AI Lead Enrichment & Notification System
This n8n template automates the lead enrichment process for your business. Once a lead fills out a form, the workflow scrapes their website, provides a summary of their business, and logs everything into a CRM before notifying your team on Slack.
Some use cases: "Speed-to-Lead" optimization, lead enrichment, automated prospect research.
How it works
- Ingestion: A lead submits their details (Name, Email, Website) via a form.
- Intelligent scraping: The workflow scrapes the provided URL.
- AI Analysis: OpenAI's model (GPT-4o) analyzes the extracted data and determines whether there is enough info or if the workflow needs to scrape the "About Us" page.
- CRM Sync: The CRM (Airtable) is updated with the enriched data.
- Notification: An instant Slack notification is sent to the team channel.
How to use the workflow
- Configure the form: Open the trigger form and input the required fields.
- Setup OpenAI: Ensure that your credentials are connected.
- Database mapping: Ensure your Airtable base has the following columns: Name, Website, AI Insight, Email, and Date.
- Slack setup: Specify the desired Slack channel for notifications.
- Test it out! Open the form, enter sample data (with a real website), and watch the system enrich the lead for you.
Requirements
- OpenAI API Key (For analyzing website content and generating summaries)
- Airtable (For CRM and logging)
- Slack (For team notifications)