) {\n console.log('Error parsing search results:', error.message);\n}\n\nreturn {\n ...lead,\n linkedInUrl: linkedInUrl,\n linkedInSearchSuccess: searchSuccess,\n matchedBy: matchedBy,\n searchTermsUsed: Array.from(searchTerms),\n googleSearchRaw: JSON.stringify(searchResults).substring(0, 500)\n};" }, "typeVersion": 2 }, { "id": "d1e3e67b-ab8c-481c-9422-8ad972756c00", "name": "LinkedIn URL Found?", "type": "n8n-nodes-base.if", "position": [ -2288, 1488 ], "parameters": { "options": {}, "conditions": { "options": { "version": 1, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "linkedin-found", "operator": { "type": "boolean", "operation": "equals" }, "leftValue": "={{ $json.linkedInSearchSuccess }}", "rightValue": true } ] } }, "typeVersion": 2 }, { "id": "bac112ce-2d76-477e-b3a7-6363d710be44", "name": "Merge LinkedIn Data", "type": "n8n-nodes-base.code", "position": [ -1840, 1472 ], "parameters": { "jsCode": "// Merge LinkedIn company data with lead\nconst lead = $('Extract LinkedIn URL').first().json;\nconst linkedInData = $input.all().map(item => item.json);\n\nlet companyData = {};\n\ntry {\n // Handle array or object response\n const results = Array.isArray(linkedInData) ? linkedInData.flat() : [linkedInData];\n const company = results[0];\n \n if (company) {\n // Build headquarters string from mainAddress if available\n let headquarters = '';\n if (company.mainAddress) {\n const addr = company.mainAddress;\n headquarters = [\n addr.addressLocality,\n addr.addressRegion,\n addr.addressCountry\n ].filter(Boolean).join(', ');\n }\n \n // Parse specialties - can be string or array\n let specialties = company.Specialties || company.specialties || '';\n if (typeof specialties === 'string') {\n specialties = specialties.split(',').map(s => s.trim()).filter(Boolean);\n }\n \n companyData = {\n // Basic info\n name: company.name || lead.company,\n slogan: company.slogan || '',\n description: company.description || '',\n website: company.website || '',\n \n // Industry & Type\n industry: company.Industry || company.industry || '',\n companyType: company.Type || company.type || '',\n \n // Size & Employees\n employeeCount: company.numberOfEmployees || '',\n employeeRange: company['Company size'] || company.companySize || '',\n \n // Location\n headquarters: company.Headquarters || headquarters || '',\n fullAddress: company.mainAddress ? [\n company.mainAddress.streetAddress,\n company.mainAddress.addressLocality,\n company.mainAddress.addressRegion,\n company.mainAddress.postalCode,\n company.mainAddress.addressCountry\n ].filter(Boolean).join(', ') : '',\n allAddresses: company.addresses || [],\n \n // Dates & Stats\n foundedYear: company.Founded || company.founded || '',\n followerCount: company.FollowersCount || company.followersCount || '',\n \n // Other\n specialties: specialties,\n linkedInUrl: company.url || lead.linkedInUrl,\n logoUrl: company.logo || '',\n \n // Related companies (useful for competitive analysis)\n similarCompanies: (company.similarPages || []).slice(0, 5).map(p => ({\n name: p.name,\n industry: p.industry,\n linkedInUrl: p.linkeinUrl || p.linkedInUrl\n }))\n };\n }\n} catch (error) {\n console.log('Error parsing LinkedIn data:', error.message);\n}\n\nreturn {\n ...lead,\n enrichedCompany: {\n name: companyData.name || lead.company || 'Unknown',\n slogan: companyData.slogan || '',\n industry: companyData.industry || '',\n description: companyData.description || '',\n employees: companyData.employeeCount || '',\n employeeRange: companyData.employeeRange || '',\n headquarters: companyData.headquarters || '',\n fullAddress: companyData.fullAddress || '',\n website: companyData.website || '',\n foundedYear: companyData.foundedYear || '',\n specialties: Array.isArray(companyData.specialties) ? companyData.specialties.join(', ') : companyData.specialties,\n linkedInUrl: companyData.linkedInUrl || '',\n logoUrl: companyData.logoUrl || '',\n followerCount: companyData.followerCount || '',\n companyType: companyData.companyType || '',\n similarCompanies: companyData.similarCompanies || []\n },\n enrichmentSource: 'linkedin',\n enrichmentSuccessful: !!