Sales n8n Workflows
n8n Sales workflow templates and automation recipes — 69 free workflow templates ready to import.
Automate HubSpot to Salesforce Lead Creation with Explorium AI Enrichment
Automatically enrich prospect data from HubSpot using Explorium and create leads in Salesforce This n8n workflow streamlines the process of enriching prospect information by automatically pulling data from HubSpot, processing it through Explorium's AI-powered tools, and creating new leads in Salesforce with enhanced prospect details. Credentials Required To use this workflow, set up the following credentials in your n8n environment: HubSpot Type**: App Token (or OAuth2 for broader compatibil
par explorium
Sync Leads from Webflow to Pipedrive CRM Using n8n
This n8n template automates the process of capturing leads from Webflow form submissions and syncing them with your Pipedrive CRM. It ensures that each submission is accurately associated with the correct organization and contact in Pipedrive, streamlining lead management and minimizing duplicates. Use cases include: Sales teams that want to automate CRM data entry, marketing teams capturing qualified leads from landing pages, or any business looking to improve their Webflow-to-CRM integration
par PixelMakers
Bulk Delete HubSpot Contacts from Uploaded Excel/CSV File
Bulk Contact Deletion from HubSpot via Uploaded Excel / CSV File This workflow allows you to automate the deletion of HubSpot contacts based on email addresses provided in an uploaded Excel (.xlsx) file. It's ideal for bulk-cleaning outdated or invalid contact data. ✅ Prerequisites Before using this workflow, ensure you have the following: A valid HubSpot App Token with permissions to search and delete contacts. An Excel (.xlsx) file with a column labeled emails containing the contact emails
par Akhil Varma Gadiraju
Complete Webflow to Pipedrive Integration with Smart Phone Formatting
Advanced Form Submission to CRM Automation with International Phone Support Who's it for Sales teams, marketing professionals, and business owners who need sophisticated lead management with international phone number support, automated CRM record creation, intelligent duplicate detection, and multi-channel team notifications. What it does This advanced workflow automatically processes form submissions from your website and creates a complete, intelligent CRM structure in Pipedrive. It transform
par Growth AI
Sync NetSuite Customers to Salesforce Accounts & Contacts with Auto Upserts
Short Description Automatically exports customer records from NetSuite and syncs them into Salesforce — creating or updating Accounts and Contacts depending on whether the NetSuite record represents a company or an individual. Who is this for / Use case This template is designed for businesses and integration developers who: Use NetSuite as their ERP or CRM system. Need to automatically sync customer data (both companies and individuals) into Salesforce. Want a reliable, scalable solution th
par Entech Solutions
Sync retail product prices between Shopify and WooCommerce with alerts
Retail Price Sync Automation for Shopify & WooCommerce This workflow automates the synchronization of product prices across Shopify and WooCommerce platforms to ensure retail consistency. It triggers when a price change is detected in either system, applies platform-specific pricing rules (such as psychological rounding) and updates the secondary platform. The workflow also includes a threshold-based alerting system via Gmail for major price drops and logs every change to a Google Sheets master
par WeblineIndia
Send Welcome WhatsApp Messages to New HubSpot Contacts with Beex Templates
Summary This workflow listens for HubSpot contact creation events via a webhook, standardizes the data, and sends a WhatsApp message using a predefined first contact template from Beex. How It Works Configure Webhook: The workflow is triggered when HubSpot fires the On Contact Created event. Get Contact: Retrieves the contact's ID and extracts relevant data from the HubSpot event. Validate Contact: Filters contacts to ensure they meet the requirements in this case, having valid (non-null) email
par Beex
Automated CRM Enrichment: Enrich HubSpot Companies with CompanyEnrich
This n8n template automatically enriches company records in your CRM using CompanyEnrich and keeps your data up to date without manual work. This workflow is ideal for RevOps, Sales Ops, and GTM teams who want cleaner CRM data for segmentation, scoring, and outbound workflows. Good to know Company enrichment is performed by domain, so a valid company domain is required. The template includes HubSpot, Salesforce, and Close CRM paths. Disable the CRM nodes you don’t use and remove their connecti
par CompanyEnrich
Enrich Hubspot Companies with Bedrijfsdata.nl
This template enriches HubSpot company records using real-time data from the Bedrijfsdata.nl API. It listens for changes to company properties (e.g., domain) and updates records with verified information such as KvK, LinkedIn, phone, and company size. ✨ Features Automatically enrich HubSpot company profiles with verified Dutch business data Smart fallback: match by Bedrijfsdata ID or dynamic fuzzy matching existing data Customize which HubSpot event triggers the workflow (company.propertyChang
par Olivier
Consolidate Stripe, PayPal, Shopify and bank revenue and prepare tax filings with OpenAI
How It Works Consolidates daily revenue from Stripe, PayPal, Shopify, and bank feeds into a single system. The workflow automatically normalizes data across payment sources, uses AI to categorize income transactions, calculates reporting-period totals, and generates tax-compliant CSV and XML submissions. Designed for e-commerce businesses, SaaS companies, and multi-channel retailers managing complex revenue streams, it eliminates manual reconciliation, reduces filing errors, and speeds up financ
par Cheng Siong Chin
Add LinkedIn post commenters to HubSpot CRM with Apify enrichment
