Enriquecer prospectos con citas en Calendly y guardarlos en HubSpot

Intermedio

Este es unSales, Marketingflujo de automatización del dominio deautomatización que contiene 14 nodos.Utiliza principalmente nodos como If, Hubspot, Clearbit, CalendlyTrigger. 丰富在Calendly预约通话de线索并保存aHubspot

Requisitos previos
  • Clave de API de HubSpot

Categoría

Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
  "meta": {
    "instanceId": "257476b1ef58bf3cb6a46e65fac7ee34a53a5e1a8492d5c6e4da5f87c9b82833",
    "templateId": "2129"
  },
  "nodes": [
    {
      "id": "02cd5c16-de39-4e5c-acf8-fd3287662dfb",
      "name": "if company does not exist on CRM",
      "type": "n8n-nodes-base.if",
      "position": [
        2240,
        140
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "19bf6d06-76f4-479a-a9d8-2157414190b3",
              "operator": {
                "type": "object",
                "operation": "empty",
                "singleValue": true
              },
              "leftValue": "={{ $input.item.json }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "c1325687-53cf-404f-9f9c-16696be0fcce",
      "name": "Nota adhesiva",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        380,
        240
      ],
      "parameters": {
        "width": 257.64008049230523,
        "height": 255.97404402400312,
        "content": "## Setup\n1. Add `Clearbit`, `Hubspot`, and `Calendly` credentials\n2. Click on `Test workflow`\n3. Book meeting on Calendly so the event starts the workflow"
      },
      "typeVersion": 1
    },
    {
      "id": "8c1f4364-1e5b-4d63-b11d-295a683ace73",
      "name": "Nota adhesiva1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        660,
        240
      ],
      "parameters": {
        "color": 4,
        "width": 225.41119920533646,
        "height": 260.45841271216835,
        "content": "Replace this node with your booking tool of choice"
      },
      "typeVersion": 1
    },
    {
      "id": "0fd0557e-56da-4b64-8f50-e931022d630b",
      "name": "Nota adhesiva2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2340,
        40
      ],
      "parameters": {
        "color": 4,
        "width": 219.1588560076235,
        "height": 260.45841271216835,
        "content": "Map all data found about the company that you interested in"
      },
      "typeVersion": 1
    },
    {
      "id": "9fe1367e-1d8b-4384-a920-8a6ebfcbb0db",
      "name": "Nota adhesiva3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1040,
        240
      ],
      "parameters": {
        "color": 4,
        "width": 233.74765680228705,
        "height": 260.45841271216835,
        "content": "Make sure to map the email field from the data your booking tool provides"
      },
      "typeVersion": 1
    },
    {
      "id": "241835fc-1369-4c67-8de2-ffc86336369f",
      "name": "Enriquecer empresa",
      "type": "n8n-nodes-base.clearbit",
      "notes": "Enrich company",
      "position": [
        1680,
        140
      ],
      "parameters": {
        "domain": "={{ $json.employment.domain }}",
        "additionalFields": {}
      },
      "credentials": {
        "clearbitApi": {
          "id": "cKDImrinp9tg0ZHW",
          "name": "Clearbit account"
        }
      },
      "notesInFlow": false,
      "typeVersion": 1
    },
    {
      "id": "ba694bd1-0b7a-4caa-b31a-cbde1d77e626",
      "name": "Crear empresa",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        2520,
        120
      ],
      "parameters": {
        "name": "={{ $('Enrich company').item.json.name }}",
        "resource": "company",
        "authentication": "oAuth2",
        "additionalFields": {
          "twitterBio": "={{ $('Enrich company').item.json.twitter.bio }}",
          "description": "={{ $('Enrich company').item.json.description }}",
          "yearFounded": "={{ $('Enrich company').item.json.foundedYear }}",
          "countryRegion": "={{ $('Enrich company').item.json.geo.country }}",
          "twitterHandle": "={{ $('Enrich company').item.json.twitter.handle }}",
          "totalMoneyRaised": "={{ $('Enrich company').item.json.metrics.raised }}",
          "twitterFollowers": "={{ $('Enrich company').item.json.twitter.followers }}",
          "companyDomainName": "={{ $('Enrich company').item.json.domain }}",
          "numberOfEmployees": "={{ $('Enrich company').item.json.metrics.employees }}"
        }
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "id": "WEONgGVHLYPjIE6k",
          "name": "HubSpot account"
        }
      },
      "typeVersion": 2,
      "alwaysOutputData": true
    },
    {
      "id": "b3ce17b4-ea85-4051-9231-67218d8586ea",
      "name": "Upsert contacto",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        2780,
        120
      ],
      "parameters": {
        "email": "={{ $('Enrich email').item.json.email }}",
        "options": {
          "resolveData": true
        },
        "authentication": "oAuth2",
        "additionalFields": {
          "associatedCompanyId": "={{ $json.companyId }}"
        }
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "id": "WEONgGVHLYPjIE6k",
