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Einfache E-Mail-Automatisierung für markierte Personen in CentralStationCRM

Experte

Dies ist ein Lead Nurturing-Bereich Automatisierungsworkflow mit 19 Nodes. Hauptsächlich werden If, Wait, Gmail, Slack, HttpRequest und andere Nodes verwendet. Automatisches E-Mail-Follow-up-System mit CentralStationCRM, Gmail und Slack-Benachrichtigungen

Voraussetzungen
  • •Google-Konto + Gmail API-Anmeldedaten
  • •Slack Bot Token oder Webhook URL
  • •Möglicherweise sind Ziel-API-Anmeldedaten erforderlich

Verwendete Nodes (19)

If
Wait
Gmail
Slack
StickyNote
HttpRequest
ScheduleTrigger
RemoveDuplicates

Kategorie

Lead-Pflege
Workflow-Vorschau
Visualisierung der Node-Verbindungen, mit Zoom und Pan
React Flow
Workflow exportieren
Kopieren Sie die folgende JSON-Konfiguration und importieren Sie sie in n8n
{
  "id": "gsJVZsZPIb5Lngwn",
  "meta": {
    "instanceId": "68ab8a7bd891eafb85f915471f38591da0135936f93fdf7e27d0ebea24fea950",
    "templateCredsSetupCompleted": true
  },
  "name": "A simple E-Mail automation for a tagged person in CentralStationCRM",
  "tags": [],
  "nodes": [
    {
      "id": "1162956d-a0c7-49f2-9251-2c0af29f17a2",
      "name": "Nachricht senden",
      "type": "n8n-nodes-base.gmail",
      "position": [
        336,
        -336
      ],
      "webhookId": "acf551ca-9814-4e8f-9f06-609443ed936e",
      "parameters": {
        "sendTo": "={{ $json.person.emails[0].name }}",
        "message": "=Hi {{ $json.person.salutation }} {{ $json.person.name }},\n\n#INSERT YOUR TEXT#\n\nBest regards\n\n#SIGNATURE#\n",
        "options": {
          "appendAttribution": false
        },
        "subject": "=Unser Gespräch",
        "emailType": "text"
      },
      "typeVersion": 2.1
    },
    {
      "id": "010d381e-0a38-4feb-a5d7-5b39cb94678f",
      "name": "Cron-Job: Wochentag 17:00",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        -288,
        -320
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "cronExpression",
              "expression": "0 17 * * 1-5"
            }
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "b0b1b71d-8017-49a9-ae81-0226c0192401",
      "name": "Duplikate entfernen",
      "type": "n8n-nodes-base.removeDuplicates",
      "position": [
        1104,
        -96
      ],
      "parameters": {
        "compare": "selectedFields",
        "options": {
          "removeOtherFields": false
        },
        "fieldsToCompare": "from.value[0].address"
      },
      "typeVersion": 2,
      "alwaysOutputData": true
    },
    {
      "id": "a92b9c44-3d4e-4fe6-ae18-0158970e4d9d",
      "name": "Duplikate entfernen1",
      "type": "n8n-nodes-base.removeDuplicates",
      "position": [
        1792,
        -80
      ],
      "parameters": {
        "compare": "selectedFields",
        "options": {
          "removeOtherFields": false
        },
        "fieldsToCompare": "from.value[0].address"
      },
      "typeVersion": 2,
      "alwaysOutputData": true
    },
    {
      "id": "a028cbd4-459f-4354-b82f-999022cac887",
      "name": "CRM-Updates abrufen",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        -96,
        -320
      ],
      "parameters": {
        "url": "https://api.centralstationcrm.net/api/people",
        "options": {},
        "jsonQuery": "={\"filter\" : {\"updated_at\": {\"larger_than\": \"{{ new Date().beginningOf('day') }}\"}},\n\"includes\" : \"tags addrs companies emails\"}",
        "sendQuery": true,
        "sendHeaders": true,
        "specifyQuery": "json",
        "authentication": "genericCredentialType",
        "genericAuthType": "httpHeaderAuth",
        "headerParameters": {
          "parameters": [
            {
              "name": "accept",
              "value": "application/json"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "c7037d7a-62f1-4484-8c82-2e33b72b6b20",
      "name": "auf Tag testen",
      "type": "n8n-nodes-base.if",
      "position": [
        96,
        -320
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "loose"
          },
          "combinator": "or",
          "conditions": [
            {
              "id": "4b075c94-c553-4dee-a4f0-d0f501982c53",
              "operator": {
                "type": "string",
                "operation": "contains"
              },
              "leftValue": "={{ $json.person.tags }}",
              "rightValue": "\"Outreach\""
            }
          ]
        },
