HDW CRM 데이터 풍부화
고급
이것은Sales, AI분야의자동화 워크플로우로, 42개의 노드를 포함합니다.주로 If, Hubspot, HubspotTool, PipedriveTool, HubspotTrigger 등의 노드를 사용하며인공지능 기술을 결합하여 스마트 자동화를 구현합니다. GPT와 다중 CRM 지원을 통해 LinkedIn 자료를 활용하여 Pipedrive CRM 연락처 데이터를 풍부화
사전 요구사항
- •HubSpot API Key
- •LinkedIn API 인증 정보
- •OpenAI API Key
사용된 노드 (42)
워크플로우 미리보기
노드 연결 관계를 시각적으로 표시하며, 확대/축소 및 이동을 지원합니다
워크플로우 내보내기
다음 JSON 구성을 복사하여 n8n에 가져오면 이 워크플로우를 사용할 수 있습니다
{
"id": "reF98YdsmqqRYRfs",
"meta": {
"instanceId": "9bce59fa408e249dab636faffc5a13e5aa1a2e4af3383a551051e8bd22b2a1b9",
"templateCredsSetupCompleted": true
},
"name": "HDW CRM Enrichment",
"tags": [],
"nodes": [
{
"id": "3c5a9019-48f6-4ec8-a375-65b312a5ca8b",
"name": "OpenAI Chat Model",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
20,
300
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4o",
"cachedResultName": "gpt-4o"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "DzKhX3E7SSLddnv4",
"name": "OpenAi account"
}
},
"typeVersion": 1.2
},
{
"id": "67d2d4a7-cf92-40b0-8f9d-5a9001f5a9d4",
"name": "CRM에서 회사 가져오기",
"type": "n8n-nodes-base.pipedriveTool",
"onError": "continueRegularOutput",
"position": [
200,
300
],
"parameters": {
"resource": "organization",
"operation": "get",
"organizationId": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Organization_ID', `org_id`, 'number') }}",
"descriptionType": "manual",
"toolDescription": "Get information about company from CRM (name)"
},
"credentials": {
"pipedriveApi": {
"id": "Np1lpjHWyDnuQBzh",
"name": "Pipedrive account"
}
},
"typeVersion": 1,
"alwaysOutputData": false
},
{
"id": "517cb827-8581-417e-ad66-62ce48958d3c",
"name": "OpenAI Chat Model1",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
40,
960
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4o",
"cachedResultName": "gpt-4o"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "DzKhX3E7SSLddnv4",
"name": "OpenAi account"
}
},
"typeVersion": 1.2
},
{
"id": "ccb4f7f2-15f7-41ae-a0c5-6f836956e32a",
"name": "CRM에서 회사 가져오기1",
"type": "n8n-nodes-base.pipedriveTool",
"onError": "continueRegularOutput",
"position": [
220,
960
],
"parameters": {
"resource": "organization",
"operation": "get",
"organizationId": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Organization_ID', `org_id`, 'number') }}",
"descriptionType": "manual",
"toolDescription": "Get information about company from CRM (name)"
},
"credentials": {
"pipedriveApi": {
"id": "Np1lpjHWyDnuQBzh",
"name": "Pipedrive account"
}
},
"typeVersion": 1,
"alwaysOutputData": false
},
{
"id": "97df8c33-3cbd-4739-add2-07550ddd3d59",
"name": "OpenAI Chat Model2",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
340,
1720
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4o",
"cachedResultName": "gpt-4o"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "DzKhX3E7SSLddnv4",
"name": "OpenAi account"
}
},
"typeVersion": 1.2
},
{
"id": "9ba0bf56-cefb-48a0-8133-111dd4199ddb",
"name": "HubSpot Trigger",
"type": "n8n-nodes-base.hubspotTrigger",
"position": [
-400,
1380
],
"webhookId": "f23339ab-755f-4730-b941-440a3aabd531",
"parameters": {
"eventsUi": {
"eventValues": [
{},
{
"name": "contact.propertyChange",
"property": "need_enrichment"
}
]
},
"additionalFields": {}
},
"credentials": {
"hubspotDeveloperApi": {
"id": "YoTxoBbdZ9jgzVZI",
"name": "HubSpot Developer account"
}
},
"typeVersion": 1
},
{
"id": "1601abfa-2d1f-4cf0-8e8b-272544adf088",
"name": "If1",
"type": "n8n-nodes-base.if",
"position": [
40,
1380
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "07631805-59b3-4985-9bb1-e9d8bed4ba6c",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $('HubSpot Trigger').item.json.subscriptionType }}",
