Automatisches Lead-Follow-up-System: Überprüfung, E-Mails und Nachrichten für neue Leads von Follow Up Boss
Experte
Dies ist ein Automatisierungsworkflow mit 24 Nodes. Hauptsächlich werden If, Set, Code, Wait, Gmail und andere Nodes verwendet. Automatisierte Lead-Pflege unter Verwendung von Follow Up Boss, Gmail, Twilio- und WhatsApp-Nachrichten
Voraussetzungen
- •Google-Konto + Gmail API-Anmeldedaten
- •Möglicherweise sind Ziel-API-Anmeldedaten erforderlich
Verwendete Nodes (24)
Kategorie
-
Workflow-Vorschau
Visualisierung der Node-Verbindungen, mit Zoom und Pan
Workflow exportieren
Kopieren Sie die folgende JSON-Konfiguration und importieren Sie sie in n8n
{
"id": "rkhgnsQGutrmwcFP",
"meta": {
"instanceId": "e4d0e159d8908850b6af510bbd50decb04ea0c219fce7fbb97f383f3499aaad7",
"templateCredsSetupCompleted": true
},
"name": "Automated Lead Follow-Up System – Validate, Email & Message New Leads from Follow Up Boss",
"tags": [
{
"id": "baIdEJyPHqa8m5k8",
"name": "CRM",
"createdAt": "2025-10-07T21:33:11.637Z",
"updatedAt": "2025-10-07T21:33:11.637Z"
}
],
"nodes": [
{
"id": "4cf0c726-f652-4379-a76e-7e8ecc3834bc",
"name": "Zeitplan-Trigger",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-368,
848
],
"parameters": {
"rule": {
"interval": [
{
"field": "minutes",
"minutesInterval": 3
}
]
}
},
"typeVersion": 1.2
},
{
"id": "4206086d-f8d5-47f3-9c8f-ec74d1898a91",
"name": "Letzte Ausführungszeit abrufen",
"type": "n8n-nodes-base.code",
"position": [
-144,
848
],
"parameters": {
"jsCode": "const data = $getWorkflowStaticData('global');\n\nconst lastRun = data.lastRun || new Date(Date.now() - 15 * 60 * 1000).toISOString();\n\nreturn [{ lastRun }];\n"
},
"typeVersion": 2
},
{
"id": "029d7042-56f8-4bd3-a31d-6707137d51a2",
"name": "Letzte Ausführungszeit",
"type": "n8n-nodes-base.code",
"position": [
2160,
864
],
"parameters": {
"jsCode": "const data = $getWorkflowStaticData('global');\ndata.lastRun = new Date().toISOString();\nreturn items;"
},
"typeVersion": 2
},
{
"id": "8ec31f87-92f8-416c-b257-6faeda41f15f",
"name": "Letzten Lead abrufen (FUB)",
"type": "n8n-nodes-base.httpRequest",
"position": [
80,
848
],
"parameters": {
"url": "=https://api.followupboss.com/v1/people?createdAfter={{$json[\"lastRun\"]}}",
"options": {},
"sendQuery": true,
"authentication": "genericCredentialType",
"genericAuthType": "httpBasicAuth",
"queryParameters": {
"parameters": [
{}
]
}
},
"credentials": {
"httpBasicAuth": {
"id": "GdCCLDqKl1ns5iSd",
"name": "Unnamed credential"
}
},
"typeVersion": 4.2
},
{
"id": "a4d56163-3c53-4997-941a-3add6637a950",
"name": "Falsche E-Mail oder falsche Telefonnummer",
"type": "n8n-nodes-base.if",
"position": [
944,
864
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "4bd16be0-69ae-498f-85d9-b09c9f560b40",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.emails[0].status }}",
"rightValue": "Valid"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "7b9d5935-0b43-4f94-8a41-17ad4c611ca3",
"name": "Ungültige Nummer und E-Mail",
"type": "n8n-nodes-base.filter",
"position": [
576,
848
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "or",
"conditions": [
{
"id": "ce4a677d-0089-4b09-84f2-1bcc3fb33fbf",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.emails[0].status }}",
"rightValue": "Valid"
},
{
"id": "85d35324-19a3-4c35-9db7-a55fe002d078",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.phones[0].status }}",
"rightValue": "Valid"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "99bfaa21-fdba-4baa-ac98-901d996e8f2c",
"name": "Jeden Lead aufteilen",
"type": "n8n-nodes-base.splitOut",
"position": [
416,
848
],
"parameters": {
"options": {},
"fieldToSplitOut": "people"
},
"typeVersion": 1
},
{
"id": "0f42153e-0b2b-4b0b-b66c-a28d1ee7d1ce",
"name": "E-Mail senden",
"type": "n8n-nodes-base.gmail",
"position": [
1632,
576
],
"webhookId": "1f0fa421-8f48-49eb-85af-00cb77520c6d",
"parameters": {
"sendTo": "={{ $json.Email }}",
"message": "( Type your ideal Email )",
"options": {},
"subject": "Following Up!"
