Crawl the web, mine LinkedIn, think with GPT, and auto‑enrich Salesforce—all inside n8n.
🔧 How It Works (High-Level)
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Listen – Trigger on new Salesforce Accounts.
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Discover – Crawl the company site (depth-limited) + grab/parse LinkedIn.
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Distill – GPT (JSON mode) returns a clean insight object + HTML summary.
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Enrich – Update the Account record in Salesforce automatically.
🛠 Setup Steps (≈15–25 minutes)
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Import the workflow JSON into n8n.
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Connect Credentials: Salesforce OAuth2 + OpenAI API key.
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Tune Settings: Set
maxDepth (default = 1), confirm the model (e.g., gpt‑4o).
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Test with a sample Account to verify crawl + update.
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Enable Trigger and let it run.
💼 Business Impact
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Zero manual research: Insights appear in Salesforce instantly.
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Consistent data: Unified JSON schema + confidence rating.
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Faster qualification: Reps see services, size, HQ, etc., without leaving SF.
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Scalable & automated: Works 24/7 on every new Account.
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AI-ready outputs: Raw JSON for automations, HTML for dashboards/Lightning.
🌟 Optional Enhancements
- Push insights to Slack/Teams.
- Auto-create tasks if rating < 60 or data missing.
- Archive raw HTML to S3 for audits.
