# Qualify leads with Salesforce and Explorium: n8n workflow

> Started by an event in a connected app, and works across Salesforce. It hands the judgement calls to Claude.

Source: https://millionrounds.com/workflow/qualify-leads-with-salesforce-and-explorium (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Lead generation](https://millionrounds.com/workflows?category=Lead+generation#library)

# Qualify leads with Salesforce and Explorium

Started by an event in a connected app, and works across Salesforce. It hands the judgement calls to Claude. 22 steps, 1 branch, 2 loops or waits: large, and worth reading before you trust it with anything live.

Large Calls a model: Claude

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fqualify-leads-with-salesforce-and-explorium)

**22 steps** Large: read it before trusting it with anything live

**1** Branch: places the flow splits

**2** Loops or waits

**1** Service it connects to

## The flow

Starts it 1 Model 4 Logic 10 Service 7

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

- 1 **When clicking ‘Execute workflow’** Manual trigger *Starts it*
- 2 **Anthropic Chat Model5** Lm Chat Anthropic *Model*
- 3 **Structured Output Parser3** Output Parser Structured *Model*
- 4 **Explorium MCP2** Mcp Client Tool *Model*
- 5 **GET SF Report** Http Request *Service*
- 6 **AI Agent1** Agent *Model*
- 7 **Extract Records** Code *Logic*
- 8 **Clean Outputs** Code *Logic*
- 9 **Extract Tenant Names** Code *Logic*
- 10 **Extract Business Names** Code *Logic*
- 11 **Update Salesforce Records** Salesforce *Service*
- 12 **Query Databricks1** Http Request *Service*
- 13 **Loop Over Items4** Split In Batches *Logic*
- 14 **Loop Over Items5** Split In Batches *Logic*
- 15 **Split Out** Split Out *Logic*
- 16 **Merge1** Merge *Logic*
- 17 **Explorium API: Match Businesses** Explorium Api Node *Service*
- 18 **Get many accounts1** Salesforce *Service*
- 19 **Rename Keys** Rename Keys *Service*
- 20 **Organize Data as Items** Code *Logic*
- 21 **If2** If *Logic*
- 22 **Explorium API: Firmographics** Explorium Api Node *Service*

## How it's built

- **Starts on:** An event in a connected app
- **Steps:** 22, with 1 branch, 2 loops or waits
- **Size:** Large: read it before trusting it with anything live
- **Connects to:** Salesforce
- **Model:** Claude

## Questions

What does it need to run?

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

What starts it?

It starts on an event in a connected app.

Does it use AI?

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

How long does it take to set up?

Take your time. At 22 steps it is large: read it before trusting it with anything live.

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 22 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fqualify-leads-with-salesforce-and-explorium)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Salesforce](https://millionrounds.com/workflows?service=Salesforce#library)

## Workflows like it

Also lead generation, with the same services where possible, closest in size first.

- [**CallForge - 03 - Gong transcript processor** 18 steps · Salesforce](https://millionrounds.com/workflow/callforge-03-gong-transcript-processor)
- [**Balance VIP outreach with Salesforce and Slack** 17 steps · calls a model · Salesforce, Slack](https://millionrounds.com/workflow/balance-vip-outreach-with-salesforce-and-slack)
- [**Sync Salesforce leads and opportunities to PostgreSQL** 17 steps · Postgres, Salesforce](https://millionrounds.com/workflow/sync-salesforce-leads-and-opportunities-to-postgresql)
- [**Enrich Salesforce accounts with LinkedIn** 28 steps · calls a model · Salesforce](https://millionrounds.com/workflow/enrich-salesforce-accounts-with-linkedin)
- [**Qualify & route leads across channels with OpenAI and Slack** 16 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/qualify-and-route-leads-across-channels-with-openai-and-slac)
- [**Sync Salesforce MQL lead journey timelines with Factors.AI** 16 steps · Salesforce](https://millionrounds.com/workflow/sync-salesforce-mql-lead-journey-timelines-with-factors-ai)