Automation library · CRM

Match Zoho CRM contacts to buyer personas with LinkedIn

Started by another system calling it. It calls services over plain HTTP rather than through connectors. It hands the judgement calls to OpenAI. 10 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI

10 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
0Services by connector: it calls them over plain HTTP

The flow

Starts it 1Model 3Logic 3Service 3

The steps in the order they run, from what starts it.

  1. 1Structured Output ParserOutput Parser StructuredModel
  2. 2Zoho CRM WebhookWebhookStarts it
  3. 3OpenAI Chat ModelLm Chat Open AiModel
  4. 4Persona Matcher & Outreach GeneratorAgentModel
  5. 5Workflow ConfigurationSetLogic
  6. 6Update Zoho CRM ContactZoho CrmService
  7. 7Get Deal RecordZoho CrmService
  8. 8Extract Contact DataSetLogic
  9. 9Scrape LinkedIn ProfilePhantombusterService
  10. 10Persona DatabaseSetLogic

How it's built

Starts on
Another system calling it
Steps
10
Size
Medium: a working afternoon
Connects to
Nothing by connector; it calls services over plain HTTP
Model
OpenAI

Questions

What does it need to run?

An n8n account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 10 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 10 steps before you point it at anything that matters.