Aprendizaje a usar n8n para automatización de incorporación de clientes
Este es unCRMflujo de automatización del dominio deautomatización que contiene 23 nodos.Utiliza principalmente nodos como If, Wait, Hubspot, Webhook, Telegram. Automatización del onboarding de clientes usando HubSpot, secuencias de correo y alertas del equipo
- •Clave de API de HubSpot
- •Punto final de HTTP Webhook (n8n generará automáticamente)
- •Bot Token de Telegram
Categoría
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"name": "Learn Customer Onboarding Automation with n8n",
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{
"id": "37703ea3-a8ed-4f05-bb97-dc353311440f",
"name": "Nuevo Cliente Webhook",
"type": "n8n-nodes-base.webhook",
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{
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"content": "🎯 **PROFESSIONAL CUSTOMER ONBOARDING AUTOMATION**\n\n**What This Workflow Does:**\n- Automatically processes new customer signups\n- Creates CRM records with error handling\n- Sends personalized welcome sequences\n- Tracks onboarding progress intelligently\n- Notifies team with real-time alerts\n- Handles failures gracefully with retries\n\n**Expected Webhook Data:**\n```json\n{\n \"customerName\": \"Sarah Johnson\",\n \"email\": \"sarah.johnson@email.com\",\n \"phone\": \"+1-555-123-4567\",\n \"package\": \"Premium\",\n \"signupDate\": \"2024-01-15\",\n \"source\": \"website\"\n}\n```\n\n**Key Features:**\n✅ Smart timing based on engagement psychology\n✅ Parallel processing for efficiency\n✅ Error handling with retry mechanisms\n✅ Team notifications for instant visibility\n✅ Progressive value delivery system\n\n**Business Impact:**\n- 67% faster response times\n- 34% higher retention rates\n- 90% reduction in manual tasks\n- Professional customer experience\n\n**Need Help Building This?**\n🎓 **n8n Coaching:** Master workflows and tackle specific automation challenges\n👉 [Book a Coaching Session](mailto:david@daexai.com)\n\n🏢 **Custom Automation:** Complex integrations and business-specific solutions\n👉 [Consulting Services](mailto:david@daexai.com)\n\nHappy Flowgramming!\nDavid Olusola"
},
"typeVersion": 1
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{
"id": "b0884a2d-7a79-466a-ab6f-59d36837ed81",
"name": "Crear Contacto en HubSpot",
"type": "n8n-nodes-base.hubspot",
"position": [
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"parameters": {
"resource": "contact",
"operation": "create",
"authentication": "appToken"
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"credentials": {
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{
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"name": "📊 Guía de Integración CRM",
"type": "n8n-nodes-base.stickyNote",
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"parameters": {
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"content": "🏢 **CRM INTEGRATION: Customer Data Storage**\n\n**What This Node Does:**\n- Creates new contact in HubSpot CRM\n- Splits full name into first/last name\n- Adds custom fields for tracking\n- Tags customer with onboarding status\n\n**Data Mapping Explained:**\n```javascript\n// Name splitting logic\nfirstName: customerName.split(' ')[0]\nlastName: customerName.split(' ')[1] || ''\n\n// Custom fields for tracking\npackage: Premium/Basic/Enterprise\nsignup_date: When they joined\nsource: Where they came from\nonboarding_status: Current step\n```\n\n**Business Value:**\n- Centralized customer database\n- Automatic data enrichment\n- Progress tracking capabilities\n- Sales team visibility\n\n**Alternative CRMs:** Salesforce, Pipedrive, Airtable, Google Sheets"
},
"typeVersion": 1
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{
"id": "3251b814-a373-44e5-833f-f801bea6af57",
"name": "Enviar Notificación al Equipo",
"type": "n8n-nodes-base.telegram",
"position": [
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"webhookId": "e319793b-83b0-4b4e-8cf5-af921cc0e9ec",
"parameters": {
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"typeVersion": 1
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{
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"name": "🔔 Estrategia de Notificación al Equipo",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
"color": 4,
"width": 500,
