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太阳能潜在客户资质审核

高级

这是一个Sales, AI, Marketing领域的自动化工作流,包含 17 个节点。主要使用 If, Code, Gmail, Webhook, Function 等节点,结合人工智能技术实现智能自动化。 使用Google Sheets和Gmail自动化太阳能潜在客户资质审核与跟进

前置要求
  • Google 账号和 Gmail API 凭证
  • HTTP Webhook 端点(n8n 会自动生成)
  • Google Drive API 凭证
  • Google Sheets API 凭证
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
{
  "id": "EX68bhobBio3sE02",
  "meta": {
    "instanceId": "2000c64071c20843606b95c63795bb0797c41036047055a6586498e855b96efc",
    "templateCredsSetupCompleted": true
  },
  "name": "太阳能潜在客户资质审核",
  "tags": [],
  "nodes": [
    {
      "id": "a679a0ec-7ebb-4f43-992b-dc34cb1c99fe",
      "name": "[步骤 1] 接收表单提交",
      "type": "n8n-nodes-base.webhook",
      "position": [
        -360,
        -200
      ],
      "webhookId": "4e2eb4af-b7da-4f36-bc72-17f0067586ae",
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "f1feb012-1930-474a-a9ae-5cf1fb583d17",
      "name": "[步骤 2] 上传水电费账单",
      "type": "n8n-nodes-base.googleDrive",
      "position": [
        -20,
        -200
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "id": "7bc5a89d-8a75-4b1a-9d26-d4509ed23fa8",
      "name": "[步骤 3] 使账单可查看",
      "type": "n8n-nodes-base.googleDrive",
      "position": [
        180,
        -200
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "id": "a99f535d-a07c-432b-981d-2b80a2a831f2",
      "name": "[步骤 4] 创建账单链接",
      "type": "n8n-nodes-base.function",
      "position": [
        360,
        -200
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "c9601137-70f9-407c-99c3-9f9ff3c0d41c",
      "name": "[步骤 5] 将潜在客户保存到电子表格",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        640,
        -200
      ],
      "parameters": {},
      "typeVersion": 4
    },
    {
      "id": "b933374a-bea5-491c-bb36-5b9565d8130b",
      "name": "[步骤 6] 检测新潜在客户",
      "type": "n8n-nodes-base.googleSheetsTrigger",
      "position": [
        -400,
        280
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "cb932608-6ba4-4ad3-aa22-bcc2e990d127",
      "name": "[步骤 7] 检查资质标准",
      "type": "n8n-nodes-base.code",
      "position": [
        -200,
        280
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "id": "4f7cbf23-19dd-4bee-b60a-c8a57eefaca2",
      "name": "[步骤 8] 更新资质状态",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        0,
        280
      ],
      "parameters": {},
      "typeVersion": 4.5
    },
    {
      "id": "959b8504-3f7a-4589-9f55-ffc4604e8e11",
      "name": "检查资质状态",
      "type": "n8n-nodes-base.if",
      "position": [
        240,
        280
      ],
      "parameters": {},
      "typeVersion": 2.2
    },
    {
      "id": "fad59be0-0b32-4e7f-9ffb-2782e5676d92",
      "name": "[步骤 10A] 发送接受邮件",
      "type": "n8n-nodes-base.gmail",
      "position": [
        520,
        140
      ],
      "webhookId": "7b729e3a-7507-46f6-83ea-05d597281c0f",
      "parameters": {},
      "typeVersion": 2.1
    },
    {
      "id": "e1250129-d863-48ef-b852-3dff4b33f3aa",
      "name": "[步骤 10B] 发送拒绝邮件",
      "type": "n8n-nodes-base.gmail",
      "position": [
        520,
        340
      ],
      "webhookId": "32d2375e-618e-437a-ad41-4fa3092a21d0",
      "parameters": {},
      "typeVersion": 2.1
    },
    {
      "id": "1544ee40-e6fb-4916-82e5-37484cd6871a",
      "name": "便签",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -440,
        -300
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "bab7bc8e-81ea-4b82-bba7-cd371ba1d76c",
      "name": "便签 1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -100,
        -260
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "7a85ded0-2506-4a8a-93ff-e48c6a13d1a0",
      "name": "便签 2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        560,
        -280
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "c7d3374f-0fba-4b1f-b16c-1247741f25dd",
      "name": "便签 3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -440,
        100
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "bdc653b2-b026-4fcb-822a-0e8778bb34e3",
      "name": "便签 4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        460,
        40
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "1650d1eb-5b94-4b6f-82e9-7bf0501a1dab",
      "name": "便签 5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        880,
        -400
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    }
  ],
  "active": true,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "fade6d0f-ab45-437d-aca2-f1b70a16c0b6",
  "connections": {
    "[STEP 4] Create Bill Link": {
      "main": [
        [
          {
            "node": "[STEP 5] Save Lead to Spreadsheet",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "[STEP 6] Detect New Leads": {
      "main": [
        [
          {
            "node": "[STEP 7] Check Qualification Criteria",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Check Qualification Status": {
      "main": [
        [
          {
            "node": "[STEP 10A] Send Acceptance Email",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "[STEP 10B] Send Rejection Email",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "[STEP 3] Make Bill Viewable": {
      "main": [
        [
          {
            "node": "[STEP 4] Create Bill Link",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "[STEP 2] Upload Utility Bill": {
      "main": [
        [
          {
            "node": "[STEP 3] Make Bill Viewable",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "[STEP 1] Receive Form Submission": {
      "main": [
        [
          {
            "node": "[STEP 2] Upload Utility Bill",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "[STEP 5] Save Lead to Spreadsheet": {
      "main": [
        []
      ]
    },
    "[STEP 8] Update Qualification Status": {
      "main": [
        [
          {
            "node": "Check Qualification Status",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "[STEP 7] Check Qualification Criteria": {
      "main": [
        [
          {
            "node": "[STEP 8] Update Qualification Status",
            "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, 人工智能, 营销

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。

工作流信息
难度等级
高级
节点数量17
分类3
节点类型9
难度说明

适合高级用户,包含 16+ 个节点的复杂工作流

作者
David Olusola

David Olusola

@dae221

I love building smart, efficient automations with n8n that help businesses save time and scale effortlessly. Turning complex workflows into simple solutions is where I have the most fun

外部链接
在 n8n.io 查看

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