HubSpot 交易赢单的智能 CSM 分配与 AI 欢迎邮件（集成 Gmail）
高级
这是一个CRM, Multimodal AI领域的自动化工作流，包含 22 个节点。主要使用 If, Set, Code, Gmail, Hubspot 等节点。 HubSpot 交易赢单的智能 CSM 分配与 AI 欢迎邮件（集成 Gmail）
前置要求
- •Google 账号和 Gmail API 凭证
- •HubSpot API Key
- •OpenAI API Key
使用的节点 (22)
工作流预览
可视化展示节点连接关系，支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
"nodes": [
{
"id": "2bdfeaf7-f4db-446d-84bc-68e914138e28",
"name": "结构化输出解析器",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
-112,
192
],
"parameters": {
"schemaType": "manual",
"inputSchema": "{\n \"type\": \"object\",\n \"properties\": {\n \"subject\": {\n \"type\": \"string\",\n \"description\": \"The subject line for the email\"\n },\n \"body\": {\n \"type\": \"string\",\n \"description\": \"The full, complete body of the email, formatted in Markdown\"\n }\n },\n \"required\": [\"subject\", \"body\"]\n}"
},
"typeVersion": 1.2
},
{
"id": "46c35571-3823-4cb9-8e07-df85c8fd6a2f",
"name": "便签7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2368,
240
],
"parameters": {
"color": 6,
"width": 368,
"height": 212,
"content": "## 联系我"
},
"typeVersion": 1
},
{
"id": "3d3a2b5f-c5cd-4fdc-bc1d-55956b6b7809",
"name": "如果交易已赢得",
"type": "n8n-nodes-base.if",
"position": [
-1824,
-32
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "b70f4699-008f-4924-8e69-af4fa69422a5",
"operator": {
"type": "boolean",
"operation": "true",
"singleValue": true
},
"leftValue": "={{ $(\"Trigger: Deal Is 'Closed Won'\").item.json.body[0].propertyValue }}",
"rightValue": "contact.creation"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "3b7f2eb6-c57f-454e-8bca-dece1d7ac508",
"name": "配置模板变量",
"type": "n8n-nodes-base.set",
"position": [
-2048,
-32
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "11a8b9e9-a7ed-454a-9aef-a9137c0e17ea",
"name": "company_name",
"type": "string",
"value": "Your Company Name"
},
{
"id": "f2dcfe2e-3145-4a30-9731-0a8d02c7aa9a",
"name": "sender_name",
"type": "string",
"value": "Your Sender Name"
},
{
"id": "18b5c0bd-4e75-4b98-92fc-5fca90a8b680",
"name": "sender_email",
"type": "string",
"value": "your-email@example.com"
}
]
}
},
"notesInFlow": true,
"typeVersion": 3.4
},
{
"id": "e26d9e1d-de10-445d-bbc7-aa20753c3bbb",
"name": "如果角色是'冠军'",
"type": "n8n-nodes-base.if",
"position": [
-480,
-32
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "90d9c369-80df-4938-adac-af3b452f97ca",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.properties.hs_buying_role.value }}",
"rightValue": "CHAMPION"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "e22c6e48-5899-4f13-b857-65d499e296ca",
"name": "HubSpot：获取交易详情",
"type": "n8n-nodes-base.hubspot",
"position": [
-1152,
-32
],
"parameters": {
"dealId": {
"__rl": true,
"mode": "id",
"value": "={{ $(\"Trigger: Deal Is 'Closed Won'\").item.json.body[0].objectId }}"
},
"filters": {},
"resource": "deal",
"operation": "get",
"authentication": "oAuth2"
},
"typeVersion": 2.2
},
{
"id": "8f569481-1ee0-4441-8269-a0630cb116d3",
"name": "拆分联系人ID",
"type": "n8n-nodes-base.code",
"position": [
-928,
-32
],
"parameters": {
