Plantilla de creador - Calificación y seguimiento de prospectos (Gemini)

Avanzado

Este es unLead Generation, AI Summarizationflujo de automatización del dominio deautomatización que contiene 21 nodos.Utiliza principalmente nodos como If, Wait, Zoom, Gmail, Hubspot. Automatización de calificación y seguimiento de prospectos con Gemini, HubSpot, Zoom y Mailchimp

Requisitos previos
  • Cuenta de Google y credenciales de API de Gmail
  • Clave de API de HubSpot
  • Punto final de HTTP Webhook (n8n generará automáticamente)
  • Pueden requerirse credenciales de autenticación para la API de destino
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": "30NPBKKx7NzBicRL",
  "meta": {
    "instanceId": "e3b5ec7ce45da1cf94ab74617cac8e11c65b8dc9b695307ba7dd3645ddba444a",
    "templateCredsSetupCompleted": true
  },
  "name": "Creator Template - Lead Qualification & Follow-up (Gemini)",
  "tags": [],
  "nodes": [
    {
      "id": "2c79aa92-b720-46fb-abac-093f2a7974dc",
      "name": "WordPress Form Trigger",
      "type": "n8n-nodes-base.webhook",
      "notes": "Template: Lead Qualification & Follow‑up (Gemini)\nCaptures leads via webhook or form, qualifies with Gemini, and branches to qualified/not qualified paths with calls, scheduling, email, CRM, and Mailchimp.\n\nSetup:\n- Configure credentials: Google Gemini, Gmail, HubSpot, Zoom, Google Calendar, VAPI.\n- Set env vars: MAILCHIMP_LIST_ID_QUALIFIED, MAILCHIMP_LIST_ID_FOLLOWUP.\n- Enable either Webhook (wordpress-form) or Form Trigger.\n- Test with a form submission; adjust copy and delays as needed.",
      "onError": "continueRegularOutput",
      "position": [
        -1408,
        208
      ],
      "webhookId": "1347831d-582b-46c0-b626-9e77e5ff748c",
      "parameters": {
        "path": "wordpress-form",
        "options": {},
        "httpMethod": "POST"
      },
      "typeVersion": 2.1
    },
    {
      "id": "dfbdbf23-7568-4ae3-8bfc-01d9c2ed50f2",
      "name": "Retraso Inicial",
      "type": "n8n-nodes-base.wait",
      "position": [
        -1168,
        208
      ],
      "webhookId": "b333667a-fdba-456f-b5fb-f3fa3764e550",
      "parameters": {},
      "typeVersion": 1.1
    },
    {
      "id": "18a143b3-3505-439c-92f9-e0c59134b4c1",
      "name": "Calificación de Lead con IA",
      "type": "@n8n/n8n-nodes-langchain.googleGemini",
      "position": [
        -1008,
        208
      ],
      "parameters": {
        "modelId": "models/gemini-2.5-flash",
        "options": {},
        "messages": {
          "values": [
            {
              "role": "system",
              "content": "You are a lead qualification assistant. Based on the form submission, decide if the lead is QUALIFIED or NOT QUALIFIED. Output exactly one of: QUALIFIED or NOT QUALIFIED."
            },
            {
              "content": "Name: {{$node['WordPress Form Trigger'].json.body.name || ''}}\nEmail: {{$node['WordPress Form Trigger'].json.body.email || ''}}\nMessage: {{$node['WordPress Form Trigger'].json.body.message || ''}}"
            }
          ]
        }
      },
      "credentials": {
        "googlePalmApi": {
          "id": "797UzFZyEiPT752g",
          "name": "Google Gemini(PaLM) Api account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "bc86775e-b69e-40f1-b2fd-18f6b5e12d00",
      "name": "Decisión sobre el Lead",
      "type": "n8n-nodes-base.if",
      "position": [
        -720,
        208
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
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          "combinator": "and",
          "conditions": [
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              "operator": {
                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
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              "leftValue": "",
              "rightValue": ""
            }
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      },
      "typeVersion": 2.2
    },
    {
      "id": "04f43a7b-f901-4802-b37c-9d182f6d21a3",
      "name": "Retraso para Lead Calificado",
      "type": "n8n-nodes-base.wait",
      "position": [
        -512,
        96
      ],
      "webhookId": "a6dc6f04-a69c-4cd6-9685-9062cced6f34",
      "parameters": {},
      "typeVersion": 1.1
    },
    {
      "id": "89703af2-94c6-4d42-9718-82bff7137c5b",
      "name": "Llamada de IA VAPI - Calificado",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        -288,
        96
      ],
      "parameters": {
        "url": "https://api.vapi.ai/call/phone",
        "options": {
          "timeout": 30000,
