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N_01_简单潜在客户跟踪自动化_v4

中级

这是一个Sales, Marketing领域的自动化工作流，包含 14 个节点。主要使用 If, Wait, Gmail, Slack, Hubspot 等节点。 HubSpot线索跟踪系统，通过Gmail和Slack自动通知

前置要求
  • •Google 账号和 Gmail API 凭证
  • •Slack Bot Token 或 Webhook URL
  • •HubSpot API Key
  • •Google Sheets API 凭证

使用的节点 (14)

If
NoOp
Wait
Gmail
Slack
Hubspot
StickyNote
GoogleSheetsTrigger

分类

销售
营销
工作流预览
可视化展示节点连接关系，支持缩放和平移
React Flow
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": "hmgR6wOkuqrn5y4Y",
  "meta": {
    "instanceId": "c00cfcf2a18f434f8525f50ae6b6f1f42bee7c1ab4c9447d323c2fc938100ee4",
    "templateCredsSetupCompleted": true
  },
  "name": "N_01_简单潜在客户跟踪自动化_v4",
  "tags": [],
  "nodes": [
    {
      "id": "a69ff573-797d-4a77-a831-940168046448",
      "name": "Google Sheets触发器",
      "type": "n8n-nodes-base.googleSheetsTrigger",
      "position": [
        -720,
        300
      ],
      "parameters": {
        "options": {},
        "pollTimes": {
          "item": [
            {
              "mode": "everyMinute"
            }
          ]
        },
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": 1001688681,
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/16xNeIG_QLUtOoFulbWemXrUAOKwxaHaGU7DywJLDiRk/edit#gid=1001688681",
          "cachedResultName": "Form Responses 1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "16xNeIG_QLUtOoFulbWemXrUAOKwxaHaGU7DywJLDiRk",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/16xNeIG_QLUtOoFulbWemXrUAOKwxaHaGU7DywJLDiRk/edit?usp=drivesdk",
          "cachedResultName": "Simple Lead Tracker  (Responses)"
        }
      },
      "credentials": {
        "googleSheetsTriggerOAuth2Api": {
          "id": "JH9HQfSo1Q5lJsws",
          "name": "Google Sheets Trigger account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "ce9845a5-09da-44f9-b0c4-da380cf828d4",
      "name": "Slack",
      "type": "n8n-nodes-base.slack",
      "position": [
        20,
        120
      ],
      "webhookId": "e376c2f4-7894-48c0-a510-b2869bcff786",
      "parameters": {
        "text": "=🎯 *New Lead Alert!*\n\n*Name:* {{ $json['Name Surname'] }}\n*Email:* {{ $json['E-Mail'] }}\n*Phone:* {{$json[\"Phone\"]}}\n*Interest Level:* {{ $json['  Interest Level  '] }}\n*Source:* {{ $json['  Lead Source  '] }}\n\n📝 Notes:\n{{ $json['Notes '] }}",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "list",
          "value": "C08FJNLQP5G",
          "cachedResultName": "test-automation-workflow"
        },
        "otherOptions": {},
        "authentication": "oAuth2"
      },
      "credentials": {
        "slackOAuth2Api": {
          "id": "vZxu6lKOBC6oOxHv",
          "name": "Slack account"
        }
      },
      "typeVersion": 2.3
    },
    {
      "id": "1c2b7aa2-6d30-4b88-ae36-f138fd98f02d",
      "name": "Gmail",
      "type": "n8n-nodes-base.gmail",
      "position": [
        20,
        320
      ],
      "webhookId": "8db2d0be-4071-431a-8c8b-28bbe3dd80a2",
      "parameters": {
        "sendTo": "dataplusminuss@gmail.com",
        "message": "=<h3>New Lead Received!</h3> \n<ul>   \n<li><strong>Name:</strong> {{ $json['Name Surname'] }}</li>   \n<li><strong>Email:</strong> {{ $json['E-Mail'] }}</li>   \n<li><strong>Phone:</strong> {{$json[\"Phone\"]}}</li>   \n<li><strong>Interest Level:</strong> {{ $json['  Interest Level  '] }}</li>   \n<li><strong>Source:</strong> {{ $json['  Lead Source  '] }}</li> \n</ul> \n<p><strong>Notes:</strong> {{ $json['Notes '] }}</p>",
        "options": {},
        "subject": "=📩 New Lead Received: {{ $json['Name Surname'] }}"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "1w8ruCKYBRBguMua",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "4fa70ae1-efe9-4da4-8753-aff1540b3420",
      "name": "HubSpot",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        -340,
        80
      ],
      "parameters": {
        "email": "={{ $json['E-Mail'] }}",
        "options": {},
        "authentication": "oAuth2",
        "additionalFields": {
          "message": "={{ $json['Notes '] }}",
          "salutation": "={{ $json['  Lead Source  '] }}",
          "phoneNumber": "={{ $json.Phone }}",
          "relationshipStatus": "={{ $json['  Interest Level  '] }}"
        }
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "id": "iFc8JUTY3LS8wxFq",
          "name": "HubSpot account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "0cfe0651-5558-420d-8bc2-4ce49f9d2d9c",
      "name": "条件判断",
      "type": "n8n-nodes-base.if",
      "position": [
        220,
        620
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "3d4b99e0-4b1e-4dd1-8775-7e89042c43a8",
              "operator": {
                "type": "string",
                "operation": "exists",
                "singleValue": true
              },
              "leftValue": "={{ $json['Followed Up?'] }}",
              "rightValue": ""
            },
            {
              "id": "fe99deab-c331-46a2-8649-233600fcd36f",
              "operator": {
