自动化门店引流线索生成系统(含优惠券)- SuiteCRM
高级
这是一个Sales领域的自动化工作流,包含 16 个节点。主要使用 If, Set, Webhook, FormTrigger, HttpRequest 等节点。 使用Google Sheets和SuiteCRM的门店引流线索生成系统(含优惠券)
前置要求
- •HTTP Webhook 端点(n8n 会自动生成)
- •可能需要目标 API 的认证凭证
- •Google Sheets API 凭证
分类
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
{
"meta": {
"instanceId": "a4bfc93e975ca233ac45ed7c9227d84cf5a2329310525917adaf3312e10d5462"
},
"name": "自动化门店引流线索生成系统(含优惠券)- SuiteCRM",
"tags": [],
"nodes": [
{
"id": "53342c2a-f707-4ed0-9054-7928e6832745",
"name": "Token SuiteCRM",
"type": "n8n-nodes-base.httpRequest",
"position": [
1560,
920
],
"parameters": {
"url": "=https://SUITECRMURL/Api/access_token",
"options": {},
"requestMethod": "POST",
"bodyParametersUi": {
"parameter": [
{
"name": "grant_type",
"value": "client_credentials"
},
{
"name": "client_id",
"value": "CLIENTID"
},
{
"name": "client_secret",
"value": "CLIENTSECRET"
}
]
},
"allowUnauthorizedCerts": true
},
"notesInFlow": true,
"typeVersion": 1
},
{
"id": "18d04094-1ced-4431-9ba2-b9b33d76c453",
"name": "在SuiteCRM创建潜在客户",
"type": "n8n-nodes-base.httpRequest",
"position": [
1800,
920
],
"parameters": {
"url": "https://SUITECRMURL/Api/V8/module",
"method": "POST",
"options": {
"response": {
"response": {
"responseFormat": "json"
}
}
},
"jsonBody": "={\"data\": \n {\n \"type\": \"Leads\",\n \"attributes\": { \n \"first_name\": \"{{ $('Form Fields').item.json.Name }}\",\n \"last_name\": \"{{ $('Form Fields').item.json.Surname }}\",\n \"email1\": \"{{ $('Form Fields').item.json.Email }}\",\n \"phone_mobile\":\"{{ $('Form Fields').item.json.Phone }}\",\n \"coupon_c\": \"{{ $('Get Coupon').item.json.COUPON }}\"\n }\n }\n}",
"sendBody": true,
"sendHeaders": true,
"specifyBody": "json",
"headerParameters": {
"parameters": [
{
"name": "Authorization",
"value": "=Bearer {{$node[\"Token SuiteCRM\"].json[\"access_token\"]}}"
},
{
"name": "Content-Type",
"value": "application/vnd.api+json"
}
]
}
},
"notesInFlow": true,
"typeVersion": 3
},
{
"id": "59b9c124-f6eb-457d-b3cb-2c831b66db85",
"name": "Webhook",
"type": "n8n-nodes-base.webhook",
"position": [
440,
1020
],
"webhookId": "4b98315d-782e-47a5-8fea-7d16155c811d",
"parameters": {
"path": "4b98315d-782e-47a5-8fea-7d16155c811d",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2
},
{
"id": "75d6f561-754d-4153-8a85-12cb135a555c",
"name": "表单提交时",
"type": "n8n-nodes-base.formTrigger",
"position": [
440,
820
],
"webhookId": "63d1d84b-c41e-4d3d-961a-0aa2af830ceb",
"parameters": {
"options": {},
"formTitle": "Landing",
"formFields": {
"values": [
{
"fieldLabel": "Name",
"placeholder": "Name",
"requiredField": true
},
{
"fieldLabel": "Surname",
"placeholder": "Surname",
"requiredField": true
},
{
"fieldType": "email",
"fieldLabel": "Email",
"placeholder": "Email",
"requiredField": true
},
{
"fieldLabel": "Phone",
"placeholder": "Phone",
"requiredField": true
}
]
}
},
"typeVersion": 2.2
},
{
"id": "e9eac3a2-0351-4457-ae1d-44d42974ab20",
"name": "重复潜在客户?",
"type": "n8n-nodes-base.googleSheets",
"position": [
880,
820
],
"parameters": {
"options": {},
"filtersUI": {
"values": [
{
"lookupValue": "={{ $json.Email }}",
"lookupColumn": "EMAIL"
}
]
},
"sheetName": {
"__rl": true,
"mode": "list",
"value": "gid=0",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90/edit#gid=0",
"cachedResultName": "Foglio1"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90/edit?usp=drivesdk",
"cachedResultName": "Coupon"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "JYR6a64Qecd6t8Hb",
"name": "Google Sheets account"
}
},
"typeVersion": 4.5,
"alwaysOutputData": true
},
{
"id": "a5ae5f5a-7028-495b-ad27-192561ce88d5",
"name": "表单字段",
"type": "n8n-nodes-base.set",
"position": [
680,
820
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "661d1475-f964-4a12-bfe7-88bf96851319",
"name": "Name",
"type": "string",
"value": "={{ $json.Name }}"
},
{
"id": "9991645d-c716-47db-80d6-850f3d64c782",
"name": "Surname",
"type": "string",
"value": "={{ $json.Surname }}"
},
{
"id": "c999afa6-2ec7-4f7f-bf3b-088a3597591c",
"name": "Email",
"type": "string",
"value": "={{ $json.Email }}"
},
{
"id": "f3faccdb-2412-4363-a0e3-f13b8f85b242",
"name": "Phone",
"type": "string",
"value": "={{ $json.Phone }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "9edb0d07-b4fb-42f8-9555-1d3caf8998c7",
"name": "获取优惠券",
"type": "n8n-nodes-base.googleSheets",
"position": [
1340,
920
],
"parameters": {
"options": {
"returnFirstMatch": true
},
"filtersUI": {
"values": [
{
"lookupColumn": "ID LEAD"
}
]
},
"sheetName": {
"__rl": true,
"mode": "list",
"value": "gid=0",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90/edit#gid=0",
"cachedResultName": "Foglio1"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90/edit?usp=drivesdk",
"cachedResultName": "Coupon"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "JYR6a64Qecd6t8Hb",
"name": "Google Sheets account"
}
},
"executeOnce": false,
"typeVersion": 4.5
},
{
"id": "9469dd95-04ac-4c74-abb3-674fec277f6e",
"name": "响应成功",
"type": "n8n-nodes-base.respondToWebhook",
"position": [
2300,
920
],
"parameters": {
"options": {
"responseCode": 200
},
"respondWith": "json",
"responseBody": "{\n \"result\": \"OK\",\n \"reason\": \"lead created\"\n}"
},
"typeVersion": 1.1
},
{
"id": "5b81c406-d70b-4a36-b4f4-8941373958b9",
"name": "响应失败",
"type": "n8n-nodes-base.respondToWebhook",
"position": [
1320,
700
],
"parameters": {
"options": {
"responseCode": 200
},
"respondWith": "json",
"responseBody": "{\n \"result\": \"KO\",\n \"reason\": \"duplicate lead\"\n}"
},
"typeVersion": 1.1
},
{
"id": "5fdf0eca-d1f6-4c9e-8e77-84d8e71bdb0e",
"name": "是否重复?",
"type": "n8n-nodes-base.if",
"position": [
1080,
820
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "9e3a8422-14f1-453e-bfed-4feecff34662",
"operator": {
"type": "string",
"operation": "notEmpty",
"singleValue": true
},
"leftValue": "={{ $json.EMAIL }}",
"rightValue": "={{ $('Form Fields').item.json.email }}"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "e9cba682-bf5b-4efa-9d10-4fab5d02610a",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
420,
20
],
"parameters": {
"color": 3,
"width": 540,
"height": 380,
"content": "## 步骤 1"
},
"typeVersion": 1
},
{
"id": "1c304620-368d-42bf-b0d2-de3f9d552e51",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
420,
440
],
"parameters": {
"color": 4,
"width": 540,
"height": 260,
"content": "## 步骤 2 - 主流程"
},
"typeVersion": 1
},
{
"id": "6248c920-02f4-4407-881a-376d2a9dd904",
"name": "便签 2",
"type": "n8n-nodes-base.stickyNote",
"position": [
660,
740
],
"parameters": {
"width": 340,
"height": 240,
"content": "检查潜在客户是否已收到优惠券"
},
"typeVersion": 1
},
{
"id": "0c07d1b7-b12f-4cf7-8d0c-1dd905365534",
"name": "便签 3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1300,
860
],
"parameters": {
"width": 180,
"height": 220,
"content": "查找第一个可用的未分配优惠券"
},
"typeVersion": 1
},
{
"id": "34167626-9041-4cce-baaf-e1ed2efe8378",
"name": "便签 4",
"type": "n8n-nodes-base.stickyNote",
"position": [
1540,
700
],