        "looseTypeValidation": true
      },
      "typeVersion": 2.2
    },
    {
      "id": "923918e9-5165-41e2-8272-e44811f5f64d",
      "name": "beantwortet?",
      "type": "n8n-nodes-base.if",
      "position": [
        848,
        -336
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "loose"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "fde577e8-0f72-4ff5-a71e-f6cd4d512b95",
              "operator": {
                "type": "string",
                "operation": "exists",
                "singleValue": true
              },
              "leftValue": "={{ $json.id }}",
              "rightValue": ""
            }
          ]
        },
        "looseTypeValidation": true
      },
      "typeVersion": 2.2
    },
    {
      "id": "1e2fe3c7-01dd-4c25-8897-b6b275b386bc",
      "name": "letzte 7 Tage abrufen",
      "type": "n8n-nodes-base.gmail",
      "position": [
        672,
        -336
      ],
      "webhookId": "bd0cb35b-9cf9-4785-8695-d25e8f6db950",
      "parameters": {
        "limit": 10,
        "simple": false,
        "filters": {
          "q": "=from:  {{ $('test for tag').item.json.person.emails[0].name }}",
          "receivedAfter": "={{ new Date(Date.now() - 7 * 24 * 60 * 60 * 1000).toISOString() }}"
        },
        "options": {},
        "operation": "getAll"
      },
      "typeVersion": 2.1,
      "alwaysOutputData": true
    },
    {
      "id": "aed8bf29-5fb0-4730-9bea-b6193afcb7c5",
      "name": "Benutzer benachrichtigen",
      "type": "n8n-nodes-base.slack",
      "position": [
        1280,
        -96
      ],
      "webhookId": "d4bc8854-ec94-4da7-b8b2-215879d9b480",
      "parameters": {
        "text": "=Hi #YOURNAME#,\n\nyour contact {{ $('test for tag').item.json.person.salutation }} {{ $('test for tag').item.json.person.name }} has responded.\n\nLook it up: \n\nhttps://mail.google.com/mail/u/0/#all/{{ $json.threadId }}",
        "user": {
          "__rl": true,
          "mode": "list",
          "value": "U063KFE3KNW",
          "cachedResultName": "christian"
        },
        "select": "user",
        "otherOptions": {},
        "authentication": "oAuth2"
      },
      "executeOnce": false,
      "typeVersion": 2.3
    },
    {
      "id": "beab7970-9060-45c0-a30e-6befe4a4f6a2",
      "name": "weitere Nachricht senden",
      "type": "n8n-nodes-base.gmail",
      "position": [
        1088,
        -320
      ],
      "webhookId": "acf551ca-9814-4e8f-9f06-609443ed936e",
      "parameters": {
        "sendTo": "={{ $('get CRM updates').item.json.person.emails[0].name }}",
        "message": "=Hi {{ $('get CRM updates').item.json.person.salutation }} {{ $json.person.name }},\n\n##CONTENT OF YOUR SECOND MESSAGE##\n\nBest regards\n\n##SIGNATURE##\n\nSIGNATUR",
        "options": {
          "senderName": "Christian Lipowsky",
          "appendAttribution": false
        },
        "subject": "=Unser Gespräch",
        "emailType": "text"
      },
      "typeVersion": 2.1
    },
    {
      "id": "bd869007-756b-4478-82d8-3fa512155642",
      "name": "letzte 7 Tage erneut abrufen",
      "type": "n8n-nodes-base.gmail",
      "position": [
        1344,
        -320
      ],
      "webhookId": "bd0cb35b-9cf9-4785-8695-d25e8f6db950",
      "parameters": {
        "limit": 10,
        "simple": false,
        "filters": {
          "q": "=from:  {{ $('test for tag').item.json.person.emails[0].name }}",
          "receivedAfter": "={{ new Date(Date.now() - 7 * 24 * 60 * 60 * 1000).toISOString() }}"
        },
        "options": {},
        "operation": "getAll"
      },
      "typeVersion": 2.1
    },
    {
      "id": "760630fa-970c-462b-bf30-210b0067417d",
      "name": "jetzt geantwortet?",
      "type": "n8n-nodes-base.if",
      "position": [
        1552,
        -320
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "loose"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "fde577e8-0f72-4ff5-a71e-f6cd4d512b95",
              "operator": {
                "type": "string",
                "operation": "exists",
                "singleValue": true
              },
              "leftValue": "={{ $json.id }}",
              "rightValue": ""
            }
          ]
        },
        "looseTypeValidation": true
      },
      "typeVersion": 2.2,
      "alwaysOutputData": true
    },
    {
      "id": "aa362bbf-cd9c-4976-a01d-4cc71d7ad363",
      "name": "Benutzer benachrichtigen1",
      "type": "n8n-nodes-base.slack",
