Templates / Track and score contact engagement with Zoho CRM, PDL, News & Reddit

Track and score contact engagement with Zoho CRM, PDL, News & Reddit

Needs changes

by WeblineIndia ✓ · 136 views · created 2025-12-11 · CRM, AI Summarization

Needs changes. This template uses 1 thing(s) that n8n 3.0 removes: Function (legacy). 1 breaking item(s) found. Static check, last run 2026-10-19.

What to replace before upgrading

Removed in 3.0Replace with
Function (legacy)
Prepare Contact Data, Build Social Summary, Combine Mentions & Score
Code node, mode 'Run Once for All Items'

Nodes used (5)

Zoho CRM

What it does

Zoho CRM – Social Media Engagement Tracker This workflow automatically monitors new or updated Contacts in Zoho CRM, enriches them using People Data Labs, checks public visibility across News + Reddit, calculates an engagement score and updates Zoho CRM fields accordingly. When a Contact shows high online engagement, the workflow automatically opens a Deal and logs a note to help sales teams act quickly. 🚀 Quick Implementation 1. Import this workflow JSON into n8n. 2. Add Zoho OAuth2 credentials & set webhook URL. 3. Add People Data Labs API Key & GNews API Key. 4. Ensure CRM custom fields exist-SocialProfiles,EngagementScore,MentionsCounts,SocialStatus 5. Update a Contact in Zoho → watch automation fire! 🔍 What It Does This automation transforms a simple Zoho CRM instance into a proactive intelligence system that detects which contacts are gaining public attention online. When a Contact is created or updated in Zoho CRM, n8n automatically retrieves verified profile data such as LinkedIn, Twitter, Facebook and GitHub using People Data Labs — eliminating manual research and spreadsheet maintenance. Next, the workflow checks whether the contact is appearing in global News platforms (via GNews) or being discussed on Reddit. It analyzes the volume and context of these public mentions to estimate how relevant, visible or influential the person may be online. Each discovered activity contributes to a calculated Engagement Score. That score and all enrichment details are written back to Zoho CRM, helping sales and marketing teams instantly identify high-potential contacts. When the score exceeds a defined threshold, the workflow even creates a Deal automatically — meaning your CRM will notify your team of hot prospects before someone else reaches them. This safeguards missed opportunities, speeds outreach and improves your entire pipeline efficiency. 🎯 Who’s It For - B2B sales teams & SDRs. - CRM admins improving data quality. - Marketing analysts tracking brand mentions. - Growth teams targeting public-facing prospects. - Lead scoring, enrichment & prioritization automation. 🧩 Requirements | Tool | Purpose | |------|---------| | n8n | Workflow automation | | Zoho CRM | Contact data and CRM updates | | PDL API Key | Social profiles enrichment | | GNews API Key | Public news mention search | | Internet Access | API communication | Zoho CRM must contain these custom Contact fields: - SocialProfiles - EngagementScore - MentionsCounts - SocialStatus ⚙️ How It Works — Setup & Configuration Steps 1️⃣ Install and Import - Open n8n → Import from File - Import this workflow JSON 2️⃣ Configure Authentication - Assign Zoho OAuth2 credentials to all Zoho nodes - Add PDL API Key in header x-api-key - Add GNews API Key in query param apikey 3️⃣ Configure Zoho CRM Webhook Zoho CRM → Developer Space → Webhooks - Module: Contacts - URL: https://YOUR-N8N-URL/webhook/zoho-crm-new-contact - Method: POST - Trigger: Create + Update Test by modifying a Contact. 4️⃣ Validate CRM Field Mappings Ensure custom fields exist and allow updates 🛠 Customize Nodes | Node | Customization Options | |------|----------------------| | Engagement Scoring | Adjust weights for likes/comments/news | | IF High Engagement | Change threshold (default ≥ 200) | | Deal Creation | Customize Deal name, stage, pipeline | | Social Profiles | Add more sites: TikTok, Instagram, etc. | | Notes | Include full mention breakdown | ➕ Add-Ons / Optional Improvements | Feature | Benefit | |--------|---------| | Slack notifications | Real-time alerts for hot contacts | | Google Sheets logging | Trend reports across engagements | | Weekly re-scans | Detect new mentions automatically | | UTM tracking | Monitor marketing effectiveness | | AI sentiment scoring | Prioritize positive vs negative mentions | 💡 Use Case Examples 1. Automatic lead prioritization for outbound sales. 2. Identify influencers or public figures inside CRM. 3. Detect PR opportunities from sudden news mentions. 4. Track c

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