},
"credentials": {
"gmailOAuth2": {
"id": "YwRPxRgVNrcPcyIa",
"name": "Gmail account"
}
},
"typeVersion": 2.1
},
{
"id": "db4f5850-751c-4d23-a5db-66077d4d26e4",
"name": "SMS/Whatsapp senden",
"type": "n8n-nodes-base.twilio",
"position": [
1872,
576
],
"parameters": {
"to": "={{ $('Full data → Send both Email + SMS/WhatsApp').item.json.phones[0].value }}",
"from": "8887944798",
"message": "( Type your ideal Message )",
"options": {}
},
"credentials": {
"twilioApi": {
"id": "n6T2CpJxeKt9Aw6Q",
"name": "Account 1"
}
},
"typeVersion": 1
},
{
"id": "61b7f8d7-19ed-42d2-ba4c-00c177809008",
"name": "Warten",
"type": "n8n-nodes-base.wait",
"position": [
240,
848
],
"webhookId": "61bb704a-40f6-4b2b-a332-9736271b4551",
"parameters": {
"amount": 6
},
"typeVersion": 1.1
},
{
"id": "1b7eb467-11ea-4358-9514-ef16aed8c728",
"name": "SMS/WhatsApp1 senden",
"type": "n8n-nodes-base.twilio",
"position": [
1600,
1120
],
"parameters": {
"to": "=+1{{ $('Full data → Send both Email + SMS/WhatsApp').item.json.phones[0].value }}",
"from": "+18887944798",
"message": "( Type your ideal Message )",
"options": {},
"toWhatsapp": true
},
"credentials": {
"twilioApi": {
"id": "n6T2CpJxeKt9Aw6Q",
"name": "Account 1"
}
},
"typeVersion": 1
},
{
"id": "d0f970bd-c357-48e2-a5e1-bf645863273e",
"name": "Vollständige Daten → E-Mail + SMS/WhatsApp senden",
"type": "n8n-nodes-base.splitInBatches",
"position": [
1184,
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],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "18c15563-c9ba-4849-8b60-18bcad929e3f",
"name": "Fehlende/ungültige Telefonnummer → Nur E-Mail",
"type": "n8n-nodes-base.splitInBatches",
"position": [
1168,
848
],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "712c390e-6afd-4f8f-aad0-e62bf7fdb453",
"name": "Fehlende/ungültige E-Mail → Nur SMS/WhatsApp",
"type": "n8n-nodes-base.splitInBatches",
"position": [
1168,
1104
],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "12bf1e10-5204-411f-827c-9360dfb7ddd0",
"name": "Felder extrahieren",
"type": "n8n-nodes-base.set",
"position": [
1408,
576
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "1d8722a0-7b66-44ce-b46b-2e38fea49dc5",
"name": "firstName",
"type": "string",
"value": "={{ $json.firstName }}"
},
{
"id": "b8dd1bff-106c-482f-a678-6b383a018ebf",
"name": "lastName",
"type": "string",
"value": "={{ $json.lastName }}"
},
{
"id": "16f5fb9d-849c-47b7-b9b0-f02c2d15cb1f",
"name": "CurrentStage",
"type": "string",
"value": "={{ $json.stage }}"
},
{
"id": "f6efa820-9185-4986-ab33-7e81d55935fe",
"name": "Source",
"type": "string",
"value": "={{ $if($json.source === \"<unspecified>\", \"Manually/Other\", $json.people[0].source) }}"
},
{
"id": "a26edb95-4683-46ff-a2dc-6a8b468498b8",
"name": "Email",
"type": "string",
"value": "={{ $json.emails[0].value }}"
},
{
"id": "d019e1c2-87d0-46f0-ac65-d8dddff65eca",
"name": "Phone Number",
"type": "string",
"value": "={{ $json.phones[0].value }}"
},
{
"id": "0284bc6f-d249-42df-8564-f0cfe393e115",
"name": "Email Verification",
"type": "string",
"value": "={{ $json.emails[0].status }}"
},
{
"id": "44457cf3-b416-47d9-9855-b52bacf2a555",
"name": "Phone Verification",
"type": "string",
"value": "={{ $json.phones[0].status }}"
},
{
"id": "c0622a7e-feca-4546-a31f-032bfcbd4390",
"name": "Task ID",
"type": "string",
