Tool Lookup CRM

The workflow JSON

Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →

{
  "name": "tool_lookup_crm",
  "nodes": [
    {
      "id": "Start",
      "name": "Start",
      "type": "n8n-nodes-base.executeWorkflowTrigger",
      "typeVersion": 1,
      "position": [
        -420,
        120
      ],
      "parameters": {}
    },
    {
      "id": "Airtable Search",
      "name": "Airtable Search",
      "type": "n8n-nodes-base.airtable",
      "typeVersion": 2.1,
      "position": [
        -180,
        120
      ],
      "parameters": {
        "operation": "search",
        "base": "={{ $env.AIRTABLE_BASE_ID }}",
        "table": "Contacts",
        "filterByFormula": "=OR(SEARCH(\"{{$json.name}}\",{Name}),SEARCH(\"{{$json.email || ''}}\",{Email}))"
      },
      "credentials": {
        "airtableTokenApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "id": "Shape",
      "name": "Shape",
      "type": "n8n-nodes-base.set",
      "typeVersion": 3.4,
      "position": [
        60,
        120
      ],
      "parameters": {
        "keepOnlySet": true,
        "values": {
          "string": [
            {
              "name": "name",
              "value": "={{ $json.fields?.Name }}"
            },
            {
              "name": "email",
              "value": "={{ $json.fields?.Email }}"
            },
            {
              "name": "company",
              "value": "={{ $json.fields?.Company }}"
            },
            {
              "name": "last_contact",
              "value": "={{ $json.fields?.LastContactDate }}"
            }
          ]
        }
      }
    }
  ],
  "connections": {
    "Start": {
      "main": [
        [
          {
            "node": "Airtable Search",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Airtable Search": {
      "main": [
        [
          {
            "node": "Shape",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "active": false
}

Credentials you'll need

Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.

• airtableTokenApi

About this workflow

tool_lookup_crm. Uses executeWorkflowTrigger, airtable. Event-driven trigger; 3 nodes.

Source: https://github.com/ogu83/n8n-ai-agent-lab/blob/main/ep2-persistent-agent/workflows/tool_lookup_crm.json — original creator credit. Request a take-down →

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