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Automatically enrich Salesforce accounts with web crawling, LinkedIn data, GPT

Le NguyenLe Nguyen
388 views
2/3/2026
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Crawl the web, mine LinkedIn, think with GPT, and auto‑enrich Salesforce—all inside n8n.

🔧 How It Works (High-Level)

  1. Listen – Trigger on new Salesforce Accounts.
  2. Discover – Crawl the company site (depth-limited) + grab/parse LinkedIn.
  3. Distill – GPT (JSON mode) returns a clean insight object + HTML summary.
  4. Enrich – Update the Account record in Salesforce automatically.

🛠 Setup Steps (≈15–25 minutes)

  1. Import the workflow JSON into n8n.
  2. Connect Credentials: Salesforce OAuth2 + OpenAI API key.
  3. Tune Settings: Set maxDepth (default = 1), confirm the model (e.g., gpt‑4o).
  4. Test with a sample Account to verify crawl + update.
  5. Enable Trigger and let it run.

💼 Business Impact

  • Zero manual research: Insights appear in Salesforce instantly.
  • Consistent data: Unified JSON schema + confidence rating.
  • Faster qualification: Reps see services, size, HQ, etc., without leaving SF.
  • Scalable & automated: Works 24/7 on every new Account.
  • AI-ready outputs: Raw JSON for automations, HTML for dashboards/Lightning.

🌟 Optional Enhancements

  • Push insights to Slack/Teams.
  • Auto-create tasks if rating < 60 or data missing.
  • Archive raw HTML to S3 for audits.

Automatically Enrich Salesforce Accounts with Web Crawling & LinkedIn Data (GPT)

This n8n workflow automates the process of enriching Salesforce Account records with publicly available web data, including LinkedIn profiles and company website content, leveraging AI for summarization.

What it does

This workflow is triggered by an event in Salesforce and performs the following steps:

  1. Listens for Salesforce Events: Triggers when a new Account is created or an existing Account is updated in Salesforce.
  2. Extracts Company Name: Retrieves the Account Name from the Salesforce record.
  3. Searches for LinkedIn Profile: Uses an HTTP Request to perform a web search for the company's LinkedIn profile based on its name.
  4. Extracts LinkedIn URL: Parses the HTML response from the web search to find the LinkedIn company page URL.
  5. Checks for Valid LinkedIn URL: Uses an If node to determine if a LinkedIn URL was successfully found.
  6. Crawls Company Website (if no LinkedIn): If a LinkedIn URL is not found, it performs an HTTP Request to crawl the company's main website (assuming the website URL is available in Salesforce, though not explicitly shown in the provided JSON, it's a logical next step for enrichment).
  7. Extracts Website Content (if no LinkedIn): Parses the HTML of the company website to extract relevant text content.
  8. Summarizes Content with OpenAI (if no LinkedIn): Sends the extracted website content to OpenAI to generate a concise summary of the company.
  9. Updates Salesforce Account: Updates the original Salesforce Account record with the enriched data (e.g., LinkedIn URL, company summary).
  10. Loops for Multiple Accounts: The workflow is designed to process multiple Salesforce accounts in batches if triggered by a bulk event.

Prerequisites/Requirements

To use this workflow, you will need:

  • n8n Instance: A running n8n instance.
  • Salesforce Account: An active Salesforce account with appropriate API access.
  • OpenAI API Key: An API key for OpenAI to use its language models for summarization.
  • Basic understanding of web scraping (CSS selectors): The HTML node uses CSS selectors to extract specific data from web pages. You might need to adjust these based on the structure of the websites you are crawling.

Setup/Usage

  1. Import the workflow: Download the workflow JSON and import it into your n8n instance.
  2. Configure Credentials:
    • Salesforce: Set up your Salesforce credentials in n8n.
    • OpenAI: Set up your OpenAI credentials in n8n.
  3. Configure Salesforce Trigger:
    • Select the Salesforce object (e.g., "Account").
    • Choose the trigger event (e.g., "Created or Updated").
    • Ensure the trigger is active.
  4. Review and Adjust Nodes:
    • HTTP Request (LinkedIn Search): Verify the search query and headers if needed.
    • HTML (LinkedIn URL Extraction): Crucially, you will need to inspect the HTML of the search results page to identify the correct CSS selector for extracting the LinkedIn URL. The current configuration is a placeholder and will likely need adjustment.
    • HTTP Request (Website Crawl): This node assumes a company website URL exists in the Salesforce data. You might need to modify how this URL is obtained.
    • HTML (Website Content Extraction): Similar to LinkedIn, you'll need to identify appropriate CSS selectors to extract meaningful content from company websites.
    • OpenAI: Configure the prompt for summarization to your needs.
    • Salesforce (Update): Map the extracted and summarized data to the appropriate fields in your Salesforce Account object.
  5. Activate the workflow: Once configured, activate the workflow to start automatically enriching your Salesforce accounts.

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