(companyData.name && (companyData.industry || companyData.description)),\n enrichmentTimestamp: new Date().toISOString()\n};" }, "typeVersion": 2 }, { "id": "5eceb49f-c6a1-423c-a745-2650cd0fb035", "name": "Skip Enrichment (Fallback)", "type": "n8n-nodes-base.code", "position": [ -2608, 1776 ], "parameters": { "jsCode": "// Create lead profile without enrichment (fallback path)\nconst lead = $input.first().json;\n\nreturn {\n ...lead,\n enrichedCompany: {\n name: lead.company || 'Unknown',\n industry: '',\n description: '',\n employees: '',\n employeeRange: '',\n headquarters: '',\n website: lead.emailDomain ? `https://${lead.emailDomain}` : '',\n foundedYear: '',\n specialties: '',\n linkedInUrl: '',\n logoUrl: '',\n followerCount: '',\n companyType: ''\n },\n enrichmentSource: 'none',\n enrichmentSuccessful: false,\n enrichmentTimestamp: new Date().toISOString(),\n enrichmentSkipReason: lead.isBusinessEmail ? 'LinkedIn URL not found' : 'Personal email - enrichment skipped'\n};" }, "typeVersion": 2 }, { "id": "25cffe86-41c5-459c-8c00-087cd6cc649f", "name": "Slack Cold Lead Log", "type": "n8n-nodes-base.slack", "position": [ 80, 2336 ], "parameters": { "text": "=\u2744\ufe0f *Cold/Disqualified Lead Logged*\n\n*{{ $json.fullName }}* ({{ $json.qualification.tier }})\n\ud83d\udcca Score: {{ $json.qualification.score }}/100\n\ud83d\udce7 {{ $json.email }}\n\n_Reason: {{ $json.qualification.reasoning }}_", "select": "channel", "channelId": { "__rl": true, "mode": "list", "value": "C08LYRVFVGU", "cachedResultName": "n8n" }, "otherOptions": { "includeLinkToWorkflow": false }, "authentication": "oAuth2" }, "credentials": { "slackOAuth2Api": { "name": "" } }, "typeVersion": 2.1 }, { "id": "fedc61bc-4e5b-4ed1-a426-f6197b3e2236", "name": "Normalize Lead Data1", "type": "n8n-nodes-base.code", "position": [ -3392, 1728 ], "parameters": { "jsCode": "// Normalize and prepare lead data from form submission\nconst input = $input.first().json;\n\n// Extract and normalize fields from form\nconst lead = {\n leadId: `LEAD-${Date.now()}-${Math.random().toString(36).substr(2, 9)}`,\n timestamp: new Date().toISOString(),\n \n // Contact Information (map from form field labels)\n email: (input['Email'] || input.email || '').toLowerCase().trim(),\n firstName: (input['First Name'] || input.firstName || '').trim(),\n lastName: (input['Last Name'] || input.lastName || '').trim(),\n phone: (input['Phone'] || input.phone || '').replace(/[^0-9+]/g, ''),\n \n // Company Information\n company: (input['Company'] || input.company || '').trim(),\n jobTitle: (input['Job Title'] || input.jobTitle || '').trim(),\n \n // Lead Context\n message: (input['What can we help you with?'] || input.message || '').trim(),\n budget: input['Budget Range'] || input.budget || '',\n timeline: input['Timeline'] || input.timeline || '',\n source: input['How did you hear about us?'] || input.source || 'direct',\n \n // Derived fields\n fullName: '',\n emailDomain: '',\n \n // Validation\n isValid: false,\n validationErrors: []\n};\n\n// Build full name\nlead.fullName = `${lead.firstName} ${lead.lastName}`.trim() || 'Unknown';\n\n// Extract domain from email for enrichment\nif (lead.email && lead.email.includes('@')) {\n lead.emailDomain = lead.email.split('@')[1];\n \n // Skip common personal email domains for enrichment\n const personalDomains = ['gmail.com', 'yahoo.com', 'hotmail.com', 'outlook.com', 'icloud.com', 'aol.com', 'mail.com', 'protonmail.com'];\n lead.isBusinessEmail = !personalDomains.includes(lead.emailDomain.toLowerCase());\n} else {\n lead.isBusinessEmail = false;\n}\n\n// Basic validation\nconst validationErrors = [];\nif (!lead.email || !lead.email.includes('@')) {\n validationErrors.push('Invalid or missing email');\n}\nif (!lead.firstName) {\n validationErrors.push('Missing first name');\n}\n\nlead.isValid = validationErrors.length === 0;\nlead.validationErrors = validationErrors;\n\n// Store raw form data\nlead.rawFormData = JSON.stringify(input);\n\nreturn lead;" }, "typeVersion": 2 }, { "id": "32d808e7-8e67-43b4-b04e-a709e93a35c2", "name": "Valid Lead?1", "type": "n8n-nodes-base.if", "position": [ -3168, 1728 ], "parameters": { "options": {}, "conditions": { "options": { "version": 1, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "valid-check", "operator": { "type": "boolean", "operation": "equals" }, "leftValue": "={{ $json.isValid }}", "rightValue": true } ] } }, "typeVersion": 2 }, { "id": "74f29b67-4cbd-42ec-9e17-1a474ee6756c", "name": "AI Lead Qualification1", "type": "@n8n/n8n-nodes-langchain.openAi", "position": [ -1568, 1776 ], "parameters": { "modelId": { "__rl": true, "mode": "list", "value": "gpt-4.1", "cachedResultName": "GPT-4.1" }, "options": { "temperature": 0.3 }, "messages": { "values": [ { "role": "system", "content": "=You are an expert B2B lead qualification specialist for an AI Automation Agency. Analyze the provided lead data and return a JSON object with your assessment.