CRM Workflows
What are CRM n8n workflows?
CRM n8n workflows are reusable automation templates for crm use cases. This category includes workflows that connect apps, transform data, trigger notifications, sync records, and reduce repetitive manual work. Each listing includes workflow metadata, author attribution, complexity level, relevant categories, source links when available, and a downloadable JSON file for inspection before import. Use this page to compare templates, identify the tools involved, and choose a workflow that fits your workspace before testing it safely in n8n.
Send low-stock inventory reorder emails from Snowflake with Claude and Outlook
Quick overview This workflow runs daily, queries Snowflake for items at or below their reorder level, and groups them...
Flag delayed Shopify orders with Slack, Google Sheets and Gmail
Quick overview This workflow runs daily to check Shopify for open, unfulfilled orders older than two days, classifies...
Assess Salesforce deal risk with Gmail, Outlook, OpenAI and Slack alerts
Quick Overview This workflow runs every six hours to pull open Salesforce opportunities, enriches selected deals with...
Sync paid Shopify order contacts with Odoo and remove duplicates
Quick overview This workflow triggers on paid Shopify orders and syncs the order’s shipping contact details into Odoo...
Summarize sales calls into GoHighLevel notes with Deepgram, Gemini, and Sheets
Quick overview Youtube Video Explanation: https://youtu.be/GNAplBWdCDE?si=fX31M nu3sP2b276 This workflow receives an...
Handle order status webhooks with Microsoft SQL Server and email
Quick Overview This workflow receives order status updates via a webhook, validates and normalizes the payload, route...
Send daily outbound performance digests with Google Sheets, Claude and Gmail
Quick Overview This workflow runs every morning, pulls outbound campaign rows from Google Sheets, uses Anthropic Clau...
Sync new Shopify customers to Odoo and notify via Gmail, SMS, WhatsApp and Telegram
Quick Overview This workflow triggers when a new customer is created in Shopify, creates a matching contact in Odoo i...
Monitor contract renewal risk with HubSpot, Asana, Slack, and Gmail
Quick Overview This workflow runs daily to pull closed won HubSpot deals with upcoming renewal dates, scores each con...
Run a margin-aware paid AI agent with Alephant x402 and Discord
Quick overview This workflow exposes a paid webhook endpoint, verifies budget via Alephant usage analytics, routes th...
Capture leads in HubSpot and notify your team in Slack
Quick Overview This workflow receives lead data via a webhook, normalizes the fields, upserts the contact in HubSpot...
Optimize inactive Microsoft 365 premium licenses with Graph and Teams
Quick overview This workflow runs monthly to audit Microsoft 365 licensing via Microsoft Graph, identifies inactive u...
Onboard new clients from forms with OpenAI, Google Sheets, Gmail, and Slack
Quick overview This workflow captures client inquiries via an n8n Form, uses OpenAI to generate an internal brief and...
Run GoHighLevel client onboarding with Claude, Gmail and Google Drive
Quick overview This workflow starts when a GoHighLevel opportunity is marked Won, uses Anthropic Claude to generate a...
Notify HubSpot deal stage changes with OpenAI, Slack and Gmail
Quick overview This workflow triggers on HubSpot dealstage changes, pulls full deal, contact, and owner details, uses...
Score Shopify customer churn risk and sync results to Klaviyo, Slack, and Gmail
Quick overview This workflow runs weekly to fetch customers from the Shopify Admin GraphQL API, calculate churn risk...
Route low-scoring HubSpot leads with Slack, Gmail and Google Sheets
Quick overview This workflow runs hourly to find HubSpot contacts whose lead score drops below a threshold, deduplica...
Send predictive Shopify low-stock alerts with Google Sheets, Slack, and Gmail
Quick overview This workflow runs daily to calculate Shopify product sales velocity, predict days until stockout, and...
Monitor Shopify dispatch SLA breaches with Google Sheets, Slack and Gmail
Quick overview This workflow is built to monitor your Shopify store every hour and automatically detect open, unfulfi...
Sync HubSpot contacts to Klaviyo and log activity to Slack and Google Sheets
Quick overview This workflow receives new HubSpot contact webhooks, fetches full contact details, maps lifecycle stag...
Recover failed Stripe payments with HighLevel, Gmail and Google Calendar
Quick Overview This workflow listens for Stripe payment failures, looks up the customer in HighLevel, logs or updates...
Detect Mixpanel churn and create HubSpot, ClickUp, and Slack retention alerts
How it works This workflow automatically detects at risk customers by listening for inactivity signals from Mixpanel,...
Automate Calendly sales meetings with HubSpot, Google, ClickUp and Slack
How it works This workflow automatically manages every new Calendly booking from start to finish. When a prospect boo...
Handle failed Stripe payments with Slack, ClickUp, Gmail and Google Sheets
How it works This workflow automatically handles every failed Stripe payment by collecting all details, assessing sev...