"value": "={{ $json.id }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "e3c332f1-152e-473c-a050-6877907ef06d",
"name": "Felder extrahieren1",
"type": "n8n-nodes-base.set",
"position": [
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],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "1d8722a0-7b66-44ce-b46b-2e38fea49dc5",
"name": "firstName",
"type": "string",
"value": "={{ $json.firstName }}"
},
{
"id": "b8dd1bff-106c-482f-a678-6b383a018ebf",
"name": "lastName",
"type": "string",
"value": "={{ $json.lastName }}"
},
{
"id": "16f5fb9d-849c-47b7-b9b0-f02c2d15cb1f",
"name": "CurrentStage",
"type": "string",
"value": "={{ $json.stage }}"
},
{
"id": "f6efa820-9185-4986-ab33-7e81d55935fe",
"name": "Source",
"type": "string",
"value": "={{ $if($json.source === \"<unspecified>\", \"Manually/Other\", $json.people[0].source) }}"
},
{
"id": "a26edb95-4683-46ff-a2dc-6a8b468498b8",
"name": "Email",
"type": "string",
"value": "={{ $json.emails[0].value }}"
},
{
"id": "d019e1c2-87d0-46f0-ac65-d8dddff65eca",
"name": "Phone Number",
"type": "string",
"value": "={{ $json.phones[0].value }}"
},
{
"id": "0284bc6f-d249-42df-8564-f0cfe393e115",
"name": "Email Verification",
"type": "string",
"value": "={{ $json.emails[0].status }}"
},
{
"id": "44457cf3-b416-47d9-9855-b52bacf2a555",
"name": "Phone Verification",
"type": "string",
"value": "={{ $json.phones[0].status }}"
},
{
"id": "c0622a7e-feca-4546-a31f-032bfcbd4390",
"name": "Task ID",
"type": "string",
"value": "={{ $json.id }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "e7971f7e-94ca-487a-a3de-950ef73c8e0d",
"name": "Felder extrahieren2",
"type": "n8n-nodes-base.set",
"position": [
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"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "1d8722a0-7b66-44ce-b46b-2e38fea49dc5",
"name": "firstName",
"type": "string",
"value": "={{ $json.firstName }}"
},
{
"id": "b8dd1bff-106c-482f-a678-6b383a018ebf",
"name": "lastName",
"type": "string",
"value": "={{ $json.lastName }}"
},
{
"id": "16f5fb9d-849c-47b7-b9b0-f02c2d15cb1f",
"name": "CurrentStage",
"type": "string",
"value": "={{ $json.stage }}"
},
{
"id": "f6efa820-9185-4986-ab33-7e81d55935fe",
"name": "Source",
"type": "string",
"value": "={{ $if($json.source === \"<unspecified>\", \"Manually/Other\", $json.people[0].source) }}"
},
{
"id": "a26edb95-4683-46ff-a2dc-6a8b468498b8",
"name": "Email",
"type": "string",
"value": "={{ $json.emails[0].value }}"
},
{
"id": "d019e1c2-87d0-46f0-ac65-d8dddff65eca",
"name": "Phone Number",
"type": "string",
"value": "={{ $json.phones[0].value }}"
},
{
"id": "0284bc6f-d249-42df-8564-f0cfe393e115",
"name": "Email Verification",
"type": "string",
"value": "={{ $json.emails[0].status }}"
},
{
"id": "44457cf3-b416-47d9-9855-b52bacf2a555",
"name": "Phone Verification",
"type": "string",
"value": "={{ $json.phones[0].status }}"
},
{
"id": "c0622a7e-feca-4546-a31f-032bfcbd4390",
"name": "Task ID",
"type": "string",
"value": "={{ $json.id }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "8e95855e-fb87-44fc-9d3d-70f98cb21bf8",
"name": "E-Mail senden1",
"type": "n8n-nodes-base.gmail",
"position": [
1584,
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],
"webhookId": "1f0fa421-8f48-49eb-85af-00cb77520c6d",
"parameters": {
"sendTo": "={{ $json.Email }}",
"message": "( Type your ideal Email )",
"options": {},
"subject": "Following Up!"
