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.
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 profe...
Automate HighLevel CRM with GPT-5, knowledge retrieval & document context
Supercharge Your HighLevel CRM with the Power of GPT 5 Unleash the full potential of your HighLevel CRM by adding an...
Predict customer churn risk & create interventions with GPT-4, Zendesk & HubSpot
How it works This AI Customer Success Risk Prediction workflow revolutionizes customer retention by predicting churn...
AI-powered HighLevel CRM automation with GPT and MCP for contact and task management
HighLevel MCP Full CRM Automation With the HighLevel MCP Automation Workflow , you unlock the full potential of AI dr...
Forward email & LinkedIn message notifications from Reply.io to Telegram
How this works: This workflow contains a webhook that receives updates from Reply.io when one of your connections sen...
Automate QuickBooks customer & estimate creation from Google Sheets
This n8n template from Intuz provides a complete and automated solution to accelerate your sales and quoting process...
Automatically send weekly sales reports from Square via Outlook
Automatically Send Weekly Sales Reports from Square via Outlook What It Does This workflow automatically connects to...
Automatically send weekly sales reports from Square via Gmail
Automatically Send Weekly Sales Reports from Square via Gmail What It Does This workflow automatically connects to th...
Automatically send daily sales summary reports from Square via Microsoft Outlook
Automatically Send Square Summary Report for Yesterday's Sales via Microsoft Outlook What It Does This workflow autom...
Sync new Shopify products to Odoo
Seamlessly sync newly created Shopify products into Odoo with this smart, no code n8n workflow. It automatically chec...
Automate your Magento 2 weekly sales & performance reports
Automatically fetches last week’s Magento 2 orders, summarises sales and product performance, logs the data to Google...
Auto-generate sales insights from Sheets using Gemini and notify teams instantly
Daily Sales Metrics Auto Insight with Gemini, Google Sheets, Calendar, Telegram, Trello and Gmail Who’s it for This w...
Revenue growth strategy with CRO-led multi-agent team using O3 & GPT-4.1-mini
Revenue Growth Strategy with CRO led Multi Agent Team using O3 & GPT 4.1 mini Powered by OpenAI O3 & GPT 4.1 mini Mul...
Maximize customer success with O3 and GPT-4.1-mini multi-agent AI team
AI 05: CCO Customer Success Team Multi Agent AI Workflow Overview Transform your customer success operations with thi...
Build complete sales department with OpenAI multi-agent team & CSO orchestration
CSO Agent with Sales Team Description Complete AI powered sales department with a Chief Sales Officer (CSO) agent orc...
AI-generated account briefs with MadKudu, OpenAI & Salesforce for Outreach
Generate and send MadKudu Account Brief into Outreach This workflow generates an account brief tailored to your compa...
Daily Magento 2 customer sync to Google Contacts & Sheets without duplicates
Automatically sync newly registered Magento 2 customers to Google Contacts and Google Sheets every 24 hours — with fu...
Generate AI meeting briefs for Google Calendar with GPT-4 & MadKudu MCP
Prepare external meetings in Google Calendar with AI summaries powered by MadKudu Intelligence Automatically prepare...
Track Shopify orders in Google Sheets and send Discord notifications
This workflow tracks new Shopify orders in real time and logs them to a Google Sheet, while also sending a structured...
Create sales orders with Web POS interface, AI reports, Telegram alerts & sheets
Smart POS System with Live Updates to Telegram & Sheets This Smart POS (Point of Sale) System template provides a lig...
Sync event attendees from Eventbrite to Pipedrive automatically
Eventbrite → Pipedrive Lead‑Sync Bring your Eventbrite attendee data into Pipedrive automatically—no spreadsheets, CS...
Fix & resend guest order emails in Magento 2 via REST API
This powerful n8n automation workflow is built for Magento 2 store owners and support teams who need to quickly corre...
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 work...
Sync HubSpot, Pipedrive & Salesforce to Google Sheets with OpenAI deduplication
This workflow contains community nodes that are only compatible with the self hosted version of n8n. How it works Thi...