Step 2: Connect Clearbit and Log the Lead

Enrich incoming leads and store them before routing.

1. Configure Clearbit Profile Fetch with the URL =https://person.clearbit.com/v2/combined/find?email={{$json.email}}.
2. Enable Send Headers and set the Authorization header value to =Bearer [CONFIGURE_YOUR_API_KEY].
3. Send results into Append Table Row and map any lead fields you want saved (Data Table ID is currently empty and must be selected).
4. Connect Append Table Row to Journey Route Check to continue the workflow.

Step 3: Configure Routing and LinkedIn Path

Use conditional logic and waits to route leads into the LinkedIn outreach branch.

1. In Journey Route Check, confirm the conditions use leftValue journey with operators empty and notEquals against linkedin.
2. Connect the true path to Pause for LinkedIn and the false path to Pause for Email.
3. Review Pause for LinkedIn to ensure its delay is configured as desired for your campaign timing.

Step 4: Set Up LinkedIn AI Message Generation

Generate personalized LinkedIn messages and enroll leads in a HeyReach campaign.

1. In LinkedIn Message Builder, set Text to the exact prompt block: =- **Name:** {{Name}}\n- **Email:** {{Email}}\n- **Company Name:** {{Company Name}}\n- **Marketing Budget (in USD):** {{Marketing Budget}}\n- **Specific Query or Interest:** {{Any Specific Query}}.
2. Confirm Prompt Type is set to define and Has Output Parser is enabled.
3. Gemini Chat Engine is connected as the language model for LinkedIn Message Builder — ensure credentials are added to Gemini Chat Engine.
4. LinkedIn Output Parser is connected as the output parser for LinkedIn Message Builder — add any schema updates here, but credentials should be added to the parent node.
5. Credential Required: Connect your googlePalmApi credentials in Gemini Chat Engine.

Step 5: Configure LinkedIn Enrollment and Status Update

Send the generated LinkedIn message into your campaign tool and record the status.

1. In Enroll Leads to Campaign, set Operation to addLeads.
2. Ensure lead fields map correctly, including the message value ={{ $json.linkedinMessage }}.
3. Credential Required: Connect your heyReachApi credentials in Enroll Leads to Campaign.
4. Connect Enroll Leads to Campaign to Update LinkedIn Status and select the Data Table ID for logging.

Step 6: Set Up Email Drafting and Send via Gmail

Create a personalized email and dispatch it once the email branch is triggered.

1. Review Pause for Email and set the desired delay before sending emails.
2. In Email Draft Agent, set Text to =- **Name:** {{Name}}\n- **Email:** {{Email}}\n- **Company Name:** {{Company Name}}\n- **Marketing Budget (in USD):** {{Marketing Budget}}\n- **Specific Query or Interest:** {{Any Specific Query}}.
3. Gemini Email Engine is connected as the language model for Email Draft Agent — ensure credentials are added to Gemini Email Engine.
4. Email Output Parser is connected as the output parser for Email Draft Agent — adjust schema as needed, but credentials should be on the parent node.
5. In Dispatch Gmail Note, set Send To to ={{ $json.email }} and Subject to hi.
6. Credential Required: Connect your googlePalmApi credentials in Gemini Email Engine.
7. Credential Required: Connect your gmailOAuth2 credentials in Dispatch Gmail Note.
8. Connect Dispatch Gmail Note to Append Email Log Row and choose the Data Table ID for logging.

Step 7: Test and Activate Your Workflow

Run a full test to verify enrichment, routing, AI drafting, and delivery before turning it on.

1. Click Execute Workflow and submit a test entry to the JotForm.
2. Confirm Clearbit Profile Fetch returns data and Append Table Row logs the lead.
3. Validate that Journey Route Check routes to the correct wait node and that the AI nodes generate output.
4. Check that Enroll Leads to Campaign or Dispatch Gmail Note succeeds and logs to Update LinkedIn Status or Append Email Log Row.
5. When satisfied, toggle the workflow to Active for production use.