CRM Automation Templates

This workflow automates the tracking of job changes for contacts and updates the information in Salesforce. Leveraging services like Dropcontact for contact verification, it uses Webhook to capture changes, processes data with IF and Switch nodes, and communicates updates via Slack and Gmail. This reduces manual tracking, enhances data accuracy, and ensures Salesforce records are up-to-date, providing a streamlined CRM management experience.

This workflow automates the integration of Google Sheets data into Retell dynamic variables, enhancing call handling efficiency. By ensuring that call agents have real-time access to the latest data, it minimizes errors, improves customer interactions, and streamlines the updating process. The seamless connection between Google Sheets and Retell ensures that all customer information is current and readily available, reducing the need for manual data entry and improving overall workflow efficiency.

This n8n workflow automates the creation of coupons on the Paddle platform, eliminating the need for manual entry and reducing errors associated with manual processes. It triggers automatically based on specific conditions, ensuring timely coupon creation and management. By streamlining the coupon creation process, businesses can focus on strategic tasks and improve operational efficiency. This workflow is designed to support e-commerce operations, providing a seamless integration between n8n and Paddle. The automation not only saves time but also enhances accuracy, thereby contributing to improved customer satisfaction and business growth.

This workflow automates the process of summarizing emails and saving them as notes on sales opportunities in Odoo. It significantly enhances productivity by ensuring that essential details from emails are systematically captured and organized. This automation eliminates the manual task of transcribing email details into Odoo, thereby reducing errors and saving time for sales teams. By doing so, it streamlines information management, allowing sales teams to focus more on strategic tasks and less on administrative work.

This workflow automates user data management and tag assignment in Mautic by processing webhook requests. It efficiently handles the creation and updating of user profiles, manages subscription statuses, and organizes tags based on sales and user data. By automating these tasks, it reduces manual data entry, increases efficiency, and ensures data consistency across systems. This is an essential tool for organizations looking to streamline CRM operations and enhance customer relationship management through automation.

This workflow automates the process of searching for LinkedIn company profiles and seamlessly adding them to an Airtable CRM. By integrating n8n's webhook capabilities, it enables users to efficiently manage their CRM data without manual entry. This integration saves time, reduces errors, and ensures up-to-date information in the CRM, enhancing productivity and accuracy in data handling.

This n8n workflow is designed to automatically receive updates for any changes within a Pipedrive account, ensuring that users stay informed of all modifications. By leveraging real-time updates, users can maintain accurate data and streamline CRM processes, reducing manual monitoring and improving efficiency. This automation is essential for businesses seeking to enhance their customer relationship management by staying consistently updated on client interactions, deal progress, and team activities, ultimately contributing to better decision-making and productivity.

This n8n workflow automates the retrieval of daily activities for a specific user from Pipedrive, streamlining CRM management by ensuring that all scheduled tasks, calls, and meetings are captured and organized efficiently. By integrating directly with Pipedrive, it saves time, reduces the risk of overlooking important activities, and keeps team members informed. This workflow is particularly beneficial for sales teams and managers who rely on up-to-date activity tracking to maintain productivity and client engagement. Its automation capabilities help in managing CRM data effortlessly, enhancing workflow efficiency and accuracy.

This n8n workflow template automates the process of verifying HubSpot contact emails and sending notifications via Slack. It ensures that only valid email addresses from HubSpot contacts are processed, enhancing CRM accuracy and communication efficiency. By automating this task, businesses can save time and reduce errors, improving overall productivity in customer relationship management.

This n8n workflow automates the process of discovering LinkedIn profiles through manual Google Sheets automation triggers. By streamlining the extraction and organization of LinkedIn data, it enhances productivity and accuracy in data management. Users can efficiently gather and analyze LinkedIn profile information, saving time and reducing manual errors, making it ideal for recruiters, marketers, and researchers.

This workflow automates the creation and updating of Salesforce accounts and contacts using data from Google Sheets. By checking for existing accounts before creation, it ensures data accuracy and consistency, reducing manual entry errors. This seamless integration enhances productivity by automating repetitive tasks, allowing teams to focus on more strategic activities, and providing up-to-date CRM data.

