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.
Sync Shopify customers to Google Sheets + Squarespace compatible csv
This workflow retrieves all Shopify Customers and saves them into a Google Sheets spreadsheet using the Shopify Admin...
Get all orders in Shopify to Google Sheets
This workflow retrieves all Shopify Orders and saves them into a Google Sheets spreadsheet using the [Shopify Admin R...
Process Ko-fi donations, subscriptions & shop orders with webhook verification
Who is this for? This workflow is tailored for content creators, artists, and developers who use Ko fi to receive fin...
Get all orders in Squarespace to Google Sheets
This workflow retrieves all Squarespace Orders and saves them into a Google Sheets spreadsheet using the Squarespace...
Convert Squarespace profiles to Shopify customers in Google Sheets
This workflow converts an exported CSV from Squarespace profiles into a Shopify compatible format for customer import...
CallForge - 06 - Automate sales insights with Gong.io, Notion & AI
CallForge AI Powered Sales Call Data Processor Automate sales call analysis and store structured insights in Notion w...
CallForge - 05 - Gong.io call analysis with Azure AI & CRM sync
CallForge AI Sales Call Processing & Insights Extraction Automate sales call analysis with AI powered insights for sa...
CallForge - 04 - AI workflow for Gong.io sales calls
CallForge AI Gong Sales Call Processing Workflow Automate your Gong.io sales call analysis with AI driven insights ,...
CallForge - 03 - Gong transcript processor and Salesforce enricher
CallForge AI Gong Transcript PreProcessor Transform your Gong.io call transcripts into structured, enriched, and AI r...
CallForge - 02 - prep Gong calls with sheets & notion for AI summarization
CallForge AI Gong Sales Call Processor Streamline your sales call analysis with CallForge , an automated workflow tha...
CallForge - 01 - filter Gong calls synced to Salesforce by opportunity stage
Workflow Description Who is this for? This workflow is designed for sales and revenue teams using Gong and Salesforce...
2-way sync Google Contacts and Notion
Sync your Google Contacts with your Notion database. You can filter contacts by label or sync all contacts. All conta...
Save Hotmart events to Google Sheets
Português Acompanhe todos os seus eventos do Hotmart em um só lugar e mantenha seus dados organizados para análise. C...
Smartlead to HubSpot performance analytics
Smartlead to HubSpot Performance Analytics A streamlined workflow to analyze your Smartlead performance metrics by tr...
Automatically correct wrong shipping addresses in Billbee orders
Address Validation Workflow About This workflow automates the process of validating and correcting client shipping ad...
Entra contacts to Zammad user sync
This workflow facilitates seamless synchronization between Entra (Microsoft Azure AD) and Zammad. It automates the fo...
Automate sales meeting prep with AI & APIFY sent to WhatsApp
This n8n template builds a meeting assistant that compiles timely reminders of upcoming meetings filled with email hi...
Notify on Telegram when a new order is created in WooCommerce 📦
Send Telegram Notifications for New WooCommerce Orders This workflow automatically sends a Telegram notification when...
Call analyzer with AssemblyAI transcription and OpenAI assistant integration
Video Guide I prepared a detailed guide that showed the whole process of building a call analyzer. [
TwentyCRM event based updates on selective messaging channels with logs
Who is this template for? This workflow template is designed for DevOps , Engineering , and Managed Service Provider...
Integrate Xero with FileMaker using webhooks
Integrate Xero with FileMaker using Webhooks Workflow Description This n8n workflow automates the integration between...
Send events to Facebook Events Manager using the Meta Conversions API
This workflows sends events to your Facebook Events Manager using the Meta Conversions API. Why should I use this? En...
Store new orders to Airtable and summarize daily orders through email
What this template does This workflow will collect order data as it is produced, then send a summary email of all ord...
Replicate line items on new deal in HubSpot and notify with Slack
Replicate Line Items on New Deal in HubSpot Workflow Use Case This workflow solves the problem of manually copying li...