n8n Apollo AI Lead Generation and Timed Follow-ups Workflow

This n8n workflow automates the process of generating leads using Apollo.io, enriching lead data with AI parsing, and sending timed email follow-ups via Gmail. It's designed to streamline your outreach efforts and ensure consistent engagement with potential leads.

What it does

This workflow performs the following key steps:

1. Triggers on Demand or Schedule: The workflow can be manually triggered or run on a predefined schedule.
2. Fetches Leads from Google Sheets: It reads lead data from a specified Google Sheet, acting as the primary source for lead information.
3. Iterates Through Leads: Each lead from the Google Sheet is processed individually.
4. Enriches Lead Data with Apollo.io: For each lead, it makes an HTTP request to Apollo.io to retrieve additional details, likely company or contact information.
5. Parses Data with AI Agent: An AI Agent (likely powered by OpenAI) analyzes the data obtained from Apollo.io to extract and structure relevant information, such as contact details, company insights, or personalized talking points.
6. Structures AI Output: The AI's parsed output is then structured using a Structured Output Parser, ensuring consistency and usability for subsequent steps.
7. Saves Parsed Data to Google Sheets: The enriched and AI-parsed lead data is written back to a Google Sheet, updating the lead records with valuable insights.
8. Sends Initial Follow-up Email: An initial personalized email is sent to the lead via Gmail, incorporating the AI-parsed insights.
9. Waits for 3 Days: The workflow pauses for 3 days to allow time for the lead to respond to the initial email.
10. Checks for Response: After the waiting period, it checks if the lead has responded to the email using an "If" condition.
11. Sends Second Follow-up (If No Response): If no response is detected, a second follow-up email is sent via Gmail.
12. Waits for 7 Days: The workflow then waits for another 7 days.
13. Sends Third Follow-up (If No Response): If still no response, a third and final follow-up email is sent via Gmail.
14. Limits Processing (Optional): A "Limit" node is present, which could be used to restrict the number of leads processed in a single run, useful for testing or managing API quotas.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Instance: A running instance of n8n.
• Google Account: With access to Google Sheets for storing and retrieving lead data.
• Apollo.io Account: For lead enrichment via its API.
• OpenAI Account: An OpenAI API key for the AI Agent and Chat Model nodes.
• Gmail Account: Configured as a credential in n8n for sending emails.
• n8n Credentials: Appropriate n8n credentials configured for Google Sheets, HTTP Request (for Apollo.io), OpenAI, and Gmail.

Setup/Usage

1. Import the workflow: Download the JSON file and import it into your n8n instance.
2. Configure Credentials:
   • Set up your Google Sheets credentials.
   • Set up your HTTP Request credentials for Apollo.io (API key/authentication).
   • Set up your OpenAI credentials (API key).
   • Set up your Gmail credentials.
3. Update Google Sheet IDs:
   • In the "Google Sheets" nodes, update the Spreadsheet ID and Sheet Name to point to your lead data sheet.
   • Ensure your Google Sheet has columns for lead names, email addresses, and any other data you wish to enrich or use in emails.
4. Configure Apollo.io HTTP Request: Adjust the URL and body of the "HTTP Request" node to match the Apollo.io API endpoint and parameters for lead enrichment.
5. Customize AI Agent and Chat Model:
   • Review and adjust the prompts and configurations in the "AI Agent" and "OpenAI Chat Model" nodes to ensure they extract and parse the desired information accurately from the Apollo.io response.
   • Modify the "Structured Output Parser" schema to match the expected output structure from your AI agent.
6. Customize Email Content:
   • Edit the "Gmail" nodes to personalize the subject lines and body content of your follow-up emails.
   • Utilize expressions to dynamically insert lead data and AI-parsed insights into your emails.
7. Adjust Wait Times: Modify the duration in the "Wait" nodes if you want to change the timing of the follow-up emails.
8. Activate the workflow: Once configured, activate the workflow. You can trigger it manually using "When clicking 'Execute workflow'" or set up a schedule using "Schedule Trigger".