Thank you for your interest in our solutions. Based on your profile at ' + $json.company_name + ', we believe we can help you achieve your goals.
Next Steps:
We look forward to connecting with you!
' }}", "subject": "={{ 'Welcome ' + $json.first_name + ' - Next Steps for ' + $json.company_name }}", "toEmail": "={{ $json.email }}", "emailType": "html", "additionalFields": { "replyTo": "user@example.com", "fromName": "Sales Team" } }, "credentials": { "sendEmail": { "id": "credential-id", "name": "sendEmail Credential" } }, "typeVersion": 1 }, { "id": "sales-task-YOUR_OPENAI_KEY_HERE", "name": "Sales Task Creator", "type": "n8n-nodes-base.hubspot", "position": [ 1800, 900 ], "parameters": { "resource": "task", "operation": "create", "additionalFields": { "status": "Not Started", "dueDate": "={{ new Date(Date.now() + 24 * 60 * 60 * 1000).toISOString() }}", "subject": "={{ 'Follow up with ' + $json.first_name + ' ' + $json.last_name + ' from ' + $json.company_name }}", "priority": "={{ $json.qualification.priority === 'Critical' ? 'High' : $json.qualification.priority }}", "description": "={{ 'Lead Score: ' + $json.lead_score + '\\nGrade: ' + $json.qualification.grade + '\\nCategory: ' + $json.qualification.category + '\\nImmediate Actions: ' + $json.sales_actions.immediate_actions.join(', ') + '\\nFollow-up Sequence: ' + $json.sales_actions.follow_up_sequence.join('\\n') }}", "customFields": { "deal_value": "={{ $json.enriched_data.financial.revenue_estimate || '50000' }}", "lead_grade": "={{ $json.qualification.grade }}", "lead_score": "={{ $json.lead_score }}", "assigned_sales_rep": "={{ $json.sales_actions.sales_rep_assignment }}" } } }, "credentials": { "hubspotApi": { "id": "credential-id", "name": "hubspotApi Credential" } }, "typeVersion": 1 }, { "id": "slack-notification-sender", "name": "Slack Notification Sender", "type": "n8n-nodes-base.slack", "position": [ 2000, 700 ], "parameters": { "text": "={{ 'π¨ NEW HIGH-VALUE LEAD: ' + $json.first_name + ' ' + $json.last_name + ' from ' + $json.company_name + '\\nπ Lead Score: ' + $json.lead_score + ' (' + $json.qualification.grade + ')\\nπ― Category: ' + $json.qualification.category + '\\nπ° Estimated Value: ' + ($json.enriched_data.financial.revenue_estimate || 'Unknown') + '\\nπ€ Assigned to: ' + $json.sales_actions.sales_rep_assignment + '\\nβ‘ Priority: ' + $json.qualification.priority }}", "channel": "sales-alerts", "otherOptions": { "username": "Sales Pipeline Bot", "icon_emoji": ":rocket:" } }, "credentials": { "slackApi": { "id": "credential-id", "name": "slackApi Credential" } }, "typeVersion": 1 }, { "id": "dashboard-logger", "name": "Dashboard Logger", "type": "n8n-nodes-base.googleSheets", "position": [ 2000, 900 ], "parameters": { "options": { "headerRow": true }, "operation": "append", "sheetName": "Processed Leads", "documentId": "sales-pipeline-dashboard", "valuesToSend": { "matchingColumns": [ { "value": "={{ new Date().toISOString() }}", "column": "Timestamp" }, { "value": "={{ $json.lead_id }}", "column": "Lead ID" }, { "value": "={{ $json.first_name + ' ' + $json.last_name }}", "column": "Name" }, { "value": "={{ $json.company_name }}", "column": "Company" }, { "value": "={{ $json.job_title }}", "column": "Job Title" }, { "value": "={{ $json.email }}", "column": "Email" }, { "value": "={{ $json.lead_score }}", "column": "Lead Score" }, { "value": "={{ $json.qualification.grade }}", "column": "Grade" }, { "value": "={{ $json.qualification.category }}", "column": "Category" }, { "value": "={{ $json.qualification.priority }}", "column": "Priority" }, { "value": "={{ $json.lead_source }}", "column": "Lead Source" }, { "value": "={{ $json.sales_actions.sales_rep_assignment }}", "column": "Assigned Rep" }, { "value": "={{ $json.enriched_data.company.company_size || 'Unknown' }}", "column": "Company Size" }, { "value": "={{ $json.enriched_data.company.industry || 'Unknown' }}", "column": "Industry" }, { "value": "={{ $json.enriched_data.financial.last_funding_round || 'Unknown' }}", "column": "Funding Stage" }, { "value": "={{ $json.enriched_data.financial.revenue_estimate || 'Unknown' }}", "column": "Estimated Value" }, { "value": "={{ $json.sales_actions.immediate_actions.join('; ') }}", "column": "Immediate Actions" }, { "value": "={{ $json.qualification.red_flags.join('; ') }}", "column": "Red Flags" }, { "value": "={{ $json.qualification.opportunity_indicators.join('; ') }}", "column": "Opportunity Indicators" } ] }, "valueToMatchOn": "", "columnToMatchOn": "" }, "credentials": { "googleSheetsOAuth2Api": { "id": "credential-id", "name": "googleSheetsOAuth2Api Credential" } }, "typeVersion": 4 }, { "id": "overview-sticky-note", "name": "Workflow Overview", "type": "n8n-nodes-base.stickyNote", "position": [ 400, 100 ], "parameters": { "color": 0, "width": 600, "height": 400, "content": "# π― Sales Pipeline Automation Overview\n\nThis comprehensive workflow automates the entire lead processing pipeline from initial capture to CRM integration and team notifications.\n\n## Key Components\n1. **Dual Trigger System** - Scheduled monitoring + real-time webhooks\n2. **AI-Powered Data Enrichment** - LinkedIn & Crunchbase integration\n3. **Advanced Lead Scoring** - 0-100 point algorithm with multiple factors\n4. **Smart Routing & CRM Integration** - Automated contact/deal creation\n5. **Intelligent Follow-up** - Personalized email sequences\n6. **Team Collaboration** - Slack notifications & task assignment\n7. **Analytics & Reporting** - Google Sheets dashboard\n\n## Benefits\n- 90% reduction in manual lead processing time\n- Consistent lead qualification across all sources\n- Immediate response to high-value prospects\n- Complete audit trail and performance analytics" }, "typeVersion": 1 }, { "id": "triggers-sticky-note", "name": "Lead Monitoring System", "type": "n8n-nodes-base.stickyNote", "position": [ 280, 450 ], "parameters": { "color": 4, "width": 500, "height": 350, "content": "# β±οΈ Automated Lead Monitoring\n\nDual trigger system ensures no leads are missed:\n\n## Schedule Trigger\n- **Frequency**: Every 2 hours (configurable)\n- **Purpose**: Systematic CRM scanning for new leads\n- **Best for**: Batch processing and backup monitoring\n\n## Webhook Trigger\n- **Type**: Real-time HTTP POST endpoint\n- **Purpose**: Instant processing of new lead notifications\n- **Best for**: Immediate response to high-priority leads\n\n## Configuration Tips\n- Set schedule frequency based on lead volume\n- Monitor webhook reliability and add fallback logic\n- Use different time zones if operating globally\n- Test both triggers regularly to ensure reliability" }, "typeVersion": 1 }, { "id": "scraper-sticky-note", "name": "CRM Data Extraction", "type": "n8n-nodes-base.stickyNote", "position": [ 680, 450 ], "parameters": { "color": 5, "width": 500, "height": 350, "content": "# π€ AI-Powered Data Extraction\n\nScrapeGraph AI intelligently extracts structured lead data from your CRM dashboard using natural language processing.\n\n## How It Works\n- **Input**: CRM dashboard URL with new leads\n- **Processing**: AI analyzes page content and extracts relevant data\n- **Output**: Structured JSON with lead information\n\n## Key Features\n- Natural language prompts for data extraction\n- Handles dynamic web content and JavaScript\n- Flexible schema definition for custom fields\n- Error handling for missing or malformed data\n\n## Configuration\n- Update the website URL to match your CRM\n- Customize the extraction schema for your data fields\n- Add ScrapeGraph AI API credentials\n- Test with sample pages to verify extraction accuracy" }, "typeVersion": 1 }, { "id": "enrichment-sticky-note", "name": "Data Enrichment System", "type": "n8n-nodes-base.stickyNote", "position": [ 680, 850 ], "parameters": { "color": 5, "width": 500, "height": 350, "content": "# π’ Company Intelligence Enrichment\n\nAutomatically enriches lead data with comprehensive company information from LinkedIn and financial data from Crunchbase.