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.
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...
Automate PDF purchase orders to sales orders in Adobe Commerce with AI
PDF to Order Automation for Magento2 (Adobe commerce / open source) Description This n8n template demonstrates how to...
AI-powered food order processing with Facebook Messenger, Google Sheets & Calendar
Title (SEO Friendly) Automate Facebook Messenger orders to Google Sheets and Google Calendar Introduction This workfl...
Log e-commerce orders in Google Sheets with monthly tabs & status tracking
n8n Google Sheets Monthly Order Logger This n8n template records incoming e commerce orders into Google Sheets, auto...
Automated request-to-quote with OpenAI, Google Sheets & CraftMyPDF
What this workflow does Turns a simple form submission into a polished, priced PDF quote—automatically. Captures lead...
Connect Pipedrive deal outcomes to GA4 & Google Ads via Measurement Protocol
Who’s it for Problem: Your ads and GA4 often optimize to shallow web events (form fills), while the real value sits i...
Generate sales reports from Google Sheets with Azure OpenAI and Telegram
Description: Transform your spreadsheet data into actionable intelligence with this smart n8n workflow template! This...
Quick HubSpot contact lookup in Slack for sales & support teams
How it works This workflow starts when a user triggers a custom slash command in Slack. The workflow checks if a vali...
Automated Shopify abandoned cart alerts from Razorpay to Telegram
Who it’s for This workflow is built for Shopify store owners using Magic Checkout (Razorpay). Since Shopify’s default...
Google Sheets to SinergiaCRM: automate event participant registration
This workflow contains community nodes that are only compatible with the self hosted version of n8n. How it works Thi...
Auto-create Airtable CRM records for Zoom attendees
️ Auto Create Airtable CRM Records for Zoom Attendees This workflow automatically logs every Zoom meeting attendee in...
Automate sales tax calculation with Sales Tax Calculator API & Google Sheets
Sales Tax Calculator API Integration: Automate Tax Calculation with Google Sheets & RapidAPI Effortlessly calculate a...
Auto-add new Calendly bookings to Google Sheets
Auto Log Calendly Bookings to Google Sheets This workflow automatically captures new Calendly bookings and saves them...
Complete WooCommerce to Odoo integration: Sync orders, products & customers
Description (WooCommerce Version) This workflow functions like the integration of WooCommerce products with Odoo prod...
Log new Gmail messages automatically in Google Sheets
Description This workflow automatically fetches new Gmail messages since the last run and appends them into a Googl...
Automated export of Quickbooks Online data with n8n - with tutorial
Video Introduction Want to automate your i...
Automated client onboarding system with Notion, email & CRM integration
Graceful Client Onboarding Concierge — Pro A warm, reliable onboarding system for small businesses and studios. Captu...
Track Pipedrive deals in Google Sheets for sales pipeline reporting
This workflow pulls deals from Pipedrive , categorizes them by stage, and logs them into a Google Sheet for reporting...
Sync Google Sheets contacts to SeaTable with update/insert logic
Keep your Google Sheets contacts in sync with SeaTable Update or Insert records in SeaTable How it works Use a Google...
Generate client proposals from call transcripts with AI, Google Slides and Airtable
Instant Proposal Generator Automatically convert sales call transcripts into professional client proposals by extract...
Automate e-commerce order processing with email notifications & webhooks
Who's it for Small online store owners, new entrepreneurs, and anyone getting started with e commerce automation. Per...
Automated lead-to-client pipeline with Google Sheets email notifications & time tracking
Google Sheets CRM Automations: Lead Stages → Emails, Client Tracking & Delivery Duration Turn a simple Google Sheet i...
Sync products between Airtable and Shopify with inventory management
Create Products in Shopify from Airtable This workflow creates products in your Shopify store from Airtable. It also...
Automated order confirmations with Abacate Pay: first-buyer coupon rewards via email & Slack
This workflow provides a complete, automated post purchase solution triggered by a successful payment webhook from Ab...