"jsCode": "// Get the list of contact IDs\nconst vids = $('HubSpot: Get Deal Details').first().json.associations.associatedVids;\n\n// Make sure it's always a list (even if there's only one)\nconst vidsList = [].concat(vids);\n\n// Return each ID as a separate item for the next node to process\nreturn vidsList.map(id => {\n return {\n json: {\n contactId: id\n }\n };\n});"
},
"typeVersion": 2
},
{
"id": "7ccef67d-88ba-4ee2-88b8-ea0888b57319",
"name": "HubSpot：获取联系人详情",
"type": "n8n-nodes-base.hubspot",
"position": [
-704,
-32
],
"parameters": {
"contactId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.contactId }}"
},
"operation": "get",
"authentication": "oAuth2",
"additionalFields": {
"propertiesCollection": {
"propertiesValues": {
"properties": [
"hs_buying_role"
],
"propertyMode": "valueOnly"
}
}
}
},
"typeVersion": 2.2
},
{
"id": "8f0f446d-2705-4e0b-a982-76a04c9010ca",
"name": "AI：撰写欢迎邮件",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
-256,
-32
],
"parameters": {
"text": "=Your task is to write a warm, personalized welcome email to a new customer.\n\n## Content to Include\n- Congratulate them on their purchase.\n- Welcome them to the [Your Company Name] family.\n- Let them know that their new Customer Success Manager will be in touch shortly to schedule a kickoff call.\n- Provide a link to a \"Getting Started\" video: [Link to Your Video]\n- Provide a link to a \"Help Documentation\" page: [Link to Your Help Doc]\n\n## Rules\n- Be professional, enthusiastic, and welcoming.\n- You are writing on behalf of the sender.\n\n## Use the variables below\nSender's name: {{ $('Configure Template Variables').item.json.sender_name }}\nSender's email: {{ $('Configure Template Variables').item.json.sender_email }}\nSender's company name: {{ $('Configure Template Variables').item.json.company_name }}\nRecipient's first name: {{ $('HubSpot: Get Contact Details').item.json.properties.firstname.value }}\nRecipient's last name: {{ $('HubSpot: Get Contact Details').item.json.properties.lastname.value }}\nRecipient's email: {{ $('HubSpot: Get Contact Details').item.json.properties.email.value }}",
"options": {
"systemMessage": "=# Overview\nYou are a professional Customer Success Manager.\n"
},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 1.9
},
{
"id": "c3795f85-b2cf-4baf-86f5-7919234d1cad",
"name": "AI模型",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-256,
192
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4o-mini",
"cachedResultName": "gpt-4o-mini"
},
"options": {}
},
"typeVersion": 1.2
},
{
"id": "7262a3e6-dae7-4011-ab90-54897deb9f19",
"name": "工具：Markdown转HTML",
"type": "n8n-nodes-base.markdown",
"position": [
96,
-32
],
"parameters": {
"mode": "markdownToHtml",
"options": {},
"markdown": "={{ $json.output.body }}"
},
"typeVersion": 1
},
{
"id": "366e7c5d-f6df-4896-bd32-ae1fba5b4f49",
"name": "Gmail：发送欢迎邮件",
"type": "n8n-nodes-base.gmail",
"position": [
320,
-32
],
"webhookId": "600dd71c-272e-4300-8f5a-7e5bbf7eb9fe",
"parameters": {
"sendTo": "={{ $('HubSpot: Get Contact Details').item.json.properties.email.value }}",
"message": "={{ $json.data }}",
"options": {},
"subject": "={{ $json.output.subject }}"
},
"typeVersion": 2.1
},
{
"id": "1033acf3-11d8-4ea2-89f2-13ceda2e9f8d",
