N_01_Simple automatización de seguimiento de leads_v4

Intermedio

Este es unSales, Marketingflujo de automatización del dominio deautomatización que contiene 14 nodos.Utiliza principalmente nodos como If, Wait, Gmail, Slack, Hubspot. Sistema de seguimiento de prospectos de HubSpot con notificaciones automáticas por Gmail y Slack

Requisitos previos
  • Cuenta de Google y credenciales de API de Gmail
  • Bot Token de Slack o URL de Webhook
  • Clave de API de HubSpot
  • Credenciales de API de Google Sheets

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
{
  "id": "hmgR6wOkuqrn5y4Y",
  "meta": {
    "instanceId": "c00cfcf2a18f434f8525f50ae6b6f1f42bee7c1ab4c9447d323c2fc938100ee4",
    "templateCredsSetupCompleted": true
  },
  "name": "N_01_Simple_Lead_Tracker_Automation_v4",
  "tags": [],
  "nodes": [
    {
      "id": "a69ff573-797d-4a77-a831-940168046448",
      "name": "Hojas de Google Trigger",
      "type": "n8n-nodes-base.googleSheetsTrigger",
      "position": [
        -720,
        300
      ],
      "parameters": {
        "options": {},
        "pollTimes": {
          "item": [
            {
              "mode": "everyMinute"
            }
          ]
        },
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": 1001688681,
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/16xNeIG_QLUtOoFulbWemXrUAOKwxaHaGU7DywJLDiRk/edit#gid=1001688681",
          "cachedResultName": "Form Responses 1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "16xNeIG_QLUtOoFulbWemXrUAOKwxaHaGU7DywJLDiRk",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/16xNeIG_QLUtOoFulbWemXrUAOKwxaHaGU7DywJLDiRk/edit?usp=drivesdk",
          "cachedResultName": "Simple Lead Tracker  (Responses)"
        }
      },
      "credentials": {
        "googleSheetsTriggerOAuth2Api": {
          "id": "JH9HQfSo1Q5lJsws",
          "name": "Google Sheets Trigger account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "ce9845a5-09da-44f9-b0c4-da380cf828d4",
      "name": "Slack",
      "type": "n8n-nodes-base.slack",
      "position": [
        20,
        120
      ],
      "webhookId": "e376c2f4-7894-48c0-a510-b2869bcff786",
      "parameters": {
        "text": "=🎯 *New Lead Alert!*\n\n*Name:* {{ $json['Name Surname'] }}\n*Email:* {{ $json['E-Mail'] }}\n*Phone:* {{$json[\"Phone\"]}}\n*Interest Level:* {{ $json['  Interest Level  '] }}\n*Source:* {{ $json['  Lead Source  '] }}\n\n📝 Notes:\n{{ $json['Notes '] }}",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "list",
          "value": "C08FJNLQP5G",
          "cachedResultName": "test-automation-workflow"
        },
        "otherOptions": {},
        "authentication": "oAuth2"
      },
      "credentials": {
        "slackOAuth2Api": {
          "id": "vZxu6lKOBC6oOxHv",
          "name": "Slack account"
        }
      },
      "typeVersion": 2.3
    },
    {
      "id": "1c2b7aa2-6d30-4b88-ae36-f138fd98f02d",
      "name": "Gmail",
      "type": "n8n-nodes-base.gmail",
      "position": [
        20,
        320
      ],
      "webhookId": "8db2d0be-4071-431a-8c8b-28bbe3dd80a2",
      "parameters": {
        "sendTo": "dataplusminuss@gmail.com",
        "message": "=<h3>New Lead Received!</h3> \n<ul>   \n<li><strong>Name:</strong> {{ $json['Name Surname'] }}</li>   \n<li><strong>Email:</strong> {{ $json['E-Mail'] }}</li>   \n<li><strong>Phone:</strong> {{$json[\"Phone\"]}}</li>   \n<li><strong>Interest Level:</strong> {{ $json['  Interest Level  '] }}</li>   \n<li><strong>Source:</strong> {{ $json['  Lead Source  '] }}</li> \n</ul> \n<p><strong>Notes:</strong> {{ $json['Notes '] }}</p>",
        "options": {},
        "subject": "=📩 New Lead Received: {{ $json['Name Surname'] }}"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "1w8ruCKYBRBguMua",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "4fa70ae1-efe9-4da4-8753-aff1540b3420",
      "name": "HubSpot",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        -340,
        80
      ],
      "parameters": {
        "email": "={{ $json['E-Mail'] }}",
        "options": {},
        "authentication": "oAuth2",
        "additionalFields": {
          "message": "={{ $json['Notes '] }}",
          "salutation": "={{ $json['  Lead Source  '] }}",
          "phoneNumber": "={{ $json.Phone }}",
          "relationshipStatus": "={{ $json['  Interest Level  '] }}"
        }
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "id": "iFc8JUTY3LS8wxFq",
          "name": "HubSpot account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "0cfe0651-5558-420d-8bc2-4ce49f9d2d9c",
      "name": "If",
      "type": "n8n-nodes-base.if",
      "position": [
        220,
        620
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "3d4b99e0-4b1e-4dd1-8775-7e89042c43a8",
              "operator": {
                "type": "string",
                "operation": "exists",
                "singleValue": true
              },
              "leftValue": "={{ $json['Followed Up?'] }}",
              "rightValue": ""
            },
            {
              "id": "fe99deab-c331-46a2-8649-233600fcd36f",
              "operator": {
                "type": "string",
                "operation": "contains"
              },
              "leftValue": "={{ $json['  Interest Level  '] }}",
              "rightValue": "Hot"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "df1270cb-63e3-48a1-8334-a66b9d6b815e",
      "name": "Sin operación, do nothing",
      "type": "n8n-nodes-base.noOp",
      "position": [
        440,
        720
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "1999928c-954a-4a68-b4b3-8cfc649ff575",
      "name": "Gmail_Reminder",
      "type": "n8n-nodes-base.gmail",
      "position": [