                "type": "string",
                "operation": "contains"
              },
              "leftValue": "={{ $json['  Interest Level  '] }}",
              "rightValue": "Hot"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "df1270cb-63e3-48a1-8334-a66b9d6b815e",
      "name": "无操作，不执行任何操作",
      "type": "n8n-nodes-base.noOp",
      "position": [
        440,
        720
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "1999928c-954a-4a68-b4b3-8cfc649ff575",
      "name": "Gmail_提醒",
      "type": "n8n-nodes-base.gmail",
      "position": [
        440,
        520
      ],
      "webhookId": "a6650ad1-7597-4b36-98f6-59e770de9166",
      "parameters": {
        "sendTo": "dataplusminuss@gmail.com",
        "message": "=<h3>🔔 The following lead has not been followed up yet! 🔥 Interest level is hot </h3>\n<ul>\n  <li><strong>Name:</strong> {{ $json['Name Surname'] }}</li>\n  <li><strong>Email:</strong> {{ $json['E-Mail'] }}</li>\n  <li><strong>Interest Level:</strong> {{ $json['  Interest Level  '] }}</li>\n</ul>\n<p><strong>Please follow up and update the spreadsheet ✅</p>\n\n",
        "options": {
          "senderName": "N_01_tester"
        },
        "subject": "⏰ *Follow-up Reminder!*"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "1w8ruCKYBRBguMua",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "b0700cc4-06c7-4a97-8936-d1ff69b928e3",
      "name": "等待",
      "type": "n8n-nodes-base.wait",
      "position": [
        0,
        620
      ],
      "webhookId": "04b4c335-c2a5-41b0-9f4c-65a98a41d39a",
      "parameters": {
        "unit": "minutes",
        "amount": 3
      },
      "typeVersion": 1.1
    },
    {
      "id": "08a15132-2abd-4efb-ae76-bb76903c0ede",
      "name": "便签",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1040,
        120
      ],
      "parameters": {
        "color": 6,
        "height": 460,
        "content": "# 潜在客户提交"
      },
      "typeVersion": 1
    },
    {
      "id": "c46e9941-82df-4ef5-82ba-d2c83b9342df",
      "name": "便签1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -780,
        460
      ],
      "parameters": {
        "color": 4,
        "height": 320,
        "content": "# 自动化触发器 (n8n)"
      },
      "typeVersion": 1
    },
    {
      "id": "7a47c74c-fb92-4752-a5bd-69af3c997cde",
      "name": "便签2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -780,
        -20
      ],
      "parameters": {
        "color": 4,
        "height": 280,
        "content": "# 数据记录"
      },
      "typeVersion": 1
    },
    {
      "id": "2f679e32-ae49-4572-9f71-d9fc6d6bbf58",
      "name": "便签3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -420,
        -20
      ],
      "parameters": {
        "width": 260,
        "height": 780,
        "content": "# CRM 集成"
      },
      "typeVersion": 1
    },
    {
      "id": "ad2d923c-01de-4e9b-a8d7-ed1b4fcedf84",
      "name": "便签4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -20,
        -160
      ],
      "parameters": {
        "color": 3,
        "width": 460,
        "height": 640,
        "content": "# 通知"
      },
      "typeVersion": 1
    },
    {
      "id": "1750c844-5400-4334-a0f1-cf48b1b6baf6",
      "name": "便利贴5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        640,
        460
      ],
      "parameters": {
        "color": 5,
        "width": 260,
        "height": 420,
        "content": "# 跟进跟踪"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "fe8e49f9-d7dc-47c5-bdfd-814f218e66f9",
  "connections": {
    "If": {
      "main": [
        [
          {
            "node": "Gmail_Reminder",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "No Operation, do nothing",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Wait": {
      "main": [
        [
          {
            "node": "If",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Google Sheets Trigger": {
      "main": [
        [
          {
            "node": "Slack",
            "type": "main",
            "index": 0
          },
          {
            "node": "Gmail",
            "type": "main",
            "index": 0
          },
          {
            "node": "HubSpot",
            "type": "main",
            "index": 0
          },
          {
            "node": "Wait",
            "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？

中级 - 销售, 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。

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工作流信息
难度等级
中级
节点数量14
分类2
节点类型8
难度说明

适合有一定经验的用户，包含 6-15 个节点的中等复杂度工作流

作者
dataplusminus+-

dataplusminus+-

@dataplusminus

I've been building automation workflows for over 3 years, mostly using tools like n8n, Zapier, and Make. I enjoy creating clean, reliable, and scalable automations that help small businesses and freelancers streamline their daily operations. My focus is on practical solutions — from lead tracking to API integrations — that are easy to understand and customize.

外部链接
在 n8n.io 查看 →

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