"rightValue": "contact.creation"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "3782caf0-a426-40dd-b822-af718c00a143",
"name": "If2",
"type": "n8n-nodes-base.if",
"position": [
200,
1520
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "8a2e7666-3353-426a-a52f-b25fcce4b6b1",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $('HubSpot Trigger').item.json.subscriptionType }}",
"rightValue": "contact.propertyChange"
},
{
"id": "98e06926-e30b-4ee5-b723-6acada900e43",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.properties.need_enrichment.value }}",
"rightValue": "true"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "65865367-746a-4e58-ad21-4b728bf1f22c",
"name": "Pipedrive Trigger New Contact",
"type": "n8n-nodes-base.pipedriveTrigger",
"position": [
-220,
40
],
"webhookId": "57f88f55-eaac-4545-8798-5c85b74de8aa",
"parameters": {
"action": "create",
"entity": "person"
},
"credentials": {
"pipedriveApi": {
"id": "Np1lpjHWyDnuQBzh",
"name": "Pipedrive account"
}
},
"typeVersion": 1.1
},
{
"id": "94a1a81e-8023-42ec-a607-9ad639dab6b1",
"name": "데이터 강화 AI 에이전트",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
180,
40
],
"parameters": {
"text": "=User data:\nemail - {{ $json.data.emails[0].value }}\nname - {{ $json.data.name }}\norganization id - {{ $json.data.org_id }}",
"options": {
"systemMessage": "# LinkedIn Data Enrichment Agent\n\nYou are an advanced data enrichment agent specialized in augmenting CRM records with LinkedIn profile data. Your purpose is to analyze incoming Pipedrive CRM person data, find matching LinkedIn profiles, extract valuable information, and update the CRM with enhanced professional insights.\n\n## Input Data Structure\nYou will receive a JSON array containing Pipedrive person data with the following structure:\n- Person's name, email, and other contact information\n- Custom fields and metadata\n- Timestamp and system information\n\n## Available Tools\n1. `get_linkedin_email_user` - Search for LinkedIn profiles by email address\n2. `get_organisation_info` - Get information about company from CRM\n3. `get_linkedin_user_posts` - Retrieve recent posts from a LinkedIn profile\n4. `get_linkedin_profile` - Get detailed information about a LinkedIn profile\n5. `update_pipedrive_data` - Update CRM data with LinkedIn insights\n6. `search_linkedin_users` - Search for profiles using parameters like name, title, location, company\n\n## Processing Algorithm\n1. SEARCH BY EMAIL: First, attempt to find the LinkedIn profile using the person's email address.\n2. ALTERNATIVE SEARCH: If no profile is found via email, Get company details from CRM to get a company name and use available parameters (name, company, location) to search for potential matches. \n3. PROFILE DETAILS: Once a profile is found, retrieve comprehensive profile details.\n4. PROFILE SUMMARY: Create a concise, informative summary of the profile highlighting key professional information.\n5. POST RETRIEVAL: Obtain the person's recent LinkedIn posts.\n6. POST SUMMARY: Analyze posts to identify patterns, interests, and professional focus areas.\n7. CRM UPDATE: Update the Pipedrive record with:\n - LinkedIn profile URL\n - Profile summary\n - Post activity summary\n\n## Output Requirements\nFor each profile processed, you must:\n1. Use structured, consistent data format for CRM updates\n2. Include relevant professional insights that could aid in business relationship development\n3. Format all summaries in clear, concise language\n4. Handle errors gracefully, documenting any profiles that could not be enriched\n\nAlways respect privacy and data protection standards throughout this process. Process each record thoroughly before moving to the next one."