\n\n## LinkedIn Enrichment\n- Company size and industry classification\n- Recent news and company updates\n- Key personnel and decision makers\n- Technology stack and competitive landscape\n- Social media activity and engagement metrics\n\n## Crunchbase Financial Data\n- Funding rounds and total investment\n- Company valuation and growth stage\n- Investor information and partnerships\n- Revenue estimates and employee count\n- Acquisition history and IPO status\n\n## Benefits\n- Enhanced lead qualification accuracy\n- Better sales rep assignment decisions\n- Personalized outreach opportunities\n- Risk assessment through red flag detection" }, "typeVersion": 1 }, { "id": "scoring-sticky-note", "name": "Lead Intelligence Processing", "type": "n8n-nodes-base.stickyNote", "position": [ 1080, 450 ], "parameters": { "color": 1, "width": 550, "height": 450, "content": "# π§ Advanced Lead Scoring Algorithm\n\nSophisticated JavaScript processor that calculates lead scores based on multiple weighted factors.\n\n## Scoring Factors (0-100 points)\n- **Company Size**: 10-100 points based on employee count\n- **Industry Fit**: 20-95 points for target industry alignment\n- **Funding Stage**: 30-95 points based on investment rounds\n- **Lead Source**: 20-90 points for source quality (demo > referral > form)\n- **Job Title**: 25-95 points for decision-making authority\n- **Engagement Signals**: 0-50 points for intent indicators\n- **Company Traction**: 0-35 points for growth signals\n\n## Lead Grading System\n- **A+ (85-100)**: Enterprise priority, immediate follow-up\n- **A (75-84)**: High-value leads, priority sequence\n- **B+ (65-74)**: Qualified prospects, standard process\n- **B (55-64)**: Good prospects, nurture sequence\n- **C+ (45-54)**: Marginal leads, long-term nurture\n- **C (0-44)**: Low priority, minimal follow-up\n\n## Automation Triggers\n- **90+ Score**: Same-day personal outreach\n- **85+ Score**: Enterprise AE assignment\n- **70+ Score**: Priority follow-up sequence" }, "typeVersion": 1 }, { "id": "routing-sticky-note", "name": "Lead Categorization & Routing", "type": "n8n-nodes-base.stickyNote", "position": [ 1280, 450 ], "parameters": { "color": 3, "width": 500, "height": 350, "content": "# π Smart Lead Routing\n\nIntelligent conditional logic routes qualified leads through automated action sequences based on their scores and categories.\n\n## Routing Logic\n- **Enterprise (85+)**: Critical priority path\n- **High-Value (70-84)**: Expedited processing\n- **Qualified (50-69)**: Standard workflow\n- **Below 50**: Filtered out or nurture sequence\n\n## Quality Gates\n- Red flag detection prevents low-quality leads\n- Opportunity indicators boost lead priority\n- Fit assessment validates ideal customer profile\n- Multiple validation checks ensure data quality\n\n## Benefits\n- Prevents sales team overload with low-quality leads\n- Ensures high-value prospects get immediate attention\n- Maintains consistent lead qualification standards\n- Optimizes sales rep time allocation" }, "typeVersion": 1 }, { "id": "crm-sticky-note", "name": "CRM & Sales Automation", "type": "n8n-nodes-base.stickyNote", "position": [ 1480, 450 ], "parameters": { "color": 6, "width": 550, "height": 400, "content": "# πΌ CRM Integration & Automation\n\nSeamlessly integrates with HubSpot CRM to create enriched contact records and sales opportunities.