          "name": "HubSpot account"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "b7eb2b8d-4460-4aa3-b78d-fa5d575b0577",
      "name": "Actualizar empresa",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        2520,
        420
      ],
      "parameters": {
        "resource": "company",
        "companyId": {
          "__rl": true,
          "mode": "id",
          "value": "={{ $json.companyId }}"
        },
        "operation": "update",
        "updateFields": {
          "twitterBio": "={{ $('Enrich company').item.json.twitter.bio }}",
          "description": "={{ $('Enrich company').item.json.description }}",
          "countryRegion": "={{ $('Enrich company').item.json.geo.country }}",
          "twitterHandle": "={{ $('Enrich company').item.json.twitter.handle }}",
          "totalMoneyRaised": "={{ $('Enrich company').item.json.metrics.raised }}",
          "twitterFollowers": "={{ $('Enrich company').item.json.twitter.followers }}",
          "numberOfEmployees": "={{ $('Enrich company').item.json.metrics.employees }}"
        },
        "authentication": "oAuth2"
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "id": "WEONgGVHLYPjIE6k",
          "name": "HubSpot account"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "7215afb3-c9af-4b94-bb55-6cd95c075af5",
      "name": "Contacto no encontrado, no hacer nada",
      "type": "n8n-nodes-base.noOp",
      "position": [
        1380,
        600
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "97bcd33e-333b-4e2f-a450-e415c774e1b1",
      "name": "Enriquecer email",
      "type": "n8n-nodes-base.clearbit",
      "notes": "Enrich email",
      "onError": "continueErrorOutput",
      "position": [
        1100,
        340
      ],
      "parameters": {
        "email": "={{ $json.payload.email }}",
        "resource": "person",
        "additionalFields": {}
      },
      "credentials": {
        "clearbitApi": {
          "id": "cKDImrinp9tg0ZHW",
          "name": "Clearbit account"
        }
      },
      "notesInFlow": false,
      "typeVersion": 1
    },
    {
      "id": "1a759054-07ea-44eb-bfa5-d487630f84d0",
      "name": "Filtrar emails personales",
      "type": "n8n-nodes-base.filter",
      "position": [
        920,
        340
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "df6da257-7ec4-4433-9d29-2f12f6f11944",
              "operator": {
                "type": "string",
                "operation": "notContains"
              },
              "leftValue": "={{ $json.payload.email }}",
              "rightValue": "@gmail.com"
            },
            {
              "id": "6a66410c-a2e8-494b-b972-751116e49418",
              "operator": {
                "type": "string",
                "operation": "notContains"
              },
              "leftValue": "={{ $json.payload.email }}",
              "rightValue": "@yahoo.com"
            },
            {
              "id": "378fbe41-0e37-4756-93ca-bf81bfe8b258",
              "operator": {
                "type": "string",
                "operation": "notContains"
              },
              "leftValue": "={{ $json.payload.email }}",
              "rightValue": "@outlook.com"
            },
            {
              "id": "fd05b842-3c11-4e1a-9226-0b0fd359ccab",
              "operator": {
                "type": "string",
                "operation": "notContains"
              },
              "leftValue": "={{ $json.payload.email }}",
              "rightValue": "@hotmail.com"
            },
            {
              "id": "6040ea5d-3c15-4513-915b-47a55c24e8a7",
              "operator": {
                "type": "string",
                "operation": "notContains"
              },
              "leftValue": "={{ $json.payload.email }}",
              "rightValue": "@icloud.com"
            },
            {
              "id": "ce67ed8b-34f9-4ba2-83d4-cc04cea090bb",
              "operator": {
                "type": "string",
                "operation": "notContains"
              },
              "leftValue": "={{ $json.payload.email }}",
              "rightValue": "@mail.com"
            },
            {
              "id": "92c043ae-72de-41d8-887b-9e94755a9060",
              "operator": {
                "type": "string",
                "operation": "notContains"
              },
              "leftValue": "={{ $json.payload.email }}",
              "rightValue": "@aol.com"
            },
            {
              "id": "377bcc07-e5a1-4e3a-a4da-4446f316a0b2",
              "operator": {
                "type": "string",
                "operation": "notContains"
              },
              "leftValue": "={{ $json.payload.email }}",
              "rightValue": "@zoho.com"
            },
            {
              "id": "c09c7057-2833-4085-8cb9-d2f28d853724",
              "operator": {
                "type": "string",
                "operation": "notContains"
              },
              "leftValue": "={{ $json.payload.email }}",
              "rightValue": "@gmx"
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "17905d5e-bdc6-4419-b10e-5f390b92f269",