},
"promptType": "define"
},
"typeVersion": 1.9
},
{
"id": "1416e6a9-07b3-4ae0-89d9-a02d2210b263",
"name": "HDW 이메일로 LinkedIn 프로필 가져오기",
"type": "n8n-nodes-hdw.hdwLinkedinTool",
"position": [
360,
300
],
"parameters": {
"count": 1,
"email": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Email', `user email`, 'string') }}",
"resource": "email"
},
"credentials": {
"hdwLinkedinApi": {
"id": "ZT0V5HkxTZIlAkvE",
"name": "HDW LinkedIn account"
}
},
"typeVersion": 1
},
{
"id": "0497e923-2172-460e-be39-a892f86bdc44",
"name": "Pipedrive에서 데이터 업데이트",
"type": "n8n-nodes-base.pipedriveTool",
"position": [
520,
300
],
"parameters": {
"personId": "={{ $('Pipedrive Trigger New Contact').item.json.data.id }}",
"resource": "person",
"operation": "update",
"updateFields": {
"customProperties": {
"property": [
{
"name": "aaff6b5725bba77a29b560b3e9755c37795c8b02",
"value": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('property0_Property_Value', `User post summary`, 'string') }}"
},
{
"name": "9e32b0cdeabbcb1cc9c60e0691b6a3c68c9ecbf3",
"value": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('property1_Property_Value', `linkedin profile url`, 'string') }}"
},
{
"name": "16b938b8c25aff3ee2a0bcab7382ddf8785f9fc3",
"value": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('property2_Property_Value', `profile summary`, 'string') }}"
}
]
}
},
"descriptionType": "manual",
"toolDescription": "Update data in Pipedrive\nUse this tool for update customer data from linkedin profile:\nPost summary\nProfile URL\nProfile summary"
},
"credentials": {
"pipedriveApi": {
"id": "Np1lpjHWyDnuQBzh",
"name": "Pipedrive account"
}
},
"typeVersion": 1
},
{
"id": "a0a8ad5d-ee64-48d0-88f5-12393138e07a",
"name": "HDW LinkedIn 프로필 검색",
"type": "n8n-nodes-hdw.hdwLinkedinTool",
"position": [
660,
300
],
"parameters": {
"keywords": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Keywords', ``, 'string') }}",
"additionalFields": {
"location": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Location', `location`, 'string') }}",
"last_name": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Last_Name', `last name`, 'string') }}",
"first_name": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('First_Name', `first name`, 'string') }}",
"company_keywords": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Company_Keywords', `company`, 'string') }}"
}
},
"credentials": {
"hdwLinkedinApi": {
"id": "ZT0V5HkxTZIlAkvE",
"name": "HDW LinkedIn account"
}
},
"typeVersion": 1
},
{
"id": "679e5c8c-4597-4286-a356-2e7746644d65",
"name": "HDW LinkedIn 프로필 상세 정보 가져오기",
"type": "n8n-nodes-hdw.hdwLinkedinTool",
"position": [
820,
300
],
"parameters": {
"user": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('User', `user alias`, 'string') }}",
"operation": "getProfile"
},
"credentials": {
"hdwLinkedinApi": {
"id": "ZT0V5HkxTZIlAkvE",
"name": "HDW LinkedIn account"
}
},
"typeVersion": 1
},
{
"id": "76231a56-fa8e-44f2-9e02-3407cc776098",
"name": "HDW LinkedIn 프로필 게시물 가져오기",
"type": "n8n-nodes-hdw.hdwLinkedinTool",
"position": [
980,
300
],
"parameters": {
"urn": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('User_URN', `user URN with prefix: fsd_profile:ACoAA..`, 'string') }}",
"operation": "getPosts"
},
"credentials": {
"hdwLinkedinApi": {
"id": "ZT0V5HkxTZIlAkvE",
"name": "HDW LinkedIn account"
}
},
"typeVersion": 1
},
{
"id": "ef79759b-283d-4a03-8c3a-2cc2f67c1183",
"name": "Pipedrive Trigger Update Data for Existing Client",
"type": "n8n-nodes-base.pipedriveTrigger",
"position": [
-180,
700
],
"webhookId": "57f88f55-eaac-4545-8798-5c85b74de8aa",
"parameters": {
"action": "change",
"entity": "person"
},
"credentials": {
"pipedriveApi": {
"id": "Np1lpjHWyDnuQBzh",
"name": "Pipedrive account"
}
},
"typeVersion": 1.1
},
{
"id": "86b8c79b-5d0f-40f5-b6fb-6a675a6d5165",
"name": "강화 플래그 True",
