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.
Generate AI inventory reorder recommendations from Airtable with GPT-4o, Slack and email
Description This workflow automates end to end AI driven inventory intelligence, transforming Airtable stock data int...
Generate single-use personalized Calendly links with Google Sheets tracking & Slack alerts
This n8n template implements a Calendly Booking Link Generator that creates single use, personalized booking links, l...
Generate AI sales proposals from transcripts using Azure OpenAI, PandaDoc & Slack approval
This workflow turns your sales calls + intake form into a polished, send ready proposal. It pulls the latest call tra...
Automatically sync Beex leads to HubSpot (Create & Update)
Summary Automatically sync your Beex leads to HubSpot by handling both creation and update events in real time. How I...
Automate marketing leads import from Google Sheets to Airtable CRM
General Principles This workflow automates the import of leads into the Company table of a CRM built with Airtable. I...
Analyze customer sentiment with Zoho CRM, Google Gemini & send Gmail alerts
Zoho CRM → AI Sentiment Analysis for customer interactions & Automatic Alerts Workflow This workflow analyzes newly c...
Analyze call recordings with OpenAI and update Zoho CRM leads automatically
Zoho CRM Conversation Intelligence Analyzer This workflow automatically processes customer call recordings, transcrib...
Order processing with Google Sheets and Slack: inventory checks and alerts
A cornerstone of your Order Management System, this workflow ensures seamless inventory control through fully automat...
Workflow for two-way sync between Airtable and HubSpot
Who's it for This template is for sales teams, marketing operations (M Ops), or freelancers who use Airtable as a "co...
Sales CRM chatbot with GPT-4o-mini, Google Sheets lookup & memory
Description: This workflow creates a fully interactive AI powered Sales CRM Chatbot inside n8n, capable of understand...
Sync HighLevel CRM to Google Sheets with GPT-4o daily reports via Gmail
Description: This workflow automates a complete CRM → Sheets → AI → Email reporting pipeline for HighLevel opportunit...
Automated sales proposal & summary generator using GPT-4o, Sheets, Drive & Gmail
Description: This workflow automates the creation, storage, and reporting of personalized sales collateral for booked...
Analyze sales call objections with Fireflies transcripts, GPT-4o, and Slack feedback
How it works When a meeting ends in Fireflies, the transcript is automatically retrieved and sent to OpenAI for analy...
Fetch Odoo customer data and export to JSON or Excel
Odoo Customers API – Export to JSON or Excel Odoo Customers API – Export to JSON or Excel provides a simple way to fe...
Automate sales order prioritization with ERP-WMS-TMS integration based on SLA tiers
This n8n workflow automates the prioritization and scheduling of sales orders based on customer SLAs, urgency, and pr...
Automated QuickBooks sales anomaly detector with professional email alerts
Is Your Business Flying Blind Day to Day? Get QuickBooks Sales Alerts That Matter. What if you could spot a major sal...
Smart CSM assignment & AI welcome emails for HubSpot deal wins with Gmail
Who's it for This template is for Customer Success and Sales teams who use HubSpot. It automates the critical handoff...
Shopify & WooCommerce inventory sync with Google Sheets alerts
How It Works A webhook or timer triggers the workflow to automatically fetch inventory data from multiple platforms....
Client review collection & sentiment analysis with HighLevel, GPT-4o, Gmail & Slack
Description: This automation streamlines client review collection and sentiment summarization for Techdome using High...
Automate inactive deal cleanup from GoHighLevel to Slack and Sheets
Description Keep your CRM pipeline clean and actionable by automatically archiving inactive deals, logging results to...
Transcribe & summarize GoHighLevel call recordings
This n8n template automatically transcribes GoHighLevel (GHL) call recordings and creates an AI generated summary tha...
Generate & send quotation PDFs from Pipedrive to DottedSign for e-signature
Description: This powerful workflow automates your sales quotation process by connecting Pipedrive with DottedSign. W...
Predict customer churn with AI analysis of HubSpot and Google Sheets data
Who it’s for Built for Customer Success and Account Management teams focused on proactive retention. This workflow he...
Track marketing channel performance with HighLevel, Google Sheets, and Slack
Description: Discover which marketing channels actually convert with this n8n automation template. The workflow fetch...