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.
Summarize emails and save them as notes on sales opportunity in Odoo
Use Case: This n8n workflow automates the process of extracting information from emails. It uses OpenAI to summarize...
ERP AI chatbot for Odoo sales module with OpenAI
Who is this for? This workflow is for everyone who wants to have easier access to their Odoo sales data without compl...
Classify lemlist replies using OpenAI and automate reply handling
Who this is for This workflow is for sales people who want to quickly and efficiently follow up with their leads What...
Verify mailing address deliverability of contacts in Keap/Infusionsoft using Lob
Description This n8n workflow verifies the deliverability of mailing addresses stored in Keap/Infusionsoft by integra...
Verify mailing address deliverability of new contacts in Groundhogg using Lob
This n8n workflow verifies the deliverability of mailing addresses stored in Groundhogg CRM by integrating with Lob’s...
Simplest way to create a Stripe payment link
Do you want to master AI automation, so you can save time and build cool stuff? I’ve created a welcoming Skool commun...
Summarize social media activity of a company before a call
How it works It’s very important to come prepared to Sales calls. This often means a lot of manual research about the...
List social media activity of a company before a call
How it works It’s very important to come prepared to Sales calls. This often means a lot of manual research about the...
Auto-assign deals in Hubspot to fitting sales reps based on geo and company size
Use case To guarantee an effective sales process deals must be distributed between sales reps in the best way. Normal...
Scrape recent news about a company before a call
How It works It's very important to come prepared to Sales calls. This often means a lot of manual research about the...
Shopify orders to D365 Business Central sales orders / sales invoices
Workflow Information Purpose The intention of this workflow is to integrate New Shopify Orders into MS Dynamics Busin...
WordPress-to-Pipedrive integration: Automating contact & lead management
How it Works: Capture Contact Requests: This template efficiently handles contact requests coming through a WordPress...
Sync Stripe charges to HubSpot contacts
This workflow pushes Stripe charges to HubSpot contacts. It uses the Stripe API to get all charges and the HubSpot AP...
Update HubSpot contacts with Zendesk tickets
This workflow automatically syncs your Zendesk tickets to your HubSpot contacts. Every 5 minutes, your Zendesk accoun...
Sync Zendesk tickets to your HubSpot contacts
This workflow automatically syncs your Zendesk tickets to your HubSpot contacts. Every 5 minutes, your HubSpot accoun...
Create Mautic contact on a new Shopify customer
This workflow creates a new contact in Mautic when a new customer is created in Shopify. By default, the workflow wil...
Create or update Mautic contact on a new Calendly event
This workflow creates or updates a Mautic contact when a new event is scheduled in Calendly. The first name and email...
Create Monday item on a new Mautic contact
This workflow creates a new item in a Monday.com board when a new contact is created in Mautic. Additional fields can...
Two way sync Pipedrive and MySQL
This workflow automates a two way sync of customer data between Pipedrive and MySQL. It will create new records in on...
Sync Shopify orders with your Zendesk contacts
This workflow automatically syncs Shopify orders with your Zendesk contacts. Using this workflow, the Shopify email I...
Sync Zendesk tickets to Pipedrive contact owners
This workflow syncs Zendesk tickets to Pipedrive contact owners. This workflow is triggered every day at 09:00 with Z...
Send Zendesk tickets to Pipedrive contacts and assign tasks
This workflow automatically sends Zendesk tickets to Pipedrive contacts and makes them task assignees. The automation...
Sync Shopify customers to your HubSpot contacts
This workflow syncs Shopify customers to your HubSpot account as contacts. Whenever somebody makes a purchase on Shop...
Create Salesforce accounts based on Excel file data
This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from an Exce...