Workflow automatisé pour le CRM des prêteurs
Ceci est unCRMworkflow d'automatisation du domainecontenant 11 nœuds.Utilise principalement des nœuds comme Code, Twilio, Webhook, GoogleDrive, GoogleSheets. Utiliser Twilio, Google Sheets et Drive pour automatiser la gestion des prospects pour les prêteurs
- •Point de terminaison HTTP Webhook (généré automatiquement par n8n)
- •Informations d'identification Google Drive API
- •Informations d'identification Google Sheets API
Nœuds utilisés (11)
Catégorie
{
"id": "DmeYocUMLd2GidjA",
"meta": {
"instanceId": "a287613f1596da776459594685fbf4e2b4a12124f80ab8c8772f5e37bff103ae"
},
"name": "Automated Loan Agency CRM Workflow",
"tags": [],
"nodes": [
{
"id": "89258a0e-d884-4904-9d90-c16ca02a6a33",
"name": "Webhook",
"type": "n8n-nodes-base.webhook",
"position": [
0,
0
],
"webhookId": "83679504-f9d5-4133-9086-e72ede8ecd55",
"parameters": {},
"typeVersion": 2
},
{
"id": "69e8ccc5-83b2-46d5-b549-7c09d896462c",
"name": "Nettoyage des données et doublons",
"type": "n8n-nodes-base.code",
"position": [
208,
0
],
"parameters": {},
"typeVersion": 2
},
{
"id": "45fba5ea-b903-41b0-bded-8f94e93dbdc5",
"name": "Affectation automatique d'agent",
"type": "n8n-nodes-base.code",
"position": [
416,
0
],
"parameters": {},
"typeVersion": 2
},
{
"id": "4972f43b-f5bd-46b0-a3b0-1ce2b5c8bdb7",
"name": "Stockage des données",
"type": "n8n-nodes-base.googleSheets",
"position": [
624,
0
],
"parameters": {},
"typeVersion": 4.6
},
{
"id": "bb9f7707-10ad-4cce-9d64-1d640eec87c1",
"name": "Envoi de notifications",
"type": "n8n-nodes-base.twilio",
"position": [
832,
0
],
"parameters": {},
"typeVersion": 1
},
{
"id": "89ff9c35-cb8b-4c8d-b5cb-e4d8cca828eb",
"name": "Webhook1",
"type": "n8n-nodes-base.webhook",
"position": [
0,
336
],
"webhookId": "dc145909-e028-438b-ae43-15c8c4864d7b",
"parameters": {},
"typeVersion": 2
},
{
"id": "679ea89a-4d27-4229-af09-a00194b2b95c",
"name": "Mise à jour du statut",
"type": "n8n-nodes-base.googleSheets",
"position": [
208,
336
],
"parameters": {},
"typeVersion": 4.6
},
{
"id": "ed81111d-5780-49dc-a2b2-ba5d50ec79d8",
"name": "Gestion des documents",
"type": "n8n-nodes-base.googleDrive",
"position": [
416,
336
],
"parameters": {},
"typeVersion": 3
},
{
"id": "7d622673-2dc8-472a-9a65-22de7e7b383a",
"name": "Note adhésive",
"type": "n8n-nodes-base.stickyNote",
"position": [
-48,
272
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "e0f85838-4bad-4544-a7b3-57710d5c0dcd",
"name": "Saisie et affectation des nouveaux prospects",
"type": "n8n-nodes-base.stickyNote",
"position": [
-48,
-80
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "5cf9ea36-70f3-4ab1-8ffb-7022bab56eb4",
"name": "Note adhésive1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-880,
-80
],
"parameters": {
"content": ""
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "24d03e3f-c089-4e1b-96f8-dc3f494476eb",
"connections": {
"89258a0e-d884-4904-9d90-c16ca02a6a33": {
"main": [
[
{
"node": "69e8ccc5-83b2-46d5-b549-7c09d896462c",
"type": "main",
"index": 0
}
]
]
},
"89ff9c35-cb8b-4c8d-b5cb-e4d8cca828eb": {
"main": [
[
{
"node": "679ea89a-4d27-4229-af09-a00194b2b95c",
"type": "main",
"index": 0
}
]
]
},
"4972f43b-f5bd-46b0-a3b0-1ce2b5c8bdb7": {
"main": [
[
{
"node": "bb9f7707-10ad-4cce-9d64-1d640eec87c1",
"type": "main",
"index": 0
}
]
]
},
"679ea89a-4d27-4229-af09-a00194b2b95c": {
"main": [
[
{
"node": "ed81111d-5780-49dc-a2b2-ba5d50ec79d8",
"type": "main",
"index": 0
}
]
]
},
"45fba5ea-b903-41b0-bded-8f94e93dbdc5": {
"main": [
[
{
"node": "4972f43b-f5bd-46b0-a3b0-1ce2b5c8bdb7",
"type": "main",
"index": 0
}
]
]
},
"69e8ccc5-83b2-46d5-b549-7c09d896462c": {
"main": [
[
{
"node": "45fba5ea-b903-41b0-bded-8f94e93dbdc5",
"type": "main",
"index": 0
}
]
]
}
}
}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 ?
Intermédiaire - 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.
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Marth
@marthSimplifying Business with Smart Automation. I create and share user-friendly, highly efficient n8n workflow templates for SMEs, focusing on digital marketing, sales, and operational excellence. Get ready to automate, innovate, and elevate your business. Connect me on Linkedin for custom solutions.
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