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.
Turn Podium conversations into a full CRM with Claude, Sheets and Gmail
How it works This template turns Podium's conversation inbox into a full sales CRM with a custom funnel, AI message c...
Sync Stripe payments to GoHighLevel with GPT-4o email, Slack, and Sheets logging
Who It's For Agencies, service businesses, and GoHighLevel users who want to automatically update their CRM, notify t...
Send bulk MercadoPago payment links from Google Sheets via Gmail, WhatsApp, or Telegram
HOW IT WORKS Reads customer + product rows from a Google Sheet, generates a unique MercadoPago payment link for each...
Forecast inventory and auto-generate reorders with Google Sheets, GPT-4o mini and Slack
How it works Fetches sales history and current inventory from Google Sheets in parallel, then calculates days of stoc...
Summarize daily Shopify orders with Gemini, Google Sheets, Gmail and Slack
️ Shopify Daily Order Reporting: AI Summaries & Multichannel Alerts Summary E commerce store management made easy. Th...
Sell products in Telegram with Flutterwave and Google Sheets
Transform your Telegram channel or group into a fully functional, automated e commerce storefront. This n8n workflow...
Track sales call objections with GPT-4o-mini coaching using WayinVideo and Airtable
Description Submit a sales call recording URL and describe the objection type you want to find — such as "pricing too...
Convert sales call recordings into HubSpot CRM notes with WayinVideo and GPT-4o-mini
Sales Call to HubSpot CRM Note Logger (WayinVideo + GPT 4o mini + HubSpot) Short Description Paste any Zoom, Google M...
Sell products in Telegram with Paystack and Google Sheets
Overview Transform your Telegram channel or group into a fully functional, automated e commerce storefront. This n8n...
Verify HubSpot contacts with NeverBounce and send risky-email alerts to Slack
How it works Use this workflow to regularly re check contacts from HubSpot and notify your team in Slack when risky r...
Audit Zoho CRM lead data quality and email HTML reports with Gmail
Zoho CRM Data Quality Guardian using n8n Schedule, Code & Email Nodes Quick Start Guide This n8n workflow automatical...
Draft and approve client portfolio emails with Gemini, Sheets, Slack and Gmail
AI Powered Wealth Management: Automated Client Portfolio Update & Advisor Approval This n8n workflow automates the tr...
Enforce sales rules of engagement with AgentMail for HubSpot teams
Who’s it for This is for SaaS founders, agency owners, and Sales Ops managers who use HubSpot but are tired of "toe s...
Extract sales training clips from Fireflies calls using WayinVideo, Sheets and Slack
Description Connect Fireflies and WayinVideo to this workflow once and every recorded sales call automatically genera...
Predict deal close dates and update Salesforce with Groq and Google Sheets
AI Powered Smart Deal Close Prediction and Salesforce CRM Auto Update Workflow This workflow acts as an automated, in...
Compare proposals and analyze gaps for Salesforce CRM with Groq AI
AI Proposal Comparison & Gap Analysis Workflow for Salesforce CRM This workflow automatically analyzes newly uploaded...
Monitor client meeting health with Fireflies, GPT-4o-mini, Google Sheets and Slack alerts
Description Activate this workflow once and every Monday morning it automatically scans all your client meetings from...
Analyze weekly Fireflies sales calls with GPT-4o-mini, Google Sheets and Slack
Description Connect your Fireflies account once and activate the workflow — every Monday at 9AM it runs automatically...
Sync Salesforce leads and opportunities to PostgreSQL with backfill and incremental ETL
Salesforce Leads & Opportunities to PostgreSQL (Backfill & Incremental Sync ETL) This workflow extracts Lead and Oppo...
Invite the Fireflies recording bot to meetings from a one-click form
Description Paste your meeting link into a simple form and submit. The workflow instantly sends your Fireflies record...
Sync Zoho CRM contacts with Beex Contact Center in real time
Summary Automatically syncs your Zoho contacts with Beex Contact Center by handling creation and update events in rea...
Bulk sync products from Google Sheets to Odoo with auto image upload
What Problem Does It Solve? Manually entering hundreds of products from a spreadsheet into Odoo is slow, repetitive,...
Route and audit Odoo draft orders with GPT‐4o and Arabic semantic scheduling
What it is Manual order entry in retail and e commerce often results in fragmented data. Sales representatives might...
Sync Shopify products to Odoo in real time for create and update events
What Problem Does It Solve? Keeping product data consistent between Shopify and Odoo is a major operational challenge...