Apprendre à automatiser l'onboarding client avec n8n

Avancé

Ceci est unCRMworkflow d'automatisation du domainecontenant 23 nœuds.Utilise principalement des nœuds comme If, Wait, Hubspot, Webhook, Telegram. Automatisation de l'intégration clients avec HubSpot, séquences d'e-mails et alertes d'équipe

Prérequis
  • Clé API HubSpot
  • Point de terminaison HTTP Webhook (généré automatiquement par n8n)
  • Token Bot Telegram

Catégorie

Aperçu du workflow
Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement
Exporter le workflow
Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow
{
  "id": "lZbh3p9grft1d8dr",
  "meta": {
    "instanceId": "2000c64071c20843606b95c63795bb0797c41036047055a6586498e855b96efc"
  },
  "name": "Learn Customer Onboarding Automation with n8n",
  "tags": [],
  "nodes": [
    {
      "id": "37703ea3-a8ed-4f05-bb97-dc353311440f",
      "name": "Nouveau client Webhook",
      "type": "n8n-nodes-base.webhook",
      "position": [
        -700,
        380
      ],
      "webhookId": "customer-onboarding-start",
      "parameters": {
        "path": "customer-onboarding-start",
        "options": {},
        "httpMethod": "POST"
      },
      "typeVersion": 1
    },
    {
      "id": "a10b16a5-312e-4b96-9220-2232e07583cf",
      "name": "📋 Explication du déclencheur Webhook",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1380,
        -300
      ],
      "parameters": {
        "color": 3,
        "width": 490,
        "height": 1020,
        "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
    },
    {
      "id": "b0884a2d-7a79-466a-ab6f-59d36837ed81",
      "name": "Créer un contact HubSpot",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        -220,
        340
      ],
      "parameters": {
        "resource": "contact",
        "operation": "create",
        "authentication": "appToken"
      },
      "credentials": {
        "hubspotAppToken": {
          "id": "fTB6Rvk5rImas08n",
          "name": "HubSpot App Token account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "9599464c-55a0-4c03-af71-c18e67109162",
      "name": "📊 Guide d'intégration CRM",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -540,
        -420
      ],
      "parameters": {
        "color": 7,
        "width": 420,
        "height": 750,
        "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
    },
    {
      "id": "3251b814-a373-44e5-833f-f801bea6af57",
      "name": "Envoyer une notification d'équipe",
      "type": "n8n-nodes-base.telegram",
      "position": [
        60,
        260
      ],
      "webhookId": "e319793b-83b0-4b4e-8cf5-af921cc0e9ec",
      "parameters": {
        "operation": "send"
      },
      "typeVersion": 1
    },
    {
      "id": "cf073529-3e86-4c18-8f00-65deb1caf79a",
      "name": "🔔 Stratégie de notification d'équipe",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -80,
        -480
      ],
      "parameters": {
        "color": 4,
        "width": 500,
        "height": 820,
        "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"
      },
      "typeVersion": 1
    },
    {
      "id": "d897da64-acd7-4a01-9906-8812f883ff5a",
      "name": "Envoyer l'e-mail de bienvenue",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        60,
        460
      ],
      "parameters": {
        "options": {},
        "subject": "Welcome to [Company Name] - Your Journey Starts Here! 🎉"
      },
      "typeVersion": 1
    },
    {
      "id": "6edfc1f8-223f-4fe3-894f-40253751f41e",
      "name": "✉️ Bonnes pratiques pour l'e-mail de bienvenue",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        0,
        700
      ],
      "parameters": {
        "width": 420,
        "height": 500,
        "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%)"
      },
      "typeVersion": 1
    },
    {
      "id": "325c5909-063b-4dc8-ae2d-186952e09b5d",
      "name": "Attendre 2 heures",
      "type": "n8n-nodes-base.wait",
      "position": [
        360,
        360
      ],
      "webhookId": "ed102052-76a3-4302-a179-f8e09d0f7aed",
      "parameters": {
        "amount": 2
      },
      "typeVersion": 1
    },
    {
      "id": "cf3357c5-2965-4ea2-9a3e-1cd0984da31d",
      "name": "⏱️ Guide d'optimisation du timing",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        300,
        100
      ],
      "parameters": {
        "width": 380,
        "height": 450,
        "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"
      },
      "typeVersion": 1
    },
    {
      "id": "aabccc2b-84fd-4d6b-bb5b-b6b09920fc63",
      "name": "Envoyer les documents d'intégration",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        660,
        360
      ],
      "parameters": {
        "options": {},
        "subject": "Your Onboarding Documents Are Ready! 📋"
      },
      "typeVersion": 1
    },
    {
      "id": "037eaf37-6304-4994-b76b-8e24373a9e36",
      "name": "📚 Stratégie de livraison des documents",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        740,
        -100
      ],
      "parameters": {
        "color": 2,
        "width": 500,
        "height": 920,
        "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"
      },
      "typeVersion": 1
    },
    {
      "id": "51b18819-b308-4b57-8248-2776b0c93dde",
      "name": "Attendre 1 jour",
      "type": "n8n-nodes-base.wait",
      "position": [
        960,
        360
      ],
      "webhookId": "c37979cb-b222-4f35-a0f9-b7dff99ccea8",