"name": "HubSpot：分配联系人负责人",
"type": "n8n-nodes-base.hubspot",
"position": [
544,
-32
],
"parameters": {
"email": "={{ $('HubSpot: Get Contact Details').item.json.properties.email.value }}",
"options": {},
"authentication": "oAuth2",
"additionalFields": {
"contactOwner": "={{ $('Find Least Busy CSM').item.json.csm_id }}"
}
},
"typeVersion": 2.1
},
{
"id": "cb68f201-669e-4f65-a065-93e1e1586fd5",
"name": "便签3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2368,
-1104
],
"parameters": {
"width": 768,
"height": 656,
"content": "# 从HubSpot入职流程自动化CSM分配和邮件发送"
},
"typeVersion": 1
},
{
"id": "c1c64eb1-7108-4579-8b77-3cadb79fab4d",
"name": "便签10",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2464,
-352
],
"parameters": {
"color": 7,
"width": 352,
"height": 480,
"content": "此节点是工作流的**实时**触发器。"
},
"typeVersion": 1
},
{
"id": "d1cc6510-b720-4076-910a-b528a72b6f62",
"name": "触发器：交易为'已关闭赢得'",
"type": "n8n-nodes-base.hubspotTrigger",
"position": [
-2272,
-32
],
"webhookId": "b7a996ff-1c3b-417f-be7f-190ec04405b9",
"parameters": {
"eventsUi": {
"eventValues": [
{
"name": "deal.propertyChange",
"property": "=hs_is_closed_won"
}
]
},
"additionalFields": {
"maxConcurrentRequests": 5
}
},
"typeVersion": 1
},
{
"id": "04545ef6-cae4-4c4e-bf96-ea4ac26be3ad",
"name": "便签9",
"type": "n8n-nodes-base.stickyNote",
"position": [
-304,
-352
],
"parameters": {
"color": 7,
"width": 336,
"height": 672,
"content": "### AI邮件撰写器"
},
"typeVersion": 1
},
{
"id": "7d1fd6d1-7ded-4760-8158-55f9e9f4d209",
"name": "获取CSM列表",
"type": "n8n-nodes-base.dataTable",
"position": [
-1600,
-32
],
"parameters": {
"operation": "get",
"returnAll": true,
"dataTableId": {
"__rl": true,
"mode": "id",
"value": ""
}
},
"typeVersion": 1
},
{
"id": "f5774385-f71b-4b5c-bf67-54d8f184af06",
"name": "查找最不繁忙的CSM",
"type": "n8n-nodes-base.code",
"position": [
-1376,
-32
],
"parameters": {
"jsCode": "// Get the list of CSMs from the previous node\nconst csmList = $input.all();\n\n// Check if the table is empty\nif (csmList.length === 0) {\n throw new Error(\"CSM assignment table is empty. Please add CSMs to the Data Table.\");\n}\n\n// Sort the list to find the CSM with the lowest deal_count\n// The input item looks like: { json: { csm_id: '123', deal_count: 0 }, row_id: 'abc' }\nconst sortedList = csmList.sort((a, b) => {\n return a.json.deal_count - b.json.deal_count;\n});\n\n// The least busy CSM is the first one in the sorted list\nconst leastBusyCsm = sortedList[0];\n\n// Return the data needed for the next nodes\nreturn {\n csm_id: leastBusyCsm.json.csm_id,\n row_id_to_update: leastBusyCsm.json.id,\n current_count: leastBusyCsm.json.deal_count\n};"
},
"typeVersion": 2
},
{
"id": "46936c4a-7dcf-4cc0-bce9-6f06d230ee92",
"name": "增加CSM交易计数",
"type": "n8n-nodes-base.dataTable",
"position": [
768,
-32
],
"parameters": {
"columns": {
"value": {},
"schema": [],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"filters": {
"conditions": [
{
"keyValue": "={{ $('Find Least Busy CSM').item.json.row_id_to_update }}"
}
]
},
"options": {},
"operation": "update",
"dataTableId": {
"__rl": true,
"mode": "id",
"value": ""
}
},
"typeVersion": 1
},
{