\n\nYour response must be valid JSON with this exact structure:\n{\n \"qualificationScore\": ,\n \"qualificationTier\": \"\",\n \"buyerPersona\": \"\",\n \"urgencyLevel\": \"\",\n \"budgetFit\": \"\",\n \"keyInsights\": [\"\", \"\", \"\"],\n \"suggestedNextSteps\": [\"\", \"\"],\n \"personalizedTalkingPoints\": [\"\", \"\"],\n \"riskFactors\": [\"\"],\n \"idealOutreachChannel\": \"\",\n \"suggestedOutreachTiming\": \"\",\n \"qualificationReasoning\": \"\"\n}\n\nScoring Guidelines:\n- 80-100 (hot): Strong buying signals, budget confirmed, decision maker, urgent timeline (ASAP or within 1 month)\n- 60-79 (warm): Good fit, some buying signals, may need nurturing, timeline 1-3 months\n- 40-59 (cold): Potential fit but unclear intent or timeline (3-6 months or exploring)\n- 0-39 (Disqualified): Poor fit, invalid data, spam indicators, or clearly not a buyer\n\nContext: We are an AI Automation Agency offering workflow automation, voice agents, and AI-powered solutions. Our ideal clients are businesses looking to automate repetitive tasks, improve efficiency, or implement AI solutions." }, { "content": "=Analyze this lead and provide qualification assessment:\n\n**Contact Information:**\n- Name: {{ $json.fullName }}\n- Email: {{ $json.email }}\n- Job Title: {{ $json.jobTitle || 'Not provided' }}\n- Phone: {{ $json.phone || 'Not provided' }}\n\n**Company Information:**\n- Company Name: {{ $json.enrichedCompany.name }}\n- Industry: {{ $json.enrichedCompany.industry || 'Unknown' }}\n- Company Size: {{ $json.enrichedCompany.employees || 'Unknown' }}\n- Location: {{ $json.enrichedCompany.headquarters || 'Unknown' }}\n- Website: {{ $json.enrichedCompany.website || 'Unknown' }}\n- Description: {{ $json.enrichedCompany.description || 'Not available' }}\n- LinkedIn: {{ $json.enrichedCompany.linkedInUrl || 'Not found' }}\n\n**Lead Context:**\n- Source: {{ $json.source }}\n- Message/Inquiry: {{ $json.message }}\n- Budget Indicated: {{ $json.budget || 'Not specified' }}\n- Timeline: {{ $json.timeline || 'Not specified' }}\n\n**Data Quality:**\n- Business Email: {{ $json.isBusinessEmail }}\n- Enrichment Successful: {{ $json.enrichmentSuccessful }}\n\nProvide your qualification assessment as valid JSON only." } ] }, "jsonOutput": true }, "credentials": { "openAiApi": { "name": "" } }, "typeVersion": 1.4 }, { "id": "5a661554-863b-4905-a610-5f2bcc7eeff7", "name": "Build Qualified Lead Profile1", "type": "n8n-nodes-base.code", "position": [ -1200, 1776 ], "parameters": { "jsCode": "// Parse AI qualification response and build final lead profile\n// Get lead data from whichever path executed (enriched or fallback)\nlet lead;\ntry {\n lead = $('Merge LinkedIn Data').first().json;\n} catch (e) {\n lead = $('Skip Enrichment (Fallback)').first().json;\n}\n\nconst aiResponse = $input.first().json;\n\n// Parse AI response (handle both string and object responses)\nlet qualification;\ntry {\n qualification = typeof aiResponse.message?.content === 'string' \n ? JSON.parse(aiResponse.message.content) \n : aiResponse.message?.content || aiResponse;\n} catch (e) {\n // Fallback if AI response isn't proper JSON\n qualification = {\n qualificationScore: 50,\n qualificationTier: 'Cold',\n buyerPersona: 'Unknown',\n urgencyLevel: 'Low',\n budgetFit: 'Unknown',\n keyInsights: ['AI qualification parsing failed - manual review required'],\n suggestedNextSteps: ['Manual qualification required'],\n personalizedTalkingPoints: [],\n riskFactors: ['AI qualification error'],\n idealOutreachChannel: 'Email',\n suggestedOutreachTiming: '48h',\n qualificationReasoning: 'Automated qualification parsing failed - review raw response'\n };\n}\n\n// Build final qualified lead object\nconst qualifiedLead = {\n // Core lead data\n leadId: lead.leadId,\n timestamp: lead.timestamp,\n \n // Contact info\n email: lead.email,\n firstName: lead.firstName,\n lastName: lead.lastName,\n fullName: lead.fullName,\n phone: lead.phone,\n jobTitle: lead.jobTitle,\n \n // Company info\n company: lead.company,\n enrichedCompany: lead.enrichedCompany,\n \n // Lead context\n message: lead.message,\n budget: lead.budget,\n timeline: lead.timeline,\n source: lead.source,\n \n // Data quality flags\n isBusinessEmail: lead.isBusinessEmail,\n enrichmentSuccessful: lead.enrichmentSuccessful,\n enrichmentSource: lead.enrichmentSource,\n \n // AI Qualification Results\n qualification: {\n