      "name": "Buscar empresa",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        1980,
        140
      ],
      "parameters": {
        "limit": 1,
        "domain": "={{ $json.domain }}",
        "options": {},
        "resource": "company",
        "operation": "searchByDomain",
        "authentication": "oAuth2"
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "id": "WEONgGVHLYPjIE6k",
          "name": "HubSpot account"
        }
      },
      "typeVersion": 2,
      "alwaysOutputData": true
    },
    {
      "id": "c3eff32b-a767-4165-9424-112cb85c8949",
      "name": "Upsert lead",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        1680,
        440
      ],
      "parameters": {
        "email": "={{ $('Enrich email').item.json.email }}",
        "options": {},
        "authentication": "oAuth2",
        "additionalFields": {
          "lastName": "={{ $('Enrich email').item.json.name.familyName }}",
          "firstName": "={{ $('Enrich email').item.json.name.fullName }}"
        }
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "id": "WEONgGVHLYPjIE6k",
          "name": "HubSpot account"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "55aaa7fc-d138-499a-8246-57e978062a20",
      "name": "If person has a company",
      "type": "n8n-nodes-base.if",
      "position": [
        1380,
        340
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "1a7aad55-5f4c-4bbc-a098-90f00a29be85",
              "operator": {
                "type": "string",
                "operation": "notEquals"
              },
              "leftValue": "={{ $json.employment.domain }}",
              "rightValue": "={{ null }}"
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "372c6118-5670-4afb-8e1d-df61c24acfd3",
      "name": "Calendly Trigger",
      "type": "n8n-nodes-base.calendlyTrigger",
      "position": [
        720,
        340
      ],
      "webhookId": "9690577f-aa08-427e-9338-798c719361b1",
      "parameters": {
        "events": [
          "invitee.created"
        ]
      },
      "credentials": {
        "calendlyApi": {
          "id": "MJZuKpbZfBDXlvaH",
          "name": "Calendly account"
        }
      },
      "typeVersion": 1
    }
  ],
  "pinData": {},
  "connections": {
    "97bcd33e-333b-4e2f-a450-e415c774e1b1": {
      "main": [
        [
          {
            "node": "55aaa7fc-d138-499a-8246-57e978062a20",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "7215afb3-c9af-4b94-bb55-6cd95c075af5",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "ba694bd1-0b7a-4caa-b31a-cbde1d77e626": {
      "main": [
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          {
            "node": "b3ce17b4-ea85-4051-9231-67218d8586ea",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "241835fc-1369-4c67-8de2-ffc86336369f": {
      "main": [
        [
          {
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            "type": "main",
            "index": 0
          }
        ]
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    },
    "17905d5e-bdc6-4419-b10e-5f390b92f269": {
      "main": [
        [
          {
            "node": "02cd5c16-de39-4e5c-acf8-fd3287662dfb",
            "type": "main",
            "index": 0
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        ]
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    },
    "372c6118-5670-4afb-8e1d-df61c24acfd3": {
      "main": [
        [
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            "node": "1a759054-07ea-44eb-bfa5-d487630f84d0",
            "type": "main",
            "index": 0
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    "55aaa7fc-d138-499a-8246-57e978062a20": {
      "main": [
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            "type": "main",
            "index": 0
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        ],
        [
          {
            "node": "c3eff32b-a767-4165-9424-112cb85c8949",
            "type": "main",
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    },
    "1a759054-07ea-44eb-bfa5-d487630f84d0": {
      "main": [
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            "type": "main",
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    },
    "02cd5c16-de39-4e5c-acf8-fd3287662dfb": {
      "main": [
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            "type": "main",
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            "type": "main",
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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?

Intermedio - Ventas, Marketing

¿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.

Información del flujo de trabajo
Nivel de dificultad
Intermedio
Número de nodos14
Categoría2
Tipos de nodos5
Descripción de la dificultad

Adecuado para usuarios con experiencia intermedia, flujos de trabajo de complejidad media con 6-15 nodos

Autor
Ricardo Espinoza

Ricardo Espinoza

@n8nricardoe105

Software engineer at n8n.io

Enlaces externos
Ver en n8n.io

Compartir este flujo de trabajo

Categorías

Categorías: 34