\n\n## Contact Creation\n- Complete lead profile with enriched data\n- Custom fields for scoring and intelligence\n- Automatic lead source and campaign attribution\n- Sales rep assignment based on lead category\n\n## Deal Generation\n- Automatic opportunity creation with estimated value\n- Deal stage set to qualification phase\n- Priority and category tags for pipeline management\n- 90-day close date estimation\n\n## Task Management\n- Automated follow-up task creation\n- Priority assignment based on lead score\n- Detailed task descriptions with action items\n- Sales rep assignment and due date scheduling\n\n## Email Automation\n- Personalized welcome emails with dynamic content\n- Template selection based on lead category\n- Immediate actions and next steps included\n- Professional formatting with company branding" }, "typeVersion": 1 }, { "id": "collaboration-sticky-note", "name": "Team Notifications & Analytics", "type": "n8n-nodes-base.stickyNote", "position": [ 1880, 450 ], "parameters": { "color": 7, "width": 550, "height": 400, "content": "# π Team Collaboration & Analytics\n\nReal-time notifications and comprehensive reporting keep the entire sales team informed and aligned.\n\n## Slack Integration\n- Instant notifications for high-value leads\n- Lead score, category, and assignment details\n- Estimated deal value and priority indicators\n- Direct links to CRM records for quick access\n\n## Analytics Dashboard\n- Google Sheets integration for comprehensive reporting\n- Lead scoring trends and conversion metrics\n- Sales rep performance and assignment tracking\n- Red flag analysis and opportunity indicators\n- Historical data for trend analysis\n\n## Reporting Features\n- Real-time lead processing logs\n- Performance metrics by source and category\n- Scoring distribution and qualification rates\n- Follow-up completion and conversion tracking\n\n## Benefits\n- Complete visibility into lead pipeline\n- Data-driven sales process optimization\n- Team accountability and performance tracking\n- Historical analysis for continuous improvement" }, "typeVersion": 1 }, { "id": "config-sticky-note", "name": "Setup & Configuration Guide", "type": "n8n-nodes-base.stickyNote", "position": [ 1080, 100 ], "parameters": { "color": 0, "width": 550, "height": 400, "content": "# βοΈ Configuration Requirements\n\n## Required API Credentials\n- **ScrapeGraph AI**: API key for web scraping\n- **HubSpot**: OAuth2 for CRM integration\n- **Email Service**: SMTP or service provider credentials\n- **Slack**: Bot token for team notifications\n- **Google Sheets**: OAuth2 for analytics dashboard\n\n## URL Configuration\n- Update CRM dashboard URLs to match your system\n- Configure webhook endpoints for real-time triggers\n- Set LinkedIn company page URL patterns\n- Configure Crunchbase organization URLs\n\n## Customization Options\n- Modify lead scoring weights in processor code\n- Adjust automation thresholds for different priorities\n- Customize email templates and follow-up sequences\n- Configure sales rep assignment rules\n\n## Testing Checklist\n- Verify all API connections and credentials\n- Test webhook endpoints with sample data\n- Validate data extraction schemas\n- Check CRM field mappings and custom properties\n- Test email delivery and Slack notifications" }, "typeVersion": 1 } ], "pinData": {}, "settings": { "executionOrder": "v1" }, "updatedAt": "2024-01-15T10:00:00.000Z", "versionId": "1", "staticData": null, "connections": { "AI CRM Leads Scraper": { "main": [ [ { "node": "AI Company Enrichment Scraper", "type": "main", "index": 0 }, { "node": "AI 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