},
"credentials": {
"gmailOAuth2": {
"id": "YwRPxRgVNrcPcyIa",
"name": "Gmail account"
}
},
"typeVersion": 2.1
},
{
"id": "00356ece-b0ec-4f9b-b6bb-da84dfa26ddf",
"name": "Alles in Ordnung?",
"type": "n8n-nodes-base.if",
"position": [
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],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "e7db0078-1076-4783-beac-d11cd13a7af5",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.emails[0].status }}",
"rightValue": "Valid"
},
{
"id": "6adb6a66-29c8-41e4-bb3b-eece6ece7e88",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.phones[0].status }}",
"rightValue": "Valid"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "82aea6ee-e9c6-4479-8fb5-83002214e1c8",
"name": "Notiz",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"width": 304,
"height": 1312,
"content": "# 🟨 STEP 3: Smart Follow-Up Logic\n\n# n8n branches into three paths:\n\n## Full data → Send both Email + SMS/WhatsApp\n\n## Missing phone → Email only\n\n## Missing email → SMS/WhatsApp only"
},
"typeVersion": 1
},
{
"id": "557ea5c2-0dbe-4292-946c-c9261958e098",
"name": "Notiz1",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"color": 3,
"width": 960,
"height": 1008,
"content": "# 🟧 STEP 4: Personalized Messages & Logging\n\n## Personalized emails and texts are sent automatically, and the workflow records the latest run timestamp to keep the system synced for next time."
},
"typeVersion": 1
},
{
"id": "37b94b74-c294-4129-8296-89b29816327a",
"name": "Notiz2",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"color": 4,
"width": 528,
"height": 736,
"content": "# 🟦 STEP 2: Validation & Filtering\n\n## Each lead is checked for valid email and phone. Invalid or duplicate entries are filtered out to avoid wasted messages or bounces."
},
"typeVersion": 1
},
{
"id": "fb3a98b3-3963-4573-91d9-e2986d100ecb",
"name": "Notiz3",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"width": 928,
"height": 736,
"content": "# 🟩 STEP 1: Scheduled Trigger & Lead Fetch\n\n## The flow runs automatically on a schedule, retrieves the latest leads from FollowUpBoss, and loads only new entries since the last run."
},
"typeVersion": 1
},
{
"id": "4c7fbbb6-1167-44c1-80a6-eabe4d620520",
"name": "Notiz4",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"color": 5,
"width": 1472,
"height": 560,
"content": "# This workflow automates your entire lead follow-up process across email, SMS, and WhatsApp.\n\n## It starts on a schedule and pulls your latest leads from FollowUpBoss (FUB), checking when the workflow last ran. Each new contact is automatically validated — phone numbers and emails are cleaned, filtered, and checked for duplicates before sending any message.\n\nOnce validated, the system intelligently decides how to reach each lead:\n\n💬 Email + SMS if all data looks good\n\n📧 Email only if phone is invalid\n\n📱 SMS/WhatsApp only if email is missing\n\nEach message is personalized using data from the lead record, and everything is tracked back in your database for future reporting.\n\nThis template helps agents, marketing teams, and CRM users run consistent follow-ups without missing a single contact. Whether you manage 10 or 10 000 leads, this flow scales effortlessly.\n\nTools used: FollowUpBoss, Gmail, Twilio/WhatsApp, n8n\n\n(Tip: Replace your API keys and Gmail credentials before running.)"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "5fae024f-992b-4c6f-afa5-5f737fcbe553",
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}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
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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Workflow-Informationen
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Autor
Fabian Perez
@fabianprzHi 👋 I’m Fabian — I build automations with n8n that make business easier. I love connecting with other creators, so if you have questions or ideas, drop them below — happy to help!
Externe Links
Auf n8n.io ansehen →
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