      "position": [
        1952,
        -80
      ],
      "webhookId": "d4bc8854-ec94-4da7-b8b2-215879d9b480",
      "parameters": {
        "text": "=Hi #YOURNAME#,\n\nyour contact {{ $('test for tag').item.json.person.salutation }} {{ $('test for tag').item.json.person.name }} has responded.\n\nLook it up: \n\nhttps://mail.google.com/mail/u/0/#all/{{ $json.threadId }}",
        "user": {
          "__rl": true,
          "mode": "list",
          "value": "U063KFE3KNW",
          "cachedResultName": "christian"
        },
        "select": "user",
        "otherOptions": {},
        "authentication": "oAuth2"
      },
      "executeOnce": false,
      "typeVersion": 2.3
    },
    {
      "id": "c5d41c88-d813-4212-9f54-33d34993dcf2",
      "name": "Kurznotiz",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -320,
        -1168
      ],
      "parameters": {
        "width": 528,
        "height": 592,
        "content": "![CSCRM Logo](https://s3.42he.com/cscrm-marketing-page-production/Logo_Central_Station_CRM_0dd02e23d2.jpeg)\n\n## A simple E-Mail automation for a tagged person in CentralStationCRM\n\n* time trigger using the cron format\n* gets CentralStationCRM people updates of today\n* checks for tag \"Outreach\"\n* if true, sends message on gmail (predefine in node)\n* waits 7 days, checks for answers\n* alerts user if an answer is there\n* repeats process\n\n*please test your workflow before using real contact data!! for testing, remove the wait nodes from the workflow by clicking on the trash can on the connecting lanes. then, reconnect the mail nodes to test. don't forget to reconnect the wait nodes after that, or you will flood your contact with mails.\n\nthis is meant to be an example to learn n8n, not to be a perfect execution of e-mail automation. Find ideas to make this workflow better in the project description.*"
      },
      "typeVersion": 1
    },
    {
      "id": "e12d61d0-1380-46e7-ad80-922384f330a5",
      "name": "Kurznotiz1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -320,
        -560
      ],
      "parameters": {
        "width": 528,
        "height": 128,
        "content": "## Tools in this workflow\n* [CentralStationCRM](https://centralstationcrm.de), your easy CRM software for small teams\n* GMail, e-mail service by Google\n* Slack, fast and easy messaging tool"
      },
      "typeVersion": 1
    },
    {
      "id": "56ca8d77-8820-4cab-9c0a-c5b5ca7845b4",
      "name": "7 Tage warten",
      "type": "n8n-nodes-base.wait",
      "position": [
        512,
        -336
      ],
      "webhookId": "884a6f56-ccbd-47b6-9a7f-6980152dabfd",
      "parameters": {
        "unit": "days",
        "amount": 7
      },
      "typeVersion": 1.1
    },
    {
      "id": "f573b22b-c275-4094-a9b3-27b0494153df",
      "name": "Kurznotiz2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        272,
        -1328
      ],
      "parameters": {
        "color": 7,
        "width": 420,
        "height": 900,
        "content": "## set up CentralStationCRM API Key\n* log in to CentralStationCRM\n* click on the gear wheel in the top right corner\n\n![Account settings](https://s3.42he.com/cscrm-marketing-page-production/CSCRM_Settings_edb73dede7.jpg)\n![API key](https://s3.42he.com/cscrm-marketing-page-production/CSCRM_Settings_API_cec6e99236.jpg)\n* click \"Create API key\" on the right-hand side\n* enter \"Description\" (e.g. n8n Test)\n* save\n* save the API key! The key cannot be called up again and is required for step 2."
      },
      "typeVersion": 1
    },
    {
      "id": "05885492-a884-4612-a328-f270e01a5aab",
      "name": "Kurznotiz8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        704,
        -1328
      ],
      "parameters": {
        "color": 7,
        "width": 440,
        "height": 900,
        "content": "## set up CentralStationCRM n8n credentials\n![n8n menu](https://s3.42he.com/cscrm-marketing-page-production/n8n_menu_credential_c73f8802bb.png)\n![n8n cred type](https://s3.42he.com/cscrm-marketing-page-production/n8n_Header_Auth_f635973075.png)\n![n8n cscrm apikey](https://s3.42he.com/cscrm-marketing-page-production/n8n_cscrm_credential_9690dfc9a2.jpg)\nImportant:\n* select Header Auth as credential type\n* assign X-apikey as name\n* enter the CentralStationCRM API key under \"Value\""
      },
      "typeVersion": 1
    },
    {
      "id": "c43c8f76-e71f-4ee8-a0a1-4715b16b61c1",
