Enrichissement automatique des informations nouvelles entreprises CRM avec des recherches web ChatGPT via Tavily

Avancé

Ceci est unLead Generation, AI RAGworkflow d'automatisation du domainecontenant 16 nœuds.Utilise principalement des nœuds comme Webhook, HttpRequest, Agent, ToolThink, TavilyTool. Utiliser ChatGPT avec Tavily pour la recherche web et enrichir automatiquement les informations de nouvelles entreprises CRM

Prérequis
  • Point de terminaison HTTP Webhook (généré automatiquement par n8n)
  • Peut nécessiter les informations d'identification d'authentification de l'API cible
  • Clé API OpenAI
Aperçu du workflow
Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement
Exporter le workflow
Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow
{
  "id": "Wm8l2EqUfFXbZefy",
  "meta": {
    "instanceId": "68ab8a7bd891eafb85f915471f38591da0135936f93fdf7e27d0ebea24fea950"
  },
  "name": "Auto-Enrich New CRM Companies with ChatGPT Web Research via Tavily",
  "tags": [],
  "nodes": [
    {
      "id": "8a9fac46-d7ca-4b5f-a809-ba9c4be4bb48",
      "name": "OpenAI Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        2320,
        980
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1",
          "cachedResultName": "gpt-4.1"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "bo9yE6c6LIEm8seD",
          "name": "OpenAi account 3"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "a9b15186-9dd1-4b2a-be23-277d6507c6b6",
      "name": "Note adhésive2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1880,
        0
      ],
      "parameters": {
        "color": 7,
        "width": 340,
        "height": 980,
        "content": "## 5. set up webhook trigger\n* double-click node\n* HTTP Method: POST\n* Authentication none\n\n### For testing: \nCreate a company in CentralStationCRM and click on \"Listen for Test Event\" on the node shortly beforehand. The webhook should be triggered and the node should transfer the data.\n\n### For operation:\n* switch from \"Test URL\" to \"Production URL\"\n* copy new webhook URL (click on it)\n* enter new URL under \"Endpoint URL\" in the CentralStationCRM webhook"
      },
      "typeVersion": 1
    },
    {
      "id": "04f6c697-7838-438e-95bd-db3f226d8238",
      "name": "Note adhésive3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1420,
        0
      ],
      "parameters": {
        "color": 7,
        "width": 420,
        "height": 980,
        "content": "## 4. set up CentralStationCRM Webhook\n* log in to CentralStationCRM\n* click on the gear wheel in the top right corner\n\n![Account settings](https://s3.42he.com/cscrm-marketing-page-production/CSCRM_Settings_edb73dede7.jpg)\n![Webhook](https://s3.42he.com/cscrm-marketing-page-production/CSCRM_Settings_Webhook_0b20350753.jpg)\n* click \"Create webhook\"\n* enter password\n* \"Monitored object type\": company\n* \"Monitored event\": create\n* for \"Endpoint URL\" enter Webhook URL\n* for \"Nested objects\" enter:\ntags, addrs, companies\n* Enter name and description (e.g. n8n Test)\n* Set status to active and save"
      },
      "typeVersion": 1
    },
    {
      "id": "2f0f0aa7-ae85-4ff1-aec2-6e78b5b4bdab",
      "name": "Note adhésive5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        960,
        840
      ],
      "parameters": {
        "color": 7,
        "width": 420,
        "height": 140,
        "content": "## 3. get webhook URL from n8n\n* Double-click the first node in the workflow\n* Click once on the url next to POST"
      },
      "typeVersion": 1
    },
    {
      "id": "03bbfa92-95b1-4beb-a1b0-fc1a2958093b",
      "name": "Note adhésive",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2260,
        0
      ],
      "parameters": {
        "color": 7,
        "width": 500,
        "height": 1160,
        "content": "## 6. set up Research AI Agent\n### Set up Open AI Node\n* Register with Open AI\n* Surf to [https://platform.openai.com/api-keys](https://platform.openai.com/api-keys)\n* Click on \"Create New Secret Key\"\n* Enter name and project for the key, if applicable\n* Copy API key\n\n* Switch to n8n\n* Double-click \"OpenAI Chat Model\" node\n![Credentials](https://s3.42he.com/cscrm-marketing-page-production/Open_AI_Credetials_2fe0b1622d.png)\n![API Key](https://s3.42he.com/cscrm-marketing-page-production/Open_AI_API_Cred_aa0b80bb1e.jpg)\n"
      },
      "typeVersion": 1
    },
    {
      "id": "f3b11fd7-2fcf-4fe0-b272-e6326b1c6b53",
      "name": "Note adhésive1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2780,
        0
      ],
      "parameters": {
        "color": 7,
        "width": 380,
        "height": 980,
        "content": "## 7. set up CentralStationCRM protocol\n![CSCRM Credential](https://s3.42he.com/cscrm-marketing-page-production/n8n_Authin_Node_Header_Auth_87f7ac9f20.jpg)\n* Select credentials created in step 1"