          "response": {
            "response": {
              "responseFormat": "json"
            }
          }
        },
        "sendBody": true,
        "sendHeaders": true,
        "authentication": "genericCredentialType",
        "bodyParameters": {
          "parameters": [
            {}
          ]
        },
        "genericAuthType": "httpHeaderAuth",
        "headerParameters": {
          "parameters": [
            {
              "name": "Authorization",
              "value": "=Bearer {{ $credentials.vapiApi.token }}"
            },
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "f78f3612-1a27-4d9b-b511-0bbe219adaf7",
      "name": "Retraso Posterior a la Llamada",
      "type": "n8n-nodes-base.wait",
      "position": [
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        96
      ],
      "webhookId": "1473cb63-148b-460c-a24c-d78ec01a711f",
      "parameters": {},
      "typeVersion": 1.1
    },
    {
      "id": "9e58a05c-2b29-4e6d-b541-a5811200fdff",
      "name": "Programar Reunión",
      "type": "n8n-nodes-base.googleCalendar",
      "position": [
        160,
        96
      ],
      "parameters": {
        "end": {
          "dateTime": "={{ DateTime.now().plus({ days: 1, hours: 11 }).toISO() }}"
        },
        "start": {
          "dateTime": "={{ DateTime.now().plus({ days: 1, hours: 10 }).toISO() }}"
        },
        "calendar": {
          "__rl": true,
          "mode": "list",
          "value": "aj@iovista.com",
          "cachedResultName": "aj@iovista.com"
        },
        "additionalFields": {}
      },
      "credentials": {
        "googleCalendarOAuth2Api": {
          "id": "hvX3IwNJ3y0M0GX0",
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        }
      },
      "typeVersion": 1.3
    },
    {
      "id": "86fcc9c5-ef3a-4f81-95ac-3b64670925ff",
      "name": "Crear Reunión de Zoom",
      "type": "n8n-nodes-base.zoom",
      "position": [
        384,
        -16
      ],
      "parameters": {
        "topic": "=Sales Consultation - {{ $node['WordPress Form Trigger'].json.body.name }}",
        "additionalFields": {}
      },
      "typeVersion": 1
    },
    {
      "id": "a9c8ba7e-924c-440f-a0c4-e072c1735b09",
      "name": "Campaña para Lead Calificado",
      "type": "n8n-nodes-base.mailchimp",
      "notes": "Adds qualified lead to Mailchimp audience. Replace {{$env.MAILCHIMP_LIST_ID_QUALIFIED}} with your list ID.",
      "position": [
        608,
        -16
      ],
      "parameters": {
        "list": "={{$env.MAILCHIMP_LIST_ID_QUALIFIED}}",
        "email": "={{ $node['WordPress Form Trigger'].json.body.email }}",
        "status": "subscribed",
        "options": {}
      },
      "typeVersion": 1
    },
    {
      "id": "3bd32626-5402-4860-9dba-663c8b60c35a",
      "name": "Correo de Confirmación de Reunión",
      "type": "n8n-nodes-base.gmail",
      "position": [
        816,
        96
      ],
      "webhookId": "7289b46f-c71d-49ef-9ed2-2386f2d51f0c",
      "parameters": {
        "sendTo": "aj@iovista.com",
        "message": "=Hi {{ $node['WordPress Form Trigger'].json.body.name ? $node['WordPress Form Trigger'].json.body.name.split(' ')[0] : 'there' }},\n\nThank you for your interest in our services! After our initial conversation, I've scheduled a detailed consultation call to discuss how we can help you achieve your goals.\n\n📅 **Meeting Details:**\n• Date: {{ DateTime.fromISO($node['Schedule Meeting'].json.start.dateTime).toFormat('EEEE, MMMM dd, yyyy') }}\n• Time: {{ DateTime.fromISO($node['Schedule Meeting'].json.start.dateTime).toFormat('h:mm a ZZZZ') }}\n• Duration: 60 minutes\n\n🔗 **Join the meeting:**\n{{ $node['Create Zoom Meeting'].json.join_url }}\n\n**Meeting ID:** {{ $node['Create Zoom Meeting'].json.id }}\n**Passcode:** {{ $node['Create Zoom Meeting'].json.password }}\n\nI'm looking forward to our detailed conversation!\n\nBest regards,\nAJ\nWeb Developer\nioVista",
        "options": {},
        "subject": "=Your Sales Consultation is Scheduled - {{ DateTime.now().plus({ days: 1 }).toFormat('MMM dd') }}"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "2Bw6ij5dcuxMZehv",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "0b5b5445-391a-46ff-8f97-68066228d825",
      "name": "Actualizar CRM - Calificado",
      "type": "n8n-nodes-base.hubspot",
      "position": [
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        192
      ],
      "parameters": {
        "email": "={{ $node['WordPress Form Trigger'].json.body.email }}",
        "options": {},
