22 - マルチソースリードルーティング

中級

これはLead Generation, Multimodal AI分野の自動化ワークフローで、13個のノードを含みます。主にIf, Gmail, Hubspot, Airtable, GoogleSheetsなどのノードを使用。 リードルーティングシステム:資格判定を行い、TypeformリードをHubSpot、Sheets、Airtableに誘導

前提条件
  • Googleアカウント + Gmail API認証情報
  • HubSpot API Key
  • Airtable API Key
  • Google Sheets API認証情報
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
  "id": "{{WORKFLOW_ID}}",
  "meta": {
    "instanceId": "{{YOUR_INSTANCE_ID}}",
    "templateCredsSetupCompleted": true
  },
  "name": "22 - Multi-Source Lead Routing",
  "tags": [
    {
      "id": "{{TAG_ID}}",
      "name": "Production",
      "createdAt": "2025-01-01T00:00:00.000Z",
      "updatedAt": "2025-01-01T00:00:00.000Z"
    }
  ],
  "nodes": [
    {
      "id": "cd8e0aa7-1991-4ecd-966f-15249c8b7244",
      "name": "📋 Typeform提出トリガー",
      "type": "n8n-nodes-base.typeformTrigger",
      "position": [
        -1200,
        130
      ],
      "webhookId": "{{WEBHOOK_ID}}",
      "parameters": {
        "formId": "{{YOUR_TYPEFORM_ID}}"
      },
      "credentials": {
        "typeformApi": {
          "id": "{{YOUR_TYPEFORM_CREDENTIAL_ID}}",
          "name": "{{YOUR_TYPEFORM_CREDENTIAL_NAME}}"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "ec35de3e-7722-4445-80ed-c6cc2a3941dc",
      "name": "💰 高予算リードの確認",
      "type": "n8n-nodes-base.if",
      "position": [
        -980,
        130
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 1,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "or",
          "conditions": [
            {
              "id": "high-priority-budget",
              "operator": {
                "type": "number",
                "operation": "gt"
              },
              "leftValue": "={{ $json['What is your Budget'] }}",
              "rightValue": 5000
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "e1271e83-fa1a-4ba1-9c8c-bf7f1f38261c",
      "name": "📘 Facebookリードかどうかを確認",
      "type": "n8n-nodes-base.if",
      "position": [
        -320,
        130
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 1,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "facebook-source",
              "operator": {
                "type": "string",
                "operation": "contains"
              },
              "leftValue": "={{ $json.lead_source || $json.source }}",
              "rightValue": "Facebook"
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "bc9727ca-0cf7-4d89-b771-ca354537df5c",
      "name": "📊 SurveyMonkeyリードかどうかを確認",
      "type": "n8n-nodes-base.if",
      "position": [
        -100,
        205
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 1,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "surveymonkey-source",
              "operator": {
                "type": "string",
                "operation": "contains"
              },
              "leftValue": "={{ $json.lead_source || $json.source }}",
              "rightValue": "SurveyMonkey"
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "22344a6e-e585-44f9-a896-a48720d9da6b",
      "name": "👤 HubSpot — コンタクトの作成/更新",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        -760,
        130
      ],
      "parameters": {
        "email": "={{ $json.Email }}",
        "options": {},
        "authentication": "appToken",
        "additionalFields": {
          "firstName": "={{ $json.Name }}",
          "phoneNumber": "={{ $json['Phone Number'] }}",
          "customPropertiesUi": {
            "customPropertiesValues": [
              {
                "value": "={{ $json['What is your Budget'] }}",
                "property": "Budget"
              }
            ]
          }
        }
      },
      "credentials": {
        "hubspotAppToken": {
          "id": "{{YOUR_HUBSPOT_CREDENTIAL_ID}}",
          "name": "{{YOUR_HUBSPOT_CREDENTIAL_NAME}}"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "fb3aba79-a82b-4a75-8174-46bcd8b77957",
      "name": "📝 HubSpot — 優先タスクの追加",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        -540,
        130
      ],
      "parameters": {
        "type": "task",
        "metadata": {
          "body": "=Priority - High (Budget - {{ $json['What is your Budget'] }})"
        },
        "resource": "engagement",
        "authentication": "appToken",
        "additionalFields": {}
      },
      "credentials": {
        "hubspotAppToken": {
          "id": "{{YOUR_HUBSPOT_CREDENTIAL_ID}}",
          "name": "{{YOUR_HUBSPOT_CREDENTIAL_NAME}}"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "bc870ccf-8759-40ad-b7f6-5dc9e310fa9e",
      "name": "📄 FacebookリードをGoogleシートに記録",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        120,
        40
      ],
      "parameters": {
        "columns": {
          "value": {},
          "schema": [],
          "mappingMode": "defineBelow",
          "matchingColumns": [],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "append",
        "sheetName": {
          "__rl": true,
          "mode": "id",
          "value": "{{YOUR_SHEET_NAME}}"
        },
        "documentId": {
          "__rl": true,
          "mode": "id",
          "value": "{{YOUR_GOOGLE_SHEET_ID}}"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "{{YOUR_GOOGLE_SHEETS_CREDENTIAL_ID}}",
          "name": "{{YOUR_GOOGLE_SHEETS_CREDENTIAL_NAME}}"
        }
      },
      "typeVersion": 4
    },
    {
      "id": "9690a043-4ad1-4d69-aa34-1429983f864a",
      "name": "📦 SurveyMonkeyリードをAirtableに保存",
      "type": "n8n-nodes-base.airtable",
      "position": [
        120,
        280
      ],
      "parameters": {
        "base": {
          "__rl": true,
          "mode": "id",
          "value": "{{YOUR_AIRTABLE_BASE_ID}}"
