Sistema automatizado de seguimiento de leads: verificación, correos y mensajes para nuevos leads de Follow Up Boss
Avanzado
Este es unautomatización que contiene 24 nodos.Utiliza principalmente nodos como If, Set, Code, Wait, Gmail. Seguimiento automatizado de prospectos usando Follow Up Boss, Gmail, Twilio y mensajes de WhatsApp
Requisitos previos
- •Cuenta de Google y credenciales de API de Gmail
- •Pueden requerirse credenciales de autenticación para la API de destino
Nodos utilizados (24)
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": "rkhgnsQGutrmwcFP",
"meta": {
"instanceId": "e4d0e159d8908850b6af510bbd50decb04ea0c219fce7fbb97f383f3499aaad7",
"templateCredsSetupCompleted": true
},
"name": "Automated Lead Follow-Up System – Validate, Email & Message New Leads from Follow Up Boss",
"tags": [
{
"id": "baIdEJyPHqa8m5k8",
"name": "CRM",
"createdAt": "2025-10-07T21:33:11.637Z",
"updatedAt": "2025-10-07T21:33:11.637Z"
}
],
"nodes": [
{
"id": "4cf0c726-f652-4379-a76e-7e8ecc3834bc",
"name": "Disparador Programado",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-368,
848
],
"parameters": {
"rule": {
"interval": [
{
"field": "minutes",
"minutesInterval": 3
}
]
}
},
"typeVersion": 1.2
},
{
"id": "4206086d-f8d5-47f3-9c8f-ec74d1898a91",
"name": "Obtener Última Ejecución",
"type": "n8n-nodes-base.code",
"position": [
-144,
848
],
"parameters": {
"jsCode": "const data = $getWorkflowStaticData('global');\n\nconst lastRun = data.lastRun || new Date(Date.now() - 15 * 60 * 1000).toISOString();\n\nreturn [{ lastRun }];\n"
},
"typeVersion": 2
},
{
"id": "029d7042-56f8-4bd3-a31d-6707137d51a2",
"name": "Última Ejecución",
"type": "n8n-nodes-base.code",
"position": [
2160,
864
],
"parameters": {
"jsCode": "const data = $getWorkflowStaticData('global');\ndata.lastRun = new Date().toISOString();\nreturn items;"
},
"typeVersion": 2
},
{
"id": "8ec31f87-92f8-416c-b257-6faeda41f15f",
"name": "Obtener Último Prospecto (FUB)",
"type": "n8n-nodes-base.httpRequest",
"position": [
80,
848
],
"parameters": {
"url": "=https://api.followupboss.com/v1/people?createdAfter={{$json[\"lastRun\"]}}",
"options": {},
"sendQuery": true,
"authentication": "genericCredentialType",
"genericAuthType": "httpBasicAuth",
"queryParameters": {
"parameters": [
{}
]
}
},
"credentials": {
"httpBasicAuth": {
"id": "GdCCLDqKl1ns5iSd",
"name": "Unnamed credential"
}
},
"typeVersion": 4.2
},
{
"id": "a4d56163-3c53-4997-941a-3add6637a950",
"name": "Correo Falso o Teléfono Falso",
"type": "n8n-nodes-base.if",
"position": [
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864
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "4bd16be0-69ae-498f-85d9-b09c9f560b40",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.emails[0].status }}",
"rightValue": "Valid"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "7b9d5935-0b43-4f94-8a41-17ad4c611ca3",
"name": "Número y Correo Inválidos",
"type": "n8n-nodes-base.filter",
"position": [
576,
848
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "or",
"conditions": [
{
"id": "ce4a677d-0089-4b09-84f2-1bcc3fb33fbf",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.emails[0].status }}",
"rightValue": "Valid"
},
{
"id": "85d35324-19a3-4c35-9db7-a55fe002d078",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.phones[0].status }}",
"rightValue": "Valid"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "99bfaa21-fdba-4baa-ac98-901d996e8f2c",
"name": "Dividir Cada Prospecto",
"type": "n8n-nodes-base.splitOut",
"position": [
416,
848
],
"parameters": {
"options": {},
"fieldToSplitOut": "people"
},
"typeVersion": 1
},
{
"id": "0f42153e-0b2b-4b0b-b66c-a28d1ee7d1ce",
"name": "Enviar Correo",
"type": "n8n-nodes-base.gmail",
"position": [
1632,
576
],
"webhookId": "1f0fa421-8f48-49eb-85af-00cb77520c6d",
"parameters": {
"sendTo": "={{ $json.Email }}",
"message": "( Type your ideal Email )",
"options": {},
"subject": "Following Up!"
