Airtable, Open AI and Make .com were used to create leads more quickly

Blog

October 15, 2024

Supercharge Your Lead Generation: Integrating Airtable, Make.com, and OpenAI

Airtable, Open AI and Make .com were used to create leads more quickly

Blog

October 15, 2024

Supercharge Your Lead Generation: Integrating Airtable, Make.com, and OpenAI

Lead generation is a crucial aspect of any growing business, and finding efficient ways to automate the process can save valuable time and resources. In this article, we’ll walk you through how we’ve set up an automated workflow using Airtable, Make.com (formerly Integromat), and OpenAI to streamline our lead generation process.

The Goal

The idea is simple: capture contact information from a company’s website and automatically extract key details—like phone number, company name, industry, address, and company email—using OpenAI’s data parsing capabilities. Here’s how we can do it using Airtable, Make.com, and OpenAI working in tandem.

Step 1: Capturing Data with Airtable Web Clipper

Airtable is an intuitive platform that acts as a database for our lead generation efforts. We use the Airtable Web Clipper, a browser extension, to quickly add new records to our database whenever we visit a website’s contact page. Here’s the basic setup:

  • Install Airtable Web Clipper: Add the extension to your browser and configure it to capture key fields. In this case, it is the website text and the website title.

  • Create an Airtable Record: Whenever we land on a company’s contact page, we use the Airtable Web Clipper to capture the URL and all the text on the website by selecting it (cmd + A). This forms the basis of our lead generation.

Step 2: Automating the Workflow with Make.com

Here’s where the magic begins. Airtable triggers an automation that sends a webhook to Make.com (a no-code automation platform). This is done through Airtable’s native automation tools, where we configure a trigger for new records and set it to send data to Make via webhook triggered by a Script.

  • Webhook Setup: In Make.com, we set up a scenario to receive the webhook from Airtable.

  • Data Processing: The data from the new record—the contact page content and the page title—is passed along to the next step, where OpenAI comes into play.

Step 3: Parsing Data with OpenAI

The challenge is turning that contact page URL into actionable information—like the company’s phone number, name, industry, and so on. This is where OpenAI’s data parsing capabilities come in handy. We utilize OpenAI's native structured data module to extract the following fields:

  • Company Name

  • Phone Number

  • Industry

  • Address

  • Email Address

This step is as simple as feeding OpenAI the content of the web page and asking it to identify the relevant information with examples. Here you can find the link to the module we used.

Step 4: Updating Airtable with Parsed Data

Once OpenAI returns the parsed information, Make.com updates the original Airtable record with the extracted details. This way, we have a complete lead profile in our Airtable base, ready for follow-up.

Benefits of this Workflow

  1. Efficiency: This setup allows us to automate the tedious process of manually extracting contact information from websites, saving countless hours.

  2. Scalability: With OpenAI’s powerful data extraction, we can process dozens or even hundreds of leads without lifting a finger.

  3. Accuracy: The AI can extract data with high accuracy, reducing the need for manual corrections.

  4. Customizability: We can easily tweak the OpenAI model to suit our industry and lead generation needs.

Conclusion

This combination of Airtable, Make.com, and OpenAI transforms the traditional lead generation process into a seamless, automated workflow. Whether you're building a contact list or nurturing potential business relationships, this system scales effortlessly with your needs and gives you more time to focus on the important stuff—like closing deals.

The Goal

The idea is simple: capture contact information from a company’s website and automatically extract key details—like phone number, company name, industry, address, and company email—using OpenAI’s data parsing capabilities. Here’s how we can do it using Airtable, Make.com, and OpenAI working in tandem.

Step 1: Capturing Data with Airtable Web Clipper

Airtable is an intuitive platform that acts as a database for our lead generation efforts. We use the Airtable Web Clipper, a browser extension, to quickly add new records to our database whenever we visit a website’s contact page. Here’s the basic setup:

  • Install Airtable Web Clipper: Add the extension to your browser and configure it to capture key fields. In this case, it is the website text and the website title.

  • Create an Airtable Record: Whenever we land on a company’s contact page, we use the Airtable Web Clipper to capture the URL and all the text on the website by selecting it (cmd + A). This forms the basis of our lead generation.

Step 2: Automating the Workflow with Make.com

Here’s where the magic begins. Airtable triggers an automation that sends a webhook to Make.com (a no-code automation platform). This is done through Airtable’s native automation tools, where we configure a trigger for new records and set it to send data to Make via webhook triggered by a Script.

  • Webhook Setup: In Make.com, we set up a scenario to receive the webhook from Airtable.

  • Data Processing: The data from the new record—the contact page content and the page title—is passed along to the next step, where OpenAI comes into play.