      },
      "typeVersion": 1
    },
    {
      "id": "9ffff75c-ae83-4f5a-b656-3fea3da62e70",
      "name": "Note adhésive8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        960,
        0
      ],
      "parameters": {
        "color": 7,
        "width": 420,
        "height": 820,
        "content": "## 2. set up CentralStationCRM n8n credentials\n![n8n menu](https://s3.42he.com/cscrm-marketing-page-production/n8n_menu_credential_c73f8802bb.png)\n![n8n cred type](https://s3.42he.com/cscrm-marketing-page-production/n8n_Header_Auth_f635973075.png)\n![n8n cscrm apikey](https://s3.42he.com/cscrm-marketing-page-production/n8n_cscrm_credential_9690dfc9a2.jpg)\nImportant:\n* select Header Auth as credential type\n* assign X-apikey as name\n* enter the CentralStationCRM API key under \"Value"
      },
      "typeVersion": 1
    },
    {
      "id": "9c9d77d8-159c-4e52-aad0-d2ccfcb84ac5",
      "name": "Note adhésive9",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        0,
        780
      ],
      "parameters": {
        "width": 460,
        "height": 200,
        "content": "## Tools in this workflow\n* [CentralStationCRM](https://centralstationcrm.de), the easy and intuitive CRM Software for small teams. [Here is our API Documentation](https://api.centralstationcrm.net/api-docs/index.html) if you want to customize the workflow.\n* [ChatGPT](https://openai.com), the well-known ai chatbot\n* [Tavily](https://www.tavily.com/), a web search service for large language models"
      },
      "typeVersion": 1
    },
    {
      "id": "f387821a-8be9-46b9-9435-212c704a558c",
      "name": "Note adhésive4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        0,
        0
      ],
      "parameters": {
        "width": 460,
        "height": 740,
        "content": "![CSCRM Logo](https://s3.42he.com/cscrm-marketing-page-production/Logo_Central_Station_CRM_0dd02e23d2.jpeg)\n# Auto-Enrich New CRM Companies with ChatGPT Web Research via Tavily\n\nIn this workflow, you use **ChatGPT** in conjunction with the **web search tool Tavily**.\n\n* the webhook is triggered when a new company is created in the CRM\n* the company data is transferred to ChatGPT\n* the AI agent searches the web with Tavily and converts the information into Markdown format\n* A note with the resulting information is added to your CRM\n\n\n\n*To edit the nodes: Simply double-click!\n\n*At the very end: Set the workflow switch to “Active”."
      },
      "typeVersion": 1
    },
    {
      "id": "4a3a7718-ff96-4ef5-90fe-6d03f0d81c25",
      "name": "Note adhésive6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        500,
        0
      ],
      "parameters": {
        "color": 7,
        "width": 420,
        "height": 980,
        "content": "## 1. set up CentralStationCRM API Key\n* log in to CentralStationCRM\n* click on the gear wheel in the top right corner\n\n![Accounteinstellungen](https://s3.42he.com/cscrm-marketing-page-production/CSCRM_Settings_edb73dede7.jpg)\n![API Schlüssel](https://s3.42he.com/cscrm-marketing-page-production/CSCRM_Settings_API_cec6e99236.jpg)\n* click \"Create API key\" on the right-hand side\n* enter \"Description\" (e.g. n8n Test)\n* save\n* save the API key! The key cannot be called up again in CRM and is required for step 2."
      },
      "typeVersion": 1
    },
    {
      "id": "0cd3cfc1-74f4-400a-a5b7-0811d600ec4e",
      "name": "Agent IA de recherche",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        2380,
        800
      ],
      "parameters": {
        "text": "=We are a small consulting firm specialised on sales and marketing consulting. \n\nDo a deep research in German about the company \"{{ $json.body.record.name }}\". The research shall help sales people get a good overview about the company and allow to identify potential opportunities.\n\nUse the following structure:\n\n```markdown\n- **Name:** Firmenname\n- **Webseite:** http://foobar.com\n- **Zentrale:** San Francisco ([1](http://foobar))\n- **Gründungsjahr:** 2018 ([1](http://...), [2](http://...))\n- **Anzahl der Mitarbeiter:** 123 ([1](...))\n\nAllgemeine Beschreibung der Firma, inklusive Quellen. ([1](http://source))\n\n## Social media\n\n- **Linked In:** http://...\n- **Facebook:** http://...\n```\n\nThis structure is not complete, you can add more facts, social media sites or sections. You can use multiple searches, use more specific search queries if there are important facts missing. Add sources to every fact you mention.\n\nRespond only with the markdown itself, do not start with ```markdown.",
        "options": {},
        "promptType": "define"
      },
      "typeVersion": 2
    },
    {
      "id": "e61f2c0b-defd-4e91-8e01-e9dc6c71e0ce",