},
"credentials": {
"gmailOAuth2": {
"id": "YwRPxRgVNrcPcyIa",
"name": "Gmail account"
}
},
"typeVersion": 2.1
},
{
"id": "db4f5850-751c-4d23-a5db-66077d4d26e4",
"name": "Enviar SMS/Whatsapp",
"type": "n8n-nodes-base.twilio",
"position": [
1872,
576
],
"parameters": {
"to": "={{ $('Full data → Send both Email + SMS/WhatsApp').item.json.phones[0].value }}",
"from": "8887944798",
"message": "( Type your ideal Message )",
"options": {}
},
"credentials": {
"twilioApi": {
"id": "n6T2CpJxeKt9Aw6Q",
"name": "Account 1"
}
},
"typeVersion": 1
},
{
"id": "61b7f8d7-19ed-42d2-ba4c-00c177809008",
"name": "Esperar",
"type": "n8n-nodes-base.wait",
"position": [
240,
848
],
"webhookId": "61bb704a-40f6-4b2b-a332-9736271b4551",
"parameters": {
"amount": 6
},
"typeVersion": 1.1
},
{
"id": "1b7eb467-11ea-4358-9514-ef16aed8c728",
"name": "Enviar SMS/WhatsApp1",
"type": "n8n-nodes-base.twilio",
"position": [
1600,
1120
],
"parameters": {
"to": "=+1{{ $('Full data → Send both Email + SMS/WhatsApp').item.json.phones[0].value }}",
"from": "+18887944798",
"message": "( Type your ideal Message )",
"options": {},
"toWhatsapp": true
},
"credentials": {
"twilioApi": {
"id": "n6T2CpJxeKt9Aw6Q",
"name": "Account 1"
}
},
"typeVersion": 1
},
{
"id": "d0f970bd-c357-48e2-a5e1-bf645863273e",
"name": "Datos Completos → Enviar Correo + SMS/WhatsApp",
"type": "n8n-nodes-base.splitInBatches",
"position": [
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],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "18c15563-c9ba-4849-8b60-18bcad929e3f",
"name": "Teléfono Ausente/Inválido → Solo Correo",
"type": "n8n-nodes-base.splitInBatches",
"position": [
1168,
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],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "712c390e-6afd-4f8f-aad0-e62bf7fdb453",
"name": "Correo Ausente/Inválido → Solo SMS/WhatsApp",
"type": "n8n-nodes-base.splitInBatches",
"position": [
1168,
1104
],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "12bf1e10-5204-411f-827c-9360dfb7ddd0",
"name": "Extraer Campos",
"type": "n8n-nodes-base.set",
"position": [
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],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "1d8722a0-7b66-44ce-b46b-2e38fea49dc5",
"name": "firstName",
"type": "string",
"value": "={{ $json.firstName }}"
},
{
"id": "b8dd1bff-106c-482f-a678-6b383a018ebf",
"name": "lastName",
"type": "string",
"value": "={{ $json.lastName }}"
},
{
"id": "16f5fb9d-849c-47b7-b9b0-f02c2d15cb1f",
"name": "CurrentStage",
"type": "string",
"value": "={{ $json.stage }}"
},
{
"id": "f6efa820-9185-4986-ab33-7e81d55935fe",
"name": "Source",
"type": "string",
"value": "={{ $if($json.source === \"<unspecified>\", \"Manually/Other\", $json.people[0].source) }}"
},
{
"id": "a26edb95-4683-46ff-a2dc-6a8b468498b8",
"name": "Email",
"type": "string",
"value": "={{ $json.emails[0].value }}"
},
{
"id": "d019e1c2-87d0-46f0-ac65-d8dddff65eca",
"name": "Phone Number",
"type": "string",
"value": "={{ $json.phones[0].value }}"
},
{
"id": "0284bc6f-d249-42df-8564-f0cfe393e115",
"name": "Email Verification",
"type": "string",
"value": "={{ $json.emails[0].status }}"
},
{
"id": "44457cf3-b416-47d9-9855-b52bacf2a555",
"name": "Phone Verification",
"type": "string",
"value": "={{ $json.phones[0].status }}"
},
{
"id": "c0622a7e-feca-4546-a31f-032bfcbd4390",
