Match Zoho CRM contacts to buyer personas using LinkedIn, Phantombuster and OpenAI
Ready for 3.0What 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.
- Workflow Configuration (Edit Fields (Set)): sets 2 fields: phantombusterAgentId, personaMatchThreshold
- Get Deal Record (Zoho CRM): get (deal)
- Extract Contact Data (Edit Fields (Set)): sets 6 fields: contactName, contactEmail, linkedInUrl…
- Scrape LinkedIn Profile (Phantombuster): uses Phantombuster
- Persona Database (Edit Fields (Set)): sets 1 field: personas
- Persona Matcher & Outreach Generator (AI Agent): runs an AI agent, with model: OpenAI Chat Model; output parser: Structured Output Parser
- Update Zoho CRM Contact (Zoho CRM): update (contact)
Services it uses
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)
- Edit Fields (Set)
n8n-nodes-base.set - Phantombuster
n8n-nodes-base.phantombuster - AI Agent
@n8n/n8n-nodes-langchain.agent - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Zoho CRM
n8n-nodes-base.zohoCrm - Webhook
n8n-nodes-base.webhook - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi
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…