CRM - Sales Workflows
Customer relationship and sales management
Automate Trello Card Creation from Google Form Submissions
Streamline your lead management by automatically converting Google Form submissions into organized Trello cards. This workflow eliminates manual data entry, ensuring efficient and structured lead tracking.
n8n$14.99Streamline Gym Lead Management with Facebook Ads, WhatsApp, and Google Sheets
This workflow captures leads from Facebook Ads, sends automated WhatsApp messages, and tracks bookings in Google Sheets. It ensures efficient lead nurturing by sending reminders for up to five days and stops follow-ups once a booking is confirmed.
n8n$14.99Automate B2B Outreach: LinkedIn to Personalized Email Sequences
This workflow automates the B2B outreach process by transforming LinkedIn profile URLs into verified emails and personalized email sequences. It integrates data collection, email verification, and AI-driven email generation, logging all interactions in Google Sheets for efficient tracking.
n8n$14.99Automate Lead Capture and Enrichment with Webhooks and Close
This Zap automates the capture of new leads via webhooks and updates their details in Close, ensuring efficient lead management and enhanced sales productivity.
Zapier$2.99Automate LinkedIn Lead Qualification with AI and Apify
Transform LinkedIn post reactions into qualified leads using AI for profile analysis and Apify for data enrichment. Ideal for sales and marketing teams aiming to streamline lead generation.
n8n$14.99Generate Business Leads with OpenStreetMap Data and Save to Google Sheets
## Who is this template for? This n8n lead generation workflow template is designed for business owners, marketers, sales professionals, and entrepreneurs who need to generate targeted business leads without paying for expensive APIs or third-party services. The template leverages the free Overpass API (powered by OpenStreetMap data) to gather comprehensive business information for any industry in almost any region worldwide. Perfect for: - Small businesses looking to expand their customer base - Real estate agents seeking potential clients - Marketing agencies needing targeted lead lists - Entrepreneurs researching potential markets - Sales teams building prospect databases You can watch the video tutorial here: https://youtu.be/6WVfAIXdwsE ## How it works This n8n lead generation template provides a powerful solution using n8n core nodes and the free OpenStreetMap Overpass API, allowing you to generate thousands of business leads with comprehensive contact information: ### Data Collection Process **1. Define Your Queries** - Create a list of search queries combining keywords (like real estate, dentist, etc.) with target locations - Use both inner areas (specific cities) and outer areas (broader regions) to precisely target your search **2. Iterative Query Execution** - The workflow processes each query in sequence, preventing API timeout issues - Each query triggers a sub-workflow that handles the data extraction process **3. Data Extraction via OpenStreetMaps Overpass API** - Searches for businesses matching your keywords in name, description, and relevant OpenStreetMap tags - Collects comprehensive business data including names, addresses, and contact details from the OpenStreetMap database - Searches using both regular expressions and exact tag matching for optimal n8n lead generation results **4. Website Scraping for Additional Information** - For businesses with websites but missing email addresses, the workflow visits their homepage - Extracts email addresses using regular expressions for more complete contact information - Filters out irrelevant emails using configurable patterns **5. Data Cleaning and Organization** - Removes duplicate contact information and standardizes data format - Filters results based on your specific requirements for contact details - Saves all extracted data to Google Sheets for easy access and management ## Setup **1. Configure Your Queries:** - Open the Run Workflow node and input your list of queries - Format queries with outer area, inner area, and keyword (e.g., California, Los Angeles, real estate) **2. Optimize Targeting:** - After initial runs, identify the specific tags used by your target industry - Update the HTTP Request node with these specific tags to improve result quality - Common tags include office, shop, and amenity with industry-specific values **3. Configure Data Filters:** - Customize the filter node to keep only results meeting your specific requirements - Adjust the email filtering regex to remove irrelevant email addresses **4. Set up Google Sheets Integration:** - Configure the Google Sheets node to save results to your preferred spreadsheet - Authorize the connection to your Google account **5. Run the Workflow:** - Start the workflow and watch as your Google Sheet fills with comprehensive business leads - The template automatically handles pagination and rate limiting to prevent API timeouts The resulting leads include comprehensive contact information such as: - Business names - Complete addresses (street, city, postal code) - Phone numbers - Email addresses (both from API and website scraping) - Website URLs - Social media accounts - Opening hours - And more!
n8n$14.99Log Won HubSpot Deals to Excel with Automated Commission Calculation
Automatically track closed deals from HubSpot CRM by logging them into a Microsoft 365 Excel worksheet, complete with calculated sales commissions.
MakeFreeAutomate Company Data Enrichment and Lead Creation with Notifications
Enhance company data using ChatGPT, create Salesforce leads, and receive Slack notifications to streamline business processes and improve team communication.
Make$4.99Automate Lead Updates from Google Sheets to Discord Notifications
Streamline your lead management by automatically updating lead information in Google Sheets and notifying your team via Discord.
ZapierFreeAutomated CRM Form Submission and Enrichment Workflow
This workflow automates the process of capturing form submissions and enriching contact data for effective CRM management.
n8n$4.73Automate Streak Deal Stage Updates with Gmail Alerts
Automatically update Streak deal stages based on Gmail messages, ensuring your sales pipeline is always current without manual effort.