score: qualification.qualificationScore || 0,\n tier: qualification.qualificationTier || 'cold',\n buyerPersona: qualification.buyerPersona || 'Unknown',\n urgencyLevel: qualification.urgencyLevel || 'Low',\n budgetFit: qualification.budgetFit || 'Unknown',\n reasoning: qualification.qualificationReasoning || ''\n },\n \n // AI Insights\n insights: {\n keyInsights: qualification.keyInsights || [],\n suggestedNextSteps: qualification.suggestedNextSteps || [],\n talkingPoints: qualification.personalizedTalkingPoints || [],\n riskFactors: qualification.riskFactors || []\n },\n \n // Outreach Recommendations\n outreach: {\n channel: qualification.idealOutreachChannel || 'Email',\n timing: qualification.suggestedOutreachTiming || '48h',\n priority: qualification.qualificationScore >= 80 ? 'High' : \n qualification.qualificationScore >= 60 ? 'Medium' : 'Low'\n },\n \n // Processing metadata\n processedAt: new Date().toISOString(),\n pipelineVersion: '2.1'\n};\n\nreturn qualifiedLead;" }, "typeVersion": 2 }, { "id": "a70b8660-06f9-49d0-a6de-4faff0204bb4", "name": "Hot Lead?1", "type": "n8n-nodes-base.if", "position": [ -896, 1776 ], "parameters": { "options": { "ignoreCase": true, "looseTypeValidation": true }, "conditions": { "options": { "version": 1, "leftValue": "", "caseSensitive": false, "typeValidation": "loose" }, "combinator": "and", "conditions": [ { "id": "hot-lead-check", "operator": { "type": "string", "operation": "equals" }, "leftValue": "={{ $json.qualification.tier }}", "rightValue": "hot" } ] } }, "typeVersion": 2 }, { "id": "890eec61-f9fa-445d-96e3-a4a474ceaaef", "name": "Slack Hot Lead Alert1", "type": "n8n-nodes-base.slack", "position": [ -480, 1488 ], "parameters": { "text": "=\ud83d\udd25 *HOT LEAD ALERT* \ud83d\udd25\n\n*{{ $json.fullName }}* from *{{ $json.enrichedCompany.name }}*\n\n\ud83d\udcca *Qualification Score:* {{ $json.qualification.score }}/100\n\ud83d\udc64 *Buyer Persona:* {{ $json.qualification.buyerPersona }}\n\ud83d\udcb0 *Budget Fit:* {{ $json.qualification.budgetFit }}\n\u23f0 *Urgency:* {{ $json.qualification.urgencyLevel }}\n\n\ud83d\udce7 *Email:* {{ $json.email }}\n\ud83d\udcde *Phone:* {{ $json.phone || 'Not provided' }}\n\ud83d\udcbc *Title:* {{ $json.jobTitle || 'Not provided' }}\n\n\ud83c\udfe2 *Company Details:*\n\u2022 Industry: {{ $json.enrichedCompany.industry || 'Unknown' }}\n\u2022 Size: {{ $json.enrichedCompany.employees || 'Unknown' }}\n\u2022 Location: {{ $json.enrichedCompany.headquarters || 'Unknown' }}\n\u2022 LinkedIn: {{ $json.enrichedCompany.linkedInUrl || 'Not found' }}\n\n\ud83d\udcac *Their Message:*\n{{ $json.message }}\n\n\ud83d\udcb5 *Budget:* {{ $json.budget || 'Not specified' }}\n\u23f1\ufe0f *Timeline:* {{ $json.timeline || 'Not specified' }}\n\n\ud83d\udca1 *AI Insights:*\n{{ $json.insights.keyInsights.map(i => '\u2022 ' + i).join('\\n') }}\n\n\ud83c\udfaf *Suggested Next Steps:*\n{{ $json.insights.suggestedNextSteps.map(s => '\u2022 ' + s).join('\\n') }}\n\n\ud83d\udcac *Talking Points:*\n{{ $json.insights.talkingPoints.map(p => '\u2022 ' + p).join('\\n') }}\n\n\u26a0\ufe0f *Risk Factors:*\n{{ $json.insights.riskFactors.length > 0 ? $json.insights.riskFactors.map(r => '\u2022 ' + r).join('\\n') : '\u2022 None identified' }}\n\n\ud83d\udcde *Recommended:* {{ $json.outreach.channel }} within {{ $json.outreach.timing }}", "select": "channel", "channelId": { "__rl": true, "mode": "list", "value": "C08LYRVFVGU", "cachedResultName": "n8n" }, "otherOptions": { "includeLinkToWorkflow": false }, "authentication": "oAuth2" }, "credentials": { "slackOAuth2Api": { "name": "" } }, "typeVersion": 2.1 }, { "id": "30a0620d-3a83-4200-95fb-9af823bcfb2f", "name": "Warm Lead?1", "type": "n8n-nodes-base.if", "position": [ -480, 2048 ], "parameters": { "options": {}, "conditions": { "options": { "version": 1, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "warm-lead-check", "operator": { "type": "string", "operation": "equals" }, "leftValue": "={{ $json.qualification.tier }}", "rightValue": "warm" } ] } }, "typeVersion": 2 }, { "id": "7f889070-13b2-4deb-a085-466a2b9faba9", "name": "AI Generate Personalized Email1", "type": "@n8n/n8n-nodes-langchain.openAi", "position": [ -496, 1760 ], "parameters": { "modelId": { "__rl": true, "mode": "list", "value": "gpt-4.1", "cachedResultName": "GPT-4.1" }, "options": { "temperature": 0.7 }, "messages": { "values": [ { "role": "system", "content": "=You are a professional sales development representative for Agentical AI, an