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.
Sync contacts, consent, and segments between KlickTipp and Pipedrive
Community Node Disclaimer This workflow uses KlickTipp community nodes , available for self hosted n8n instances only...
Sync CRM contacts with Mailchimp and Pipedrive
CRM Contact Sync with Mailchimp and Pipedrive This workflow keeps your contact records perfectly aligned between your...
Manage Streak CRM via WhatsApp using GPT‐4.1 and Gemini
How it works This AI agent manages your Streak CRM via WhatsApp. Send messages to create contacts, add boxes to pipel...
Process e-commerce orders with payment verification, inventory, Gmail, and Slack
Receive orders via webhook with automatic payment verification, stock checking, inventory reservation, shipping label...
Sync Fathom meeting summaries and action items with GoHighLevel contacts
This n8n template automatically syncs your Fathom AI meeting summaries, recordings, and action items directly into Go...
Feedspace Testimonials to HubSpot CRM Contacts
What problem does it solve? Manually copying contacts and testimonials from Feedspace to HubSpot is time consuming an...
Schedule and confirm revenue ops meetings with Pipedrive, Google Calendar and Slack
Categories CRM Automation, Revenue Operations, Sales Operations, Meeting Automation Build a Revenue Ops Meeting Pipel...
Sync retail product prices between Shopify and WooCommerce with alerts
Retail Price Sync Automation for Shopify & WooCommerce This workflow automates the synchronization of product prices...
Send a daily WooCommerce sales snapshot to Slack with Google Sheets logging
Daily WooCommerce Sales Snapshot to Slack with Google Sheets Logging This workflow automatically collects WooCommerce...
Segment retail customers by purchase behavior with CRM and Google Sheets
(Retail Automation) Auto Segment Customers by Purchase Behavior This workflow automatically segments customers based...
Forecast demand, optimize pricing, and engage customers with GPT‐4.1, Postgres, email, and Slack
How It Works This workflow automates inventory management and customer engagement for e commerce businesses and retai...
Send daily CRM summary reports to Mattermost from HubSpot
Daily Report Generator with Mattermost and HubSpot This workflow automatically compiles key metrics from HubSpot (and...
Create consulting client onboarding tasks with GPT-4o-mini, Google Sheets and Slack
Who this workflow is for Consulting firms in strategy, management, or IT who want to automate client onboarding and i...
Extract sales insights from Scoot call transcripts using Gemini
Automatically extract sales insights from call transcripts and update your CRM. Every time Scoot finishes transcribin...
Sync contacts two-way between Zoho CRM and KlickTipp
Community Node Disclaimer: This workflow uses KlickTipp community nodes. Introduction This workflow creates a complet...
Send AI revenue forecast alerts from HubSpot via Gmail, Slack and Sheets
How it works This workflow automatically generates an AI powered revenue forecast whenever a new deal is created in H...
Create Bosta shipping orders from Odoo invoices using OpenAI GPT models
What Problem Does It Solve? Manual Data Entry Bottlenecks: Moving shipping data from Odoo to Bosta manually is slow a...
Manage supplier quote requests and follow-ups with Gmail, Sheets, GPT-4o-mini and WhatsApp
Eliminate 90% of manual work in procurement by automating quote requests, response tracking, price extraction, and su...
Monitor HubSpot deal risk with OpenAI scoring and Slack alerts
How it works This workflow runs on a daily schedule to analyze all active HubSpot deals and their latest engagement a...
Send AI sales proposals and Stripe payment links after Calendly calls
Meeting → Proposal → Payment → Follow up Automation Categories: Sales Automation, AI Proposals, Revenue Ops This work...
Manage your WooCommerce store with OpenAI and MCP-powered AI assistant
Who it's for This n8n workflow is designed for WooCommerce store owners and e commerce managers who want to automate...
Create client onboarding projects, contracts and Slack channels from form data
Description Streamline and standardize your entire client onboarding process with a single end to end automation. Thi...
Turn Gmail meeting summaries into HubSpot CRM records with OpenAI
How it works This workflow listens for incoming meeting summary emails in Gmail and processes them automatically. The...
Score HubSpot deal conversion risk with OpenAI and Slack alerts
How it works This workflow runs daily to review all active deals and evaluate their likelihood of closing successfull...