      "parameters": {
        "unit": "days"
      },
      "typeVersion": 1
    },
    {
      "id": "73a825f7-723c-43d3-8366-04a2fb4d21b6",
      "name": "Mettre à jour le statut CRM",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        1260,
        260
      ],
      "parameters": {
        "resource": "contact",
        "operation": "update"
      },
      "typeVersion": 1
    },
    {
      "id": "becff115-7a2d-4e0b-987a-930063b75e9d",
      "name": "Envoyer le message de suivi personnalisé",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        1260,
        460
      ],
      "parameters": {
        "options": {
          "replyTo": "success@company.com"
        },
        "subject": "How's your first day going? 🌟"
      },
      "typeVersion": 1
    },
    {
      "id": "44d51fd0-8e4e-4ad4-89cd-30331c6d6397",
      "name": "💭 Psychologie du suivi personnalisé",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1200,
        700
      ],
      "parameters": {
        "width": 420,
        "height": 550,
        "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"
      },
      "typeVersion": 1
    },
    {
      "id": "f8c6b848-65ff-4fd3-a505-9a9341e46a01",
      "name": "Attendre 2 jours supplémentaires",
      "type": "n8n-nodes-base.wait",
      "position": [
        1560,
        360
      ],
      "webhookId": "4d254f31-2974-4d7b-8669-0f1df857209a",
      "parameters": {
        "unit": "days",
        "amount": 2
      },
      "typeVersion": 1
    },
    {
      "id": "412cd830-fd51-4fea-a5ed-8df244bcb833",
      "name": "Envoyer le guide de réussite Semaine 1",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        2120,
        340
      ],
      "parameters": {
        "options": {},
        "subject": "Your Week 1 Success Guide + Exclusive Training 🎯"
      },
      "typeVersion": 1
    },
    {
      "id": "aee6ade8-031f-49aa-a0c8-67b481486ed5",
      "name": "📈 Stratégie de contenu Semaine 1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1680,
        -220
      ],
      "parameters": {
        "color": 7,
        "width": 420,
        "height": 1200,
        "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"
      },
      "typeVersion": 1
    },
    {
      "id": "82f636c2-678c-4725-83c0-bf56f87ac961",
      "name": "Marquer la Semaine 1 comme terminée",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        2340,
        100
      ],
      "parameters": {
        "resource": "contact",
        "operation": "update"
      },
      "typeVersion": 1
    },
    {
      "id": "20bc62f4-b62f-4150-aa63-7b19975fb3b4",
      "name": "Notifier l'équipe de l'achèvement",
      "type": "n8n-nodes-base.telegram",
      "position": [
        2400,
        540
      ],
      "webhookId": "00e4a472-30f4-4f63-a96e-8c3deb69c704",
      "parameters": {
        "operation": "send"
      },
      "typeVersion": 1
    },
    {
      "id": "7b75ba51-9ea8-450f-b88f-def30185a1cb",
      "name": "Valider les champs obligatoires",
      "type": "n8n-nodes-base.if",
      "position": [
        -460,
        380
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 1,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
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              "operator": {
                "type": "string",
                "operation": "notEmpty"
              },
              "leftValue": "={{ $json.email }}",
              "rightValue": ""
            },
            {
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              "operator": {
                "type": "string",
                "operation": "notEmpty"
              },
              "leftValue": "={{ $json.customerName }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "53eb8ff6-22b2-44ac-a2ef-21c46ae403ce",
      "name": "Envoyer l'alerte d'erreur de validation",
      "type": "n8n-nodes-base.telegram",
      "position": [
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      "webhookId": "70027811-eb7c-4092-a728-e161bca136b5",
      "parameters": {
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      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {
    "New Customer Webhook": [
      {
        "json": {
          "email": "sarah.johnson@email.com",
          "phone": "+1-555-123-4567",
          "source": "website",
          "package": "Premium",
          "signupDate": "2024-07-04",
          "customerName": "Sarah Johnson"
        }
      }
    ]
  },
  "settings": {
    "executionOrder": "v1"
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  "versionId": "0301c027-1edb-448f-b21c-8ae3df7461dc",
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}
Foire aux questions

Comment utiliser ce workflow ?

Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.

Dans quelles scénarios ce workflow est-il adapté ?

Avancé - CRM

Est-ce payant ?

Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.

Informations sur le workflow
Niveau de difficulté
Avancé
Nombre de nœuds23
Catégorie1
Types de nœuds7
Description de la difficulté

Adapté aux utilisateurs avancés, avec des workflows complexes contenant 16+ nœuds

Auteur
David Olusola

David Olusola

@dae221

AI automation consultant working with ambitious businesses on their most complex operational challenges. For project inquiries, reach me at david@daexai.com

Liens externes
Voir sur n8n.io

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Catégories

Catégories: 34