        "authentication": "oAuth2",
        "additionalFields": {}
      },
      "typeVersion": 2.2
    },
    {
      "id": "68ed4aac-6d87-4cb1-9224-a9f4b45196f3",
      "name": "Llamada de IA VAPI - No Calificado",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        -288,
        336
      ],
      "parameters": {
        "url": "https://api.vapi.ai/call/phone",
        "options": {
          "timeout": 30000,
          "response": {
            "response": {
              "responseFormat": "json"
            }
          }
        },
        "sendBody": true,
        "sendHeaders": true,
        "authentication": "genericCredentialType",
        "bodyParameters": {
          "parameters": [
            {}
          ]
        },
        "genericAuthType": "httpHeaderAuth",
        "headerParameters": {
          "parameters": [
            {
              "name": "Authorization",
              "value": "=Bearer {{ $credentials.vapiApi.token }}"
            },
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "bb6d047d-132b-4fcb-ae5a-9d6fec22bdb3",
      "name": "Campaña de Seguimiento",
      "type": "n8n-nodes-base.mailchimp",
      "notes": "Adds not-qualified lead to Mailchimp audience. Replace {{$env.MAILCHIMP_LIST_ID_FOLLOWUP}} with your list ID.",
      "position": [
        -48,
        448
      ],
      "parameters": {
        "list": "={{$env.MAILCHIMP_LIST_ID_FOLLOWUP}}",
        "email": "={{ $node['WordPress Form Trigger'].json.body.email }}",
        "status": "subscribed",
        "options": {}
      },
      "typeVersion": 1
    },
    {
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      "name": "Correo de Seguimiento",
      "type": "n8n-nodes-base.gmail",
      "position": [
        144,
        448
      ],
      "webhookId": "d1d6f2ed-b96b-4619-9049-9c97fe6011ad",
      "parameters": {
        "message": "=Hi {{ $node['WordPress Form Trigger'].json.body.name ? $node['WordPress Form Trigger'].json.body.name.split(' ')[0] : 'there' }},\n\nThank you for taking the time to submit your information and for our recent conversation. While we may not be the perfect fit for your current needs, we appreciate your interest in our services.\n\nWe'll keep you updated with valuable content, industry insights, and new service offerings that might be helpful for your business in the future.\n\nIf your requirements change or you'd like to explore other ways we might be able to help, please don't hesitate to reach out.\n\nBest regards,\n[Your Name]\n[Company Name]\n\nP.S. Feel free to follow us on social media for regular updates and tips!",
        "options": {},
        "subject": "Thank you for your interest - Stay connected"
      },
      "typeVersion": 2.1
    },
    {
      "id": "a5e20900-6d6b-4f97-af7d-b5946cc7a1c9",
      "name": "Actualizar CRM - No Calificado",
      "type": "n8n-nodes-base.hubspot",
      "position": [
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      ],
      "parameters": {
        "email": "={{ $node['WordPress Form Trigger'].json.body.email }}",
        "options": {},
        "authentication": "oAuth2",
        "additionalFields": {}
      },
      "typeVersion": 2.2
    },
    {
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      "name": "Programar Seguimiento en Calendario",
      "type": "n8n-nodes-base.googleCalendar",
      "position": [
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      ],
      "parameters": {
        "end": {
          "dateTime": "={{ DateTime.now().plus({ days: 30, hours: 14, minutes: 30 }).toISO() }}"
        },
        "start": {
          "dateTime": "={{ DateTime.now().plus({ days: 30, hours: 14 }).toISO() }}"
        },
        "calendar": {
          "__rl": true,
          "mode": "list",
          "value": ""
        },
        "additionalFields": {}
      },
      "typeVersion": 1.3
    },
    {
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      "name": "Obtener Resultados de Llamada Calificada",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
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      ],
      "parameters": {
        "url": "=https://api.vapi.ai/call/{{ $node['VAPI AI Call - Qualified'].json.id }}",
        "options": {
          "response": {
            "response": {
              "responseFormat": "json"
            }
          }
        },
        "sendHeaders": true,
        "authentication": "genericCredentialType",
        "genericAuthType": "httpHeaderAuth",
        "headerParameters": {
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              "name": "Authorization",