AI Automation Agency. Write a personalized, warm outreach email that:\n\n1. References something specific about their company, role, or inquiry\n2. Addresses their likely pain points based on their message and industry\n3. Provides value upfront (insight, tip, or relevant observation)\n4. Has a clear, low-commitment CTA (15-min call, not a demo)\n5. Is concise (under 150 words body)\n6. Sounds human and conversational, not templated\n7. Does NOT use generic phrases like \"I hope this email finds you well\"\n\nServices we offer:\n- AI-powered workflow automation (n8n, Make, Zapier)\n- Voice agents and conversational AI\n- Custom AI solutions and integrations\n- Process automation consulting\n\nReturn JSON with:\n{\n \"subject\": \"\",\n \"body\": \"\",\n \"followUpTiming\": \"\"\n}" }, { "content": "=Write a personalized outreach email for this HOT lead:\n\n**Contact:**\n- Name: {{ $json.fullName }}\n- Title: {{ $json.jobTitle || 'Not specified' }}\n- Email: {{ $json.email }}\n\n**Company:**\n- Company: {{ $json.enrichedCompany.name }}\n- Industry: {{ $json.enrichedCompany.industry || 'Unknown' }}\n- Size: {{ $json.enrichedCompany.employees || 'Unknown' }}\n- Description: {{ $json.enrichedCompany.description || 'Not available' }}\n\n**Their Inquiry:**\n{{ $json.message }}\n\n**Context:**\n- Budget: {{ $json.budget || 'Not specified' }}\n- Timeline: {{ $json.timeline || 'Not specified' }}\n- Source: {{ $json.source }}\n\n**AI-Generated Talking Points:**\n{{ $json.insights.talkingPoints.join('\\n') }}\n\nWrite the email as valid JSON." } ] }, "jsonOutput": true }, "credentials": { "openAiApi": { "name": "" } }, "typeVersion": 1.4 }, { "id": "dc024a50-bc04-409c-8d88-4d60c8b9bb6f", "name": "Create HubSpot Contact1", "type": "n8n-nodes-base.hubspot", "position": [ 64, 1488 ], "parameters": { "email": "={{ $('Build Qualified Lead Profile1').first().json.email }}", "options": {}, "authentication": "appToken", "additionalFields": { "lastName": "={{ $('Build Qualified Lead Profile1').first().json.lastName }}", "firstName": "={{ $('Build Qualified Lead Profile1').first().json.firstName }}", "customPropertiesUi": { "customPropertiesValues": [ { "value": "={{ $('Build Qualified Lead Profile1').first().json.jobTitle }}", "property": "jobtitle1" }, { "value": "={{ $('Build Qualified Lead Profile1').first().json.source }}", "property": "lead_source" }, { "value": "={{ $('Build Qualified Lead Profile1').first().json.qualification.score }}", "property": "lead_score" }, { "value": "={{ $('Build Qualified Lead Profile1').first().json.qualification.tier }}", "property": "lead_tier" }, { "value": "={{ $('Build Qualified Lead Profile1').first().json.insights.keyInsights.join('; ') }}", "property": "ai_insights" }, { "value": "={{ $('Build Qualified Lead Profile1').first().json.enrichedCompany.industry }}", "property": "industry1" }, { "value": "={{ $('Build Qualified Lead Profile1').first().json.message }}", "property": "message1" } ] } } }, "credentials": { "hubspotAppToken": { "name": "" } }, "typeVersion": 2 }, { "id": "7cbd5f67-9e20-41c2-88b2-dab991518b58", "name": "Slack Warm Lead Notification1", "type": "n8n-nodes-base.slack", "position": [ 64, 2032 ], "parameters": { "text": "=\ud83d\udce5 *New Warm Lead*\n\n*{{ $json.fullName }}* ({{ $json.qualification.tier }})\n\ud83d\udcca Score: {{ $json.qualification.score }}/100\n\ud83c\udfe2 {{ $json.enrichedCompany.name }} | {{ $json.enrichedCompany.industry || 'Unknown industry' }}\n\ud83d\udcac {{ $json.message.substring(0, 100) }}{{ $json.message.length > 100 ? '...' : '' }}\n\n_Added to nurture sequence_", "select": "channel", "channelId": { "__rl": true, "mode": "list", "value": "C08LYRVFVGU", "cachedResultName": "n8n" }, "otherOptions": { "includeLinkToWorkflow": false }, "authentication": "oAuth2" }, "credentials": { "slackOAuth2Api": { "name": "" } }, "typeVersion": 2.1 }, { "id": "facabd1a-612c-435e-acaa-2d2e94d980b9", "name": "Log to Google Sheets1", "type": "n8n-nodes-base.googleSheets", "position": [ -912, 2112 ], "parameters": { "columns": { "value": { "Email": "={{ $json.email }}", "Phone": "={{ $json.phone }}", "Source": "={{ $json.source }}", "Company": "={{ $json.enrichedCompany.name }}", "Lead ID": "={{ $json.leadId }}", "Message": "={{ $json.message }}", "Urgency": "={{ $json.qualification.urgencyLevel }}", "Campaign": "={{ $json.campaign || '' }}", "Industry": "={{ $json.enrichedCompany.industry }}", "Location": "={{ $json.enrichedCompany.headquarters }}", "Full