ZapierFreeAutomate Lead Management and Engagement with Salesforce, HubSpot, and ChatGPT
This Zap streamlines lead management by integrating Salesforce, HubSpot, and ChatGPT. It captures new Salesforce records, filters them, applies a delay, searches for existing HubSpot contacts, scores leads, and utilizes ChatGPT for enhanced engagement, updating Salesforce with the latest lead information.
Zapier$2.99Lead Qualifier System for Effective CRM Automation
The Lead Qualifier System is designed to streamline the process of identifying and nurturing potential leads in a CRM environment. By integrating various data sources and utilizing advanced logic, this workflow helps sales teams focus on high-pote...
n8n$19.99Automated Daily Backup Workflow for CRM Lead Nurturing
The Automated Daily Backup Workflow for CRM Lead Nurturing is designed to streamline the process of backing up critical customer relationship management data. By utilizing a daily trigger, this workflow ensures that backups are performed consisten...
n8n$19.99Automate Business Email Discovery and Verification with n8n
Streamline the process of finding and verifying business emails using n8n, Google Sheets, and other integrated services. This workflow automates email pattern detection, construction, and verification, saving time and reducing errors.
n8n$9.99Automate Lead Qualification and Nurturing for Website Demo Requests
This workflow automates the process of qualifying and nurturing leads from website demo requests using AI and various integrations, enhancing conversion rates through personalized follow-ups.
n8n$14.99Discover & Enrich Decision-Makers with Apollo and Human Verification
## What This Workflow Does This workflow automates the process of identifying and enriching decision-maker contacts from a list of companies. By integrating with Apollo's APIs and Google Sheets, it streamlines lead generation, ensures data accuracy through human verification, and maintains an organized leads database. ## Use Case Ideal for sales and marketing teams aiming to: - Automate the discovery of key decision-makers (e.g., CEOs, CFOs). - Enrich contact information with LinkedIn profiles, emails, and phone numbers. - Maintain an up-to-date leads database with minimal manual intervention. - Receive weekly summaries of newly verified leads. ## Setup **1. Google Sheets Preparation:** - Use the following pre-configured Google Sheet: [Company Decision Maker Discovery Sheet](https://docs.google.com/spreadsheets/d/1KqKFZ7Uxrt1MivBjLklGdPRMgNBhEc0slpthoSjt2wI/edit?gid=0#gid=0). - This spreadsheet includes the necessary tabs and columns: `Companies`, `Contacts`, and `Contacts (Verified)`. - It also contains a custom `onEdit` Apps Script function that automatically updates the Status column to `Pending` whenever the Domain field is modified. - To review or modify the script, navigate to **Extensions > Apps Script** within the Google Sheet. **2. Credentials Setup:** - Configure the following credentials in your n8n instance: - Google Sheets: to read from and write to the spreadsheet. - Slack: to send verification prompts and weekly reports. - Apollo: to access the Organization Search, Organization Enrichment, People Search, and Bulk People Enrichment APIs. - LLM Service (e.g., OpenAI): to generate company summaries and determine departments based on job titles. **3. Workflow Configuration:** - Import the workflow into your n8n instance. - Update the nodes to reference the correct Google Sheet and Slack channel. - Ensure that the Apollo and LLM nodes have the appropriate API keys and configurations. **4. Testing the Workflow:** - Add a new company entry in the Companies tab of the Google Sheet. - Verify that the workflow triggers automatically, processes the data, and updates the Contacts and Contacts (Verified) tabs accordingly. - Check Slack for any verification prompts and confirm that weekly reports are sent as scheduled.
n8n$24.99Transform YouTube Content into Engaging TikTok Clips with AI Automation
This workflow automates the process of converting YouTube audio content into captivating TikTok clips using advanced AI.
n8n$19.99Automate Lead Notifications with Email and Close Integration
This Zap automates lead management by integrating webhooks with email notifications and Close CRM. It filters and formats incoming data to ensure efficient communication and no missed opportunities.
Zapier$2.99Automate LinkedIn Lead Research and Report Generation
Streamline your B2B outreach by automating lead research from LinkedIn profiles and generating comprehensive reports using AI tools.
n8n$19.99Automate Outbound Sales Calls with VAPI.ai and Google Sheets
Streamline your sales process by automating outbound calls to leads using VAPI.ai and Google Sheets. This workflow efficiently manages call status updates to prevent duplicate calls.
n8n$9.99Automate AI-Generated Account Briefs for Outreach with MadKudu, OpenAI, and Salesforce
This workflow automates the generation of AI-driven account briefs using MadKudu and OpenAI, and syncs them to custom fields in Outreach. It's designed for sales teams seeking dynamic, rich context for target accounts directly within Outreach.
n8n$14.99Pipedrive -> ClickUp
Your sales manager is probably using Pipedrive CRM in order to track your prospect sales cycle. However, once a deal is negotiated and closed, the rest of your team needs to know so they can start delivering the service and onboarding the new client. Make can automatically a closed deal on your Pipedrive CRM and create a record on a ClickUp list that your team can see.
Make$2.99Automate Business Lead Generation from Reddit to Google Sheets
This n8n workflow automates the process of generating business leads by searching Reddit for posts with specific keywords, analyzing and summarizing the content using OpenRouter AI, and logging the results in Google Sheets.
n8n$14.99
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