Overview
n8n is a workflow automation platform that lets you connect CallPrep to your CRM, email tools, Slack, and more — without writing code.The official CallPrep n8n template is coming soon.
In the meantime, use the HTTP Request node as described below.
Setting up credentials
- In n8n, go to Credentials → New → Header Auth
- Set Name to
Authorization - Set Value to
Bearer cp_live_your_api_key_here - Save as CallPrep API
Workflow: Research a prospect from a form submission
This workflow triggers when a new prospect is added (e.g. from a Typeform or HubSpot form) and enriches them using CallPrep.Step 1 — Trigger
Use any trigger node: Webhook, HubSpot, Salesforce, Google Sheets, etc.Step 2 — POST /research
Add an HTTP Request node:
Body:
Step 3 — Wait 30 seconds
Add a Wait node set to 30 seconds.Step 4 — GET /research-status
Add another HTTP Request node:Step 5 — IF: Check status
Add an IF node:- Condition:
{{ $json.status }}equalscompleted - True → continue to next step
- False → loop back to Wait node (use a Loop node)
Step 6 — Use the data
Send the enriched data to Slack, update your CRM, create a brief document — whatever fits your workflow.Example use cases
Enrich new HubSpot contacts automatically
Enrich new HubSpot contacts automatically
Trigger on new HubSpot contact → CallPrep research → Update HubSpot contact properties
with summary, company insights, and opening talk tracks.
Pre-meeting brief in Slack
Pre-meeting brief in Slack
Trigger 30 minutes before a Google Calendar meeting →
Research the attendee’s email → Post a brief to your Slack channel.
Enrich leads from LinkedIn lead gen forms
Enrich leads from LinkedIn lead gen forms
Webhook from LinkedIn → CallPrep → Add to CRM with full enrichment.
Coming soon
The official CallPrep n8n node will support:- Native credential management
- Automatic polling (no Wait node needed)
- Structured output mapping