Step 3: Parsing Data with OpenAI

The challenge is turning that contact page URL into actionable information—like the company’s phone number, name, industry, and so on. This is where OpenAI’s data parsing capabilities come in handy. We utilize OpenAI's native structured data module to extract the following fields:

  • Company Name

  • Phone Number

  • Industry

  • Address

  • Email Address

This step is as simple as feeding OpenAI the content of the web page and asking it to identify the relevant information with examples. Here you can find the link to the module we used.

Step 4: Updating Airtable with Parsed Data

Once OpenAI returns the parsed information, Make.com updates the original Airtable record with the extracted details. This way, we have a complete lead profile in our Airtable base, ready for follow-up.

Benefits of this Workflow

  1. Efficiency: This setup allows us to automate the tedious process of manually extracting contact information from websites, saving countless hours.

  2. Scalability: With OpenAI’s powerful data extraction, we can process dozens or even hundreds of leads without lifting a finger.

  3. Accuracy: The AI can extract data with high accuracy, reducing the need for manual corrections.

  4. Customizability: We can easily tweak the OpenAI model to suit our industry and lead generation needs.

Conclusion

This combination of Airtable, Make.com, and OpenAI transforms the traditional lead generation process into a seamless, automated workflow. Whether you're building a contact list or nurturing potential business relationships, this system scales effortlessly with your needs and gives you more time to focus on the important stuff—like closing deals.

Module set up in make.com with Airtable Webhook, Open AI Data Parsing, and Airtable Record Creation.

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Lead generation is a crucial aspect of any growing business, and finding efficient ways to automate the process can save valuable time and resources. In this article, we’ll walk you through how we’ve set up an automated workflow using Airtable, Make.com (formerly Integromat), and OpenAI to streamline our lead generation process.

The Goal

The idea is simple: capture contact information from a company’s website and automatically extract key details—like phone number, company name, industry, address, and company email—using OpenAI’s data parsing capabilities. Here’s how we can do it using Airtable, Make.com, and OpenAI working in tandem.

Step 1: Capturing Data with Airtable Web Clipper

Airtable is an intuitive platform that acts as a database for our lead generation efforts. We use the Airtable Web Clipper, a browser extension, to quickly add new records to our database whenever we visit a website’s contact page. Here’s the basic setup:

  • Install Airtable Web Clipper: Add the extension to your browser and configure it to capture key fields. In this case, it is the website text and the website title.

  • Create an Airtable Record: Whenever we land on a company’s contact page, we use the Airtable Web Clipper to capture the URL and all the text on the website by selecting it (cmd + A). This forms the basis of our lead generation.

Step 2: Automating the Workflow with Make.com

Here’s where the magic begins. Airtable triggers an automation that sends a webhook to Make.com (a no-code automation platform). This is done through Airtable’s native automation tools, where we configure a trigger for new records and set it to send data to Make via webhook triggered by a Script.

  • Webhook Setup: In Make.com, we set up a scenario to receive the webhook from Airtable.

  • Data Processing: The data from the new record—the contact page content and the page title—is passed along to the next step, where OpenAI comes into play.

Step 3: Parsing Data with OpenAI

The challenge is turning that contact page URL into actionable information—like the company’s phone number, name, industry, and so on. This is where OpenAI’s data parsing capabilities come in handy. We utilize OpenAI's native structured data module to extract the following fields:

  • Company Name

  • Phone Number

  • Industry

  • Address

  • Email Address

This step is as simple as feeding OpenAI the content of the web page and asking it to identify the relevant information with examples. Here you can find the link to the module we used.

Step 4: Updating Airtable with Parsed Data

Once OpenAI returns the parsed information, Make.com updates the original Airtable record with the extracted details. This way, we have a complete lead profile in our Airtable base, ready for follow-up.

Benefits of this Workflow

  1. Efficiency: This setup allows us to automate the tedious process of manually extracting contact information from websites, saving countless hours.

  2. Scalability: With OpenAI’s powerful data extraction, we can process dozens or even hundreds of leads without lifting a finger.

  3. Accuracy: The AI can extract data with high accuracy, reducing the need for manual corrections.

  4. Customizability: We can easily tweak the OpenAI model to suit our industry and lead generation needs.

Conclusion

This combination of Airtable, Make.com, and OpenAI transforms the traditional lead generation process into a seamless, automated workflow. Whether you're building a contact list or nurturing potential business relationships, this system scales effortlessly with your needs and gives you more time to focus on the important stuff—like closing deals.

Module set up in make.com with Airtable Webhook, Open AI Data Parsing, and Airtable Record Creation.

Join our newsletter list

Sign up to get the most recent blog articles in your email every week.

Share this post to the social medias

Module set up in make.com with Airtable Webhook, Open AI Data Parsing, and Airtable Record Creation.
Module set up in make.com with Airtable Webhook, Open AI Data Parsing, and Airtable Record Creation.