Play 1 — Contact LinkedIn CTD Enrichment

End-to-end flow

Record-triggered on Contact. Apex: paths callout, reachable-person callout, six-field DML, then email.

1

Trigger

New Contact or LinkedIn_Profile__c updated (non-blank). Flow runs async after commit.

Contact · LinkedIn_Profile__c

Step 2 · CTD APIs

2a

Global paths

Up to 5 warm intros (1st + 2nd degree). Builds HTML email body and subject.

GET …/v2/global/paths

2b

Reachable person

Path counts, CTD score, and target-persona from CTD. 404 returns empty values.

GET …/v1/reachable-person

After APIs

3b

Update Contact (6 fields)

Write CTD_Total_Paths__c, scores, and target flag from reachable-person. 404 clears all six.

Contact DML · perm set FLS

3a

Surface to account owner

HTML email with recommended path, alternates, and per-path Claude draft links. Greet Owner.FirstName.

Messaging.sendEmail

4

Draft ghost email in Claude

AE opens claude.ai/new?q=… from the email (one link per path). Claude drafts subject and body for the connector to send.

Pre-filled prompt · not auto-sent

In Claude 5

Share ghost email with connector

AE asks Claude to call CTD’s ghost emails API. The draft lands in the connector’s CTD inbox to review, edit, and send. Not a manual forward over email or Slack.

POST …/asks-api/…/ghost-email

⚡ Apex order: paths callout (2a) → reachable-person callout (2b) → Contact DML, six fields (3b) → Messaging.sendEmail (3a). No callouts after uncommitted DML.

CTD APIs

Named Credential CTD_API_NC · Enterprise key · https://api.ctd.ai

②a Global paths

Method: GET
Path: /enterprise/atc-paths-api/public/v2/global/paths
Query: person_linkedin_url, degree[]=first, degree[]=second
Apex: CTDContactPathsEmailBuilder

Example response

Play 1 uses up to 5 paths from paths[] for the owner email: recommended intro, alternates, connector names, overlap context, and per-path Claude draft links. Sample shows 8 paths returned; Apex displays the top 5.

Expand to load example…

②b Reachable person

Method: GET
Path: /enterprise/atc-paths-api/public/v1/reachable-person
Query: person_linkedin_url
Apex: CTDContactReachablePersonEnricher

Example response

Play 1 maps six fields on Contact from person: total_paths, total_2nd_degree_paths, ctd_score, ctd_score_scaled, ctd_score_label, is_target_person. Other fields are returned for context but not written to Salesforce.

{
  "person": {
    "name": "Drew Sechrist",
    "linkedin_id": "drewsechrist",
    "title": "Co-Founder & CEO",
    "company_name": "Connect The Dots",
    "company_linkedin_url": "https://www.linkedin.com/company/connect-the-dots-ai",
    "location": "San Francisco, California, United States",
    "is_target_person": true,
    "ctd_score": 10009.5834633,
    "ctd_score_scaled": 3,
    "ctd_score_label": "strong",
    "person_ctd_url": "https://app.ctd.ai/people/d9ccfe12-db14-46ba-9d89-e4329f00c9b9",
    "company_ctd_url": "https://app.ctd.ai/companies/e04461e9-4a24-4468-8307-c4c3ec60de56",
    "total_paths": 1628,
    "total_2nd_degree_paths": 265,
    "total_strong_paths": 222,
    "current_roles": [
      {
        "title": "Co-Founder & CEO",
        "company_name": "Connect The Dots",
        "domain_names": [],
        "ctd_url": "https://app.ctd.ai/companies/e04461e9-4a24-4468-8307-c4c3ec60de56",
        "is_current": true,
        "is_primary": true,
        "when_started": "2019-01-22T23:00:00.000Z",
        "when_ended": null,
        "company_industry": null
      }
    ],
    "former_roles": [
      {
        "title": "CRO",
        "company_name": "Rocketrip",
        "domain_names": [],
        "ctd_url": "https://app.ctd.ai/companies/59842941-63f4-4c38-b773-b0bedce8526c",
        "is_current": false,
        "is_primary": false,
        "when_started": "2016-07-14T22:00:00.000Z",
        "when_ended": "2017-06-14T22:00:00.000Z",
        "company_industry": null
      },
      {
        "title": "Investor, Advisor, Traveler, Student",
        "company_name": "Investor, Advisor, Traveler, Student",
        "domain_names": [],
        "ctd_url": null,
        "is_current": false,
        "is_primary": false,
        "when_started": "2014-11-30T23:00:00.000Z",
        "when_ended": "2016-05-31T22:00:00.000Z",
        "company_industry": null
      },
      {
        "title": "CEO",
        "company_name": "Koozoo",
        "domain_names": [],
        "ctd_url": "https://app.ctd.ai/companies/301d2070-05c6-40ba-ba73-4d2c7feb1ba9",
        "is_current": false,
        "is_primary": false,
        "when_started": "2010-03-31T22:00:00.000Z",
        "when_ended": "2014-11-30T23:00:00.000Z",
        "company_industry": null
      },
      {
        "title": "VP, High Tech Vertical",
        "company_name": "Salesforce",
        "domain_names": [],
        "ctd_url": "https://app.ctd.ai/companies/250e1b51-203f-4056-8c7a-b451734abc7b",
        "is_current": false,
        "is_primary": false,
        "when_started": "1999-11-01T23:00:00.000Z",
        "when_ended": "2010-04-01T22:00:00.000Z",
        "company_industry": null
      }
    ]
  }
}

Salesforce Contact fields

Written by automation

Salesforce	API field	Meaning
`CTD_Total_Paths__c`	total_paths	Path count
`CTD_Total_2nd_Degree_Paths__c`	total_2nd_degree_paths	2nd-degree paths
`CTD_Score__c`	ctd_score	Raw score
`CTD_Score_Scaled__c`	ctd_score_scaled	Scaled (1–3)
`CTD_Score_Label__c`	ctd_score_label	weak / medium / strong
`CTD_Is_Target_Person__c`	is_target_person	Target persona

Trigger input: LinkedIn_Profile__c

Show on Contact page

Field	AE	Why
`CTD_Total_Paths__c`	Show	Path signal
`CTD_Score_Label__c`	Show	Plain language
`CTD_Is_Target_Person__c`	Show	ICP fit
`CTD_Total_2nd_Degree_Paths__c`	Optional	Power users
`CTD_Score__c`	Optional	Raw numeric
`CTD_Score_Scaled__c`	Optional	Scaled 1–3

Email to owner

Greeting	`Hi {Owner.FirstName},`
Subject	Warm intro to {target} at {account}
To	`{!$Record.Owner.Email}` in prod
CTA	Draft in Claude per path → share ghost email via CTD API

Components

Flow	`Contact_LinkedIn_CTD_API_Enrichment`
Apex	CTDContactPathsEmailAction
Perm set	`CTD_Contact_Enrichment_Fields`
Package	`sf-flow-ctd-email/`

How to run & verify

Account executive

Create or update Contact LinkedIn URL
Check inbox for warm intro email
Read Our recommendation
Click Draft intro email (Claude) and polish the ghost email
In Claude, share the ghost email with the connector via CTD API (connector sends from CTD)

Admin test

Re-save LinkedIn on a test Contact
Confirm CTD Path Enrichment fields
Confirm email + Claude links
Check Flow run history if needed

Production checklist

Flow toAddress → {!$Record.Owner.Email}
Enterprise API key + CTD_API_NC configured
Permission set assigned to AEs
Org email deliverability confirmed

Step-by-step deploy guide (Miller) →

Contact LinkedIn enrichment & warm intro email