This n8n workflow automates the process of creating contacts in Drift, enhancing customer relationship management by ensuring that all new customer data is efficiently added to the Drift platform. It streamlines communication processes and improves interaction capabilities, making it easier for businesses to manage and engage with their customers in a timely manner. By integrating with various services, it reduces manual data entry, saves time, and enhances the accuracy of information, providing a seamless experience for CRM automation.

This n8n workflow streamlines the process of adding new customers to Chargebee by automating the data entry task. When manually triggered, it captures the customer's first and last names and seamlessly integrates them into Chargebee, reducing manual effort and minimizing errors. This workflow is particularly valuable for businesses looking to enhance efficiency and accuracy in customer data management, ensuring a smoother onboarding process.

This n8n workflow streamlines customer relationship management by automating the creation of new contacts in Agile CRM. Triggered manually, it leverages the Agile CRM node to input specified first and last name details, ensuring timely and accurate contact updates. This automation reduces manual entry errors, saves time, and enhances productivity by simplifying the contact management process, making it invaluable for sales teams and businesses aiming to maintain up-to-date customer records efficiently.

This n8n workflow automates the process of enriching CRM data with INSEE information, specifically for Agile CRM users. By integrating directly with n8n, it streamlines data management, minimizing manual entry and enhancing data accuracy. This workflow is ideal for businesses looking to optimize CRM processes and improve customer data quality, resulting in more effective customer relationship management.

This n8n workflow automates the process of managing contacts within Automizy, a CRM platform. It enables users to create a new list, add contacts to this list, update contact information, and retrieve all contacts in the list. By automating these actions, the workflow streamlines CRM management, reduces manual data entry, and ensures up-to-date contact information, thereby enhancing productivity and accuracy in customer relationship management.

This n8n workflow automates the creation of Salesforce accounts using data extracted from Excel 365. By streamlining data transfer and account creation, it eliminates manual data entry errors and saves valuable time. Ideal for organizations seeking to optimize CRM processes, it enhances productivity and ensures data consistency across platforms.

This n8n workflow seamlessly integrates Airtable with Dropcontact to automate the updating of contact and account information. By eliminating manual data entry, it ensures your database remains accurate and up-to-date. It's particularly useful for organizations looking to maintain high data quality and efficiency, providing real-time updates and reducing errors.

This n8n workflow automates the integration between Typeform and Demio, effectively collecting and transferring survey responses to streamline event management. By initiating Demio actions based on Typeform submissions, users enhance their engagement and registration tasks, saving time and reducing manual errors. This automation is essential for efficient data handling and seamless event coordination, making it a valuable tool for businesses looking to optimize their event management processes.

This workflow automatically notifies users when a new list is created in Affinity by leveraging the Affinity Trigger node to detect `list.created` events. It streamlines CRM processes by allowing immediate responses to new data, enhancing decision-making and coordination. Users can expand the workflow to integrate further actions, improving efficiency and productivity in handling CRM data.

This workflow automates LinkedIn contact requests by integrating LinkedIn, Unipile, and Google Sheets to streamline the connection and messaging process. By automatically sending personalized icebreaker messages post-connection acceptance, it enhances engagement and relationship-building. This not only saves time but also ensures consistent communication with potential leads, making it ideal for CRM automation efforts.

This workflow automates manual triggers in Salesforce, allowing users to efficiently manage sales tasks such as creating tasks, updating leads, and sending notifications. It enhances productivity by reducing the need for extensive coding knowledge, making sales process automation accessible and seamless for users.

This workflow automates the process of adding new contacts from Autopilot to Airtable, ensuring seamless data transfer. It triggers when a new contact is added in Autopilot, extracts contact details such as name and email, and creates a corresponding record in an Airtable base. This reduces manual data entry errors, saves time, and enhances data consistency across platforms, making it invaluable for marketing teams aiming for efficient contact management.

This workflow tracks job changes of contacts using LoneScale and automates notifications in Slack and task creation in Hubspot, or updates a custom object. It uses a webhook to receive data from LoneScale, checks for company existence, updates contact information in Hubspot, and posts notifications to Slack about job changes.

This n8n workflow seamlessly automates key operations within Copper CRM by creating, updating, and retrieving a person's details. It begins by adding a new person to the database, updates their contact information such as phone numbers, and concludes by fetching the updated data. This automation not only enhances efficiency by reducing manual data entry but also ensures data consistency and quick access to crucial customer information, thus empowering CRM users to maintain up-to-date records effortlessly.

