{ "name": "Lumeor | Lead enrichment (HubSpot + AI website summary)", "nodes": [ { "parameters": { "content": "## Lead enrichment (HubSpot + data provider + AI website summary)\n\n**What it does**\n1. Fires when a contact is created in HubSpot.\n2. Skips free and disposable email domains and contacts already enriched.\n3. Reuses a 90-day domain cache in Google Sheets before paying for a lookup.\n4. Calls one company data provider, then fetches the company homepage.\n5. Claude returns what they sell, who they sell to and a fit rating against your ICP.\n6. Writes enrichment fields with source and date. Company, website and country are filled only when blank, so rep edits are never overwritten.\n\n**Setup**\n1. Credentials: HubSpot developer app (for the trigger), HubSpot private app token (for the API calls), Header Auth for your provider, Google Sheets, Anthropic, Slack.\n2. Create contact properties lumeor_enrich_summary, lumeor_enrich_fit, lumeor_enrich_fit_reason, lumeor_enrich_industry, lumeor_enrich_employees, lumeor_enrich_source, lumeor_enriched_at.\n3. Set REPLACE_WITH_PROVIDER_COMPANY_LOOKUP_URL and adjust mapProvider() in **Build summary request**. Set REPLACE_WITH_ICP_DESCRIPTION.\n4. Create a \"Domain cache\" tab (domain, fetched_at, result_json). Replace REPLACE_WITH_SHEET_ID and REPLACE_WITH_SLACK_CHANNEL.\n\nModel: claude-opus-5-5 at low effort. claude-haiku-5-5 is a cheaper option for summarizing many websites.\n\nTemplate by Lumeor Studio, https://www.lumeor.studio/guides/automate-lead-enrichment/", "height": 720, "width": 520 }, "id": "79b374f3-4e51-453b-97f6-df30a4aa5a62", "name": "Template notes", "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ -620, -260 ] }, { "parameters": { "eventsUi": { "eventValues": [ { "name": "contact.creation" } ] }, "additionalFields": {} }, "id": "53ecf147-71a1-424f-b9be-102f71aeb659", "name": "HubSpot: contact created", "type": "n8n-nodes-base.hubspotTrigger", "typeVersion": 1, "position": [ 0, 0 ], "webhookId": "cad45810-9a97-4436-906b-e50e7419d5cd" }, { "parameters": { "method": "GET", "url": "=https://api.hubapi.com/crm/v3/objects/contacts/{{ $json.contactId }}", "authentication": "predefinedCredentialType", "nodeCredentialType": "hubspotAppToken", "sendQuery": true, "specifyQuery": "keypair", "queryParameters": { "parameters": [ { "name": "properties", "value": "email,firstname,company,website,country,lumeor_enriched_at" } ] }, "options": {} }, "id": "c8d0cfc3-8153-4a3d-9f12-beeb92e334f9", "name": "HubSpot: get contact", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 220, 0 ], "onError": "continueRegularOutput" }, { "parameters": { "operation": "read", "documentId": { "__rl": true, "mode": "id", "value": "REPLACE_WITH_SHEET_ID" }, "sheetName": { "__rl": true, "mode": "name", "value": "Domain cache" }, "options": {} }, "id": "4879a4cf-0e34-4980-86e9-35307d2b6cba", "name": "Read domain cache", "type": "n8n-nodes-base.googleSheets", "typeVersion": 4.5, "position": [ 440, 0 ], "executeOnce": true, "alwaysOutputData": true }, { "parameters": { "mode": "runOnceForAllItems", "language": "javaScript", "jsCode": "// Normalizes the email domain, skips free and disposable domains, and reuses cached results.