      "name": "une amorce d'espace mental pour l'IA",
      "type": "@n8n/n8n-nodes-langchain.toolThink",
      "position": [
        2660,
        980
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "c4d18a52-57d1-4c9e-b8f8-f29440d12d38",
      "name": "Tavily Websearch Extraire les URL",
      "type": "@tavily/n8n-nodes-tavily.tavilyTool",
      "position": [
        2560,
        1120
      ],
      "parameters": {
        "urls": [
          "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('urls0_URLs', ``, 'string') }}"
        ],
        "options": {},
        "resource": "extract"
      },
      "credentials": {
        "tavilyApi": {
          "id": "ORAd9u0WAvNAofCP",
          "name": "Tavily account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "f8af5e5a-d411-4888-904a-d8f3df1be67e",
      "name": "Tavily Websearch Rechercher sur le web",
      "type": "@tavily/n8n-nodes-tavily.tavilyTool",
      "position": [
        2400,
        1120
      ],
      "parameters": {
        "query": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Query', ``, 'string') }}",
        "options": {
          "max_results": 15,
          "search_depth": "advanced"
        }
      },
      "credentials": {
        "tavilyApi": {
          "id": "ORAd9u0WAvNAofCP",
          "name": "Tavily account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "589de93d-74f3-4bde-a5da-8f92b572c59b",
      "name": "Ajouter une note à l'entreprise dans CentralStationCRM",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        2920,
        800
      ],
      "parameters": {
        "url": "https://api.centralstationcrm.net/api/protocols.json",
        "method": "POST",
        "options": {},
        "jsonBody": "={\n  \"protocol\": {\n    \"company_ids\": [{{ $('Company created in CentralStationCRM').item.json.body.record.id }}],\n    \"type\": \"ProtocolObjectNote\",\n    \"badge\": \"note\",\n    \"content\": {{ $json.output.toJsonString() }},\n    \"format\": \"markdown\"\n  }\n} \n",
        "sendBody": true,
        "sendHeaders": true,
        "specifyBody": "json",
        "authentication": "genericCredentialType",
        "genericAuthType": "httpHeaderAuth",
        "headerParameters": {
          "parameters": [
            {
              "name": "accept",
              "value": "application/json"
            },
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        }
      },
      "credentials": {
        "httpHeaderAuth": {
          "id": "pqUNcvQBnqpxmMAD",
          "name": "Header Auth CSCRM test16"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "922a8cd5-ef4a-45a2-97fb-932c98ee7d8d",
      "name": "Entreprise créée dans CentralStationCRM",
      "type": "n8n-nodes-base.webhook",
      "position": [
        2000,
        800
      ],
      "webhookId": "c8682af5-17b7-48f5-9be3-49ef787b40e5",
      "parameters": {
        "path": "c8682af5-17b7-48f5-9be3-49ef787b40e5",
        "options": {},
        "httpMethod": "POST"
      },
      "typeVersion": 2
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "16f5b624-473c-424a-be92-f62e08907ce2",
  "connections": {
    "8a9fac46-d7ca-4b5f-a809-ba9c4be4bb48": {
      "ai_languageModel": [
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          {
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            "type": "ai_languageModel",
            "index": 0
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        ]
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    },
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    },
    "c4d18a52-57d1-4c9e-b8f8-f29440d12d38": {
      "ai_tool": [
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            "type": "ai_tool",
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    },
    "e61f2c0b-defd-4e91-8e01-e9dc6c71e0ce": {
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  }
}
Foire aux questions

Comment utiliser ce workflow ?

Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.

Dans quelles scénarios ce workflow est-il adapté ?

Avancé - Génération de leads, RAG IA

Est-ce payant ?

Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.

Informations sur le workflow
Niveau de difficulté
Avancé
Nombre de nœuds16
Catégorie2
Types de nœuds7
Description de la difficulté

Adapté aux utilisateurs avancés, avec des workflows complexes contenant 16+ nœuds

Auteur
CentralStationCRM

CentralStationCRM

@centralstationcrm

CentralStationCRM ist das einfache und intuitive CRM für kleine Teams. Auf n8n teilen wir unsere Workflow-Ideen: für schnellere Abläufe und einen besseren Arbeitsalltag. CentralStationCRM is the simple and intuitive CRM for small businesses. On n8, we share CRM-workflow ideas to speed up your working life!

Liens externes
Voir sur n8n.io

Partager ce workflow

Catégories

Catégories: 34