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.
Detect churn risk from competitor tech adoption using PredictLeads and Gmail
Monitor customers for competitor tech adoption via PredictLeads and alert CSMs to prevent churn. This workflow uses P...
Sync Shopify orders to Odoo sales orders with customer and product mapping
What Problem Does It Solve? Keeping product data consistent between Shopify and Odoo is a major operational challenge...
Analyze sales calls with Whisper transcription, GPT-4o, Airtable and Slack
Submit a call recording and get a full AI powered analysis delivered automatically. Your recording is transcribed wit...
Generate AI sales battle cards with Olostep, Gemini, and Google Docs
AI Sales Battle Card Generator (Research + Personalized Pitch Assets) This n8n template automatically generates high...
Summarize sales calls and update CRM using WayinVideo and GPT-4o-mini
Description Paste any sales call recording URL into a form — this n8n workflow automatically transcribes the call usi...
Generate weekly sales insights with Google Sheets, Gemini AI and Gmail
How it works This workflow automatically generates a weekly sales performance report from Google Sheets data. It runs...
Build a Slack-based CRM assistant with HubSpot and Google Gemini
How it works This workflow creates a Slack based CRM assistant that allows users to query HubSpot data using natural...
Tag high-risk WooCommerce SKUs and send daily alerts to Slack
(Retail) Auto Tag High Risk SKUs This workflow automatically monitors product sales in your WooCommerce store, detect...
Sync HubSpot and Linear customers daily using Snowflake data
HubSpot → Linear Customers Sync Keeps your Linear Customers list automatically in sync with HubSpot CRM data, using S...
Monitor Shopify low-stock items with OpenAI, Google Sheets, Slack and email
(Retail) Supplier Restock Request Trigger This workflow automatically monitors your Shopify inventory, detects low st...
Analyze Retell AI call transcripts with OpenAI and sync insights to HubSpot
Who is this for Sales teams and agencies using Retell AI for voice outreach who want to automatically analyze every c...
Add, update, and fetch contacts from a Notion database by email
Overview Store, update, and retrieve contacts in a Notion database by sending a JSON payload to an n8n workflow. Emai...
Monitor deal risk from HubSpot and Gmail with GPT-4.1 mini and Slack alerts
Overview This workflow helps sales teams automatically monitor deal health and detect risks early. It pulls deal data...
Monitor WooCommerce inventory daily and send Slack alerts with Supabase
Daily Inventory Monitoring & Reorder System This workflow automatically monitors your WooCommerce store inventory, ca...
Automate service order fulfillment with Claude, Freshworks CRM and SLA escalation
How it works Fully automates your service order pipeline from incoming booking to supplier confirmation — with built...
Send contract renewal reminders from HubSpot via Gmail and Slack alerts
How it works This workflow runs on a schedule to monitor HubSpot deals with upcoming contract expiry dates. It filter...
Predict Shopify stockouts with GPT-4o and email suppliers via Gmail
How it works Runs daily at 06:00 UTC, pulls every Shopify product variant's stock level, calculates real sales veloci...
Route product signals from Notion to Jira and Slack backlogs
Description Route captured signals to the right destination with one click. Set a signal’s Route Destination in Notio...
Forecast sales trends and weekly reports with Stripe, Sheets, Slack, and Gemini AI
Forecast sales trends and generate reports with Stripe, Sheets, and Gemini AI Who is this for Revenue operations team...
Match real estate buyers to properties and score deals with Azure OpenAI, Google Sheets, Drive and Gmail
Description Automate your entire real estate sales pipeline with an AI powered deal making agent that captures buyer...
Monitor D2C inventory, forecast demand with GPT-4o, and send POs via Google Sheets and Gmail
Description Stop finding out you're out of stock after a customer already tried to buy. This workflow monitors your e...
Analyze Zoom phone call recordings with Gemini and log results to Google Sheets
Analyze Zoom phone call recordings with Gemini AI and log to Google Sheets Who is this for Sales managers and team le...
Send personalized SaaS welcome emails with Stripe, Pinecone, GPT-4o, and Gmail
Who it's for SaaS founders and developers who want to automate their customer onboarding experience from payment to w...
Production AI Playbook: Human Oversight (Exercise 2)
Gate high risk AI actions behind human approval. This template shows how to prevent an AI agent from executing sensit...