This workflow streamlines the management of customer support and sales processes by integrating Zendesk tickets with Pipedrive contacts. It identifies if a ticket requester is already a Pipedrive contact and assigns the ticket to the contact owner. If the requester is not found, it adds a note to Pipedrive, ensuring no potential leads are missed. This automation enhances efficiency, accuracy, and collaboration between support and sales teams, ultimately improving customer relationship management.

This workflow creates or updates a Mautic contact when a new event is scheduled in Calendly. The first name and email address are the only two fields that get updated. # Prerequisites - Calendly account and [Calendly credentials](https://docs.n8n.io/integrations/builtin/credentials/calendly/). - Mautic account and [Mautic credentials](https://docs.n8n.io/integrations/builtin/credentials/mautic/). # How it works 1. Triggers on a new event in Calendly. 2. Creates a new contact in Mautic if the email address does not exist in Mautic. 3. Updates the contact's first name in Mautic if the email address exists in Mautic.

This workflow automates the enrichment of contact and account information in Airtable by integrating Dropcontact. It triggers when a new contact is added to Airtable, fetching detailed data from Dropcontact to update the record accurately. This process enhances data quality, saves time, and ensures that contact and account information is always current and comprehensive, offering significant value to CRM management.

This n8n workflow automates the creation of a new member, updates their information, creates a note, and posts it to Orbit, streamlining member management tasks. By automating these processes, it enhances team collaboration and ensures data consistency. This workflow is invaluable for teams looking to reduce manual input, minimize errors, and improve overall productivity in managing member information.

This workflow connects WordPress forms with Mautic, enabling seamless CRM automation by capturing form submissions and automatically updating the Mautic database. It eliminates manual data entry, ensuring accuracy and efficiency in lead management. By streamlining this process, businesses can focus on nurturing leads, improving customer engagement, and driving sales growth.

This workflow integrates GitHub and Pipedrive to streamline CRM operations by automatically adding a note to a Pipedrive contact when a pull request is made on GitHub. It identifies the Pipedrive contact by matching the GitHub user's email and appends a note with the PR link to the contact's profile. This enhances communication and ensures all relevant information is centralized, improving team collaboration and operational efficiency.

This n8n workflow automates the management of contacts within Google Contacts, streamlining the process of adding, updating, or deleting contact information. By using this workflow, users can save significant time and reduce errors associated with manual data entry. The seamless integration with Google Contacts ensures that contact lists are always up-to-date, enhancing communication efficiency and customer relationship management.

This n8n workflow seamlessly integrates with Mautic to automate CRM tasks triggered by webhook events. It efficiently manages user data by handling operations such as user creation, updates, tagging, and unsubscription. By automating these processes, the workflow reduces manual effort, increases accuracy, and enhances responsiveness to user or sales-related triggers, providing significant efficiency and time savings.

This n8n workflow automates the process of enriching company data in Agile CRM by fetching additional information from the French INSEE OpenData database. It retrieves company details from Agile CRM, searches for corresponding data in INSEE using the company name, and updates the Agile CRM entries with the address and SIREN (company ID) obtained from INSEE.

This workflow streamlines the process of creating a company in Salesmate by automating the task through n8n. It is manually triggered and leverages the Salesmate node to efficiently create company records. This automation eliminates the need for manual data entry, reducing errors and saving time. As a result, businesses can focus on more strategic tasks, improving overall productivity and data accuracy.

This n8n workflow automates the integration between Shopify and D365 Business Central by converting Shopify orders into sales orders and invoices in Business Central. It streamlines the sales process, reduces manual data entry errors, and enhances operational efficiency by ensuring that order information is accurately and promptly transferred between platforms, eliminating the need for manual intervention. This automation is particularly beneficial for e-commerce businesses using Shopify and D365 Business Central, enabling them to scale operations smoothly and maintain consistent order processing.

This workflow automates the process of updating HubSpot deals and notifying a Slack channel when a new invoice is paid in Stripe. It checks for the presence of a PO number and updates the corresponding deal status to 'paid' if found, otherwise, it sends notifications to Slack regarding the payment and potential issues.

This n8n workflow streamlines CRM processes by automating the updating of leads in Salesforce. It begins with a manual trigger, creates a new lead, updates specific fields such as the city, and appends notes to the updated lead. This automation reduces manual entry, minimizes errors, and enhances efficiency, making it invaluable for sales teams seeking to optimize their CRM activities.

