**Workflow Steps:**
1. 📊 **Lead Data Collection:** Use the ‘HTTP Request’ node to fetch lead data from a CRM like Salesforce or HubSpot via their APIs.
2. 📋 **Leads Sorting:** Categorize your leads using the ‘Function’ node with a basic lead segmentation algorithm.
3. 🛠️ **Data Enrichment:** Utilize the ‘Clearbit Enrichment API’ for additional particulars on the leads, like company size and location.
4. 📧 **Outreach Email Drafting:** Use the ‘OpenAI’ node to generate an initial outreach email personalized with the lead’s name and company.
5. 🖋️ **Customizing Outreach Content:** Replace placeholders in the ‘OpenAI’ node output with dynamic content from CRM data.
6. 📤 **Outreach Email Delivery:** Set up the ‘Send Email’ node with the personalized content and the lead’s email.
7. 👀 **Interaction Tracking:** Use the ‘Mailgun’ or ‘SendGrid’ API to monitor email opens and clicks.
8. 💾 **Storing Engagement Data:** Store engagement data from the above API’s response into a database like PostgreSQL using the ‘Postgres’ node.
9. 📅 **Follow-Up Task Scheduling:** If a lead interacts with the email but doesn’t reply within a set timeframe, create a task in ‘Google Calendar’ using the lead’s data.
10. 📧 **Email Response Analysis:** Use the ‘OpenAI’ node to analyze the sentiment and intent of a lead’s email reply.
11. 🔄 **Follow-Up Actions Based on Analysis:** Depending on the analysis above, either send a personalized follow-up or update the CRM lead status.
12. 📈 **Performance Evaluation:** After a set period, use the CRM’s API to aggregate lead status and update a Google Sheet with conversion metrics.
13. 🎯 **Optimization:** Use ‘Pinecone’ to compare outreach engagement patterns and refine future personalization.
14. 🔄 **Automated Data Refresh:** Set up a ‘Cron’ node to fetch and refresh lead data periodically.
15. ⚠️ **Error Handling:** Use the ‘Error Trigger’ node to catch failures and send immediate alerts via a Slack channel.
16. 🔄 **Workflow Review:** Regularly use the output from the optimization and campaign performance metrics to improve the workflow steps.
**Summary of Apis, Scripts, or Tools Used in Workflow:**
– n8n
– CRM APIs (e.g., Salesforce, HubSpot)
– Clearbit Enrichment API
– OpenAI
– Mailgun or SendGrid API
– Google Calendar
– PostgreSQL
– Google Sheets
– Pinecone
– Cron node
– Slack channel notifications.