      "name": "Kurznotiz3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1168,
        -1328
      ],
      "parameters": {
        "color": 7,
        "width": 868,
        "height": 892,
        "content": "## set up Slack nodes\n* set up Slack credentials\n![Credentials](https://s3.42he.com/cscrm-marketing-page-production/Slack_Credential_0cab4ad78e.png)\n![Credentials new](https://s3.42he.com/cscrm-marketing-page-production/Slack_Connect_Account_d1cc2420f3.jpg)\n* choose your credential in the two slack nodes\n* User (By Username): Enter @SlackUsername\n* Customize text under \"Message\" if necessary\n\n## set up Google nodes\n* set up Gmail credentials (Connect with Google)\n* choose your credentials in the four GMail nodes"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "85dd4cf8-4b8a-49df-89b7-f8566a255605",
  "connections": {
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            "type": "main",
            "index": 0
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        ],
        [
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            "node": "beab7970-9060-45c0-a30e-6befe4a4f6a2",
            "type": "main",
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          }
        ]
      ]
    },
    "aed8bf29-5fb0-4730-9bea-b6193afcb7c5": {
      "main": [
        []
      ]
    },
    "56ca8d77-8820-4cab-9c0a-c5b5ca7845b4": {
      "main": [
        [
          {
            "node": "1e2fe3c7-01dd-4c25-8897-b6b275b386bc",
            "type": "main",
            "index": 0
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    },
    "760630fa-970c-462b-bf30-210b0067417d": {
      "main": [
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            "type": "main",
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    "c7037d7a-62f1-4484-8c82-2e33b72b6b20": {
      "main": [
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            "type": "main",
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    "1162956d-a0c7-49f2-9251-2c0af29f17a2": {
      "main": [
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            "type": "main",
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    },
    "a028cbd4-459f-4354-b82f-999022cac887": {
      "main": [
        [
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            "type": "main",
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    },
    "1e2fe3c7-01dd-4c25-8897-b6b275b386bc": {
      "main": [
        [
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            "node": "923918e9-5165-41e2-8272-e44811f5f64d",
            "type": "main",
            "index": 0
          }
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    "b0b1b71d-8017-49a9-ae81-0226c0192401": {
      "main": [
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            "type": "main",
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    "a92b9c44-3d4e-4fe6-ae18-0158970e4d9d": {
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            "type": "main",
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    },
    "Cron: Wochentag 17:00": {
      "main": [
        [
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            "node": "a028cbd4-459f-4354-b82f-999022cac887",
            "type": "main",
            "index": 0
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    "beab7970-9060-45c0-a30e-6befe4a4f6a2": {
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    "bd869007-756b-4478-82d8-3fa512155642": {
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            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
Häufig gestellte Fragen

Wie verwende ich diesen Workflow?

Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.

Für welche Szenarien ist dieser Workflow geeignet?

Experte - Lead-Pflege

Ist es kostenpflichtig?

Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.

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Für fortgeschrittene Benutzer, komplexe Workflows mit 16+ Nodes

Autor
CentralStationCRM

CentralStationCRM

@centralstationcrm

CentralStationCRM ist das einfache und intuitive CRM für kleine Teams. Auf n8n teilen wir unsere Workflow-Ideen: für schnellere Abläufe und einen besseren Arbeitsalltag. CentralStationCRM is the simple and intuitive CRM for small businesses. On n8, we share CRM-workflow ideas to speed up your working life!

Externe Links
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