This n8n workflow automates the capture of form submissions and converts them into sticky notes sent via Gmail. It incorporates Langchain's AI for advanced summarization and chat capabilities, alongside integrating Hubspot for robust CRM management. This ensures seamless tracking and management of interactions, enhancing productivity and communication efficiency. The workflow is essential for businesses seeking to streamline customer engagement and data handling, reducing manual tasks and improving data accuracy and accessibility.

The 'Mautic Webhook Update Webhook' n8n workflow enables seamless integration between incoming webhook data and Mautic contact updates. It ensures your marketing database remains current, allowing for precise targeting and effective engagement. Automating this process reduces manual data entry, minimizes errors, and enhances marketing efficiency.

This n8n workflow automates the task of summarizing incoming emails and attaching these summaries as notes to sales opportunities in Odoo. By integrating Gmail, Odoo, and a sticky note tool, it ensures important email content is captured and linked to relevant sales data, enhancing productivity and maintaining thorough communication records. The automation eliminates manual data entry, reduces errors, and helps sales teams focus on strategic tasks by providing quick access to summarized information directly within their CRM.

This n8n workflow template is designed to streamline the process of selling a used car by automating various manual tasks. It facilitates seamless data management from customer inquiries to final sale processing, improving efficiency and reducing errors. By automating repetitive tasks, this workflow allows sales teams to focus on customer engagement and closing deals faster.

This n8n workflow automatically creates a new item on a Monday.com board whenever a new contact is added to Mautic. It captures the contact's first and last name for the item's name and includes the email address in the item details. This enhances CRM efficiency by ensuring that new leads are promptly and accurately logged and tracked in your project management system, reducing the need for manual data entry and minimizing errors. By automating this process, teams can focus on nurturing leads and improving customer interactions, ultimately leading to better business outcomes.

This n8n workflow integrates Zendesk and Pipedrive to streamline customer relationship management by automatically linking Zendesk tickets to Pipedrive contacts. It assigns tickets to the appropriate contact owner in Zendesk, ensuring efficient task management. If a Pipedrive contact isn't found, a note is added to the Zendesk ticket, providing a seamless update process. This automation enhances productivity by reducing manual data entry, ensuring accurate contact management, and improving response times.

This n8n workflow automates contact management in Mautic based on webhook triggers, handling user updates, subscriptions, unsubscriptions, and tagging based on data received about students and sales. It updates or creates user profiles in Mautic and applies tags based on course enrollment or subscription status.

This workflow streamlines the addition of new products by automatically transferring product details from Pipedrive to Stripe. When a product is added in Pipedrive, the workflow creates a corresponding product in Stripe and sets up pricing for it. This integration saves time, eliminates manual data entry, and ensures synchronization across platforms, enhancing efficiency and reducing errors.

This n8n template extends the idea of follow-up reminders by having an AI agent suggest and book the next call or message to re-engage prospects which have been ignored. What makes this template particularly interesting and actually usable is that it uses the Human-in-the-loop approach to wait for a user's approval before actually making the booking or otherwise not if the user declined. A twist on a traditional idea where we can reduce the number of actionable tasks a human has to make by delegating them to AI.

This workflow automates the replication of line items from a closed deal to a new deal in HubSpot and sends a Slack notification upon successful completion. It ensures data consistency across deals, reducing manual entry errors and saving time by seamlessly integrating HubSpot's CRM capabilities with Slack's communication tool. This enhances team collaboration and deal management efficiency.

This workflow enriches new contacts created in HubSpot by retrieving additional contact and company data from ExactBuyer, then updates the HubSpot contact with the enriched information. It uses the contact's email address to find matching data in ExactBuyer and update the HubSpot contact details like social profiles, phone number, email, and location data.

This workflow automatically triggers whenever a new contact is created in HubSpot, ensuring immediate updates and data synchronization. By integrating HubSpot with n8n, businesses can streamline their CRM processes, enhance data accuracy, and reduce manual entry errors. This automation is crucial for sales and marketing teams looking to maintain up-to-date customer information and improve their outreach efficiency. It provides real-time data visibility and helps in maintaining a centralized customer database, which ultimately aids in strategic decision-making and customer relationship management.