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Sales n8n Workflows

n8n Sales workflow templates and automation recipes69 free workflow templates ready to import.

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Enrich lead captured by ConvertKit and save it in Hubspot

Use Case Whenever someone shows interest in your offerings by subscribing to a list in ConvertKit it could be a potential new customer. Typically you need to gather more detailed information about them (data enrichment) and finally update their profile in your CRM system to better manage and nurture your relationship with them. This workflow does this all for you! What this workflow does The workflow runs every time a user is subscribed to a ConvertKit list. It then filters out personal emails,

12 个节点· 👁 1,181clearbitconvertkittriggerfilter

作者:Ricardo Espinozaas

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Upload leads with custom fields from Typeform to Pipedrive

This automated workflow takes a Typeform form, and once it is filled out, it is automatically uploaded as a Lead in Pipedrive. There is an option for custom fields (this workflow works with company size), and leaves notes in the note section based on questions answered. Prerequisites Typeform account and Typeform credentials and a form for people to fill out Pipedrive account and Pipedrive credentials Nodes Typeform node gets the data after the survey is completed Set node extracts data from

7 个节点· 👁 1,104codepipedriveset

作者:n8n Team

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Automated Email Optin Form with n8n and Hunter io for verification

Case Study 📧 Want to collect email subscribers without paying expensive monthly fees? 💰 This workflow creates a free email collection system with built-in email verification to ensure you only collect legitimate email addresses! ✨ Learn more: 📺 Watch the tutorial: What this workflow does 🛠️ Creates a customizable email collection form that can be embedded on your website 🌐 Verifies email addresses using Hunter.io to filter out fake or invalid emails ✅ Stores verified email addresses in SendGr

5 个节点· 👁 1,006formtriggerhunterif

作者:Keith Rumjahn

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Sync Shopify customers to your HubSpot contacts

This workflow syncs Shopify customers to your HubSpot account as contacts. Whenever somebody makes a purchase on Shopify, it automatically adds them as a new customer to your Hubspot account if the customer doesn’t exist yet. Also, this workflow creates or updates contacts from new paid orders on Shopify by adding the amount and order close date of the deal. Prerequisites Shopify account and Shopify credentials HubSpot account and HubSpot credentials How it works Shopify trigger starts the wo

8 个节点· 👁 995hubspotifmerge

作者:n8n Team

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Update HubSpot contacts with Zendesk tickets

This workflow automatically syncs your Zendesk tickets to your HubSpot contacts. Every 5 minutes, your Zendesk account collects all the new or updated tickets and syncs them accordingly, with your HubSpot contacts database. Prerequisites Zendesk account and Zendesk credentials HubSpot account and HubSpot credentials How it works Cron node triggers the workflow every 5 minutes. Function Item node checks all the tickets received after the last execution timestamp. Zendesk node collects all tick

13 个节点· 👁 970cronfunctionitemhubspot

作者:n8n Team

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Create a deal in Pipedrive

2 个节点· 👁 855manualtriggerpipedrive

作者:tanaypant

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Automatically add customers from Pipedrive to Stripe

This workflow automatically adds closed deals from Pipedrive as new customers into Stripe. Prerequisites Pipedrive account and Pipedrive credentials Stripe account and Stripe credentials How it works Pipedrive trigger node starts the workflow when a deal gets updated in Pipedrive. IF node checks that the current won time is not equal to the previuos one in the deal and continues the workflow if it's true. Pipedrive node extracts the organization's details to pass it further. HTTP Request node

7 个节点· 👁 847httprequestifmerge

作者:n8n Team

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Sync Zendesk tickets to your HubSpot contacts

This workflow automatically syncs your Zendesk tickets to your HubSpot contacts. Every 5 minutes, your HubSpot account collects all the newly modified data and updates it into your Zendesk account, updating the current tickets or creating new ones. Prerequisites Zendesk account and Zendesk credentials HubSpot account and HubSpot credentials How it works Cron node triggers the workflow every 5 minutes. Function Item node collects all the tickets received after the last execution timestamp. H

9 个节点· 👁 845cronfunctionitemhubspot

作者:n8n Team

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One-way sync between Pipedrive and HubSpot

This workflow synchronizes data one-way from Pipedrive to HubSpot. Cron node** schedules the workflow to run every minute. Pipedrive* and *Hubspot1 nodes pull in both lists of persons from Pipedrive and contacts from HubSpot. Merge node* with the option *Remove Key Matches identifies the items that uniquely exist in Pipedrive. Hubspot2 node** takes those unique items and adds them to HubSpot.

5 个节点· 👁 807cronhubspotmerge

作者:Lorena

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Create a new contact in Agile CRM

2 个节点· 👁 803agilecrmmanualtrigger

作者:tanaypant

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Update Shopify order tags when a Onfleet event happens

Summary Onfleet is a last-mile delivery software that provides end-to-end route planning, dispatch, communication, and analytics to handle the heavy lifting while you can focus on your customers. This workflow template automatically updates the tags for a Shopify Order when an Onfleet event occurs. Configurations Update the Onfleet trigger node with your own Onfleet credentials, to register for an Onfleet API key, please visit https://onfleet.com/signup to get started You can easily change w

2 个节点· 👁 752onfleettriggershopify

作者:James Li

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Create a new user in Intercom

2 个节点· 👁 716intercommanualtrigger

作者:tanaypant

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Create a coupon on Paddle

2 个节点· 👁 553manualtriggerpaddle

作者:Harshil Agrawal

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Get list of completed sale orders with Unleashed Software

2 个节点· 👁 517manualtriggerunleashedsoftware

作者:Harshil Agrawal

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Create, update, and get a person from Copper

This workflow allows you to create, update, and get a person from Copper. Copper node: This node will create a new person in Copper. Copper1 node: This node will update the information of the person that we created using the previous node. Copper2 node: This node will retrieve the information of the person that we created earlier.

4 个节点· 👁 511coppermanualtrigger

作者:Harshil Agrawal

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Manage subscribers in ConvertKit

4 个节点· 👁 502convertkitmanualtrigger

作者:Harshil Agrawal

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Create an organization in Affinity

2 个节点· 👁 497affinitymanualtrigger

作者:tanaypant

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Look up a person using their email in Clearbit

2 个节点· 👁 450clearbitmanualtrigger

作者:tanaypant

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Get information about a company with UpLead

2 个节点· 👁 450manualtriggeruplead

作者:tanaypant

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Verify email deliverability with Hunter

Companion workflow for Hunter node docs

2 个节点· 👁 450huntermanualtrigger

作者:amudhan

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

HubSpot Contact Enrichment with Explorium Template Download the following json file and import it to a new n8n workflow: hubspot\_flow.json Overview This n8n workflow monitors your HubSpot instance for newly created contacts and automatically enriches them with additional contact information. When a contact is created, the workflow: Detects the new contact via HubSpot webhook trigger Retrieves recent contact details from HubSpot Matches the contact against Explorium's database using name,

8 个节点· 👁 411@exploriumai/n8n-nodes-explorium-ai.exploriumapinodecodefilter

作者:explorium

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Create a company in Salesmate

2 个节点· 👁 390manualtriggersalesmate

作者:tanaypant

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Get all contacts from Keap

Companion workflow for Keap node docs

2 个节点· 👁 368keapmanualtrigger

作者:amudhan

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Create a contact in Drift

2 个节点· 👁 311driftmanualtrigger

作者:tanaypant