"name": "Task ID",
"type": "string",
"value": "={{ $json.id }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "e3c332f1-152e-473c-a050-6877907ef06d",
"name": "Extraer Campos1",
"type": "n8n-nodes-base.set",
"position": [
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],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "1d8722a0-7b66-44ce-b46b-2e38fea49dc5",
"name": "firstName",
"type": "string",
"value": "={{ $json.firstName }}"
},
{
"id": "b8dd1bff-106c-482f-a678-6b383a018ebf",
"name": "lastName",
"type": "string",
"value": "={{ $json.lastName }}"
},
{
"id": "16f5fb9d-849c-47b7-b9b0-f02c2d15cb1f",
"name": "CurrentStage",
"type": "string",
"value": "={{ $json.stage }}"
},
{
"id": "f6efa820-9185-4986-ab33-7e81d55935fe",
"name": "Source",
"type": "string",
"value": "={{ $if($json.source === \"<unspecified>\", \"Manually/Other\", $json.people[0].source) }}"
},
{
"id": "a26edb95-4683-46ff-a2dc-6a8b468498b8",
"name": "Email",
"type": "string",
"value": "={{ $json.emails[0].value }}"
},
{
"id": "d019e1c2-87d0-46f0-ac65-d8dddff65eca",
"name": "Phone Number",
"type": "string",
"value": "={{ $json.phones[0].value }}"
},
{
"id": "0284bc6f-d249-42df-8564-f0cfe393e115",
"name": "Email Verification",
"type": "string",
"value": "={{ $json.emails[0].status }}"
},
{
"id": "44457cf3-b416-47d9-9855-b52bacf2a555",
"name": "Phone Verification",
"type": "string",
"value": "={{ $json.phones[0].status }}"
},
{
"id": "c0622a7e-feca-4546-a31f-032bfcbd4390",
"name": "Task ID",
"type": "string",
"value": "={{ $json.id }}"
}
]
}
},
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},
{
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"parameters": {
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{
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"name": "firstName",
"type": "string",
"value": "={{ $json.firstName }}"
},
{
"id": "b8dd1bff-106c-482f-a678-6b383a018ebf",
"name": "lastName",
"type": "string",
"value": "={{ $json.lastName }}"
},
{
"id": "16f5fb9d-849c-47b7-b9b0-f02c2d15cb1f",
"name": "CurrentStage",
"type": "string",
"value": "={{ $json.stage }}"
},
{
"id": "f6efa820-9185-4986-ab33-7e81d55935fe",
"name": "Source",
"type": "string",
"value": "={{ $if($json.source === \"<unspecified>\", \"Manually/Other\", $json.people[0].source) }}"
},
{
"id": "a26edb95-4683-46ff-a2dc-6a8b468498b8",
"name": "Email",
"type": "string",
"value": "={{ $json.emails[0].value }}"
},
{
"id": "d019e1c2-87d0-46f0-ac65-d8dddff65eca",
"name": "Phone Number",
"type": "string",
"value": "={{ $json.phones[0].value }}"
},
{
"id": "0284bc6f-d249-42df-8564-f0cfe393e115",
"name": "Email Verification",
"type": "string",
"value": "={{ $json.emails[0].status }}"
},
{
"id": "44457cf3-b416-47d9-9855-b52bacf2a555",
"name": "Phone Verification",
"type": "string",
"value": "={{ $json.phones[0].status }}"
},
{
"id": "c0622a7e-feca-4546-a31f-032bfcbd4390",
"name": "Task ID",
"type": "string",
"value": "={{ $json.id }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "8e95855e-fb87-44fc-9d3d-70f98cb21bf8",
"name": "Enviar Correo1",
"type": "n8n-nodes-base.gmail",
"position": [
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],
"webhookId": "1f0fa421-8f48-49eb-85af-00cb77520c6d",
"parameters": {
"sendTo": "={{ $json.Email }}",
"message": "( Type your ideal Email )",
"options": {},
"subject": "Following Up!"