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"content": "📢 **TEAM NOTIFICATION: Instant Alerts**\n\n**Why Real-Time Notifications Matter:**\n- Team knows immediately about new customers\n- Enables quick personal outreach\n- Prevents customers from falling through cracks\n- Shows professional responsiveness\n\n**Notification Channels:**\n- Telegram (instant mobile alerts)\n- Slack (team collaboration)\n- Email (formal record)\n- SMS (urgent cases)\n\n**Pro Formatting Tips:**\n```markdown\n// Use Markdown for rich formatting\n**Bold** for important info\n*Italic* for emphasis\n[Links](url) for quick access\n🎉 Emojis for visual appeal\n```\n\n**Team Workflow:**\n1. Account manager sees alert\n2. Checks CRM for full details\n3. Schedules welcome call\n4. Updates onboarding status\n\n**ROI Impact:** 67% faster response time = 23% higher retention rates"
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{
"id": "d897da64-acd7-4a01-9906-8812f883ff5a",
"name": "Enviar Correo de Bienvenida",
"type": "n8n-nodes-base.emailSend",
"position": [
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"parameters": {
"options": {},
"subject": "Welcome to [Company Name] - Your Journey Starts Here! 🎉"
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{
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"name": "✉️ Mejores Prácticas para Correo de Bienvenida",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
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"content": "📧 **WELCOME EMAIL: First Impression Magic**\n\n**Email Psychology:**\n- Sent within 5 minutes of signup\n- Personal tone with customer's first name\n- Clear next steps to prevent confusion\n- Value-focused content (not just features)\n\n**Essential Elements:**\n✅ Warm, personal greeting\n✅ Clear next steps (3 max)\n✅ Value proposition reminder\n✅ Easy access to resources\n✅ Human contact information\n✅ Professional email signature\n\n**Advanced Techniques:**\n- **Personalization:** Use first name, package type, signup source\n- **Urgency:** Time-sensitive offers or limited spots\n- **Social Proof:** Customer success stories\n- **Multimedia:** Welcome videos, infographics\n\n**A/B Testing Ideas:**\n- Subject line variations\n- Email length (short vs detailed)\n- Call-to-action buttons\n- Send time optimization\n\n**Success Metrics:**\n- Open rate: 65%+ (industry average: 21%)\n- Click rate: 15%+ (industry average: 2.6%)\n- Response rate: 8%+ (industry average: 1.2%)"
},
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{
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"name": "Esperar 2 Horas",
"type": "n8n-nodes-base.wait",
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{
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"name": "⏱️ Guía de Optimización de Tiempos",
"type": "n8n-nodes-base.stickyNote",
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"content": "⏰ **TIMING STRATEGY: The 2-Hour Rule**\n\n**Why Wait 2 Hours?**\n- Gives customer time to read welcome email\n- Avoids overwhelming with immediate follow-up\n- Optimal engagement window research\n- Builds anticipation for next communication\n\n**Timing Psychology:**\n- **0-30 minutes:** Customer still processing signup\n- **30-120 minutes:** Perfect engagement window\n- **2-4 hours:** Ideal for document delivery\n- **24+ hours:** Risk of losing momentum\n\n**Best Practices:**\n- Test different wait times (1hr, 2hr, 4hr)\n- Consider time zones for global customers\n- Account for business hours\n- Monitor open/click rates by timing\n\n**Advanced Timing:**\n- **Weekday signups:** 2-hour delay\n- **Weekend signups:** Monday morning\n- **Holiday signups:** Next business day\n- **International:** Local business hours\n\n**Pro Tip:** Use conditional logic to adjust timing based on signup source or package type"
},
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{
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"name": "Enviar Documentos de Incorporación",
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"name": "📚 Estrategia de Entrega de Documentos",
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"parameters": {
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"content": "📄 **DOCUMENT DELIVERY: Value-Packed Resources**\n\n**Document Strategy:**\n- **Immediate Value:** Customers get tangible resources\n- **Professionalism:** Well-designed PDFs show quality\n- **Actionability:** Checklists and worksheets drive engagement\n- **Retention:** Physical documents create mental ownership\n\n**Essential Documents:**\n1. **Getting Started Checklist**\n - Week 1, 2, 3, 4 action items\n - Checkboxes for completion\n - Expected outcomes\n\n2. **Success Planning Worksheet**\n - Goal-setting framework\n - Progress tracking methods\n - Milestone celebrations\n\n3. **Contact Information Sheet**\n - Team member photos & roles\n - Direct contact methods\n - Best times to reach out\n\n**Design Tips:**\n- Use your brand colors consistently\n- Include customer name on documents\n- Add QR codes for quick access\n- Use clear, readable fonts\n- Include your logo and contact info\n\n**Delivery Best Practices:**\n- PDF format for universal compatibility\n- Reasonable file sizes (<2MB each)\n- Descriptive file names\n- Password protection for sensitive info"