"parameters": {
"width": 400,
"height": 380,
"content": "在 Suite CRM 中输入带相应优惠券的线索。更改 SUITECRMURL、CLIENTSECRET 和 CLIENTID"
},
"typeVersion": 1
},
{
"id": "50f65f6b-8045-4cb1-9e3d-489f27cdb038",
"name": "更新潜在客户",
"type": "n8n-nodes-base.googleSheets",
"position": [
2040,
920
],
"parameters": {
"columns": {
"value": {
"DATE": "={{ $now.format('dd/LL/yyyy HH:mm:ss') }}",
"NAME": "={{ $json.data.attributes.first_name }}",
"EMAIL": "={{ $json.data.attributes.email1 }}",
"PHONE": "={{ $json.data.attributes.phone_mobile }}",
"COUPON": "={{ $('Get Coupon').item.json.COUPON }}",
"ID LEAD": "={{ $json.data.id }}",
"SURNAME": "={{ $json.data.attributes.last_name }}"
},
"schema": [
{
"id": "NAME",
"type": "string",
"display": true,
"required": false,
"displayName": "NAME",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "SURNAME",
"type": "string",
"display": true,
"required": false,
"displayName": "SURNAME",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "EMAIL",
"type": "string",
"display": true,
"required": false,
"displayName": "EMAIL",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "PHONE",
"type": "string",
"display": true,
"required": false,
"displayName": "PHONE",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "COUPON",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "COUPON",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "DATE",
"type": "string",
"display": true,
"required": false,
"displayName": "DATE",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "ID LEAD",
"type": "string",
"display": true,
"required": false,
"displayName": "ID LEAD",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "row_number",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "row_number",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [
"COUPON"
],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "update",
"sheetName": {
"__rl": true,
"mode": "list",
"value": "gid=0",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90/edit#gid=0",
"cachedResultName": "Foglio1"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1lnRZodxZSOA0QSuzkAb7ZJcfFfNXpX7NcxMdckMTN90/edit?usp=drivesdk",
"cachedResultName": "Coupon"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "JYR6a64Qecd6t8Hb",
"name": "Google Sheets account"
}
},
"typeVersion": 4.5
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "",
"connections": {
"Get Coupon": {
"main": [
[
{
"node": "Token SuiteCRM",
"type": "main",
"index": 0
}
]
]
},
"Form Fields": {
"main": [
[
{
"node": "Duplicate Lead?",
"type": "main",
"index": 0
}
]
]
},
"Is Duplicate?": {
"main": [
[],
[
{
"node": "Get Coupon",
"type": "main",
"index": 0
}
]
]
},
"Token SuiteCRM": {
"main": [
[
{
"node": "Create Lead SuiteCRM",
"type": "main",
"index": 0
}
]
]
},
"Duplicate Lead?": {
"main": [
[
{
"node": "Is Duplicate?",
"type": "main",
"index": 0
}
]
]
},
"On form submission": {
"main": [
[
{
"node": "Form Fields",
"type": "main",
"index": 0
}
]
]
},
"Create Lead SuiteCRM": {
"main": [
[
{
"node": "Update Lead",
"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 - 销售
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。
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工作流信息
难度等级
高级
节点数量16
分类1
节点类型8
作者
Davide
@n3witaliaFull-stack Web Developer based in Italy specialising in Marketing & AI-powered automations. For business enquiries, send me an email at info@n3w.it or add me on Linkedin.com/in/davideboizza
外部链接
在 n8n.io 查看 →
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