크리에이터 템플릿 - 잠재 리드 자격 평가 및 후속 조치 (Gemini)
고급
이것은Lead Generation, AI Summarization분야의자동화 워크플로우로, 21개의 노드를 포함합니다.주로 If, Wait, Zoom, Gmail, Hubspot 등의 노드를 사용하며. Gemini, HubSpot, Zoom 및 Mailchimp를 사용한 잠재 고객 자격 평가 및 후속 조치 자동화
사전 요구사항
- •Google 계정 및 Gmail API 인증 정보
- •HubSpot API Key
- •HTTP Webhook 엔드포인트(n8n이 자동으로 생성)
- •대상 API의 인증 정보가 필요할 수 있음
사용된 노드 (21)
워크플로우 미리보기
노드 연결 관계를 시각적으로 표시하며, 확대/축소 및 이동을 지원합니다
워크플로우 내보내기
다음 JSON 구성을 복사하여 n8n에 가져오면 이 워크플로우를 사용할 수 있습니다
{
"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 양식 트리거",
"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": "초기 지연",
"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 잠재 고객 자격 평가",
"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": "잠재 고객 결정",
"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": "자격 있는 잠재 고객 지연",
"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 통화 - 자격 있음",
"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": "통화 후 지연",
"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": "미팅 예약",
"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": "Zoom 미팅 생성",
"type": "n8n-nodes-base.zoom",
"position": [
384,
-16
],
"parameters": {
"topic": "=Sales Consultation - {{ $node['WordPress Form Trigger'].json.body.name }}",
"additionalFields": {}
},
"typeVersion": 1
},
{
"id": "a9c8ba7e-924c-440f-a0c4-e072c1735b09",
"name": "자격 있는 잠재 고객 캠페인",
"type": "n8n-nodes-base.mailchimp",
"notes": "Adds qualified lead to Mailchimp audience. Replace {{$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": "미팅 확인 이메일",
"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": "CRM 업데이트 - 자격 있음",
"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 통화 - 자격 없음",
"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 {{ $credentials.vapiApi.token }}"
},
{
"name": "Content-Type",
"value": "application/json"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "bb6d047d-132b-4fcb-ae5a-9d6fec22bdb3",
"name": "후속 캠페인",
"type": "n8n-nodes-base.mailchimp",
"notes": "Adds not-qualified lead to Mailchimp audience. Replace {{$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": "후속 이메일",
"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": "CRM 업데이트 - 자격 없음",
"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": "후속 일정 캘린더 예약",
"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": "자격 있는 통화 결과 가져오기",
"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": "후속 통화 결과 가져오기",
"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": "양식 제출 시",
"type": "n8n-nodes-base.formTrigger",
"position": [
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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": "워크플로 문서화",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"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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{
"node": "bccd8b9d-9b42-40ab-a46f-5a22eaf1cb86",
"type": "main",
"index": 0
},
{
"node": "bb6d047d-132b-4fcb-ae5a-9d6fec22bdb3",
"type": "main",
"index": 0
}
]
]
}
}
}자주 묻는 질문
이 워크플로우를 어떻게 사용하나요?
위의 JSON 구성 코드를 복사하여 n8n 인스턴스에서 새 워크플로우를 생성하고 "JSON에서 가져오기"를 선택한 후, 구성을 붙여넣고 필요에 따라 인증 설정을 수정하세요.
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저자
Ajay Yadav
@erplinkerERP 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.
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