\nconst CACHE_DAYS = 90;\nconst FREE = ['gmail.com', 'googlemail.com', 'yahoo.com', 'hotmail.com', 'outlook.com', 'live.com', 'msn.com', 'aol.com', 'icloud.com', 'me.com', 'proton.me', 'protonmail.com', 'gmx.com', 'yandex.com', 'mail.com', 'zoho.com', 'mailinator.com', 'guerrillamail.com', '10minutemail.com', 'tempmail.com'];\nconst cache = {};\nfor (const row of $input.all().map((i) => i.json)) if (row.domain) cache[String(row.domain).toLowerCase()] = row;\n\nconst out = [];\nconst contacts = $('HubSpot: get contact').all();\nfor (let i = 0; i < contacts.length; i++) {\n const c = contacts[i].json;\n const p = c.properties || {};\n if (!c.id || p.lumeor_enriched_at) continue; // already enriched, or contact not found\n const email = String(p.email || '').toLowerCase().trim();\n const domain = email.includes('@') ? email.split('@')[1] : '';\n if (!domain || FREE.includes(domain)) continue; // nothing to look up for personal addresses\n const hit = cache[domain];\n const fresh = hit && (Date.now() - Date.parse(hit.fetched_at)) / 86400000 < CACHE_DAYS;\n let cached = null;\n if (fresh) { try { cached = JSON.parse(hit.result_json); } catch (e) { cached = null; } }\n if (cached && cached.cacheable === false) cached = null; // failed or thin results are retried, not reused\n out.push({\n json: {\n contactId: c.id,\n email,\n domain,\n current: { company: p.company || '', website: p.website || '', country: p.country || '' },\n route: cached ? 'cached' : 'lookup',\n result: cached,\n },\n pairedItem: { item: 0 },\n });\n}\n// Build HubSpot properties for cache hits here, using the same merge rules as fresh lookups.\nfor (const o of out) {\n if (o.json.route !== 'cached') continue;\n const r = o.json.result;\n const props = {\n lumeor_enrich_summary: r.summary, lumeor_enrich_fit: r.fit, lumeor_enrich_fit_reason: r.fit_reason,\n lumeor_enrich_industry: r.industry, lumeor_enrich_employees: r.employees, lumeor_enrich_source: r.source + ' (cache)',\n lumeor_enriched_at: new Date().toISOString().slice(0, 10),\n };\n if (!o.json.current.company && r.company_name) props.company = r.company_name;\n if (!o.json.current.website) props.website = 'https://' + o.json.domain;\n if (!o.json.current.country && r.country) props.country = r.country;\n o.json.hubspotProperties = props;\n}\nreturn out;\n" }, "id": "5a0efc1a-82d4-46be-abb8-4e3e7b1e74ae", "name": "Normalize and check cache", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 660, 0 ] }, { "parameters": { "rules": { "values": [ { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 2 }, "conditions": [ { "id": "5beb89f7-9653-4c2b-8779-eef5056d2224", "leftValue": "={{ $json.route }}", "rightValue": "lookup", "operator": { "type": "string", "operation": "equals" } } ], "combinator": "and" }, "renameOutput": true, "outputKey": "lookup" }, { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 2 }, "conditions": [ { "id": "5ce59cd5-831d-4fee-bdfc-f4485f7e4b0e", "leftValue": "={{ $json.route }}", "rightValue": "cached", "operator": { "type": "string", "operation": "equals" } } ], "combinator": "and" }, "renameOutput": true, "outputKey": "cached" } ] }, "options": {} }, "id": "128ddabe-1c5f-4b03-86cb-5e7ad3dfa0af", "name": "Cached?", "type": "n8n-nodes-base.switch", "typeVersion": 3.2, "position": [ 880, 0 ] }, { "parameters": { "method": "GET", "url": "=REPLACE_WITH_PROVIDER_COMPANY_LOOKUP_URL", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth", "sendQuery": true, "specifyQuery": "keypair", "queryParameters": { "parameters": [ { "name": "domain", "value": "={{ $json.domain }}" } ] }, "options": { "timeout": 20000 } }, "id": "7b4d487e-43ac-4269-81ab-ab2e18c40c84", "name": "Company data provider", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 1100, -100 ], "onError": "continueRegularOutput" }, { "parameters": { "method": "GET", "url": "=https://{{ $('Normalize and check cache').item.json.domain }}", "options": { "response": { "response": { "responseFormat": "text", "outputPropertyName": "data" } }, "timeout": 15000 } }, "id": "835797d3-f1ee-4676-851a-61d0355ad0f1", "name": "Fetch homepage", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 1320, -100 ], "onError": "continueRegularOutput" }, { "parameters": { "mode": "runOnceForAllItems", "language": "javaScript", "jsCode": "// Maps the provider response, cleans the homepage text and asks Claude for a structured fit summary.\nconst ICP = 'REPLACE_WITH_ICP_DESCRIPTION'; // e.g. US companies with 20 to 500 employees in logistics or manufacturing that run finance on QuickBooks or NetSuite\n\n// Adjust these paths to your provider's response shape.\nfunction mapProvider(r) {\n const d = (r && (r.data || r.company || r)) || {};\n const pick = (...vals) => vals.find((v) => v !== undefined && v !== null && v !== '');\n return {\n company_name: pick(d.name, d.company_name, d.legal_name) || '',\n industry: pick(d.industry, d.category && d.category.industry, d.sector) || '',\n employees: String(pick(d.employee_count, d.employees, d.metrics && d.metrics.employees, d.size) || ''),\n country: pick(d.country, d.geo && d.geo.country, d.location && d.location.country) || '',\n };\n}\nconst clean = (html) => String(html || '')\n .replace(//gi, ' ')\n .replace(//gi, ' ')\n .replace(/<(nav|footer|header)[\\s\\S]*?<\\/\\1>/gi, ' ')\n .replace(/<[^>]+>/g, ' ')\n .replace(/ | /g, ' ').replace(/&/g, '&')\n .replace(/\\s+/g, ' ').trim().slice(0, 15000);\n\nconst schema = {\n type: 'object', additionalProperties: false,\n required: ['what_they_sell', 'who_they_sell_to', 'fit', 'fit_reason'],\n properties: {\n what_they_sell: { type: 'string', description: 'One sentence, or unknown' },\n who_they_sell_to: { type: 'string', description: 'One sentence, or unknown' },\n fit: { type: 'string', enum: ['strong', 'possible', 'weak', 'unknown'] },\n fit_reason: { type: 'string', description: 'One line citing what on the page drove the rating' },\n },\n};\nconst out = [];\nconst items = $input.all();\nfor (let i = 0; i < items.length; i++) {\n const lead = $('Normalize and check cache').itemMatching(i).json;\n const provider = mapProvider($('Company data provider').itemMatching(i).json);\n const page = clean(items[i].json.data);\n const prompt = 'Our ideal customer profile: ' + ICP + '\\n\\nCompany domain: ' + lead.domain +\n '\\nProvider data: ' + JSON.stringify(provider) +\n '\\n\\nHomepage text:\\n' + (page || '(page could not be fetched)') +\n '\\n\\nDescribe the company and rate fit against the profile. If the page is thin or missing, answer unknown rather than guessing.';\n out.push({\n json: {\n ...lead,\n provider,\n pageChars: page.length,\n claudeRequest: {\n model: 'claude-opus-5-5',\n max_tokens: 1500,\n messages: [{ role: 'user', content: prompt }],\n output_config: { effort: 'low', format: { type: 'json_schema', schema } },\n },\n },\n pairedItem: { item: i },\n });\n}\nreturn out;\n" }, "id": "e6da6c68-7ad9-4a35-a9c6-387a2850dc48", "name": "Build summary request", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 1540, -100 ] }, { "parameters": { "method": "POST", "url": "https://api.anthropic.com/v1/messages", "authentication": "predefinedCredentialType", "nodeCredentialType": "anthropicApi", "sendHeaders": true, "specifyHeaders": "keypair", "headerParameters": { "parameters": [ { "name": "anthropic-version", "value": "2023-06-01" } ] }, "sendBody": true, "contentType": "json", "specifyBody": "json", "jsonBody": "={{ JSON.stringify($json.claudeRequest) }}", "options": { "timeout": 180000 } }, "id": "60d6a5ce-4081-4e4f-a329-a6d8785f9881", "name": "Claude: summarize company", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 1760, -100 ], "retryOnFail": true, "maxTries": 3, "waitBetweenTries": 5000, "onError": "continueErrorOutput" }, { "parameters": { "mode": "runOnceForAllItems", "language": "javaScript", "jsCode": "// Field-level merge rules: enrichment fields always update, primary fields only fill blanks.\n\n// Reads a Messages API response. Thinking blocks may come first, so find the text block.\nfunction readClaude(resp) {\n if (!resp || resp.error) {\n const msg = resp && resp.error ? (resp.error.message || JSON.stringify(resp.error)) : 'empty response';\n return { ok: false, reason: 'api_error: ' + String(msg).slice(0, 300) };\n }\n if (resp.stop_reason === 'refusal') {\n const cat = resp.stop_details && resp.stop_details.category ? ' (' + resp.stop_details.category + ')' : '';\n return { ok: false, reason: 'model_refusal' + cat };\n }\n if (resp.stop_reason === 'max_tokens') return { ok: false, reason: 'max_tokens: output was cut off, raise max_tokens' };\n const block = (resp.content || []).find((b) => b.type === 'text');\n if (!block) return { ok: false, reason: 'no_text_block_in_response' };\n try {\n return { ok: true, data: JSON.parse(block.text) };\n } catch (e) {\n return { ok: false, reason: 'invalid_json: ' + e.message };\n }\n}\n\nconst out = [];\nconst items = $input.all();\nfor (let i = 0; i < items.length; i++) {\n const ctx = $('Build summary request').itemMatching(i).json;\n const r = readClaude(items[i].json);\n const ai = r.ok ? r.data : { what_they_sell: '', who_they_sell_to: '', fit: 'unknown', fit_reason: 'AI summary failed: ' + r.reason };\n const result = {\n company_name: ctx.provider.company_name, industry: ctx.provider.industry, employees: ctx.provider.employees, country: ctx.provider.country,\n summary: [ai.what_they_sell, ai.who_they_sell_to].filter((s) => s && s !== 'unknown').join(' '),\n fit: ai.fit, fit_reason: ai.fit_reason,\n source: 'provider + website ' + new Date().toISOString().slice(0, 10),\n cacheable: r.ok && ctx.pageChars > 0,\n };\n const props = {\n lumeor_enrich_summary: result.summary, lumeor_enrich_fit: result.fit, lumeor_enrich_fit_reason: result.fit_reason,\n lumeor_enrich_industry: result.industry, lumeor_enrich_employees: result.employees, lumeor_enrich_source: result.source,\n lumeor_enriched_at: new Date().toISOString().slice(0, 10),\n };\n if (!ctx.current.company && result.company_name) props.company = result.company_name;\n if (!ctx.current.website) props.website = 'https://' + ctx.domain;\n if (!ctx.current.country && result.country) props.country = result.country;\n out.push({\n json: {\n contactId: ctx.contactId, domain: ctx.domain, hubspotProperties: props, result,\n },\n pairedItem: { item: i },\n });\n}\nreturn out;\n" }, "id": "07867870-adce-48f9-8617-8a91bcfebc66", "name": "Merge rules", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 1980, -100 ] }, { "parameters": { "method": "PATCH", "url": "=https://api.hubapi.com/crm/v3/objects/contacts/{{ $json.contactId }}", "authentication": "predefinedCredentialType", "nodeCredentialType": "hubspotAppToken", "sendBody": true, "contentType": "json", "specifyBody": "json", "jsonBody": "={{ JSON.stringify({ properties: $json.hubspotProperties }) }}", "options": {} }, "id": "cbbf1638-518c-4036-9dd2-46b59bbb0bad", "name": "HubSpot: update contact", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 2200, 60 ], "onError": "continueErrorOutput" }, { "parameters": { "operation": "append", "documentId": { "__rl": true, "mode": "id", "value": "REPLACE_WITH_SHEET_ID" }, "sheetName": { "__rl": true, "mode": "name", "value": "Domain cache" }, "columns": { "mappingMode": "defineBelow", "value": { "domain": "={{ $json.domain }}", "fetched_at": "={{ $now.toISO() }}", "result_json": "={{ JSON.stringify($json.result) }}" }, "matchingColumns": [], "schema": [ { "id": "domain", "displayName": "domain", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "fetched_at", "displayName": "fetched_at", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true }, { "id": "result_json", "displayName": "result_json", "required": false, "defaultMatch": false, "display": true, "type": "string", "canBeUsedToMatch": true } ], "attemptToConvertTypes": false, "convertFieldsToString": true }, "options": { "cellFormat": "RAW" } }, "id": "a16f78d2-7868-4d3c-95db-4d664f420cc2", "name": "Save to domain cache", "type": "n8n-nodes-base.googleSheets", "typeVersion": 4.5, "position": [ 2200, -220 ] }, { "parameters": { "authentication": "accessToken", "resource": "message", "operation": "post", "select": "channel", "channelId": { "__rl": true, "mode": "name", "value": "#REPLACE_WITH_SLACK_CHANNEL" }, "messageType": "text", "text": "={{ $json.slackText || (':warning: Lead enrichment error: ' + (($json.error && ($json.error.message || $json.error.description)) || JSON.stringify($json.error || $json).slice(0, 500)) + ' (execution ' + $execution.id + ')') }}", "otherOptions": { "includeLinkToWorkflow": true } }, "id": "657b40b6-a518-471c-b968-7251438cec98", "name": "Post enrichment issue", "type": "n8n-nodes-base.slack", "typeVersion": 2.3, "position": [ 2420, 200 ] } ], "connections": { "HubSpot: contact created": { "main": [ [ { "node": "HubSpot: get contact", "type": "main", "index": 0 } ] ] }, "HubSpot: get contact": { "main": [ [ { "node": "Read domain cache", "type": "main", "index": 0 } ] ] }, "Read domain cache": { "main": [ [ { "node": "Normalize and check cache", "type": "main", "index": 0 } ] ] }, "Normalize and check cache": { "main": [ [ { "node": "Cached?", "type": "main", "index": 0 } ] ] }, "Cached?": { "main": [ [ { "node": "Company data provider", "type": "main", "index": 0 } ], [ { "node": "HubSpot: update contact", "type": "main", "index": 0 } ] ] }, "Company data provider": { "main": [ [ { "node": "Fetch homepage", "type": "main", "index": 0 } ] ] }, "Fetch homepage": { "main": [ [ { "node": "Build summary request", "type": "main", "index": 0 } ] ] }, "Build summary request": { "main": [ [ { "node": "Claude: summarize company", "type": "main", "index": 0 } ] ] }, "Claude: summarize company": { "main": [ [ { "node": "Merge rules", "type": "main", "index": 0 } ], [ { "node": "Merge rules", "type": "main", "index": 0 } ] ] }, "Merge rules": { "main": [ [ { "node": "HubSpot: update contact", "type": "main", "index": 0 }, { "node": "Save to domain cache", "type": "main", "index": 0 } ] ] }, "HubSpot: update contact": { "main": [ [], [ { "node": "Post enrichment issue", "type": "main", "index": 0 } ] ] } }, "settings": { "executionOrder": "v1" }, "pinData": {}, "meta": { "templateCredsSetupCompleted": false }, "tags": [] }