Step 2: Connect the AI URL Builder

Use AI to convert form inputs into an Apollo search URL.

1. Open Primary AI Chat Model and select Credential Required: Connect your openAiApi credentials.
2. Ensure the model is set to gpt-4.1.
3. Open Apollo Search URL Builder and set Text to =Job Title: {{ $json['Job Title'] }} Company Size: {{ $json['Company Size'] }} Keywords: {{ $json.Keywords }} Location: {{ $json.Location }}.
4. Confirm the detailed instruction prompt remains in the Messages field to generate proper Apollo URL parameters.

Step 3: Configure Data Collection and Enrichment

Scrape Apollo results, cap record volume, derive LinkedIn IDs, and fetch profile and company details.

1. Open Execute Apify Scrape and set URL to https://api.apify.com/v2/acts/code_crafter~apollo-io-scraper/run-sync-get-dataset-items.
2. Set JSON Body to ={ "cleanOutput": false, "url": "{{ $json.text }}" } and set header Authorization to Bearer [CONFIGURE_YOUR_TOKEN].
3. Open Cap Records and set Max Items to 10.
4. Open Derive Public IDs and set user to ={{ $json.linkedin_url.split("/").filter(Boolean).pop() }} and company_url to ={{ $json.organization.linkedin_url.split("/").filter(Boolean).pop() }}.
5. In Fetch Profile Details, set URL to =https://<subdomain>.unipile.com:<port>/api/v1/users/{{ $json.user }} and add header X-API-KEY with [CONFIGURE_YOUR_API_KEY] plus query account_id with [YOUR_ID].
6. In Retrieve Company Profile, set URL to =https://<subdomain>.unipile.com:<port>/api/v1/linkedin/company/{{ $('Derive Public IDs').item.json.company_url }} and add header X-API-KEY with [CONFIGURE_YOUR_API_KEY] plus query account_id with [YOUR_ID].

Step 4: Set Up CRM Upsert and AI Outreach Generation

Create or update the HubSpot contact and generate structured outreach content via AI.

1. Open Upsert CRM Contact and select Credential Required: Connect your hubspotAppToken credentials.
2. Set Email to ={{ $('Execute Apify Scrape').item.json.email }} and confirm Authentication is appToken.
3. Review additional fields like companyName, websiteUrl, and industry to ensure expressions pull from Execute Apify Scrape.
4. Open Secondary AI Chat Model and select Credential Required: Connect your openAiApi credentials, model gpt-4.1-mini.
5. Open Compose Outreach Content and set Text to =first_name : {{ $('Fetch Profile Details').item.json.first_name }} company_name : {{ $('Execute Apify Scrape').item.json.organization_name }} company_website: {{ $('Execute Apify Scrape').item.json.organization_website_url }} Industry: {{ $('Execute Apify Scrape').item.json.organization.industry }} company_description: {{ $('Retrieve Company Profile').item.json.description }}.
6. Ensure Structured Response Parser is connected as the output parser for Compose Outreach Content. Credentials, if needed, must be added to Compose Outreach Content, not the parser.

Step 5: Configure Conditional Routing and Outreach Actions

Route leads through LinkedIn invite or email flows based on relationship and email validity.

1. In Connection Status Check, set the condition to ={{ $('Fetch Profile Details').item.json.is_relationship }} with boolean false to determine invite eligibility.
2. In Send LinkedIn Invite, set URL to https://<subdomain>.unipile.com:<port>/api/v1/users/invite and include X-API-KEY in headers and account_id in the body.
3. In Email Present Check, verify it checks ={{ $('Append or update row in sheet').item.json.email }} (update this expression if your email source node differs).
4. In Validate Email Address, set query parameters api_key to [CONFIGURE_YOUR_API_KEY] and email to ={{ $('Execute Apify Scrape').item.json.email }}.
5. In Email Validity Branch, keep the conditions for valid and catch-all statuses.
6. Open Dispatch Email Message and select Credential Required: Connect your gmailOAuth2 credentials.
7. Set Send To to ={{ $('Execute Apify Scrape').item.json.email }}, Subject to ={{ $('Compose Outreach Content').item.json.output.email.subject }}, and Message to ={{ $('Compose Outreach Content').item.json.output.email.body }}.

Step 6: Test and Activate Your Workflow

Verify the flow end-to-end and then enable it for production use.

1. Click Execute Workflow and submit a test entry through Form Intake Trigger.
2. Confirm Apollo Search URL Builder generates a valid Apollo URL and Execute Apify Scrape returns lead data.
3. Verify Upsert CRM Contact creates/updates a HubSpot contact, and Compose Outreach Content returns structured JSON.
4. Check that either Send LinkedIn Invite or Dispatch Email Message fires based on the IF node logic.
5. Once successful, toggle the workflow to Active for production use.