              "value": "=Bearer {{ $credentials.vapiApi.token }}"
            }
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      "typeVersion": 4.2
    },
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      "name": "Obtener Resultados de Llamada de Seguimiento",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
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      ],
      "parameters": {
        "url": "=https://api.vapi.ai/call/{{ $node['VAPI AI Call - Not Qualified'].json.id }}",
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    {
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      "name": "Al enviar el formulario",
      "type": "n8n-nodes-base.formTrigger",
      "position": [
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      ],
      "webhookId": "6c41fa84-7a98-47d2-a748-063e1ebb1816",
      "parameters": {
        "options": {},
        "formTitle": "Contact us",
        "formFields": {
          "values": [
            {
              "fieldLabel": "Ajay"
            },
            {
              "fieldLabel": "email"
            },
            {
              "fieldLabel": "Phone Number"
            }
          ]
        }
      },
      "typeVersion": 2.3
    },
    {
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      "name": "Documentación del Flujo",
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        "content": "Flow Doc: Lead Qualification & Follow-up (Gemini)\n\nOverview:\n- Trigger via Webhook path \"wordpress-form\" or built-in Form Trigger\n- AI (Gemini models/gemini-2.5-flash) classifies lead: QUALIFIED or NOT QUALIFIED\n\nQualified path:\n- VAPI call to phone outreach\n- Create Google Calendar event and Zoom meeting\n- Add to Mailchimp audience: $env.MAILCHIMP_LIST_ID_QUALIFIED\n- Send meeting confirmation email via Gmail\n- Update contact in HubSpot CRM\n\nNot qualified path:\n- VAPI call to phone outreach\n- Add to Mailchimp audience: $env.MAILCHIMP_LIST_ID_FOLLOWUP\n- Send follow-up email via Gmail\n- Update contact in HubSpot CRM\n- Schedule 30‑day follow-up calendar reminder\n\nSetup requirements:\n- Credentials: Google Gemini, Gmail, HubSpot, Zoom, Google Calendar, VAPI\n- Env: MAILCHIMP_LIST_ID_QUALIFIED, MAILCHIMP_LIST_ID_FOLLOWUP\n- Use ONE trigger in production (Webhook OR Form)\n\nHow to test:\n1) Send test form/webhook with name, email, message\n2) Verify AI decision at \"Lead Decision\"\n3) If QUALIFIED: confirm VAPI call, Calendar event, Zoom link, Mailchimp add, Gmail send, HubSpot update\n4) If NOT QUALIFIED: confirm VAPI call, Mailchimp add, Gmail send, HubSpot update, 30‑day calendar event\n5) In HTTP nodes, check response codes and error messages\n\nGo‑live checklist:\n- All credentials connected (no red warnings)\n- Env vars set: MAILCHIMP_* values\n- Timezone/delays adjusted\n- Emails personalized\n- Workflow toggled Active after final test\n\nNotes:\n- Adjust copy/timings to your timezone\n- For errors, open the execution and expand each node\n\nOwner: Ajay Yadav (ackm04@gmail.com)\nLast updated: 2025-09-15"
      },
      "typeVersion": 1
    }
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            "type": "main",
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    },
    "a5e20900-6d6b-4f97-af7d-b5946cc7a1c9": {
      "main": [
        [
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            "type": "main",
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          }
        ]
      ]
    },
    "68ed4aac-6d87-4cb1-9224-a9f4b45196f3": {
      "main": [
        [
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          {
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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 - Generación de leads, Resumen de IA

¿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
Avanzado
Número de nodos21
Categoría2
Tipos de nodos12
Descripción de la dificultad

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

Autor
Ajay Yadav

Ajay Yadav

@erplinker

ERP Linker is a boutique integration consultancy specializing in end‑to‑end ERP, e‑commerce, and workflow automation, helping B2B organizations eliminate manual processes and scale with confidence. With deep expertise across NetSuite, Global Shop Solutions, MRPERP, and custom ERPs, ERP Linker connects storefronts like Shopify, BigCommerce, and WooCommerce with finance, fulfillment, and approvals to create a single source of operational truth.

Enlaces externos
Ver en n8n.io

Compartir este flujo de trabajo

Categorías

Categorías: 34