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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.

466 workflows found
Workflow preview: Add the affiliate to a program automatically
Free beginner

Add the affiliate to a program automatically

This workflow allows you to create an affiliate, add metadata, and add the affiliate to a program. Tapfiliate node: T...

H
Harshil Agrawal
CRM
12 Feb 2021
1923
0
Workflow preview: Create, update and get a product from WooCommerce
Free beginner

Create, update and get a product from WooCommerce

This workflow allows you to create, update, and get a product from WooCommerce.

H
Harshil Agrawal
CRM
25 Dec 2020
9557
0
Workflow preview: Create, update and get records in Quick Base
Free intermediate

Create, update and get records in Quick Base

![workflow-screenshot](fileId:324)

H
Harshil Agrawal
CRM
2 Dec 2020
619
0
Workflow preview: Create a new member, update the infromation, create a note and post in Orbit
Free intermediate

Create a new member, update the infromation, create a note and post in Orbit

![workflow-screenshot](fileId:297)

H
Harshil Agrawal
CRM
5 Nov 2020
585
0
Workflow preview: Receive updates when a new list is created in Affinity
Free beginner

Receive updates when a new list is created in Affinity

![workflow-screenshot](fileId:247)

H
Harshil Agrawal
CRM
17 Sep 2020
619
0
Workflow preview: Create and update lead in Salesforce
Free beginner

Create and update lead in Salesforce

Companion workflow for Salesforce node docs

a
amudhan
CRM
15 Sep 2020
4599
0
Workflow preview: Create a coupon on Paddle
Free beginner

Create a coupon on Paddle

![workflow-screenshot](fileId:232)

H
Harshil Agrawal
CRM
14 Sep 2020
636
0
Workflow preview: Receive updates when a billing plan is activated in PayPal
Free beginner

Receive updates when a billing plan is activated in PayPal

![workflow-screenshot](fileId:226)

H
Harshil Agrawal
CRM
12 Sep 2020
1209
0
Workflow preview: Receive updates when a sale is made in Gumroad
Free beginner

Receive updates when a sale is made in Gumroad

![workflow-screenshot](fileId:224)

H
Harshil Agrawal
CRM
10 Sep 2020
583
0
Workflow preview: Get list of completed sale orders with Unleashed Software
Free beginner

Get list of completed sale orders with Unleashed Software

![workflow-screenshot](fileId:216)

H
Harshil Agrawal
CRM
9 Sep 2020
632
0
Workflow preview: Manage contacts in Google Contacts
Free beginner

Manage contacts in Google Contacts

![workflow-screenshot](fileId:212)

H
Harshil Agrawal
CRM
8 Sep 2020
8212
0
Workflow preview: Receive updates from HubSpot on a new contact creation
Free beginner

Receive updates from HubSpot on a new contact creation

Companion workflow for HubSpot Trigger node docs

a
amudhan
CRM
31 Aug 2020
1366
0
Workflow preview: Receive updates when a new contact is added in Keap
Free beginner

Receive updates when a new contact is added in Keap

Companion workflow for Keap Trigger node docs

a
amudhan
CRM
23 Jul 2020
451
0
Workflow preview: Get all contacts from Keap
Free beginner

Get all contacts from Keap

Companion workflow for Keap node docs

a
amudhan
CRM
23 Jul 2020
478
0
Workflow preview: Get all leads from Zoho CRM
Free beginner

Get all leads from Zoho CRM

Companion workflow for Zoho CRM node docs

a
amudhan
CRM
23 Jul 2020
4618
0
Workflow preview: Get all contacts from Mautic
Free beginner

Get all contacts from Mautic

Companion workflow for Mautic node docs

a
amudhan
CRM
22 Jul 2020
1660
0
Workflow preview: Get all orders in Shopify
Free beginner

Get all orders in Shopify

Companion workflow for Shopify node docs

a
amudhan
CRM
22 Jul 2020
4082
0
Workflow preview: Receive updates on an order created in Shopify
Free beginner

Receive updates on an order created in Shopify

Companion workflow for Shopify Trigger node docs

a
amudhan
CRM
22 Jul 2020
2384
0
Workflow preview: Receive updates for Stripe events
Free beginner

Receive updates for Stripe events

Companion workflow for Stripe Trigger node docs

a
amudhan
CRM
21 Jul 2020
2083
0
Workflow preview: Receive updates on a new project created in Copper
Free beginner

Receive updates on a new project created in Copper

Companion workflow for Copper Trigger node docs

a
amudhan
CRM
20 Jul 2020
449
0
Workflow preview: Get multiple clients' data from Invoice Ninja
Free beginner

Get multiple clients' data from Invoice Ninja

Companion workflow for Invoice Ninja node docs

a
amudhan
CRM
17 Jul 2020
1413
0
Workflow preview: Create a company in Salesmate
Free beginner

Create a company in Salesmate

![workflow-screenshot](fileId:99)

t
tanaypant
CRM
13 Jul 2020
470
0
Workflow preview: Create a contact in Drift
Free beginner

Create a contact in Drift

![workflow-screenshot](fileId:96)

t
tanaypant
CRM
13 Jul 2020
367
0
Workflow preview: Receive updates for all changes in Pipedrive
Free beginner

Receive updates for all changes in Pipedrive

![workflow-screenshot](fileId:89)

t
tanaypant
CRM
12 Jul 2020
1094
0