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 pipeline velocity & alert stuck deals with GoHighLevel, Gmail & Slack
Description Automate your GoHighLevel (GHL) pipeline tracking and deal management process. This workflow fetches all...
Automate GoHighLevel client onboarding with Google Drive, Gmail, Calendar & Slack
Description Automate your GoHighLevel (GHL) client onboarding process from the moment a deal is marked as “Won.” This...
Automate paid Zoom meetings with Stripe, Gmail & Google Sheets tracking
Streamline Your Zoom Meetings with Secure, Automated Stripe Payments This comprehensive workflow automates the entire...
Automate digital product sales & delivery with Stripe and Email
Automate Digital Product Sales & Delivery with Stripe and Email Turn Your Automations into Revenue Sell on n8n using...
Sync companies from Google Sheets to Salesforce with smart duplicate prevention
How it works Automatically imports company data from Google Sheets into Salesforce while intelligently preventing dup...
Chat with your HubSpot data
This n8n template gives you a chat style assistant that can search your HubSpot CRM on demand. Ask natural language q...
Weekly HubSpot lead report to Slack
This n8n template posts a quick weekly snapshot to Slack so your team sees last week’s funnel movement at a glance. I...
AI call summary to HubSpot + follow-up task
This n8n template turns raw call transcripts into clean HubSpot call logs and a single, actionable follow up task—aut...
Automated Stripe dispute alert & case tracking with Slack + ClickUp
Description: Stay ahead of payment disputes with this automated n8n workflow that integrates Stripe, Slack, and Click...
Automated CRM deal stage updates with Stripe & Google Sheets
Description: Keep your CRM always up to date by automatically syncing closed deals from Stripe into Google Sheets. Th...
Stripe customer duplicate detection & management with Airtable & Slack notifications
Description Automatically scan your Stripe customers daily to detect duplicates and keep your customer database clean...
Streamline client onboarding with PDF, Trello, Slack, Gmail & Airtable
Automated Client Onboarding Workflow This n8n workflow automates the end to end client onboarding process : capturing...
Sync Calendly bookings to Easy Redmine CRM with comments and sales activities
Sync New Calendly Bookings to Esko CRM with Comment, Sales Activity, and Outlook Email Intro/Overview This automation...
Automated Slack-to-Jira issue creation with attachments
Description Automatically convert structured Slack messages into Jira issues with parsed titles, descriptions, and pr...
Manage WooCommerce store with natural language using GPT-4.1 and MCP server
) Description: Turn your WooCommerce store into a conversational AI assistant — create products, place orders, run re...
Sync face-to-face fundraising data from offline Google Sheets to SinergiaCRM
Automate syncing of offline donor data from Google Sheets into SinergiaCRM for fast, error free face to face fundrais...
Convert Telegram channel posts to WooCommerce products automatically
Auto publish Telegram channel posts to WooCommerce store This n8n template automatically converts Telegram channel po...
Register volunteers in SinergiaCRM from form submissions and notify your team
Automatically register new volunteers in SinergiaCRM when they submit a form, creating or updating contacts and relat...
Automated call summary transfer from Chorus AI to HubSpot CRM
Who’s it for: SALES teams and AGENCIES that want to automatically send call summaries to their CRM. This flow is best...
Process Shopify lead emails from Gmail to HubSpot contacts and deals
This workflow automatically processes incoming Shopify/Gmail leads and pushes them into HubSpot as both Contacts and...
Automate digital product delivery & sales tracking with Stripe, Email, Notion & Telegram
Overview This workflow automates the end to end delivery of digital products after a successful Stripe checkout. It e...
Auto-collect WooCommerce orders to Discord & Google Sheets
This n8n workflow automates WooCommerce order processing by capturing order updates via webhook and converting them i...
Analyze sales deal outcomes with Azure OpenAI and Google Sheets reporting
Description: Turn raw sales deal outcomes into actionable insights with this smart n8n workflow template! Automatical...
Bidirectional company sync between ProspectPro and HubSpot with status tracking
This template syncs prospects from ProspectPro into HubSpot. It checks if a company already exists in HubSpot (by Pro...
