自动为新线索补充公司数据、社交档案和 AI 评分,推送到 CRM。

适用场景

B2B sales teams receiving 50+ leads per day who need prioritization and enrichment before first contact.

前提条件

n8n, CRM API access (HubSpot/Salesforce), Clearbit/Apollo API key, OpenAI API key, Slack webhook

工作流图

用 n8n 搭建 AI 线索富集流水线

Lead Capture Trigger
Company Enrichment
Social Profile Lookup
AI Lead Scoring
CRM Update and Notification

分步指南

  1. 1

    Lead Capture Trigger

    Use a Webhook node connected to your lead form or CRM webhook. Map incoming fields: name, email, company, title. Add basic validation in a Code node.

  2. 2

    Company Enrichment

    Add an HTTP Request node to call Clearbit/Apollo API with the company domain. Extract: company size, industry, revenue range, tech stack. Add a 5-second timeout and fallback to manual review if enrichment fails.

  3. 3

    Social Profile Lookup

    Add an HTTP Request node to search LinkedIn/Apollo for the person's profile. Extract: role, tenure, mutual connections, recent activity. Store social links for the sales team.

  4. 4

    AI Lead Scoring

    Use an HTTP Request node to call OpenAI with a structured prompt: 'Score this lead from 1-100 based on: company size, industry fit, role seniority, tech stack match. Provide a 2-sentence rationale.' Include your ICP definition in the prompt.

  5. 5

    CRM Update and Notification

    Push the enriched lead to your CRM (HubSpot/Salesforce) with all enrichment data. If the AI score is 80+, send a Slack notification to the sales team with a one-click 'Book a meeting' link. If below 40, add to nurture campaign automatically.

标签

#lead-enrichment#sales#automation#n8n#ai-scoring