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.
WhatsApp message auto-logger for Vtiger CRM with lead relation
Auto Log WhatsApp Inbound Messages to Vtiger CRM Leads (with WhatsAppLog) Description A Game Changer for CRM Logging!...
Automatically enrich Salesforce accounts with web crawling, LinkedIn data, GPT
Crawl the web, mine LinkedIn, think with GPT, and auto‑enrich Salesforce—all inside n8n. How It Works (High Level) 1....
WhatsApp micro-CRM with Baserow & WasenderAPI
WhatsApp Micro CRM with Baserow & WasenderAPI Struggling to manage WhatsApp client communications? This n8n workflow...
Enrich HubSpot companies with Bedrijfsdata.nl
This template enriches HubSpot company records using real time data from the Bedrijfsdata.nl API. It listens for chan...
Automate loan agency lead management with Twilio, Google Sheets & Drive
How to Set Up ️ Setting up this powerful CRM system is a straightforward process that connects your lead sources, you...
AI proposal generator
Overview Stop spending hours formatting proposals. This workflow turns a short post call form into a high converting,...
Sync Shopify customer order data to Airtable with auto-updates
Shopify Order Data to Airtable This n8n template demonstrates how to capture incoming Shopify order webhooks, transfo...
Automatically transfer Shopify order data to structured Airtable records
Shopify Order Data to Airtable This n8n template demonstrates how to capture incoming Shopify order webhooks, transfo...
Automate service booking & payment with WhatsApp and Xendit
️ Disclaimer: This workflow utilizes community nodes that needs self hosted version Code for UI Form is [accessible h...
Generate dynamic sales pipeline metrics for Slack using Airtable
This n8n template generates a dynamic weekly sales report from Airtable and sends it to Slack. It calculates key sale...
Automatically send daily sales reports from Square via Gmail
Automatically Send Square Summary Report for Yesterday's Sales via Gmail What It Does This workflow automatically con...
Automatically import Square sales summary reports into Google Sheets
What It Does This workflow automatically connects to the Square API and generates a daily sales summary report for al...
Automate sales pipeline with HubSpot CRM, ScrapeGraphAI & Google Sheets dashboard
Sales Pipeline Automation Dashboard with AI Lead Intelligence Target Audience Sales managers and team leads Business...
Generate daily sales reports from Google Sheets with formatted email summaries
Description: Automate your daily sales reporting process with this powerful n8n workflow that reads data from Google...
Send real-time Zoho ecommerce order notifications via email
Description: This n8n automation template captures real time order updates from Zoho Ecommerce and instantly sends a...
Automate e-commerce orders, inventory & feedback with Slack, Sheets & Gmail
How It Works ️ This workflow acts as a central nervous system for your e commerce operations, automating three critic...
Pull Square sales summary reports for automated reporting and analysis
Programatically Pull Square Report Data Into N8N What It Does This sub workflow connects to the Square API and genera...
Client onboarding automation: Tally Forms to Google Drive, Notion & Slack
Automation: Instantly Onboard New Clients from Tally Form to Notion, Google Drive & Slack This automation streamlines...
Track demo bookings with Google Calendar to Meta Conversions API integration
Who is this workflow for? If you're using Meta Ads to generate new leads to your sales pipeline, this workflow is for...
Create & send client session summaries from Zoom meetings via Gmail and Airtable
Description Whenever a Zoom “Meeting assets” email arrives in your Gmail inbox, this workflow will: 1) Trigger on new...
Manage Stripe data using natural language with Kimi K2 via OpenRouter
Elevate your Stripe workflows with an AI agent that intelligently, securely, and interactively handles essential Stri...
Sync Cal.com meeting bookings to Notion with contact management
This workflow is especially suitable for founders and operators offering services to their clients and regularly sche...
Auto-generate sales meeting briefs with GPT-4, LinkedIn data & WhatsApp delivery
This automated n8n workflow generates social media briefs for sales meetings by integrating with Google Calendar, enr...
Send real-time notifications for new Shopify orders to Slack
Shopify Order to Slack Notification E commerce Automation Team Communication This n8n template instantly notifies you...