Name": "={{ $json.fullName }}", "Job Title": "={{ $json.jobTitle }}", "Lead Tier": "={{ $json.qualification.tier }}", "Timestamp": "={{ $json.timestamp }}", "Budget Fit": "={{ $json.qualification.budgetFit }}", "Lead Score": "={{ $json.qualification.score }}", "Next Steps": "={{ $json.insights.suggestedNextSteps.join('; ') }}", "AI Insights": "={{ $json.insights.keyInsights.join('; ') }}", "Company Size": "={{ $json.enrichedCompany.employees }}", "Processed At": "={{ $json.processedAt }}", "Risk Factors": "={{ $json.insights.riskFactors.join('; ') }}", "Buyer Persona": "={{ $json.qualification.buyerPersona }}", "Revenue Range": "={{ $json.enrichedCompany.annualRevenue || '' }}", "Email Verified": "={{ $json.emailVerified || '' }}", "Outreach Timing": "={{ $json.outreach.timing }}", "Outreach Channel": "={{ $json.outreach.channel }}" }, "schema": [ { "id": "Lead ID", "type": "string", "display": true, "required": false, "displayName": "Lead ID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Timestamp", "type": "string", "display": true, "required": false, "displayName": "Timestamp", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Full Name", "type": "string", "display": true, "required": false, "displayName": "Full Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Email", "type": "string", "display": true, "required": false, "displayName": "Email", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Phone", "type": "string", "display": true, "required": false, "displayName": "Phone", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Job Title", "type": "string", "display": true, "required": false, "displayName": "Job Title", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company", "type": "string", "display": true, "required": false, "displayName": "Company", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Industry", "type": "string", "display": true, "required": false, "displayName": "Industry", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company Size", "type": "string", "display": true, "required": false, "displayName": "Company Size", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Revenue Range", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Revenue Range", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Location", "type": "string", "display": true, "required": false, "displayName": "Location", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Lead Score", "type": "string", "display": true, "required": false, "displayName": "Lead Score", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Lead Tier", "type": "string", "display": true, "required": false, "displayName": "Lead Tier", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Buyer Persona", "type": "string", "display": true, "required": false, "displayName": "Buyer Persona", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Urgency", "type": "string", "display": true, "required": false, "displayName": "Urgency", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Budget Fit", "type": "string", "display": true, "required": false, "displayName": "Budget Fit", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Source", "type": "string", "display": true, "required": false, "displayName": "Source", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Campaign", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Campaign", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Message", "type": "string", "display": true, "required": false, "displayName": "Message", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "AI Insights", "type": "string", "display": true, "required": false, "displayName": "AI Insights", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Next Steps", "type": "string", "display": true, "required": false, "displayName": "Next Steps", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Risk Factors", "type": "string", "display": true, "required": false, "displayName": "Risk Factors", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Outreach Channel", "type": "string", "display": true, "required": false, "displayName": "Outreach Channel", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Outreach Timing", "type": "string", "display": true, "required": false, "displayName": "Outreach Timing", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Email Verified", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Email Verified", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Processed