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.
Automate monthly merchant risk reviews with Supabase, Perplexity and Claude
Quick overview This consists 3 different workflows. Each one should be saved into individual workflows. The goal of t...
Send seasonal WooCommerce sales trend reports to Slack and Google Sheets
WooCommerce Seasonal Sales Planning & Monitor → SET Pattern Compare → Slack This workflow automatically aggregates sa...
Identify and notify WooCommerce VIP customers with Airtable and Slack
WooCommerce VIP Customer Automation This workflow automatically identifies VIP customers from your WooCommerce store...
Analyze and improve Zoho CRM sales cycles with GPT-4, Google Sheets and Slack
Zoho CRM Sales Cycle Performance Analyzer & Improver This workflow automatically analyzes your Zoho CRM deal cycles w...
Validate, deduplicate, and store customers via API with Supabase, Slack, Telegram, and email
(Retail) Customer Cleanup API → Supabase and send Notification This workflow provides an API first solution to valida...
Analyze lost HubSpot deals and generate revival strategies with OpenAI
How it works This workflow runs on a daily schedule to analyze all Closed–Lost deals from your CRM and uncover the tr...
Manage your Shopify store via AI assistant with OpenAI and MCP server
Who it's for This n8n workflow is designed for Shopify store owners and e commerce managers who want to automate thei...
Send sales forecast charts and answer Q&A on WhatsApp with OpenAI
How It Works Top Branch Workflow 1. The Data Scientist: Ingest: Pulls historical sales data from Google Sheets. Math...
Generate client quotes from call transcripts with Claude/GPT, Google Drive, and PandaDoc
Who is this for? Agencies, consultants, and service providers who conduct discovery calls and need to quickly turn co...
Monitor WooCommerce daily revenue spikes and send Slack alerts
WooCommerce Daily Sales & Revenue Spike Monitor → Slack Alert This workflow automatically checks your WooCommerce sto...
Forecast Zoho CRM deals with AlphaVantage market data, GPT‑4 and Slack alerts
Zoho CRM Deal Forecasting with External Market Factor This workflow automatically fetches active deals from Zoho CRM,...
Monitor and alert stalled deals in Zoho CRM with Gemini AI and Gmail
Zoho CRM – Deal Health Predictor with AI Scoring This n8n automation monitors open Zoho CRM Deals every week, identif...
Sync WooCommerce orders and inventory with Google Sheets and Slack
Automate order fulfillment and inventory sync from WooCommerce to Google Sheets and Slack This workflow provides a ro...
KlickTipp tag manager: convert tag names to IDs
Community Node Disclaimer This workflow uses KlickTipp community nodes , available for self hosted n8n instances only...
Automate SaaS operations with GPT-4.1-mini for user, support & billing management
HOW IT WORKS : Automates SaaS operations by consolidating user management, AI driven support triage, analytics, and b...
Automate Shopify inventory reordering with predictive analytics and Google Sheets
This workflow automates inventory management and predictive reordering for Shopify stores. It integrates Shopify, Goo...
Generate strategic business recommendations with GPT-4 Mini and multi-channel distribution
How It Works Automates sales data analysis and strategic insight generation for sales managers and strategists needin...
Automate Stripe checkout sales tracking in RD Station Marketing
This workflow instantly sends successful Stripe Checkout payments to RD Station Marketing by creating an Order & Paym...
Track and score contact engagement with Zoho CRM, PDL, News & Reddit
Zoho CRM – Social Media Engagement Tracker This workflow automatically monitors new or updated Contacts in Zoho CRM,...
Complete client onboarding: Form to Monday.com, Google Drive & Email
Overview Streamline your entire client onboarding process with a single workflow. When a new client submits the intak...
Extract meeting tasks from Google Docs to GoHighLevel CRM with GPT-4
AI Meeting Task Manager Google Meet to GoHighLevel CRM TEMPLATE DESCRIPTION Transform your meeting follow ups from ch...
Analyze high-priority tenders from Airtable to Slack for Go/No-Go approval
Description Streamline management decision making by automatically evaluating high priority tenders, generating AI po...
Automate B2B SaaS renewal risk management with CRM, support & usage data
Description This workflow is designed for B2B/SaaS teams who want to secure renewals before it’s too late . It runs e...
Notify users when features ship with Semantic Search from Tally to Gmail
Who is this for? This workflow is for Product Managers, Indie Hackers, and Customer Success teams who collect feature...