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.
Create Salesforce accounts based on Excel 365 data
This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from Excel 3...
Create Salesforce accounts based on Google Sheets data
This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from Google...
Add a note to Pipedrive's contact once PR is added on GitHub
This workflow automatically adds a note of the PR from GitHub to the Pipedrive contact if their GitHub email matches...
Upload leads from a CSV file to Pipedrive CRM
This workflow gets leads' contacts from a CSV file and adds it to the Pipedrive CRM by creating an organization and a...
Add new products to Stripe when product added to Pipedrive
This workflow adds a new product in Stripe whenever a new product has been added to Pipedrive. Prerequisites Stripe a...
Sync payment and customer data between Stripe and Pipedrive
This workflow combines customers' details with their payment data and passes the input to Pipedrive as a note to the...
Automatically add customers from Pipedrive to Stripe
This workflow automatically adds closed deals from Pipedrive as new customers into Stripe. Prerequisites Pipedrive ac...
Send or update new Mailchimp subscribers in HubSpot
This workflow sends new Mailchimp subscribers to HubSpot as new or updated contacts. Prerequisites Mailchimp account...
Update Shopify order tags when a Onfleet event happens
Summary Onfleet is a last mile delivery software that provides end to end route planning, dispatch, communication, an...
Update HubSpot when a new invoice is registered in Stripe
This workflow automatically posts a message in Slack when a new invoice is uploaded in Stripe, and it updates the fie...
Validate website of new companies in HubSpot
This workflow uses a Hubspot Trigger to check for new companies. It then checks the companies website exists using th...
Validate email of new contacts in Hubspot
This workflow uses a Hubspot Trigger to check for new contacts. It then validates the contacts' email using OneSimple...
Notify on Slack when refund is registered in WooCommerce
This workflow uses a WooCommerce trigger that will run when an order has been updated and the status is refunded. If...
Notify on Slack when new order is registered in WooCommerce
This workflow uses a WooCommerce trigger that will run when an order has been placed. If the value of this is over 10...
One-way sync between Pipedrive and HubSpot
This workflow synchronizes data one way from Pipedrive to HubSpot. Cron node schedules the workflow to run every minu...
Two-way sync between Pipedrive and HubSpot
This workflow synchronizes data both ways between Pipedrive and HubSpot. Cron node schedules the workflow to run ever...
Export new deals from HubSpot to Slack and Airtable
This workflow is triggered when a new deal is created in HubSpot. Then, it processes the deal based on its value and...
Create a Pipedrive activity on Calendly event scheduled
This workflow is triggered when a meeting is scheduled via Calendly. Then, an activity is automatically created in Pi...
Run weekly inventories on Shopify sales
This workflow is scheduled to run every week, when it gets all your Shopify orders, calculates their sales value, sto...
Process Shopify new orders with Zoho CRM and Harvest
This workflow is triggered when a new order is created in Shopify. Then: the order information is stored in Zoho CRM,...
Create, update, and retrieve a record from FileMaker
This workflow allows you to create, update, and retrieve a record from FileMaker. FileMaker node: This node will crea...
Create, update, and get a person from Copper
This workflow allows you to create, update, and get a person from Copper. Copper node: This node will create a new pe...
Add new contacts from Autopilot to Airtable
This workflow allows you to receive updates when a new contact is added in Autopilot and add them to a base in Airtab...
Manage contacts via Autopilot
This workflow allows you to create a new list, add a new contact to that list, update the contact, and get all contac...