At", "type": "string", "display": true, "required": false, "displayName": "Processed At", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {}, "operation": "append", "sheetName": { "__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1vKK2PVyQT4RcKYU4pbAO3yOvoAUUg2ulQM4X7MhviHM/edit#gid=0", "cachedResultName": "Sheet1" }, "documentId": { "__rl": true, "mode": "list", "value": "1vKK2PVyQT4RcKYU4pbAO3yOvoAUUg2ulQM4X7MhviHM", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1vKK2PVyQT4RcKYU4pbAO3yOvoAUUg2ulQM4X7MhviHM/edit?usp=drivesdk", "cachedResultName": "Lead Database" } }, "credentials": { "googleSheetsOAuth2Api": { "name": "" } }, "typeVersion": 4.4 }, { "id": "3fd6cfde-b36b-4d0d-a458-29bc7bf13d6b", "name": "Google Search (Find LinkedIn URL)", "type": "n8n-nodes-base.httpRequest", "onError": "continueRegularOutput", "position": [ -2688, 1488 ], "parameters": { "url": "=https://api.apify.com/v2/acts/mina_safwat~google-search-scraper-ppr/run-sync-get-dataset-items", "method": "POST", "options": { "redirect": {} }, "jsonBody": "={\n \"lang\": \"en\",\n \"searchTerm\": \"provide the linkedin company page url for company - {{ $json.company || $json.emailDomain }}\",\n \"unique\": true\n,\n \"memory\": 256\n}", "sendBody": true, "sendHeaders": true, "specifyBody": "json", "headerParameters": { "parameters": [ { "name": "Accept", "value": "application/json" }, { "name": "Authorization", "value": "Bearer YOUR_TOKEN_HERE" } ] } }, "typeVersion": 4.2, "alwaysOutputData": true }, { "id": "44632191-a684-407d-b97b-b016fd1f0adc", "name": "LinkedIn Company Scraper", "type": "n8n-nodes-base.httpRequest", "onError": "continueRegularOutput", "position": [ -2048, 1472 ], "parameters": { "url": "=https://api.apify.com/v2/acts/logical_scrapers~linkedin-company-scraper-ppr/run-sync-get-dataset-items", "method": "POST", "options": {}, "jsonBody": "={\n \"url\": [\n \"{{ $json.linkedInUrl }}\"\n ]\n}", "sendBody": true, "sendHeaders": true, "specifyBody": "json", "headerParameters": { "parameters": [ { "name": "Accept", "value": "application/json" }, { "name": "Authorization", "value": "Bearer YOUR_TOKEN_HERE" } ] } }, "retryOnFail": true, "typeVersion": 4.2, "alwaysOutputData": true }, { "id": "dc2b5c73-5da4-443e-9861-c57d546f4331", "name": "Send Personalized Email", "type": "n8n-nodes-base.gmail", "position": [ 64, 1760 ], "parameters": { "sendTo": "={{ $('Build Qualified Lead Profile1').first().json.email }}", "message": "={{ $json.message.content.body }}", "options": {}, "subject": "={{ $json.message.content.subject }} ", "emailType": "text" }, "credentials": { "gmailOAuth2": { "name": "" } }, "typeVersion": 2.1 }, { "id": "67df1996-c2a8-4565-91f1-4ef99b5a4693", "name": "Handle Invalid Lead", "type": "n8n-nodes-base.stopAndError", "position": [ -2928, 1984 ], "parameters": { "errorMessage": "=Lead validation failed: {{ $json.validationErrors.join(', ') }}" }, "typeVersion": 1 }, { "id": "3e4107de-07c4-4ac5-993e-ed4b67d2d289", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -4304, 1456 ], "parameters": { "color": 5, "width": 320, "height": 723, "content": "## \ud83d\ude80 AI-Powered Lead Qualification\n\nThis template automatically qualifies, enriches, and routes incoming leads using AI.\n\n### What it does\n- Captures leads via built-in form\n- Enriches company data from LinkedIn (via Apify)\n- AI scores leads 0-100 and assigns tier\n- Routes Hot/Warm/Cold leads to appropriate actions\n- Sends personalized emails & Slack alerts\n\n### How to use\n1. Configure credentials (see Requirements)\n2. Customize the form fields if needed\n3. Activate the workflow\n4. Embed the form or share the URL\n\n### Requirements\n- **OpenAI** - For AI qualification\n- **Apify** - For LinkedIn enrichment\n- **Slack** (optional) - For alerts\n- **HubSpot** (optional) - For CRM\n- **Gmail** (optional) - For emails\n- **Google Sheets** (optional) - For logging\n\n### Apify Setup\nCreate \"HTTP Query Auth\" credential:\n- Parameter Name: `token`\n- Parameter Value: `your-apify-api-key`\n\n### Cost\n~$0.02-0.03 per enriched lead\n\n### Need Help?