How To Automate Data Extraction and Lead Creation with Dumpling AI,OpenAI and Make.com

Manually collecting business data, extracting relevant information, and inputting it into CRM platforms can be tedious and inefficient. This tutorial will guide you through an automated workflow that integrates Monday.com, Dumpling AI, OpenAI, and Pipedrive using Make.com. The automation extracts contact details from dental practice websites and automatically creates leads in Pipedrive for seamless lead management.

Benefits of This Automation:

• Saves time by eliminating manual data entry.
• Ensures accuracy in data extraction and lead creation.
• Improves efficiency by streamlining prospecting and outreach efforts.

Step 1: Monitoring New Items in Monday.com

Monday.com Trigger: Watch for Board Updates

Module: monday:WatchBoardItems (ID: 2)
This step monitors a Monday.com board for new or updated items, triggering the automation when changes occur.

• Configuration:
  • Webhook: Preconfigured Monday.com webhook 
  • Board: Ensure the board contains a column with competitor website URLs (e.g., a “Link” column).
  • Trigger Logic: Activates when an item is updated (e.g., a new competitor URL is added).

Why This Matters:

• Real-time monitoring ensures no lead is missed.
• The webhook eliminates polling, reducing API calls.

Step 2: Scraping the Dental Practice Website

Module: DumplingAI:scrape url

After detecting a new URL, the automation uses Dumpling AI to scrape the web page and extract relevant content.

Parameters:

• URL: Mapped to {{2.columnValues.link_mkmn2cce.url}} (dynamic URL from Monday.com).
• Format: Markdown (cleans HTML into readable text).
• Clean Data: Enabled to remove ads and irrelevant content.
• Render JavaScript: Disabled (not needed for static sites)

Pro Tip:

• Enable Render Javascript if the site uses dynamic content (e.g., React-based pages).

Step 3: Extracting Key Contact Details with OpenAI

Module: openai-gpt-3:CreateCompletion

Once the website content is scraped, OpenAI processes the text to extract key business details such as name, phone number, email, and specialty.

Steps:

1. Add an “OpenAI Create Completion” module.
2. Connect your OpenAI API.
3. Use the following prompt:
   “Extract key contact details from the provided website data of a dental practice. If multiple dentists are listed, extract information for only one. Return data in JSON format with fields: name, phone, email, address, website, specialty, and opening hours. Exclude unavailable fields.”
4. Map the scraped content from Dumpling AI to OpenAI.
5. Set the response format to JSON for structured data handling.

Step 4: Checking for Existing Organizations in Pipedrive

Module: pipedrive:ListOrganization

Before creating a new contact in Pipedrive, the automation checks if the organization already exists to prevent duplicates.

Steps:

1. Add a “List Organizations” module from Pipedrive.
2. Connect your Pipedrive API.
3. Use a search parameter to check if the extracted company name already exists.

Step 5: Creating a New Contact in Pipedrive

Module: pipedrive:CreatePerson 

This step creates a contact in Pipedrive using the extracted details.

Steps:

1. Add a “Create Person” module in Pipedrive.
2. Connect your Pipedrive API.
3. Map extracted fields:
   • Name → Extracted business name.
   • Phone → Extracted phone number.
   • Specialty → Stored as an “About” field.
4. Ensure proper formatting and field mapping.

Step 6: Creating a Lead in Pipedrive

Module: pipedrive:createLead

Once the contact is created, a new lead is added under the associated organization for tracking and follow-ups.

Steps:

1. Add a “Create Lead” module in Pipedrive.
2. Connect your Pipedrive API.
3. Set:
   • Title → “New Lead”.
   • Person ID → The newly created contact.
   • Organization ID → Matched from the previous search.
4. Save and execute the workflow.

Advanced Tips

1. CRM Enrichment:
   • Integrate with Clearbit or Hunter.io to auto-find missing emails.

Conclusion

With this automated workflow, businesses can efficiently extract and manage lead information from dental practice websites. This reduces manual work, increases accuracy, and accelerates the lead generation process.

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