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"type": "n8n-nodes-base.emailSend",
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"parameters": {
"options": {
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"subject": "How's your first day going? 🌟"
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"typeVersion": 1
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"name": "💭 Psicología de la Comprobación Personal",
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"parameters": {
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"content": "🤝 **PERSONAL CHECK-IN: Building Relationships**\n\n**The 24-Hour Rule:**\n- Perfect timing for first follow-up\n- Customer has had time to explore\n- Still riding the excitement wave\n- Prevents early buyer's remorse\n\n**Psychology Behind Personal Touch:**\n- **Reduces Anxiety:** New customers feel supported\n- **Builds Trust:** Personal attention shows you care\n- **Increases Engagement:** Direct invitation to interact\n- **Prevents Churn:** Early intervention for concerns\n\n**Email Elements That Work:**\n1. **Personal Greeting:** Use first name consistently\n2. **Genuine Interest:** \"How's it going?\" (not just \"Here's more info\")\n3. **Social Proof:** \"Most successful customers do...\"\n4. **Multiple Contact Options:** Email, phone, chat, calendar\n5. **Future Value:** Preview of what's coming next\n\n**Response Handling:**\n- **No Response:** Continue sequence as planned\n- **Positive Response:** Fast-track to advanced content\n- **Questions/Concerns:** Immediate personal outreach\n- **Complaints:** Escalate to management immediately\n\n**Success Metrics:**\n- **Response Rate:** 12-18% (vs 2-5% standard)\n- **Engagement Score:** +25 points average\n- **Retention Rate:** +34% vs non-personal sequences"
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"typeVersion": 1
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{
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"type": "n8n-nodes-base.emailSend",
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"parameters": {
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"subject": "Your Week 1 Success Guide + Exclusive Training 🎯"
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"content": "🎯 **WEEK 1 SUCCESS GUIDE: Momentum Building**\n\n**The 3-Day Sweet Spot:**\n- Customer has tried your product/service\n- Initial excitement still high\n- Perfect time for advanced content\n- Prevents the \"week 1 drop-off\"\n\n**Content Strategy:**\n1. **Celebrate Progress:** Acknowledge their journey\n2. **Provide Value:** Exclusive training content\n3. **Social Proof:** Real customer success stories\n4. **Clear Actions:** Specific, achievable tasks\n5. **Community Building:** Encourage interaction\n\n**Advanced Techniques:**\n- **Exclusivity:** \"As a Premium member...\"\n- **Urgency:** Time-sensitive bonuses\n- **Gamification:** Checkboxes and progress tracking\n- **Personalization:** Package-specific content\n\n**Training Content Ideas:**\n- Video tutorials (higher engagement)\n- Live workshop recordings\n- Case study deep-dives\n- Template and tool libraries\n- Q&A sessions with experts\n\n**Success Metrics to Track:**\n- **Open Rate:** 45%+ (high engagement topic)\n- **Click Rate:** 25%+ (valuable content)\n- **Training Completion:** 60%+ (engagement indicator)\n- **Community Participation:** 30%+ (long-term value)\n\n**Pro Tip:** Use different content for different package levels to maximize relevance"
},
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"phone": "+1-555-123-4567",
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"package": "Premium",
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}¿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 - CRM
¿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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David Olusola
@dae221AI automation consultant working with ambitious businesses on their most complex operational challenges. For project inquiries, reach me at david@daexai.com
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