Add LinkedIn Post Commenters to HubSpot CRM Who's it for This workflow is built for content creators, sales professionals, founders, and marketers who post regularly on LinkedIn and want to convert engaged commenters into CRM leads automatically. Perfect for anyone who gets decent engagement on their posts but struggles to manually capture and follow up with everyone who comments. If you're running thought leadership campaigns, generating inbound interest through content, or simply want to bu
par ConnectSafely
Turn Gmail meeting summaries into HubSpot CRM records with OpenAI
How it works This workflow listens for incoming meeting summary emails in Gmail and processes them automatically. The email content is cleaned and sent to an AI model that extracts CRM-ready sales data in a structured format. The parsed data is then used to create or update contacts, deals, and meeting engagements in HubSpot. This removes manual note-taking and ensures CRM data stays accurate and consistent after every call. Step-by-step Trigger on meeting summary email** Gmail Trigger – Watc
par Avkash Kakdiya
Sync Shopify customers to Zoho CRM contacts with value-based scoring
(Retail Automation) Shopify to CRM Contact Sync This workflow automates the synchronization of customer data between Shopify and Zoho CRM. It triggers when a new customer or order is created in Shopify, calculates key metrics like lifetime spend and high-value status and then checks Zoho CRM to either update an existing contact or create a new one. This ensures your sales and marketing teams always have up-to-date purchase history and engagement data within the CRM. Quick Implementation Steps
par WeblineIndia
Automated Tax Filing with Multi-Platform Revenue Analysis using GPT-4
How It Works This workflow automates monthly revenue aggregation from multiple financial sources, including Stripe, PayPal, Shopify, and bank feeds, while delivering intelligent tax forecasting through GPT-4–based structured analysis. It systematically retrieves revenue data, consolidates disparate datasets into a unified view, and applies GPT-4 to predict upcoming tax obligations with greater accuracy. The system then generates clearly formatted, audit-ready reports and automatically distribute
par Cheng Siong Chin
Auto-Tag High-Value Sales Orders in Zoho CRM with VIP Alert
Description: Automatically detect and flag high-value sales orders as VIP in Zoho CRM using this intelligent n8n workflow. Ideal for eCommerce platforms, sales automation tools, or ERP systems, this automation template listens to incoming order data via webhook, checks if the sales order amount exceeds a set threshold (₹10,000 or $10,000), and updates the CRM with a VIP tag in real time. Whether you're scaling your operations or building a smart sales pipeline, this template ensures no importa
par Rahul Joshi
Sync Event Attendees from Eventbrite to Pipedrive Automatically
Eventbrite → Pipedrive Lead‑Sync Bring your Eventbrite attendee data into Pipedrive automatically—no spreadsheets, CSVs, or manual uploads. 🚀 What the Workflow Does Polls Eventbrite* on a schedule (default 30 min) for *new registrations. Creates or updates* matching *Person* and *Deal** records in Pipedrive. Deduplicates** by email and stores a timestamp so each attendee is processed only once. Easily configurable** field‑mapping lets you decide exactly which attendee data lands in Pipe
par Robert Breen
Automate Calendly to HubSpot: Contact Updates & Meeting Logging
How it works This workflow automatically syncs Calendly meeting bookings into HubSpot CRM by checking if the invitee already exists as a contact. It extracts attendee details, creates or updates contacts in HubSpot, and logs the meeting engagement with all relevant information. This ensures that every booked meeting is properly tracked, linked to the right contact, and enriched with context from Calendly. Step-by-step 1. Trigger & Input Calendly Trigger (Invitee Created) – Fires whenever a ne
par Avkash Kakdiya
Process Shopify Lead Emails from Gmail to HubSpot Contacts and Deals
📌 Overview This workflow automatically processes incoming Shopify/Gmail leads and pushes them into HubSpot as both Contacts and Deals. It helps sales and marketing teams capture leads instantly, enrich CRM data, and avoid missed opportunities. ⚡ How it works Trigger: Watches for new emails in Gmail. Extract Data: Parses email body (Name, Email, City, Phone, Message, Product URL/Title). Condition: Checks if sender is Shopify before processing. HubSpot: Creates/updates a Contact w
par Shahzaib Anwar
AI Lead Scoring & Enrichment from Mailchimp to HubSpot and Pipedrive with GPT-4o
How it works This workflow captures new subscribers from a Mailchimp list and extracts their key details. It then enriches the subscriber data using AI, predicting professional attributes and assigning a lead score. Based on the score, high-value leads are identified, and all leads are synced into HubSpot and Pipedrive. For top-priority leads, the workflow automatically creates new deals in Pipedrive for sales follow-up. Step-by-step Step-by-step 1. Capture subscriber data Mailchim
par Avkash Kakdiya
Sync Adobe Commerce Customer Data to KlickTipp with Value-Based Tagging
Community Node Disclaimer: This workflow uses KlickTipp community nodes. Introduction This workflow monitors orders and customers in Adobe Commerce, automatically creating or updating contacts in KlickTipp, enriching profiles for segmentation and automated messaging. Tags are applied dynamically: high-value orders (≥100) receive a "Premium Customer" tag, and purchases with certain SKUs (e.g., clothing) are assigned product-based tags. Perfect for e-commerce businesses, online retailers, and dig
par KlickTipp
Healthcare Policy Monitoring with ScrapeGraphAI, Pipedrive and Matrix Alerts
Medical Research Tracker with Matrix and Pipedrive ⚠️ COMMUNITY TEMPLATE DISCLAIMER: This is a community-contributed template that uses ScrapeGraphAI (a community node). Please ensure you have the ScrapeGraphAI community node installed in your n8n instance before using this template. This workflow automatically monitors selected government and healthcare-policy websites, extracts newly published or updated policy documents, logs them as deals in a Pipedrive pipeline, and announces critical cha
par vinci-king-01