Automated Contact Enrichment and Classification Workflow

This n8n workflow automates the process of enriching and categorizing contact data from Google Sheets, then updating multiple CRM platforms, including HubSpot and Airtable. It runs hourly, ensuring your contact database stays current with minimal manual effort.

Here’s how the workflow functions:

1. Scheduled Trigger: The workflow initiates every hour to fetch new contacts marked as ‘Pending’.

2. Data Retrieval: Reads contacts from a Google Sheet with a ‘Pending’ status, filtering out incomplete entries.

3. Data Cleaning: Cleans up field names and applies default values to ensure consistency.

4. Role and Seniority Classification: Uses GPT-4o-mini to analyze contact data, categorizing each contact’s role, seniority, and department. If AI parsing fails, fallback keyword matching is used.

5. Data Enrichment and Updation:

– Updates contact details in Google Sheets, marking them as reviewed with added classification data.

– Upsets or creates records in Airtable CRM.

– Pushes or updates contact information in HubSpot.

This workflow streamlines the process of maintaining accurate, categorized contact data across multiple platforms, ideal for sales, marketing, and customer support teams seeking automated lead or contact management.