Quick overview
This workflow runs manually to search OpenMart for local businesses in a chosen niche and location, then imports only new companies into Twenty CRM based on website domain matching and creates a follow-up review task for each newly created prospect.
How it works
- Runs when you manually trigger the workflow and defines the search query, location, result limit, and review-task due date.
- Validates the search settings and stops with an error message if required fields or limits are invalid.
- Searches OpenMart for local businesses with contact info and valid websites, then normalizes the results and keeps only entries with a usable website domain.
- Deduplicates the prospects by domain and stops early with a “no usable businesses” report if nothing qualifies.
- Loads all existing companies from Twenty CRM and compares each candidate’s domain to the existing company website domain.
- Creates a new company in Twenty CRM for candidates that do not already exist and adds a review task with the search context and due date.
- Produces a final import summary showing how many prospects were created versus already existed, including per-company outcomes.
Setup
- Add an OpenMart API credential to the OpenMart node used to search for businesses.
- Add a Twenty CRM API credential to the Twenty CRM nodes used to list companies and create companies and tasks.
- Update the search parameters (query, city, state, country, limit, and reviewTaskDueInDays) in the prospect search configuration step.
- Confirm your Twenty CRM company records store the website under the domain field used for matching (domainName.primaryLinkUrl) so domain deduplication works as expected.