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.
Auto-create Geotab zone for new Salesforce work order
DESCRIPTION OF THE WORKFLOW This workflow connects Salesforce and Geotab to streamline fleet tracking for field servi...
Summarize calls & notify teams via HubSpot, Slack, Email, WhatsApp
This workflow automates the process of handling conversation transcriptions and distributing key information across y...
Track Partnerstack affiliate events with Google Sheets & Telegram notifications
This n8n workflow captures Partnerstack events via a webhook, logs the event data into a Google Sheet, and sends a Te...
Shopify VIP alerts: AI summary & Slack notification for big orders
VIP Radar: Instantly Spot & Summarize High Value Shopify Orders with AI + Slack Alerts Automatically detect when a ne...
AI-Powered Post-Sales Call Automated Proposal Generator
AI Powered Proposal Generator Sales Automation Workflow Overview This n8n workflow automates the entire proposal gene...
Automate SAP Business Partner analysis with OpenAI GPT-4o & Gmail reporting
Who is this for? This workflow is intended for micro businesses, SAP users, companies, users or owners who need syste...
Bulk delete HubSpot contacts from uploaded Excel/CSV file
Bulk Contact Deletion from HubSpot via Uploaded Excel / CSV File This workflow allows you to automate the deletion of...
Automatically store Shopify orders in Google Sheets with Telegram notifications
This workflow is designed for e commerce store owners, operations managers, and developers who use Shopify as their e...
Complete Shopify to Odoo integration: Sync orders, products & customers
This workflow functions like the integration of Shopify products with Odoo products, Shopify customers with Odoo cust...
Build a Pipedrive MCP server with Google Gemini AI
This n8n workflow leverages the power of AI and automation to streamline Pipedrive's CRM operations using natural lan...
Automate new customer onboarding with HubSpot, Google Calendar, and AI-powered Gmail
This n8n workflow streamlines the onboarding process for new customers by automating personalized email communication...
Sync HubSpot contacts with LinkedIn URLs, detect changes & send Gmail alerts
Automate CSV imports into HubSpot without the mess. Powered by n8n. Supercharged by Pollup AI. Who’s this for? This w...
Upload large files to Kommo/AmoCRM with automatic file chunking
Upload files from any source to your account Kommo or AmoCRM with a simple and reusable workflow. Advantages of workf...
Sync new Shopify products to Odoo products
Seamlessly sync newly created Shopify products into Odoo with this smart, no code n8n workflow. Automatically checks...
Sync new Shopify customers to Odoo contacts
This workflow functions by integrating Shopify customers into Odoo customers. 1. Trigger: Shopify – New Customer Crea...
Update Airtable CRM with telli call event data and appointment status
Receive realtime call event data from telli Purpose and Problem Solved This template automates the process of receivi...
CSV to HubSpot Uploader with Dynamic Field Mapping and Google Sheets Integration
Who is this for? This n8n workflow is designed for Customer Success Managers (CSM) , marketers, sales teams, and data...
Update Hubspot engagement by parsing inbox mail with AI
Who is this for? This workflow is designed for Customer Success Managers (CSM), sales, support, or marketing teams us...
Automate Digital Delivery After PayPal Purchase Using n8n
Automate Digital Delivery After PayPal Purchase Using n8n A Complete Step by Step Guide to Seamless Template Delivery...
Gumroad Clientbell: Auto-log sales, ping Telegram, & thank via email
Who is this for? This template is perfect for Gumroad creators, solopreneurs, digital product sellers , and freelance...
Get notified on Gmail, Telegram and Slack on new Stripe purchase
Get notified when a customer completes a Stripe checkout — including all products they purchased in a single checkout...
Stripe payment order sync – auto retrieve customer & product purchased
This automation template is designed to streamline your payment processing by automatically triggering upon a success...
Automatic Squarespace order fulfillment process
This workflow automates the action in Squarespace for each order, ensuring a seamless fulfillment process without man...
Automatic Shopify order fulfillment process
This workflow automates the action in Shopify for each order, ensuring a seamless fulfillment process without manual...