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.
Analyze WooCommerce category sales over time with Airtable and Slack
WooCommerce Product Category Sales Performance Report This workflow automatically analyzes sales data by product cate...
Creator sponsorship and brand deals CRM
This n8n template automates the entire sponsorship pipeline for content creators by combining Gmail inbox monitoring,...
Predict customer churn daily using ML or LLM models and notify via Slack/email
This n8n workflow runs daily to analyze active customer behavior, engineers relevant features from usage and transact...
Resolve and create KlickTipp tags from names with optional prefixes
Community Node Disclaimer This workflow uses KlickTipp community nodes , available for self hosted n8n instances only...
Handle WhatsApp course enrollment and payments with Wati and Razorpay
Transform your educational business with a fully automated mobile storefront. This workflow manages the entire studen...
Find KlickTipp tags to remove by prefix
Community Node Disclaimer This workflow uses KlickTipp community nodes , available for self hosted n8n instances only...
Update KlickTipp contact tags by tag names
Community Node Disclaimer This workflow uses KlickTipp community nodes , available for self hosted n8n instances only...
Analyze customer sales calls and update CRM with Whisper and GPT-4
AI Customer Call Analyzer — Voice → Insights → CRM with GPT 4 Converts raw sales call recordings into structured CRM...
Manage WooCommerce store operations via AI Telegram bot with OpenRouter
Who’s it for This template is built for WooCommerce store owners, eCommerce managers, and automation agencies who wan...
Send WooCommerce new order notifications via WhatsApp with MoltFlow
How it works 1. WooCommerce fires a webhook when a new order is placed 2. Order details are extracted: customer name,...
Send a daily sales report to WhatsApp from Google Sheets with MoltFlow
How it works 1. Runs every day at 6 PM and reads sales data from Google Sheets 2. Filters rows matching today's date...
Sync contacts, consent, and segments between KlickTipp and Salesforce
Community Node Disclaimer This workflow uses KlickTipp community nodes , available for self hosted n8n instances only...
Hubspot AI Manager - Automate your CRM!
Video Introduction Want to automate your i...
Send a daily email summary of new Airtable contacts via Gmail
" Video Introduction Want to automate your...
Score and route leads with Google Gemini, Sheets, Slack and Gmail
AI Revenue Intelligence: 360° Customer Journey with Sales Analytics Transform your sales pipeline with this comprehen...
Sync Facebook leads from Google Sheets to Perfex CRM via REST API
Who’s it for This workflow is built for sales and marketing teams who collect Facebook Lead Ads into Google Sheets an...
Manage coupon campaigns and customer chats with WhatsApp and PostgreSQL
Coupon Bot Dashboard & WhatsApp Management System A complete bilingual admin dashboard and WhatsApp bot solution for...
Monitor agency profitability with Facebook Ads, Shopify, Stripe, Clockify, Google Sheets, Slack and Gemini
Overview Stop guessing your agency's actual margins. This workflow acts as a centralized financial brain for digital...
Sync Gmail sent email contacts with Odoo mailing lists
Email Contacts Sync from Sent Mailbox to Odoo This workflow automatically extracts recipient email addresses from pre...
Sync NetSuite inventory items between NetSuite and Salesforce products
Short Description Automatically exports inventory items records from NetSuite and syncs them into Salesforce — creati...
Send weekly WooCommerce sales KPIs to Slack and Google Sheets
WooCommerce Weekly Sales KPI Reporting to Slack & Google Sheets This workflow automatically generates a weekly sales...
Sync Shopify customers to Zoho CRM contacts with value-based scoring
(Retail Automation) Shopify to CRM Contact Sync This workflow automates the synchronization of customer data between...
Send weekly low‐stock alerts from WooCommerce to Slack and Jira
(Retail Automation) Low Stock Alerts to Slack This workflow automates the process of managing product inventory level...
Send subscription renewal reminders with Email and ClickUp
Subscription Renewal Reminder – Email & ClickUp Automate the tracking of customer subscription expiry dates, create r...