"type": "n8n-nodes-base.if",
"position": [
20,
700
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "c4337b59-91a5-4f3b-b384-0790e1494595",
"operator": {
"type": "number",
"operation": "equals"
},
"leftValue": "={{ $json.data.custom_fields['84e4db043440773b8550825d3112e4a0292ef0f2'].id }}",
"rightValue": 29
}
]
}
},
"typeVersion": 2.2
},
{
"id": "e8878f73-5d53-4e5c-a974-f3fe99481585",
"name": "HDW 이메일로 LinkedIn 프로필 가져오기1",
"type": "n8n-nodes-hdw.hdwLinkedinTool",
"position": [
400,
960
],
"parameters": {
"count": 1,
"email": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Email', `user email`, 'string') }}",
"resource": "email"
},
"credentials": {
"hdwLinkedinApi": {
"id": "ZT0V5HkxTZIlAkvE",
"name": "HDW LinkedIn account"
}
},
"typeVersion": 1
},
{
"id": "f8fa0c6a-b598-40dd-8ddb-e6606aa78ace",
"name": "HDW 이메일로 LinkedIn 프로필 가져오기2",
"type": "n8n-nodes-hdw.hdwLinkedinTool",
"position": [
640,
1720
],
"parameters": {
"count": 1,
"email": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Email', `user email`, 'string') }}",
"resource": "email"
},
"credentials": {
"hdwLinkedinApi": {
"id": "ZT0V5HkxTZIlAkvE",
"name": "HDW LinkedIn account"
}
},
"typeVersion": 1
},
{
"id": "e3457e56-7a83-46e7-8926-5a3152d2d863",
"name": "데이터 강화 AI 에이전트1",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
540,
1400
],
"parameters": {
"text": "=User data:\nemail - {{ $json['identity-profiles'][0].identities[0].value }}\nname - {{ $json.properties.hs_full_name_or_email.value }}\nCompany name - {{ $json.properties.company.value }}",
"options": {
"systemMessage": "# LinkedIn Data Enrichment Agent\n\nYou are an advanced data enrichment agent specialized in augmenting CRM records with LinkedIn profile data. Your purpose is to analyze incoming Pipedrive CRM person data, find matching LinkedIn profiles, extract valuable information, and update the CRM with enhanced professional insights.\n\n## Input Data Structure\nYou will receive a JSON array containing Pipedrive person data with the following structure:\n- Person's name, email, and other contact information\n- Custom fields and metadata\n- Timestamp and system information\n\n## Available Tools\n1. `get_linkedin_email_user` - Search for LinkedIn profiles by email address\n2. `get_linkedin_user_posts` - Retrieve recent posts from a LinkedIn profile\n3. `get_linkedin_profile` - Get detailed information about a LinkedIn profile\n4. `update_hubspot_data` - Update CRM data with LinkedIn insights\n5. `search_linkedin_users` - Search for profiles using parameters like name, title, location, company\n\n## Processing Algorithm\n1. SEARCH BY EMAIL: First, attempt to find the LinkedIn profile using the person's email address.\n2. ALTERNATIVE SEARCH: If no profile is found via email, available parameters (name, company, location) to search for potential matches. \n3. PROFILE DETAILS: Once a profile is found, retrieve comprehensive profile details.\n4. PROFILE SUMMARY: Create a concise, informative summary of the profile highlighting key professional information.\n5. POST RETRIEVAL: Obtain the person's recent LinkedIn posts.\n6. POST SUMMARY: Analyze posts to identify patterns, interests, and professional focus areas. If profile has no posts - update \"no post\"\n7. CRM UPDATE: Update the Pipedrive record with:\n - LinkedIn profile URL\n - Profile summary\n - Post activity summary\n\n## Output Requirements\nFor each profile processed, you must:\n1. Use structured, consistent data format for CRM updates\n2. Include relevant professional insights that could aid in business relationship development\n3. Format all summaries in clear, concise language\n4. Handle errors gracefully, documenting any profiles that could not be enriched\n\nAlways respect privacy and data protection standards throughout this process. Process each record thoroughly before moving to the next one."
