Step 2: Connect the Lead Enrichment Service

All triggers feed into enrichment, which pulls lead details from Apollo before scoring.

1. Open Lead Lookup Request and set URL to https://api.apollo.io/api/v1/people/match and Method to POST.
2. Enable Send Query and keep Authentication as genericCredentialType with Generic Auth Type set to httpHeaderAuth.
3. Set query parameters to the following expressions:
   • name: {{ $json['What\'s your Full Name?'] }}
   • email: {{ $json['What is your email address?'] }}
   • reveal_phone_number: {{ $json['What\'s your phone number?'] }}
   • linkedin_url: {{ $json['What\'s your Linkedin Profile URL'] }}
4. Credential Required: Connect your httpHeaderAuth credentials in Lead Lookup Request.

Step 3: Set Up Lead Scoring AI

The enrichment response is scored by an AI agent and filtered through a qualification gate.

1. Open Groq Chat Engine 2 and connect it to Lead Scoring Agent as the language model.
2. Credential Required: Connect your groqApi credentials in Groq Chat Engine 2.
3. In Lead Scoring Agent, set Text to the provided scoring prompt and ensure the embedded fields match: {{ $json.person.name }}, {{ $json.person.title }}, {{ $json.person.employment_history[0].organization_name }}.
4. In Qualification Gate, configure the condition to evaluate {{Number($json.output)}} with Operator gte and Right Value 6.

Step 4: Set Up AI Outreach Drafting

Qualified leads are passed to the outreach agent, which drafts and sends the email.

1. Open Groq Chat Engine and connect it as the language model for Outreach Draft Agent.
2. Credential Required: Connect your groqApi credentials in Groq Chat Engine.
3. In Outreach Draft Agent, keep Text set to the provided email prompt and verify the lead fields are referenced, such as {{ $('Lead Lookup Request').item.json.person.email }} and {{ $('Lead Lookup Request').item.json.person.name }}.
4. Ensure Structured Result Parser remains connected as the output parser; it is a sub-node and uses the agent’s context (no credentials required).
5. Open Gmail Dispatch Tool and keep:
   • Send To: {{ $('Lead Lookup Request').item.json.person.email }}
   • Subject: {{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Subject', ``, 'string') }}
   • Message: {{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Message', ``, 'string') }}
   • Email Type: text
6. Credential Required: Connect your gmailOAuth2 credentials in Gmail Dispatch Tool. This tool runs inside Outreach Draft Agent, so validate access there.

Step 5: Configure Output to Google Sheets

After drafting the outreach, the workflow logs the lead details to a spreadsheet.

1. Open Append Sheet Record and set Operation to append.
2. Select Document N8N Leads and Sheet Sheet1 (currently set to gid=0).
3. Map columns exactly as configured, for example:
   • Name: {{ $('Form Intake Trigger').item.json["What's your Full Name?"] }}
   • Email: {{ $('Form Intake Trigger').item.json["What is your email address?"] }}
   • Phone: {{ $('Form Intake Trigger').item.json["What's your phone number?"] }}
   • Job Title : {{ $('Lead Lookup Request').item.json.person.title }}
   • Linkedin URL: {{ $('Form Intake Trigger').item.json["What's your Linkedin Profile URL"] }}
   • Organization: {{ $('Lead Lookup Request').item.json.person.employment_history[0].organization_name }}
4. Credential Required: Connect your googleSheetsOAuth2Api credentials in Append Sheet Record.

Step 6: Test and Activate Your Workflow

Validate all three trigger paths and confirm the AI and sheet outputs are working before going live.

1. Use Execute Workflow and submit a test entry via Form Intake Trigger, or add a row for Sheet Row Watcher, or call the Inbound Webhook URL.
2. Confirm that Lead Lookup Request returns a person object and that Lead Scoring Agent outputs a numeric score.
3. Verify that Qualification Gate routes only scores >= 6 into Outreach Draft Agent.
4. Check that Gmail Dispatch Tool sends an email and that Append Sheet Record writes a new row to the sheet.
5. When everything looks correct, toggle Active to enable the workflow in production.