🎣 Automated AI lead enrichment: Salesforce to Explorium for enhanced prospect data

⚡ 1,610 views · 🎣 Lead Generation & Enrichment

💡 Pro Tip — For lead enrichment, ScraperNode can pull LinkedIn profiles, company data, and job listings directly into your pipeline — useful for building prospect lists without manual research.

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Description

Salesforce Lead Enrichment with Explorium

Template

Download the following json file and import it to a new n8n workflow:

salesforce_workflow.json

Automated AI Lead Enrichment_ Salesforce to Explorium for Enhanced Prospect Data.png

Overview

This n8n workflow monitors your Salesforce instance for new leads and automatically enriches them with missing contact information. When a lead is created, the workflow:

  1. Detects the new lead via Salesforce trigger
  2. Matches the lead against Explorium’s database using name and company
  3. Enriches the lead with professional email addresses and phone numbers
  4. Updates the Salesforce lead record with the discovered contact information

This automation ensures your sales team always has the most up-to-date contact information for new leads, improving reach rates and accelerating the sales process.

Key Features

Prerequisites

Before setting up this workflow, ensure you have:

  1. n8n instance (self-hosted or cloud)
  2. Salesforce account with:
    • OAuth2 API access enabled
    • Lead object permissions (read/write)
    • API usage limits available
  3. Explorium API credentials (Bearer token) - Get explorium api key
  4. Basic understanding of Salesforce lead management

Salesforce Requirements

Required Lead Fields

The workflow expects these standard Salesforce lead fields:

API Permissions

Your Salesforce integration user needs:

Installation & Setup

Step 1: Import the Workflow

  1. Copy the workflow JSON from the template
  2. In n8n: Navigate to Workflows → Add Workflow → Import from File
  3. Paste the JSON and click Import

Step 2: Configure Salesforce OAuth2 Credentials

  1. Click on the Salesforce Trigger node
  2. Under Credentials, click Create New
  3. Follow the OAuth2 flow:
    • Client ID: From your Salesforce Connected App
    • Client Secret: From your Salesforce Connected App
    • Callback URL: Copy from n8n and add to your Connected App
  4. Authorize the connection
  5. Save the credentials as “Salesforce account connection”

Note: Use the same credentials for all Salesforce nodes in the workflow.

Step 3: Configure Explorium API Credentials

  1. Click on the Match_prospect node
  2. Under Credentials, click Create New (HTTP Header Auth)
  3. Configure the header:
    • Name: Authorization
    • Value: Bearer YOUR_EXPLORIUM_API_TOKEN
  4. Save as “Header Auth account”
  5. Apply the same credentials to the Explorium Enrich Contacts Information node

Step 4: Verify Node Settings

  1. Salesforce Trigger:

    • Trigger On: Lead Created
    • Poll Time: Every minute (adjust based on your needs)

  2. Salesforce Get Leads:

    • Operation: Get All
    • Condition: CreatedDate = TODAY (fetches today’s leads)
    • Limit: 20 (adjust based on volume)

  3. Loop Over Items:

    • Batch Size: 6 (optimal for API rate limits)

Step 5: Activate the Workflow

  1. Save the workflow
  2. Toggle the Active switch to ON
  3. The workflow will now monitor for new leads every minute

Detailed Node Descriptions

  1. Salesforce Trigger: Polls Salesforce every minute for new leads
  2. Get Today’s Leads: Retrieves all leads created today to ensure none are missed
  3. Loop Over Items: Processes leads in batches of 6 for efficiency
  4. Match Prospect: Searches Explorium for matching person using name + company
  5. Filter: Checks if a valid match was found
  6. Extract Prospect IDs: Collects all matched prospect IDs
  7. Enrich Contacts: Fetches detailed contact information from Explorium
  8. Merge: Combines original lead data with enrichment results
  9. Split Out: Separates individual enriched records
  10. Update Lead: Updates Salesforce with new contact information

Data Mapping

The workflow maps Explorium data to Salesforce fields as follows:

Explorium FieldSalesforce FieldFallback Logic
emails[0].addressEmailFalls back to professions_email
mobile_phoneMobilePhoneFalls back to phone_numbers[1]
phone_numbers[0]PhoneFalls back to mobile_phone

Usage & Monitoring

Automatic Operation

Once activated, the workflow runs automatically:

  1. Checks for new leads every minute
  2. Processes any leads created since the last check
  3. Updates leads with discovered contact information
  4. Continues running until deactivated

Manual Testing

To test the workflow manually:

  1. Create a test lead in Salesforce
  2. Click “Execute Workflow” in n8n
  3. Monitor the execution to see each step
  4. Verify the lead was updated in Salesforce

Monitoring Executions

Track workflow performance:

  1. Go to Executions in n8n
  2. Filter by this workflow
  3. Review successful and failed executions
  4. Check logs for any errors or issues

Troubleshooting

Common Issues

No leads are being processed

Leads not matching in Explorium

Contact information not updating

Authentication errors

Error Handling

The workflow includes built-in error handling:

Best Practices

Data Quality

  1. Ensure complete lead data: FirstName, LastName, and Company should be populated
  2. Use full company names: “Microsoft Corporation” matches better than “MSFT”
  3. Standardize data entry: Consistent formatting improves match rates

Performance Optimization

  1. Adjust batch size: Lower if hitting API limits, higher for efficiency
  2. Modify polling frequency: Every minute for high volume, less frequent for lower volume
  3. Set appropriate limits: Balance between processing speed and API usage

Compliance & Privacy

  1. Data permissions: Ensure you have rights to enrich lead data
  2. GDPR compliance: Consider privacy regulations in your region
  3. Data retention: Follow your organization’s data policies
  4. Audit trail: Monitor who has access to enriched data

Customization Options

Extend the Enrichment

Add more Explorium enrichment by:

  1. Adding firmographic data (company size, revenue)
  2. Including technographic information
  3. Appending social media profiles
  4. Adding job title and department verification

Modify Trigger Conditions

Change when enrichment occurs:

Add Notifications

Enhance with alerts:

API Considerations

Salesforce Limits

Explorium Limits

Integration Architecture

This workflow can be part of a larger lead management system:

  1. Lead Capture → This Workflow → Lead Scoring → Assignment
  2. Can trigger additional workflows based on enrichment results
  3. Compatible with existing Salesforce automation (Process Builder, Flows)
  4. Works alongside other enrichment tools

Security Considerations

Support Resources

For assistance with:

đź”— Nodes Used

Salesforce, Filter, Salesforce Trigger

đź“Ą Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup