Automated Instagram lead enrichment with AI insights & KlickTipp CRM integration
Community Node Disclaimer
This workflow uses KlickTipp community nodes, available for self-hosted n8n instances only.
Who’s it for
Digital marketers, social media managers, and coaches who engage leads through Instagram DMs and want to automate personalized outreach, lead enrichment, and segmentation in KlickTipp — without manual follow-ups or data entry.
How it works
This workflow creates a complete Instagram-to-email enrichment loop — starting with personalized DM outreach, capturing responses via JotForm, enriching profile data, and syncing everything with KlickTipp.
When a workflow trigger or campaign action occurs, it:
- Sends a personalized Instagram DM inviting the user to fill out a JotForm.
- Listens for form submissions in real time.
- Retrieves the lead’s Instagram profile data via the Facebook Graph API.
- Matches the username to the Instagram DM ID in a Google Sheet.
- Generates AI-powered marketing insights using OpenAI.
- Subscribes or updates the lead in KlickTipp, mapping enriched fields and tags.
The result: every DM-initiated lead is captured, analyzed, and segmented — ready for intelligent follow-ups and personalized campaigns.
How to set up
- Connect accounts for KlickTipp, JotForm, Google Sheets, Facebook Graph API, and OpenAI.
- Set up a KlickTipp tag or campaign trigger to initiate the DM sending.
- Create KlickTipp fields for Instagram data (e.g., Bio, Follower count, Insights).
- Add tags:
Instagram | Outreach,Instagram | Enrichment,Instagram | Username found. - Test a sample flow: send a DM → fill the JotForm → verify data enrichment in KlickTipp.
💡 Pro Tip: Personalize the DM message template and test both personal and business accounts to ensure optimal engagement and AI insight quality.
Requirements
- Meta (Instagram) Business Account
- Facebook Graph API with
instagram_basicandpages_show_listpermissions - KlickTipp account with API access
- OpenAI connection (
gpt-4.1-minimodel) - (Optional) Active Instagram Page connected to your Facebook App for DM messaging
How to customize
- Adjust DM content and message timing for different campaigns or audiences.
- Edit tags and field mappings in KlickTipp to match your segmentation logic.
- Modify the AI prompt to emphasize tone, purchase intent, or niche interests.
- Add conditional logic (e.g.,
followers > 1,000 → influencer tag). - Extend the flow to LinkedIn, website tracking, or CRM syncing for multi-channel enrichment.
Automated Lead Enrichment with AI Insights
This n8n workflow automates the process of enriching leads captured through Jotform, leveraging AI to extract key information and then storing the enriched data in Google Sheets. It's designed to streamline lead management and provide deeper insights into your prospects.
What it does
This workflow simplifies lead enrichment by performing the following steps:
- Triggers on New Jotform Submissions: The workflow starts whenever a new form is submitted via Jotform.
- Enriches Lead Data with AI: It uses an AI Agent (powered by an OpenAI Chat Model and a Structured Output Parser) to analyze the Jotform submission data. This AI extracts specific information, such as the lead's Instagram handle and other relevant details, to enrich the lead profile.
- Appends to Google Sheet: The enriched lead data, including the AI-generated insights, is then automatically appended as a new row in a designated Google Sheet.
- Checks for Instagram Handle: The workflow includes a conditional check (Switch node) to determine if an Instagram handle was successfully extracted by the AI.
- Retrieves Instagram Profile Data (Conditional): If an Instagram handle is present, the workflow makes an HTTP Request to the Facebook Graph API to fetch additional public profile information for that Instagram user.
- Updates Google Sheet with Instagram Data (Conditional): The retrieved Instagram profile data is then used to update the corresponding lead's row in the Google Sheet.
Prerequisites/Requirements
To use this workflow, you will need:
- n8n Instance: A running n8n instance.
- Jotform Account: An active Jotform account with forms configured to capture lead data.
- Jotform Credential: An n8n credential configured for your Jotform account.
- Google Sheets Account: Access to a Google Sheets document where lead data will be stored.
- Google Sheets Credential: An n8n credential configured for your Google Sheets account.
- OpenAI API Key: An OpenAI API key for the AI Agent and Chat Model.
- Facebook Graph API Credential: An n8n credential configured for the Facebook Graph API to access Instagram data. This typically involves a Facebook Developer App and appropriate permissions.
Setup/Usage
- Import the Workflow: Import the provided JSON into your n8n instance.
- Configure Credentials:
- Set up your Jotform Credential in n8n.
- Set up your Google Sheets Credential in n8n.
- Set up your OpenAI Credential for the "OpenAI Chat Model" node.
- Set up your Facebook Graph API Credential for the "Facebook Graph API" node.
- Configure Jotform Trigger:
- In the "Jotform Trigger" node, select the Jotform form you want to monitor for new submissions.
- Configure AI Agent:
- Review and adjust the prompt and tools within the "AI Agent" node to ensure it accurately extracts the desired information (e.g., Instagram handle, name, email) from your Jotform submissions.
- Ensure the "Structured Output Parser" is configured to match the expected JSON output format from the AI Agent.
- Configure Google Sheets Nodes:
- In the first "Google Sheets" node (for appending data), specify the Spreadsheet ID and Sheet Name where you want to add new leads. Map the incoming data from the AI Agent to the appropriate columns in your sheet.
- In the second "Google Sheets" node (for updating Instagram data), specify the Spreadsheet ID and Sheet Name. Configure it to update the row based on a unique identifier (e.g., email address) and map the Instagram profile data to the relevant columns.
- Configure HTTP Request (Facebook Graph API):
- In the "HTTP Request" node, ensure the URL and parameters are correctly set up to query the Facebook Graph API for Instagram user data using the extracted Instagram handle.
- Activate the Workflow: Once all nodes are configured and credentials are set, activate the workflow.
Now, every new Jotform submission will automatically be processed, enriched with AI insights, and updated with Instagram profile information (if available), providing a comprehensive lead profile in your Google Sheet.
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