},
"credentials": {
"gmailOAuth2": {
"id": "YwRPxRgVNrcPcyIa",
"name": "Gmail account"
}
},
"typeVersion": 2.1
},
{
"id": "00356ece-b0ec-4f9b-b6bb-da84dfa26ddf",
"name": "¿Todo Correcto?",
"type": "n8n-nodes-base.if",
"position": [
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],
"parameters": {
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"conditions": {
"options": {
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"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "e7db0078-1076-4783-beac-d11cd13a7af5",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
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"leftValue": "={{ $json.emails[0].status }}",
"rightValue": "Valid"
},
{
"id": "6adb6a66-29c8-41e4-bb3b-eece6ece7e88",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
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"leftValue": "={{ $json.phones[0].status }}",
"rightValue": "Valid"
}
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}
},
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},
{
"id": "82aea6ee-e9c6-4479-8fb5-83002214e1c8",
"name": "Nota Adhesiva",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"width": 304,
"height": 1312,
"content": "# 🟨 STEP 3: Smart Follow-Up Logic\n\n# n8n branches into three paths:\n\n## Full data → Send both Email + SMS/WhatsApp\n\n## Missing phone → Email only\n\n## Missing email → SMS/WhatsApp only"
},
"typeVersion": 1
},
{
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"position": [
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],
"parameters": {
"color": 3,
"width": 960,
"height": 1008,
"content": "# 🟧 STEP 4: Personalized Messages & Logging\n\n## Personalized emails and texts are sent automatically, and the workflow records the latest run timestamp to keep the system synced for next time."
},
"typeVersion": 1
},
{
"id": "37b94b74-c294-4129-8296-89b29816327a",
"name": "Nota Adhesiva2",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"color": 4,
"width": 528,
"height": 736,
"content": "# 🟦 STEP 2: Validation & Filtering\n\n## Each lead is checked for valid email and phone. Invalid or duplicate entries are filtered out to avoid wasted messages or bounces."
},
"typeVersion": 1
},
{
"id": "fb3a98b3-3963-4573-91d9-e2986d100ecb",
"name": "Nota Adhesiva3",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"width": 928,
"height": 736,
"content": "# 🟩 STEP 1: Scheduled Trigger & Lead Fetch\n\n## The flow runs automatically on a schedule, retrieves the latest leads from FollowUpBoss, and loads only new entries since the last run."
},
"typeVersion": 1
},
{
"id": "4c7fbbb6-1167-44c1-80a6-eabe4d620520",
"name": "Nota Adhesiva4",
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"position": [
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"parameters": {
"color": 5,
"width": 1472,
"height": 560,
"content": "# This workflow automates your entire lead follow-up process across email, SMS, and WhatsApp.\n\n## It starts on a schedule and pulls your latest leads from FollowUpBoss (FUB), checking when the workflow last ran. Each new contact is automatically validated — phone numbers and emails are cleaned, filtered, and checked for duplicates before sending any message.\n\nOnce validated, the system intelligently decides how to reach each lead:\n\n💬 Email + SMS if all data looks good\n\n📧 Email only if phone is invalid\n\n📱 SMS/WhatsApp only if email is missing\n\nEach message is personalized using data from the lead record, and everything is tracked back in your database for future reporting.\n\nThis template helps agents, marketing teams, and CRM users run consistent follow-ups without missing a single contact. Whether you manage 10 or 10 000 leads, this flow scales effortlessly.\n\nTools used: FollowUpBoss, Gmail, Twilio/WhatsApp, n8n\n\n(Tip: Replace your API keys and Gmail credentials before running.)"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "5fae024f-992b-4c6f-afa5-5f737fcbe553",
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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
¿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 nodos24
Categoría-
Tipos de nodos12
Descripción de la dificultad
Autor
Fabian Perez
@fabianprzHi 👋 I’m Fabian — I build automations with n8n that make business easier. I love connecting with other creators, so if you have questions or ideas, drop them below — happy to help!
Enlaces externos
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