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学习使用 n8n 实现客户入职自动化

高级

这是一个CRM领域的自动化工作流，包含 23 个节点。主要使用 If, Wait, Hubspot, Webhook, Telegram 等节点。 使用 HubSpot、邮件序列和团队警报实现客户入职自动化

前置要求
  • •HubSpot API Key
  • •HTTP Webhook 端点（n8n 会自动生成）
  • •Telegram Bot Token

使用的节点 (23)

If
Wait
Hubspot
Webhook
Telegram
EmailSend
StickyNote

分类

客户关系管理
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": "lZbh3p9grft1d8dr",
  "meta": {
    "instanceId": "2000c64071c20843606b95c63795bb0797c41036047055a6586498e855b96efc"
  },
  "name": "学习使用 n8n 实现客户入职自动化",
  "tags": [],
  "nodes": [
    {
      "id": "37703ea3-a8ed-4f05-bb97-dc353311440f",
      "name": "新客户 Webhook",
      "type": "n8n-nodes-base.webhook",
      "position": [
        -700,
        380
      ],
      "webhookId": "customer-onboarding-start",
      "parameters": {
        "path": "customer-onboarding-start",
        "options": {},
        "httpMethod": "POST"
      },
      "typeVersion": 1
    },
    {
      "id": "a10b16a5-312e-4b96-9220-2232e07583cf",
      "name": "📋 Webhook 触发器说明",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1380,
        -300
      ],
      "parameters": {
        "color": 3,
        "width": 490,
        "height": 1020,
        "content": "🎯 **专业客户入职自动化**"
      },
      "typeVersion": 1
    },
    {
      "id": "b0884a2d-7a79-466a-ab6f-59d36837ed81",
      "name": "创建 HubSpot 联系人",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        -220,
        340
      ],
      "parameters": {
        "resource": "contact",
        "operation": "create",
        "authentication": "appToken"
      },
      "credentials": {
        "hubspotAppToken": {
          "id": "fTB6Rvk5rImas08n",
          "name": "HubSpot App Token account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "9599464c-55a0-4c03-af71-c18e67109162",
      "name": "📊 CRM 集成指南",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -540,
        -420
      ],
      "parameters": {
        "color": 7,
        "width": 420,
        "height": 750,
        "content": "🏢 **CRM 集成：客户数据存储**"
      },
      "typeVersion": 1
    },
    {
      "id": "3251b814-a373-44e5-833f-f801bea6af57",
      "name": "发送团队通知",
      "type": "n8n-nodes-base.telegram",
      "position": [
        60,
        260
      ],
      "webhookId": "e319793b-83b0-4b4e-8cf5-af921cc0e9ec",
      "parameters": {
        "operation": "send"
      },
      "typeVersion": 1
    },
    {
      "id": "cf073529-3e86-4c18-8f00-65deb1caf79a",
      "name": "🔔 团队通知策略",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -80,
        -480
      ],
      "parameters": {
        "color": 4,
        "width": 500,
        "height": 820,
        "content": "📢 **团队通知：即时提醒**"
      },
      "typeVersion": 1
    },
    {
      "id": "d897da64-acd7-4a01-9906-8812f883ff5a",
      "name": "发送欢迎邮件",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        60,
        460
      ],
      "parameters": {
        "options": {},
        "subject": "Welcome to [Company Name] - Your Journey Starts Here! 🎉"
      },
      "typeVersion": 1
    },
    {
      "id": "6edfc1f8-223f-4fe3-894f-40253751f41e",
      "name": "✉️ 欢迎邮件最佳实践",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        0,
        700
      ],
      "parameters": {
        "width": 420,
        "height": 500,
        "content": "📧 **欢迎邮件：第一印象魔法**"
      },
      "typeVersion": 1
    },
    {
      "id": "325c5909-063b-4dc8-ae2d-186952e09b5d",
      "name": "等待 2 小时",
      "type": "n8n-nodes-base.wait",
      "position": [
        360,
        360
      ],
      "webhookId": "ed102052-76a3-4302-a179-f8e09d0f7aed",
      "parameters": {
        "amount": 2
      },
      "typeVersion": 1
    },
    {
      "id": "cf3357c5-2965-4ea2-9a3e-1cd0984da31d",
      "name": "⏱️ 定时优化指南",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        300,
        100
      ],
      "parameters": {
        "width": 380,
        "height": 450,
        "content": "⏰ **定时策略：2 小时规则**"
      },
      "typeVersion": 1
    },
    {
      "id": "aabccc2b-84fd-4d6b-bb5b-b6b09920fc63",
      "name": "发送入职文档",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        660,
        360
      ],
      "parameters": {
        "options": {},
        "subject": "Your Onboarding Documents Are Ready! 📋"
      },
      "typeVersion": 1
    },
    {
      "id": "037eaf37-6304-4994-b76b-8e24373a9e36",
      "name": "📚 文档交付策略",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        740,
        -100
      ],
      "parameters": {
        "color": 2,
        "width": 500,
        "height": 920,
        "content": "📄 **文档交付：价值满载的资源**"
      },
      "typeVersion": 1
    },
    {
      "id": "51b18819-b308-4b57-8248-2776b0c93dde",
      "name": "等待 1 天",
      "type": "n8n-nodes-base.wait",
      "position": [
        960,
        360
      ],
      "webhookId": "c37979cb-b222-4f35-a0f9-b7dff99ccea8",
      "parameters": {
        "unit": "days"
      },
      "typeVersion": 1
    },
    {
      "id": "73a825f7-723c-43d3-8366-04a2fb4d21b6",
      "name": "更新 CRM 状态",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        1260,
        260
      ],
      "parameters": {
        "resource": "contact",
        "operation": "update"
      },
      "typeVersion": 1
    },
    {
      "id": "becff115-7a2d-4e0b-987a-930063b75e9d",
      "name": "发送个人跟进",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        1260,
        460
      ],
      "parameters": {
        "options": {
          "replyTo": "success@company.com"
        },
        "subject": "How's your first day going? 🌟"
      },
      "typeVersion": 1
    },
    {
      "id": "44d51fd0-8e4e-4ad4-89cd-30331c6d6397",
      "name": "💭 个人跟进心理学",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1200,
        700
