Templates / Match Zoho CRM contacts to buyer personas using LinkedIn, Phantombuster and OpenAI

Match Zoho CRM contacts to buyer personas using LinkedIn, Phantombuster and OpenAI

Ready for 3.0

by WeblineIndia ✓ · 188 views · created 2026-03-03 · Lead Generation, AI Summarization

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 10 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Phantombuster, Zoho CRM and OpenAI Chat Model.

How it runs

Trigger: When an HTTP POST request hits its webhook URL.

  1. Workflow Configuration (Edit Fields (Set)): sets 2 fields: phantombusterAgentId, personaMatchThreshold
  2. Get Deal Record (Zoho CRM): get (deal)
  3. Extract Contact Data (Edit Fields (Set)): sets 6 fields: contactName, contactEmail, linkedInUrl…
  4. Scrape LinkedIn Profile (Phantombuster): uses Phantombuster
  5. Persona Database (Edit Fields (Set)): sets 1 field: personas
  6. Persona Matcher & Outreach Generator (AI Agent): runs an AI agent, with model: OpenAI Chat Model; output parser: Structured Output Parser
  7. Update Zoho CRM Contact (Zoho CRM): update (contact)

Services it uses

PhantombusterZoho CRMOpenAI Chat Model

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

Nodes used (7)

From the author

Zoho CRM - Buyer Persona Matcher This workflow automates the process of identifying buyer personas and generating personalized sales outreach. It triggers via a Zoho CRM Webhook when a deal is updated, enriches the contact data by scraping LinkedIn profiles…

Excerpt from WeblineIndia's description on n8n.io.

View the original on n8n.io → Check your own copy

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