Sales n8n Workflows

Two way sync Pipedrive and MySQL

This workflow automates a two way sync of customer data between Pipedrive and MySQL. It will create new records in one source if it only exists in the other. Where matching records have different data for name, phone number or email address, it will sync the most recently updated version.

от n8n Team

Create, update and get a product from WooCommerce

This workflow allows you to create, update, and get a product from WooCommerce.

от Harshil Agrawal

Create HubSpot contacts from LinkedIn post interactions

This workflow automatically does the following: Scrapes comments and likes from a LinkedIn post. Adds contact data (nominative and verified email address, gender, standardized first name and last name, all legal company information). Adds these contacts to Airtable. Sends an ultra-personalized cold email sequence. Sends a Linkedin invitation after the cold email sending. Pushes all contacts to HubSpot. Prerequisites A Phantombuster account and credentials A Lemlist account and credentials A D

от Pauline

Capture leads in HubSpot from Typeform

This workflow is triggered when a typeform is submitted, then it saves the sender's information into HubSpot as a new contact. Typeform Trigger: triggers the workflow when a typeform is submitted. Set: sets the fields for the values from Typeform. HubSpot 1: creates a new contact with information from Typeform. IF: filters contacts who expressed their interest in business services. HubSpot 2: updates the contact's stage to opportunity. Gmail: sends an email to the opportunity contacts wi

от Lorena

Create and update lead in Salesforce

Companion workflow for Salesforce node docs

от amudhan

Get all leads from Zoho CRM

Companion workflow for Zoho CRM node docs

от amudhan

Get all orders in Shopify

Companion workflow for Shopify node docs

от amudhan

Automatically email great leads when they submit a form and record in HubSpot

Use case This workflow automatically qualifies great leads from a form and sends them an email 😮.. It also adds the user to Hubspot if not already added and records the outreach. How to setup Add you MadKudu, Hunter, and Gmail credentials Setup your HubSpot Oauth2 creds using n8n docs Set the email content and subject Click the Test Workflow button, enter your email and check the Slack channel Activate the workflow and use the form trigger production URL to collect your leads in a smart way

от Mutasem

Send outreach/cold email using Gmail to new Hubspot contacts

Use case This workflow uses Gmail to send outreach emails to new Hubspot contacts that have yet to be contacted (usually unknown contacts), and records the outreach in Hubspot. Setup Setup HubSpot Oauth2 creds (Be careful with scopes. They have to be exact, not less or more. Yes, it's not simple, but it's well documented in the n8n docs. Be smarter than me, read the docs) Setup Gmail creds. Change the from email and from name in the Record outreach in HubSpot node How to adjust this templat

от Mutasem

Verify emails & enrich new form leads and save them to HubSpot

Use case When collecting leads via a form you're typically facing a few problems: Often end up with a bunch of leads who don't have a valid email address You want to know as much about the new lead as possible but also want to keep the form short After forms are submitted you have to walk over the submissions and see which you want to add to your CRM This workflow helps you to fix all those problems. What this workflow does The workflow checks every new form submission and verifies the email u

от Niklas Hatje

Upload leads from a CSV file to Pipedrive CRM

This workflow gets leads' contacts from a CSV file and adds it to the Pipedrive CRM by creating an organization and a person. The CSV file in this workflow serves as a universal connector allowing you to export contacts from any platform like LinkedIn, Facebook, etc. Prerequisites Google account and Google credentials Pipedrive account and Pipedrive credentials How it works The Google Drive Trigger node starts the workflow when a new CSV file is uploaded to a specific folder in Google Drive. G

от n8n Team

Enrich lead that booked a call on Calendly and save it on Hubspot

Use Case When having a call with a new potential customer, one of the keys to getting the most out of the call is to find out as much information as you can about them before the call. Normally this involves a lot of manual research before every call. This workflow automates this tedious work for you. What this workflow does The workflow runs every time a new call is booked via your Calendly. It then filters out personal emails, before enriching the email. If the email is attached to a company i

от Ricardo Espinozaas

Enrich contact information with HubSpot and ClearBit

This workflow enriches the information of a new contact that gets added to HubSpot. HubSpot Trigger: This node triggers the workflow when a new contact gets added to HubSpot. Get Contact: This node fetches the information of the new contact. Clearbit: This node returns the data of the person and the company associated with the email address. Update Contact: This node will update the contact with the information returned by the Clearbit node. Based on your use case, you can select which fie