      ],
      "parameters": {
        "width": 420,
        "height": 550,
        "content": "🤝 **个人跟进：建立关系**"
      },
      "typeVersion": 1
    },
    {
      "id": "f8c6b848-65ff-4fd3-a505-9a9341e46a01",
      "name": "再等待 2 天",
      "type": "n8n-nodes-base.wait",
      "position": [
        1560,
        360
      ],
      "webhookId": "4d254f31-2974-4d7b-8669-0f1df857209a",
      "parameters": {
        "unit": "days",
        "amount": 2
      },
      "typeVersion": 1
    },
    {
      "id": "412cd830-fd51-4fea-a5ed-8df244bcb833",
      "name": "发送第 1 周成功指南",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        2120,
        340
      ],
      "parameters": {
        "options": {},
        "subject": "Your Week 1 Success Guide + Exclusive Training 🎯"
      },
      "typeVersion": 1
    },
    {
      "id": "aee6ade8-031f-49aa-a0c8-67b481486ed5",
      "name": "📈 第 1 周内容策略",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1680,
        -220
      ],
      "parameters": {
        "color": 7,
        "width": 420,
        "height": 1200,
        "content": "🎯 **第 1 周成功指南：动力建设**"
      },
      "typeVersion": 1
    },
    {
      "id": "82f636c2-678c-4725-83c0-bf56f87ac961",
      "name": "标记第 1 周完成",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        2340,
        100
      ],
      "parameters": {
        "resource": "contact",
        "operation": "update"
      },
      "typeVersion": 1
    },
    {
      "id": "20bc62f4-b62f-4150-aa63-7b19975fb3b4",
      "name": "通知团队完成情况",
      "type": "n8n-nodes-base.telegram",
      "position": [
        2400,
        540
      ],
      "webhookId": "00e4a472-30f4-4f63-a96e-8c3deb69c704",
      "parameters": {
        "operation": "send"
      },
      "typeVersion": 1
    },
    {
      "id": "7b75ba51-9ea8-450f-b88f-def30185a1cb",
      "name": "验证必填字段",
      "type": "n8n-nodes-base.if",
      "position": [
        -460,
        380
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 1,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "c1f5e1a0-8c2e-4d1f-9b3a-7e6d5c4b3a21",
              "operator": {
                "type": "string",
                "operation": "notEmpty"
              },
              "leftValue": "={{ $json.email }}",
              "rightValue": ""
            },
            {
              "id": "d2g6f2b1-9d3f-5e2g-ac4b-8f7e6d5c4b32",
              "operator": {
                "type": "string",
                "operation": "notEmpty"
              },
              "leftValue": "={{ $json.customerName }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "53eb8ff6-22b2-44ac-a2ef-21c46ae403ce",
      "name": "发送验证错误提醒",
      "type": "n8n-nodes-base.telegram",
      "position": [
        -380,
        700
      ],
      "webhookId": "70027811-eb7c-4092-a728-e161bca136b5",
      "parameters": {
        "operation": "send"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {
    "New Customer Webhook": [
      {
        "json": {
          "email": "sarah.johnson@email.com",
          "phone": "+1-555-123-4567",
          "source": "website",
          "package": "Premium",
          "signupDate": "2024-07-04",
          "customerName": "Sarah Johnson"
        }
      }
    ]
  },
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "0301c027-1edb-448f-b21c-8ae3df7461dc",
  "connections": {
    "Wait 1 Day": {
      "main": [
        [
          {
            "node": "Update CRM Status",
            "type": "main",
            "index": 0
          },
          {
            "node": "Send Personal Check-in",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Wait 2 Hours": {
      "main": [
        [
          {
            "node": "Send Onboarding Documents",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Wait 2 More Days": {
      "main": [
        [
          {
            "node": "Send Week 1 Success Guide",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Send Welcome Email": {
      "main": [
        [
          {
            "node": "Wait 2 Hours",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "New Customer Webhook": {
      "main": [
        [
          {
            "node": "Validate Required Fields",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Create HubSpot Contact": {
      "main": [
        [
          {
            "node": "Send Team Notification",
            "type": "main",
            "index": 0
          },
          {
            "node": "Send Welcome Email",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Send Personal Check-in": {
      "main": [
        [
          {
            "node": "Wait 2 More Days",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Validate Required Fields": {
      "main": [
        [
          {
            "node": "Create HubSpot Contact",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Send Validation Error Alert",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Send Onboarding Documents": {
      "main": [
        [
          {
            "node": "Wait 1 Day",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Send Week 1 Success Guide": {
      "main": [
        [
          {
            "node": "Mark Week 1 Complete",
            "type": "main",
            "index": 0
          },
          {
            "node": "Notify Team of Completion",
            "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

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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难度等级
高级
节点数量23
分类1
节点类型7
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

AI automation consultant working with ambitious businesses on their most complex operational challenges. For project inquiries, reach me at david@daexai.com

外部链接
在 n8n.io 查看 →

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