\nJoin the [n8n Discord](https://discord.gg/n8n) or contact [Agentical AI](https://agenticalai.com)" }, "typeVersion": 1 }, { "id": "88355b51-b396-480c-9424-74f2e288b6c2", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ -3808, 1280 ], "parameters": { "color": 4, "width": 440, "height": 212, "content": "### 1. Lead Capture & Validation\n\nThe form captures lead data and validates:\n- Email format check\n- Business vs personal email detection\n- Data normalization\n\nPersonal emails (Gmail, Yahoo, etc.) skip enrichment but still get AI qualified." }, "typeVersion": 1 }, { "id": "77ac0198-88de-4d04-91e8-0e2409a18599", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ -2704, 1184 ], "parameters": { "color": 4, "width": 500, "height": 284, "content": "### 2. Company Enrichment (Apify)\n\nFor business emails:\n1. Google Search finds LinkedIn company URL\n2. LinkedIn Scraper extracts company profile\n3. Data merged with lead info\n\n**Actors Used:**\n- Google Search Scraper PPR\n- LinkedIn Company Scraper PPR\n\nIf LinkedIn not found, proceeds without enrichment." }, "typeVersion": 1 }, { "id": "b38bf6ae-7e99-4d69-8d16-1799df9ec08c", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ -1600, 1440 ], "parameters": { "color": 4, "width": 360, "height": 284, "content": "### 3. AI Qualification (GPT-4o)\n\nAI analyzes lead data and returns:\n- **Score**: 0-100\n- **Tier**: Hot/Warm/Cold/Disqualified\n- **Buyer Persona**: Decision Maker, Influencer, etc.\n- **Key Insights**: Why this score\n- **Talking Points**: For sales outreach\n- **Risk Factors**: Potential objections\n\nEdit the system prompt to customize scoring criteria." }, "typeVersion": 1 }, { "id": "b7bab488-6088-4051-9a16-2eac6649e702", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ -1024, 1440 ], "parameters": { "color": 4, "width": 300, "height": 280, "content": "### 4. Lead Routing & Actions\n\n**\ud83d\udd25 Hot (80-100)**\n\u2192 Slack alert + AI email + HubSpot\n\n**\ud83c\udf21\ufe0f Warm (60-79)**\n\u2192 Slack notification\n\n**\u2744\ufe0f Cold (<60)**\n\u2192 Logged only\n\n**All leads** \u2192 Google Sheets" }, "typeVersion": 1 }, { "id": "7fd13407-5c32-4f2f-a4e8-b3ef37ef6c83", "name": "Sticky Note5", "type": "n8n-nodes-base.stickyNote", "position": [ -432, 1232 ], "parameters": { "color": 6, "width": 444, "height": 188, "content": "### 5. Hot Lead Actions\n\n1. **Slack Alert** - Instant notification with all details\n2. **AI Email** - Personalized outreach generated by GPT\n3. **HubSpot** - Contact created with lead score & insights" }, "typeVersion": 1 } ], "connections": { "Hot Lead?1": { "main": [ [ { "node": "Slack Hot Lead Alert1", "type": "main", "index": 0 }, { "node": "AI Generate Personalized Email1", "type": "main", "index": 0 } ], [ { "node": "Warm Lead?1", "type": "main", "index": 0 } ] ] }, "Warm Lead?1": { "main": [ [ { "node": "Slack Warm Lead Notification1", "type": "main", "index": 0 } ], [ { "node": "Slack Cold Lead Log", "type": "main", "index": 0 } ] ] }, "Valid Lead?1": { "main": [ [ { "node": "Business Email?", "type": "main", "index": 0 } ], [ { "node": "Handle Invalid Lead", "type": "main", "index": 0 } ] ] }, "Business Email?": { "main": [ [ { "node": "Google Search (Find LinkedIn URL)", "type": "main", "index": 0 } ], [ { "node": "Skip Enrichment (Fallback)", "type": "main", "index": 0 } ] ] }, "Lead Capture Form": { "main": [ [ { "node": "Send Form Response", "type": "main", "index": 0 }, { "node": "Normalize Lead Data1", "type": "main", "index": 0 } ] ] }, "LinkedIn URL Found?": { "main": [ [ { "node": "LinkedIn Company Scraper", "type": "main", "index": 0 } ], [ { "node": "Skip Enrichment (Fallback)", "type": "main", "index": 0 } ] ] }, "Merge LinkedIn Data": { "main": [ [ { "node": "AI Lead Qualification1", "type": "main", "index": 0 } ] ] }, "Extract LinkedIn URL": { "main": [ [ { "node": "LinkedIn URL Found?", "type": "main", "index": 0 } ] ] }, "Normalize Lead Data1": { "main": [ [ { "node": "Valid Lead?1", "type": "main", "index": 0 } ] ] }, "Slack Hot Lead Alert1": { "main": [ [ { "node": "Create HubSpot Contact1", "type": "main", "index": 0 } ] ] }, "AI Lead Qualification1": { "main": [ [ { "node": "Build Qualified Lead Profile1", "type": "main", "index": 0 } ] ] }, "LinkedIn Company Scraper": { "main": [ [ { "node": "Merge LinkedIn Data", "type": "main", "index": 0 } ] ] }, "Skip Enrichment (Fallback)": { "main": [ [ { "node": "AI Lead Qualification1", "type": "main", "index": 0 } ] ] }, "Build Qualified Lead Profile1": { "main": [ [ { "node": "Hot Lead?1", "type": "main", "index": 0 }, { "node": "Log to Google Sheets1", "type": "main", "index": 0 } ] ] }, "AI Generate Personalized Email1": { "main": [ [ { "node": "Send Personalized Email", "type": "main", "index": 0 } ] ] }, "Google Search (Find LinkedIn URL)": { "main": [ [ { "node": "Extract LinkedIn URL", "type": "main", "index": 0 } ] ] } } }