        },
        "table": {
          "__rl": true,
          "mode": "id",
          "value": "{{YOUR_AIRTABLE_TABLE_NAME}}"
        },
        "columns": {
          "value": {},
          "schema": [
            {
              "id": "Name",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": false,
              "required": false,
              "displayName": "Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Email",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": false,
              "required": false,
              "displayName": "Email",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Phone Number",
              "type": "number",
              "display": true,
              "removed": true,
              "readOnly": false,
              "required": false,
              "displayName": "Phone Number",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Message",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": false,
              "required": false,
              "displayName": "Message",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "create",
        "authentication": "airtableOAuth2Api"
      },
      "credentials": {
        "airtableOAuth2Api": {
          "id": "{{YOUR_AIRTABLE_CREDENTIAL_ID}}",
          "name": "{{YOUR_AIRTABLE_CREDENTIAL_NAME}}"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "6e6d35a3-1c45-43b6-86ee-f99397dfe924",
      "name": "📧 Gmail自動返信を送信",
      "type": "n8n-nodes-base.gmail",
      "position": [
        340,
        130
      ],
      "webhookId": "{{WEBHOOK_ID}}",
      "parameters": {
        "sendTo": "={{ $json.email }}",
        "message": "Hi {{ $json.name || $json.first_name }},\n\nThank you for your interest. Our sales team will reach out within 24 hours.\n\nBest regards,\nSales Team",
        "options": {
          "ccList": "",
          "bccList": ""
        },
        "subject": "Thanks for reaching out — We'll get back soon"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "{{YOUR_GMAIL_CREDENTIAL_ID}}",
          "name": "{{YOUR_GMAIL_CREDENTIAL_NAME}}"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "6eea1967-e1ee-4f57-aa68-f0fca9304c00",
      "name": "付箋",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1260,
        -200
      ],
      "parameters": {
        "color": 5,
        "width": 440,
        "height": 660,
        "content": "## 📋 Form Intake & Lead Qualification\n\n**📋 Typeform Submission Trigger → 💰 Check High-Budget Lead**\n\n*This section captures new lead data from the Typeform submission. It immediately evaluates the budget field to determine whether the lead is high priority (budget > $5,000), allowing the workflow to route premium leads for faster follow-up.*"
      },
      "typeVersion": 1
    },
    {
      "id": "59c9b01f-a262-42d4-aa0c-a92f5a874f67",
      "name": "付箋1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -800,
        -200
      ],
      "parameters": {
        "width": 400,
        "height": 660,
        "content": "## 👤 CRM Integration & Priority Handling\n\n**👤 HubSpot — Create/Update Contact → 📝 HubSpot — Add Priority Task**\n\n*For high-priority leads, the workflow automatically creates or updates the corresponding contact in HubSpot, adding their budget and other details. It then logs a priority follow-up task in HubSpot to ensure the sales team responds promptly.*"
      },
      "typeVersion": 1
    },
    {
      "id": "df5fcd72-2882-40f4-a398-4d49b0eb55f8",
      "name": "付箋2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -380,
        -200
      ],
      "parameters": {
        "color": 4,
        "width": 420,
        "height": 660,
        "content": "## 📘/📊 Lead Source Routing & Storage\n\n**📘 Check if Facebook Lead → 📄 Log Facebook Lead to Google Sheet\n📊 Check if SurveyMonkey Lead → 📦 Store SurveyMonkey Lead in Airtable**\n\n*This section routes leads based on their source. Facebook leads are logged in Google Sheets for marketing analysis, while SurveyMonkey leads are stored in Airtable for structured data management and campaign tracking.*"
      },
      "typeVersion": 1
    },
    {
      "id": "4e93476a-9dd5-49c5-865f-a8d95d6d2415",
      "name": "付箋3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        60,
        -260
      ],
      "parameters": {
        "color": 3,
        "width": 420,
        "height": 720,
        "content": "## 📧 Automated Lead Acknowledgment\n\n**📄 Log Facebook Lead to Google Sheet → 📧 Send Gmail Auto-Response\n📦 Store SurveyMonkey Lead in Airtable → 📧 Send Gmail Auto-Response**\n\n*After the lead's data is stored in the appropriate system, the workflow sends an automated acknowledgment email via Gmail, confirming receipt of their inquiry and setting the expectation for a 24-hour follow-up.*"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "{{WORKFLOW_VERSION_ID}}",
  "connections": {
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}
よくある質問

このワークフローの使い方は?

上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。

このワークフローはどんな場面に適していますか?

中級 - リード獲得, マルチモーダルAI

有料ですか?

このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス(OpenAI APIなど)は別途料金が発生する場合があります。

ワークフロー情報
難易度
中級
ノード数13
カテゴリー2
ノードタイプ7
難易度説明

経験者向け、6-15ノードの中程度の複雑さのワークフロー

作成者
Avkash Kakdiya

Avkash Kakdiya

@itechnotion

🚀 Founder of iTechNotion — we build custom AI-powered automation workflows for startups, agencies, and founders. 💡 Specializing in agentic AI systems, content automation, sales funnels, and digital workers. 🔧 14+ years in tech | Building scalable no-code/low-code solutions using n8n, OpenAI, and other API-first tools. 📬 Let’s automate what slows you down.

外部リンク
n8n.ioで表示

このワークフローを共有

カテゴリー

カテゴリー: 34