クリエイター テンプレート - リーダーポテンシャル資格設定とフォローアップ (Gemini)

上級

これはLead Generation, AI Summarization分野の自動化ワークフローで、21個のノードを含みます。主にIf, Wait, Zoom, Gmail, Hubspotなどのノードを使用。 Gemini、HubSpot、Zoom、Mailchimp を使用したリードの自動クオリフィケーションとフォローアップ

前提条件
  • Googleアカウント + Gmail API認証情報
  • HubSpot API Key
  • HTTP Webhookエンドポイント(n8nが自動生成)
  • ターゲットAPIの認証情報が必要な場合あり
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": "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": "Initial Delay",
      "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": "AI Lead Qualification",
      "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": "Lead Decision",
      "type": "n8n-nodes-base.if",
      "position": [
        -720,
        208
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "c56904a9-fc19-4003-8a3b-e5b6b15c48bb",
              "operator": {
                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "04f43a7b-f901-4802-b37c-9d182f6d21a3",
      "name": "Qualified Lead Delay",
      "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": "VAPI AI Call - Qualified",
      "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": "Post-Call Delay",
      "type": "n8n-nodes-base.wait",
      "position": [
        -64,
        96
      ],
      "webhookId": "1473cb63-148b-460c-a24c-d78ec01a711f",
      "parameters": {},
      "typeVersion": 1.1
    },
    {
      "id": "9e58a05c-2b29-4e6d-b541-a5811200fdff",
      "name": "Schedule Meeting",
      "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",
          "name": "Google Calendar account"
        }
      },
      "typeVersion": 1.3
    },
    {
      "id": "86fcc9c5-ef3a-4f81-95ac-3b64670925ff",
      "name": "Create Zoom Meeting",
      "type": "n8n-nodes-base.zoom",
      "position": [
        384,
        -16
      ],
      "parameters": {
        "topic": "=Sales Consultation - {{ $node['WordPress Form Trigger'].json.body.name }}",
        "additionalFields": {}
      },
      "typeVersion": 1
    },
    {
      "id": "a9c8ba7e-924c-440f-a0c4-e072c1735b09",
      "name": "Qualified Lead Campaign",
      "type": "n8n-nodes-base.mailchimp",
      "notes": "Adds qualified lead to Mailchimp audience. Replace {{$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": "Meeting Confirmation メール",
      "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": "Update CRM - Qualified",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        1040,
        192
      ],
      "parameters": {
        "email": "={{ $node['WordPress Form Trigger'].json.body.email }}",
        "options": {},
        "authentication": "oAuth2",
        "additionalFields": {}
      },
      "typeVersion": 2.2
    },
    {
      "id": "68ed4aac-6d87-4cb1-9224-a9f4b45196f3",
      "name": "VAPI AI Call - Not Qualified",
      "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 {{ $credentials.vapiApi.token }}"
            },
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "bb6d047d-132b-4fcb-ae5a-9d6fec22bdb3",
      "name": "Follow-up Campaign",
      "type": "n8n-nodes-base.mailchimp",
      "notes": "Adds not-qualified lead to Mailchimp audience. Replace {{$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
    },
    {
      "id": "28dd177d-d322-448e-bb4b-5952ac2882b9",
      "name": "Follow-up メール",
      "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": "Update CRM - Not Qualified",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        384,
        448
      ],
      "parameters": {
        "email": "={{ $node['WordPress Form Trigger'].json.body.email }}",
        "options": {},
        "authentication": "oAuth2",
        "additionalFields": {}
      },
      "typeVersion": 2.2
    },
    {
      "id": "2207162d-03b8-4b62-8a07-3dcb2e16265a",
      "name": "Schedule Follow-up Calendar",
      "type": "n8n-nodes-base.googleCalendar",
      "position": [
        608,
        528
      ],
      "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
    },
    {
      "id": "0898358a-02b7-4fd1-98fd-809946bd6670",
      "name": "Get Qualified Call Results",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        -64,
        -48
      ],
      "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": {
          "parameters": [
            {
              "name": "Authorization",
              "value": "=Bearer {{ $credentials.vapiApi.token }}"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "bccd8b9d-9b42-40ab-a46f-5a22eaf1cb86",
      "name": "Get Follow-up Call Results",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        -64,
        272
      ],
      "parameters": {
        "url": "=https://api.vapi.ai/call/{{ $node['VAPI AI Call - Not Qualified'].json.id }}",
        "options": {
          "response": {
            "response": {
              "responseFormat": "json"
            }
          }
        },
        "sendHeaders": true,
        "authentication": "genericCredentialType",
        "genericAuthType": "httpHeaderAuth",
        "headerParameters": {
          "parameters": [
            {
              "name": "Authorization",
              "value": "=Bearer {{ $credentials.vapiApi.token }}"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "c39d5f9f-9d37-4d28-9c4e-9b17fecd7664",
      "name": "On form submission",
      "type": "n8n-nodes-base.formTrigger",
      "position": [
        -1424,
        400
      ],
      "webhookId": "6c41fa84-7a98-47d2-a748-063e1ebb1816",
      "parameters": {
        "options": {},
        "formTitle": "Contact us",
        "formFields": {
          "values": [
            {
              "fieldLabel": "Ajay"
            },
            {
              "fieldLabel": "email"
            },
            {
              "fieldLabel": "Phone Number"
            }
          ]
        }
      },
      "typeVersion": 2.3
    },
    {
      "id": "f2e0b3a1-7c4a-4a9e-9c7a-1b8b6b7a4d11",
      "name": "Flow Documentation",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1728,
        -384
      ],
      "parameters": {
        "height": 1760,
        "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
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "da82f9aa-149b-442d-bbea-8653d11d9ef3",
  "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?

上級 - リード獲得, AI要約

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
上級
ノード数21
カテゴリー2
ノードタイプ12
難易度説明

上級者向け、16ノード以上の複雑なワークフロー

作成者
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.

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