},
"promptType": "define"
},
"typeVersion": 1.9
},
{
"id": "be290e43-8d1c-47b9-8768-5b28c1fec310",
"name": "데이터 강화 AI 에이전트2",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
240,
640
],
"parameters": {
"text": "=User data:\nemail - {{ $json.data.emails[0].value }}\nname - {{ $json.data.name }}\norganization id - {{ $json.data.org_id }}",
"options": {
"systemMessage": "# LinkedIn Data Enrichment Agent\n\nYou are an advanced data enrichment agent specialized in augmenting CRM records with LinkedIn profile data. Your purpose is to analyze incoming Pipedrive CRM person data, find matching LinkedIn profiles, extract valuable information, and update the CRM with enhanced professional insights.\n\n## Input Data Structure\nYou will receive a JSON array containing Pipedrive person data with the following structure:\n- Person's name, email, and other contact information\n- Custom fields and metadata\n- Timestamp and system information\n\n## Available Tools\n1. `get_linkedin_email_user` - Search for LinkedIn profiles by email address\n2. `get_organisation_info` - Get information about company from CRM\n3. `get_linkedin_user_posts` - Retrieve recent posts from a LinkedIn profile\n4. `get_linkedin_profile` - Get detailed information about a LinkedIn profile\n5. `update_pipedrive_data` - Update CRM data with LinkedIn insights\n6. `search_linkedin_users` - Search for profiles using parameters like name, title, location, company\n\n## Processing Algorithm\n1. SEARCH BY EMAIL: First, attempt to find the LinkedIn profile using the person's email address.\n2. ALTERNATIVE SEARCH: If no profile is found via email, Get company details from CRM to get a company name and use available parameters (name, company, location) to search for potential matches. \n3. PROFILE DETAILS: Once a profile is found, retrieve comprehensive profile details.\n4. PROFILE SUMMARY: Create a concise, informative summary of the profile highlighting key professional information.\n5. POST RETRIEVAL: Obtain the person's recent LinkedIn posts.\n6. POST SUMMARY: Analyze posts to identify patterns, interests, and professional focus areas.\n7. CRM UPDATE: Update the Pipedrive record with:\n - LinkedIn profile URL\n - Profile summary\n - Post activity summary\n\n## Output Requirements\nFor each profile processed, you must:\n1. Use structured, consistent data format for CRM updates\n2. Include relevant professional insights that could aid in business relationship development\n3. Format all summaries in clear, concise language\n4. Handle errors gracefully, documenting any profiles that could not be enriched\n\nAlways respect privacy and data protection standards throughout this process. Process each record thoroughly before moving to the next one."
},
"promptType": "define"
},
"typeVersion": 1.9
},
{
"id": "db2ff73b-eab1-4334-91e7-e79d49c3dc75",
"name": "Pipedrive1에서 데이터 업데이트",
"type": "n8n-nodes-base.pipedriveTool",
"position": [
580,
960
],
"parameters": {
"personId": "={{ $('Pipedrive Trigger Update Data for Existing Client').item.json.data.id }}",
"resource": "person",
"operation": "update",
"updateFields": {
"customProperties": {
"property": [
{
"name": "aaff6b5725bba77a29b560b3e9755c37795c8b02",
"value": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('property0_Property_Value', `User post summary`, 'string') }}"
},
{
"name": "9e32b0cdeabbcb1cc9c60e0691b6a3c68c9ecbf3",
"value": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('property1_Property_Value', `linkedin profile url`, 'string') }}"
},
{
"name": "16b938b8c25aff3ee2a0bcab7382ddf8785f9fc3",
"value": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('property2_Property_Value', `profile summary`, 'string') }}"
},
{
"name": "84e4db043440773b8550825d3112e4a0292ef0f2"
}
]
}
},
"descriptionType": "manual",
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"content": "# CRM Data Enrichment Workflow\nhorizondatawave.ai\n\n## Overview\nThis n8n workflow automates the enrichment of CRM contact data with professional insights from LinkedIn profiles. The workflow integrates with both Pipedrive and HubSpot CRMs, finding LinkedIn profiles that match your contacts and updating your CRM with valuable information about their professional background and recent activities.