"id": "426da06b-eb9f-4a6d-8b13-a2cffd6dd6ba",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1664,
-352
],
"parameters": {
"color": 7,
"width": 432,
"height": 480,
"content": "### 最不繁忙CSM分配"
},
"typeVersion": 1
},
{
"id": "e9606b09-3cbc-4f51-a1e9-23ba1a617aa4",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
704,
-352
],
"parameters": {
"color": 7,
"width": 544,
"height": 512,
"content": "此节点更新CSM的交易计数。"
},
"typeVersion": 1
}
],
"connections": {
"AI Model": {
"ai_languageModel": [
[
{
"node": "AI: Write Welcome Email",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Get CSM List": {
"main": [
[
{
"node": "Find Least Busy CSM",
"type": "main",
"index": 0
}
]
]
},
"If Deal Is Won": {
"main": [
[
{
"node": "Get CSM List",
"type": "main",
"index": 0
}
]
]
},
"Split Contact IDs": {
"main": [
[
{
"node": "HubSpot: Get Contact Details",
"type": "main",
"index": 0
}
]
]
},
"Find Least Busy CSM": {
"main": [
[
{
"node": "HubSpot: Get Deal Details",
"type": "main",
"index": 0
}
]
]
},
"If Role is 'Champion'": {
"main": [
[
{
"node": "AI: Write Welcome Email",
"type": "main",
"index": 0
}
]
]
},
"Util: Markdown to HTML": {
"main": [
[
{
"node": "Gmail: Send Welcome Email",
"type": "main",
"index": 0
}
]
]
},
"AI: Write Welcome Email": {
"main": [
[
{
"node": "Util: Markdown to HTML",
"type": "main",
"index": 0
}
]
]
},
"Structured Output Parser": {
"ai_outputParser": [
[
{
"node": "AI: Write Welcome Email",
"type": "ai_outputParser",
"index": 0
}
]
]
},
"Gmail: Send Welcome Email": {
"main": [
[
{
"node": "HubSpot: Assign Contact Owner",
"type": "main",
"index": 0
}
]
]
},
"HubSpot: Get Deal Details": {
"main": [
[
{
"node": "Split Contact IDs",
"type": "main",
"index": 0
}
]
]
},
"Configure Template Variables": {
"main": [
[
{
"node": "If Deal Is Won",
"type": "main",
"index": 0
}
]
]
},
"HubSpot: Get Contact Details": {
"main": [
[
{
"node": "If Role is 'Champion'",
"type": "main",
"index": 0
}
]
]
},
"HubSpot: Assign Contact Owner": {
"main": [
[
{
"node": "Increment CSM Deal Count",
"type": "main",
"index": 0
}
]
]
},
"Trigger: Deal Is 'Closed Won'": {
"main": [
[
{
"node": "Configure Template Variables",
"type": "main",
"index": 0
}
]
]
}
}
}常见问题
如何使用这个工作流？
复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。
这个工作流适合什么场景？
高级 - 客户关系管理, 多模态 AI
需要付费吗？
本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。
相关工作流推荐
使用HubSpot、Google日历和AI驱动的Gmail自动化新客户入职
使用HubSpot、Google日历和AI驱动的Gmail自动化新客户入职
If
Set
Gmail
+14
31 节点PollupAI
人力资源
通过AI分析HubSpot和Google Sheets数据预测客户流失
通过AI分析HubSpot和Google Sheets数据预测客户流失
Set
Code
Merge
+17
27 节点PollupAI
客户关系管理
使用HubSpot、Gmail和AI驱动调度的自动化客户入职
使用HubSpot、Gmail和AI驱动调度的自动化客户入职
If
Set
Gmail
+14
31 节点Punit
内容创作
基于 YouTube 视频的自主博客发布
使用 ChatGPT、Sheets、Apify、Pexels 和 WordPress 从 YouTube 视频自主发布博客
If
Set
Code
+18
80 节点Oriol Seguí
内容创作
支持工单分类与路由自动化
使用GPT自动化从HubSpot到Jira的支持工单分类与路由
Set
Jira
Switch
+12
23 节点PollupAI
AI 摘要总结
自适应邮件自动回复器（GPT-4、RAG和人工反馈循环）
自适应邮件自动回复器（GPT-4、RAG和人工反馈循环）
If
Set
Gmail
+15
38 节点LeeWei
内容创作
工作流信息
难度等级
高级
节点数量22
分类2
节点类型12
作者
PollupAI
@zeerobugWe create bespoke AI solutions, automations and agents that help your business as it scales.
外部链接
在 n8n.io 查看 →
分享此工作流