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Automatización simple de correos para personas marcadas en CentralStationCRM

Avanzado

Este es unLead Nurturingflujo de automatización del dominio deautomatización que contiene 19 nodos.Utiliza principalmente nodos como If, Wait, Gmail, Slack, HttpRequest. Sistema automatizado de seguimiento de correos electrónicos usando CentralStationCRM, Gmail y recordatorios de Slack

Requisitos previos
  • •Cuenta de Google y credenciales de API de Gmail
  • •Bot Token de Slack o URL de Webhook
  • •Pueden requerirse credenciales de autenticación para la API de destino

Nodos utilizados (19)

If
Wait
Gmail
Slack
StickyNote
HttpRequest
ScheduleTrigger
RemoveDuplicates

Categoría

Nutrición de leads
Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
React Flow
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
  "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": "Enviar un mensaje",
      "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: día laborable 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": "Eliminar duplicados",
      "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": "Eliminar duplicados1",
      "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": "Obtener actualizaciones CRM",
      "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": "Probar etiqueta",
      "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": "¿Respondido?",
      "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": "Obtener últimos 7 días",
      "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": "Alertar usuario",
      "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": "Enviar otro mensaje",
      "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": "Obtener últimos 7 días otra vez",
      "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": "¿Respondió ahora?",
      "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": "Alertar usuario1",
      "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": "Nota adhesiva",
      "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": "Nota adhesiva1",
      "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": "Esperar 7 días",
      "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": "Nota adhesiva2",
      "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": "Nota adhesiva8",
      "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": "Nota adhesiva3",
      "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",
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}
Preguntas frecuentes

¿Cómo usar este flujo de trabajo?

Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.

¿En qué escenarios es adecuado este flujo de trabajo?

Avanzado - Nutrición de leads

¿Es de pago?

Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.

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Información del flujo de trabajo
Nivel de dificultad
Avanzado
Número de nodos19
Categoría1
Tipos de nodos8
Descripción de la dificultad

Adecuado para usuarios avanzados, flujos de trabajo complejos con 16+ nodos

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!

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