\n\n## Key Features\n- **Multi-CRM Support**: Works with both Pipedrive and HubSpot\n- **AI-Powered Data Enrichment**: Uses an advanced AI agent to analyze and summarize professional information\n- **Automated Triggers**: Activates when new contacts are added or when enrichment is requested\n- **Comprehensive Profile Analysis**: Captures LinkedIn profile summaries and post activity\n\n## How It Works\n\n### Triggers\nThe workflow activates in three scenarios:\n1. When a new contact is created in CRM\n2. When a contact is updated in CRM with an enrichment flag\n\n### LinkedIn Data Collection Process\n1. **Email Lookup**: First tries to find the LinkedIn profile using the contact's email\n2. **Advanced Search**: If email lookup fails, uses name and company details to find potential matches\n3. **Profile Analysis**: Collects comprehensive profile information\n4. **Post Analysis**: Gathers and analyzes the contact's recent LinkedIn activity\n\n### CRM Updates\nThe workflow updates your CRM with:\n- LinkedIn profile URL\n- Professional summary (skills, experience, background)\n- Analysis of recent LinkedIn posts and activity\n\n## Setup Instructions\n\n### Requirements\n1. Self-hosted n8n instance with the HDW LinkedIn community node installed\n2. API access to OpenAI (for GPT-4o)\n3. Pipedrive and/or HubSpot account\n4. HDW API key [https://app.horizondatawave.ai](https://app.horizondatawave.ai)\n\n\n### Installation Steps\n1. **Install the HDW LinkedIn Node**:\n ```\n npm install n8n-nodes-hdw\n ```\n - Follow the detailed instructions at: [https://www.npmjs.com/package/n8n-nodes-hdw](https://www.npmjs.com/package/n8n-nodes-hdw)\n\n2. **Configure Credentials**:\n - **OpenAI**: Add your OpenAI API key\n - **Pipedrive**: Connect your Pipedrive account (if using)\n - **HubSpot**: Connect your HubSpot account (if using)\n - **HDW LinkedIn**: Add your API key from [https://app.horizondatawave.ai](https://app.horizondatawave.ai)\n\n3. **CRM Custom Fields Setup**:\n \n **For Pipedrive:**\n - Go to Settings → Data Fields → Contact Fields → + Add Field\n - Create the following custom fields:\n - **LinkedIn Profile**: Field type - Large text\n - **Profile Summary**: Field type - Large text \n - **LinkedIn Posts Summary**: Field type - Large text\n - **Need Enrichment**: Field type - Single option (Yes/No)\n \n Detailed instructions for creating custom fields in Pipedrive: \n [https://support.pipedrive.com/en/article/custom-fields](https://support.pipedrive.com/en/article/custom-fields)\n \n **For HubSpot:**\n - Go to Settings → Properties → Create property\n - Create the following properties for Contact object:\n - **linkedin_url**: Field type - Single-line text\n - **profile_summary**: Field type - Multi-line text\n - **linkedin_posts_summary**: Field type - Multi-line text\n - **need_enrichment**: Field type - Checkbox (Boolean)\n \n Detailed instructions for creating properties in HubSpot:\n [https://knowledge.hubspot.com/properties/create-and-edit-properties](https://knowledge.hubspot.com/properties/create-and-edit-properties)\n\n4. **Import the Workflow**:\n - Import the \"HDW_CRM_Enrichment.json\" file into your n8n instance\n\n5. **Activate Webhooks**:\n - Enable the webhook triggers for your CRM to ensure the workflow activates correctly\n\n## Customization Options\n\n### AI Agent Prompts\nYou can modify the system prompts in the \"Data Enrichment AI Agent\" nodes to:\n- Change the focus of profile analysis\n- Adjust the tone and detail level of summaries\n- Customize what information is extracted from posts\n\n### CRM Field Mapping\nThe workflow is pre-configured to update specific custom fields in Pipedrive and HubSpot. Update the field/property mappings in:\n- \"Update data in Pipedrive\" nodes\n- \"Update data in HubSpot\" node\n\n## Troubleshooting\n\n### Common Issues\n- **LinkedIn Profile Not Found**: Check if the contact's email is their work email; consider adjusting the search parameters\n- **Webhook Not Triggering**: Verify webhook configuration in your CRM\n- **Missing Custom Fields**: Ensure all required custom fields are created in your CRM with correct names\n\n### Rate Limits\n- Be aware of LinkedIn API rate limits (managed by HDW LinkedIn node)\n- Consider implementing delays if processing large batches of contacts\n\n## Best Practices\n- Use enrichment flags to selectively update contacts rather than enriching all contacts\n- Review and clean contact data in your CRM before enrichment\n- Periodically review the AI-generated summaries to ensure quality and relevance\n"
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"f8fa0c6a-b598-40dd-8ddb-e6606aa78ace": {
"ai_tool": [
[
{
"node": "e3457e56-7a83-46e7-8926-5a3152d2d863",
"type": "ai_tool",
"index": 0
}
]
]
},
"ef79759b-283d-4a03-8c3a-2cc2f67c1183": {
"main": [
[
{
"node": "86b8c79b-5d0f-40f5-b6fb-6a675a6d5165",
"type": "main",
"index": 0
}
]
]
}
}
}자주 묻는 질문
이 워크플로우를 어떻게 사용하나요?
위의 JSON 구성 코드를 복사하여 n8n 인스턴스에서 새 워크플로우를 생성하고 "JSON에서 가져오기"를 선택한 후, 구성을 붙여넣고 필요에 따라 인증 설정을 수정하세요.
이 워크플로우는 어떤 시나리오에 적합한가요?
고급 - 영업, 인공지능
유료인가요?
이 워크플로우는 완전히 무료이며 직접 가져와 사용할 수 있습니다. 다만, 워크플로우에서 사용하는 타사 서비스(예: OpenAI API)는 사용자 직접 비용을 지불해야 할 수 있습니다.
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