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.
Automated sales leaderboard with HighLevel CRM, GPT-4o, Notion & Slack
Description: This workflow automates sales performance tracking and motivational updates by integrating HighLevel CRM...
Automate client renewal alerts from GoHighLevel to Gmail, Slack & Google Sheets
Description Streamline client retention and contract renewals by automatically identifying expiring accounts, sending...
Automated template delivery system with Stripe, GPT-4o & Gmail
Description Automate post purchase workflows by instantly fetching successful Stripe payments, matching them to corre...
Dynamic Hubspot lead routing with GPT-4 and Airtable sales team distribution
AI Agent for Dynamic Lead Distribution (HubSpot + Airtable) AI Powered Lead Routing and Sales Team Distribu...
Synchronizing WooCommerce inventory and creating products with Google Gemini AI and BrowserAct
Synchronize WooCommerce Inventory & Create Products with Gemini AI & BrowserAct This sophisticated...
Sync Eventbrite orders & refunds to KlickTipp for automated event marketing
Community Node Disclaimer This workflow uses KlickTipp community nodes and works only on self hosted n8n instances. I...
Auto-send WooCommerce invoices via WhatsApp with Rapiwa API
Who is this for? This workflow listens for new or updated WooCommerce orders, cleans and structures the order data, p...
Automate Stripe customer data transfer to KlickTipp with dynamic tagging logic
Community Node Disclaimer: This workflow uses KlickTipp community nodes. How It Works This work...
Sync NetSuite customers to Salesforce accounts & contacts with auto upserts
Short Description Automatically exports customer records from NetSuite and syncs them into Salesforce — creating or u...
Route Jira tasks to experts using Google Sheets and GPT-4o-mini
Description Automatically assigns new tasks from an Excel/Google Sheets source to the best fit employee based on expe...
Export Odoo company data via API endpoint with JSON/Excel output options
How it works This workflow provides an API endpoint that retrieves company records directly from your Odoo database....
Generate pro construction quotes from jotform to email with Supabase CRM
Who it's for Construction and renovation businesses that need to generate detailed quotes from customer inquiries—pla...
Jotform automated commerce sync: Telegram confirmation & Zoho invoice
This workflow is designed to automate your e commerce order processing by instantly syncing new Jotform submissions w...
Sync Attio CRM with Jotform & Slack for deal updates & sales alerts
This workflow streamlines your lead management process by automatically capturing form submissions from Jotform , upd...
Sync Adobe Commerce Customer Data to KlickTipp with Value-Based Tagging
Community Node Disclaimer: This workflow uses KlickTipp community nodes. Introduction This wor...
Automate Shopify orders from Airtable with Gmail confirmations
This n8n template from Intuz provides a complete solution to automate your order creation process. It seamlessly sync...
Create HubSpot companies & tasks from Jotform submissions with Google Sheets
️ Workflow: Jotform → HubSpot Company + Task Automation Automatically create or update HubSpot companies and generate...
Automate sales call grading with Fireflies.ai, OpenAI, and Google Sheets
Turn your sales and onboarding calls into actionable insights — automatically! This workflow connects Fireflies.ai wi...
Inserting Brevo contact reports into NocoDB
This n8n workflow automatically retrieves Brevo contact reports and inserts summarized engagement data into NocoDB ....
Stripe → Pipedrive: Auto create contacts and deals from payments
Stripe → Pipedrive (Automatic Person + Deal Creation) Prerequisites / Requirements n8n instance (cloud or self hosted...
Deal stage tracking automation with HighLevel CRM, ClickUp, and Slack
Description This workflow automates the tracking of deal stage updates in HighLevel CRM and syncs them with ClickUp f...
Automate payment tracking with Google Sheets, ClickUp, Gmail and Slack
Description This workflow automates the tracking and follow up process for pending payments. It pulls lead payment da...
Followup Stripe checkouts with Gmail receipts, internal Slack, and Sheets logs
This n8n template demonstrates how to automate the followup when your customer completes a checkout in Stripe by emai...
Real-time sales quote creation in Odoo via Telegram with Google Gemini AI
Overview This template connects Telegram with Odoo to let your sales team create sales quotes and check product avail...