от Harshil Agrawal

Enrich new leads in Pipedrive and send an alert to Slack for high-quality ones

Use Case This workflow is beneficial when you're automatically adding new leads to your Pipedrive CRM. Usually, you'd have to manually review each lead to determine if they're a good fit. This process is time-consuming and increases the chances of missing important leads. This workflow ensures every new lead is promptly evaluated upon addition. What this workflow does The workflow runs every 5 minutes. On every run, it checks your new Pipedrive leads and enriches them with Clearbit. It then mark

от Niklas Hatje

Reach out via Email to new form submissions that meet a certain criteria

Use case When collecting new leads via a form, you need to follow up on new submissions. Often, this required a lot of manual work that includes reviewing each submission, checking if they meet your criteria and then outreaching. With this workflow you can do all of that fully automatically and save a lot of your valuable time. What this workflow does This workflow runs every time you're receiving a new submission from an n8n form. It then filters out typical personal emails (such as Gmail, Hotm

от Niklas Hatje

Qualify replies from Pipedrive persons with AI

About the workflow The workflow reads every reply that is received from a cold email campaign and qualifies if the lead is interested in a meeting. If the lead is interested, a deal is made in pipedrive. You can add as many email inboxes as you need! Setup: Add credentials to the Gmail, OpenAI and Pipedrive Nodes. Add a in_campaign field in Pipedrive for persons. In Pipedrive click on your credentials at the top right, go to company settings > Data fields > Person and click on add custom

от Mark de Jonge

Sync payment and customer data between Stripe and Pipedrive

This workflow combines customers' details with their payment data and passes the input to Pipedrive as a note to the organization. Prerequisites Stripe account and Stripe credentials Pipedrive account and Pipedrive credentials How it works Cron node triggers the workflow every day at 8 a.m. HTTP Request node searches for payments in Stripe. The Item Lists node creates separate items from a list of payment data. Merge node takes in the payment data as an input 1. Stripe node gets all the custo

от n8n Team

Get all contacts of Hubspot account

от sshaligr

Create a Pipedrive activity on Calendly event scheduled

This workflow is triggered when a meeting is scheduled via Calendly. Then, an activity is automatically created in Pipedrive and 15 minutes after the end of the meeting, a message is sent to the interviewer in Slack, reminding them to write down their notes and insights from the meeting.

от Lorena

CallForge - 01 - Filter Gong Calls Synced to Salesforce by Opportunity Stage

Workflow Description Who is this for? This workflow is designed for sales and revenue teams using Gong and Salesforce to track and analyze sales calls. It helps automate the extraction, filtering, and preprocessing of Gong call data for further AI analysis. What problem is this solving? Sales teams often generate large amounts of call data, but not all calls are relevant for deeper analysis. This workflow filters calls based on predefined criteria, extracts relevant metadata, and formats the d

от Angel Menendez

Add the affiliate to a program automatically

This workflow allows you to create an affiliate, add metadata, and add the affiliate to a program. Tapfiliate node: This node allows you to create a new affiliate in Tapfiliate. Tapfiliate1 node: This node allows you add metadata to the affiliate that you created previously. Based on your use-case, you may or may not require this node. Tapfiliate2 node: This node allows you to add the affiliate that you created previously to a program. Based on your use-case, you might want to replace the

от Harshil Agrawal

Two-way sync between Pipedrive and HubSpot

This workflow synchronizes data both ways between Pipedrive and HubSpot. Cron node** schedules the workflow to run every minute. Pipedrive* and *Hubspot nodes** pull in both lists of persons from Pipedrive and contacts from HubSpot. Merge1* and *Merge2 nodes** with the option Remove Key Matches identify the items that uniquely exist in HubSpot and Pipedrive, respectively. Update Pipedrive* and *Update HubSpot nodes** take those unique items and add them in Pipedrive and HubSpot, respectively.

от Lorena

Automated AI Lead Enrichment: Salesforce to Explorium for Enhanced Prospect Data

Salesforce Lead Enrichment with Explorium Template Download the following json file and import it to a new n8n workflow: salesforce\_workflow.json Overview This n8n workflow monitors your Salesforce instance for new leads and automatically enriches them with missing contact information. When a lead is created, the workflow: Detects the new lead via Salesforce trigger Matches the lead against Explorium's database using name and company Enriches the lead with professional email addresses and

от explorium

Verify & enrich form leads with Hunter and Clearbit then add them to Pipedrive

Use case When collecting leads via an online form, you often need to manually add those new leads into your Pipedrive CRM. This not only takes a lot of time but is also error-prone. This workflow automates this tedious work for you. What this workflow does The workflow is triggered each time a form is submitted in n8n. It validates the email address using Hunter.io. If the email is valid, the workflow checks for an existing person with that email in Pipedrive. If no existing person is found, it

от Niklas Hatje