        440,
        520
      ],
      "webhookId": "a6650ad1-7597-4b36-98f6-59e770de9166",
      "parameters": {
        "sendTo": "dataplusminuss@gmail.com",
        "message": "=<h3>🔔 The following lead has not been followed up yet! 🔥 Interest level is hot </h3>\n<ul>\n  <li><strong>Name:</strong> {{ $json['Name Surname'] }}</li>\n  <li><strong>Email:</strong> {{ $json['E-Mail'] }}</li>\n  <li><strong>Interest Level:</strong> {{ $json['  Interest Level  '] }}</li>\n</ul>\n<p><strong>Please follow up and update the spreadsheet ✅</p>\n\n",
        "options": {
          "senderName": "N_01_tester"
        },
        "subject": "⏰ *Follow-up Reminder!*"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "1w8ruCKYBRBguMua",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "b0700cc4-06c7-4a97-8936-d1ff69b928e3",
      "name": "Esperar",
      "type": "n8n-nodes-base.wait",
      "position": [
        0,
        620
      ],
      "webhookId": "04b4c335-c2a5-41b0-9f4c-65a98a41d39a",
      "parameters": {
        "unit": "minutes",
        "amount": 3
      },
      "typeVersion": 1.1
    },
    {
      "id": "08a15132-2abd-4efb-ae76-bb76903c0ede",
      "name": "Nota adhesiva",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1040,
        120
      ],
      "parameters": {
        "color": 6,
        "height": 460,
        "content": "# Lead Submission\n\n## A user submits a lead form via [Google Forms](https://forms.gle/VLhKeRySSWNKo2aR8).\n\n![Google Form](https://feedbacklabs.org/wp-content/uploads/2023/10/GoogleForms_logo-1-1024x695.png#full-width)"
      },
      "typeVersion": 1
    },
    {
      "id": "c46e9941-82df-4ef5-82ba-d2c83b9342df",
      "name": "Nota adhesiva1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -780,
        460
      ],
      "parameters": {
        "color": 4,
        "height": 320,
        "content": "# Automation Trigger (n8n)\n\n## n8n detects the new entry in the sheet and initiates the automation workflow."
      },
      "typeVersion": 1
    },
    {
      "id": "7a47c74c-fb92-4752-a5bd-69af3c997cde",
      "name": "Nota adhesiva2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -780,
        -20
      ],
      "parameters": {
        "color": 4,
        "height": 280,
        "content": "# Data Logging\n## Responses are automatically recorded into a connected [Google Sheet](https://docs.google.com/spreadsheets/d/16xNeIG_QLUtOoFulbWemXrUAOKwxaHaGU7DywJLDiRk/edit?usp=sharing)."
      },
      "typeVersion": 1
    },
    {
      "id": "2f679e32-ae49-4572-9f71-d9fc6d6bbf58",
      "name": "Nota adhesiva3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -420,
        -20
      ],
      "parameters": {
        "width": 260,
        "height": 780,
        "content": "\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n# CRM Integration\n\n## The lead is automatically added to HubSpot with relevant fields (name, email, phone, interest level, etc.)."
      },
      "typeVersion": 1
    },
    {
      "id": "ad2d923c-01de-4e9b-a8d7-ed1b4fcedf84",
      "name": "Nota adhesiva4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -20,
        -160
      ],
      "parameters": {
        "color": 3,
        "width": 460,
        "height": 640,
        "content": "# Notifications\n\n## Simultaneous alerts are sent via:\n\n## * Slack (to a specific channel)\n\n## * Gmail (to a designated inbox)"
      },
      "typeVersion": 1
    },
    {
      "id": "1750c844-5400-4334-a0f1-cf48b1b6baf6",
      "name": "Nota adhesiva5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        640,
        460
      ],
      "parameters": {
        "color": 5,
        "width": 260,
        "height": 420,
        "content": "# Follow-up Tracking\n\n## A “Followed Up?” column in Google Sheets is used to track whether a lead has been contacted.\n\n\n### :warning: If empty after X days (e.g., 3), n8n sends a reminder notification."
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "fe8e49f9-d7dc-47c5-bdfd-814f218e66f9",
  "connections": {
    "0cfe0651-5558-420d-8bc2-4ce49f9d2d9c": {
      "main": [
        [
          {
            "node": "1999928c-954a-4a68-b4b3-8cfc649ff575",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "No Operation, do nothing",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Wait": {
      "main": [
        [
          {
            "node": "0cfe0651-5558-420d-8bc2-4ce49f9d2d9c",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Google Sheets Trigger": {
      "main": [
        [
          {
            "node": "ce9845a5-09da-44f9-b0c4-da380cf828d4",
            "type": "main",
            "index": 0
          },
          {
            "node": "1c2b7aa2-6d30-4b88-ae36-f138fd98f02d",
            "type": "main",
            "index": 0
          },
          {
            "node": "4fa70ae1-efe9-4da4-8753-aff1540b3420",
            "type": "main",
            "index": 0
          },
          {
            "node": "Wait",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
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 nodos8
Descripción de la dificultad

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

Autor
dataplusminus+-

dataplusminus+-

@dataplusminus

I've been building automation workflows for over 3 years, mostly using tools like n8n, Zapier, and Make. I enjoy creating clean, reliable, and scalable automations that help small businesses and freelancers streamline their daily operations. My focus is on practical solutions — from lead tracking to API integrations — that are easy to understand and customize.

Enlaces externos
Ver en n8n.io

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Categorías

Categorías: 34