销售管道自动化仪表板
高级
这是一个CRM, AI Summarization领域的自动化工作流，包含 22 个节点。主要使用 If, Code, Slack, Hubspot, Webhook 等节点。 使用HubSpot CRM、ScrapeGraphAI和Google Sheets仪表板自动化销售管道
前置要求
- •Slack Bot Token 或 Webhook URL
- •HubSpot API Key
- •HTTP Webhook 端点（n8n 会自动生成）
- •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
{
"name": "销售管道自动化仪表板",
"tags": [
{
"id": "sales-automation",
"name": "Sales Automation",
"createdAt": "2024-01-15T10:00:00.000Z",
"updatedAt": "2024-01-15T10:00:00.000Z"
}
],
"nodes": [
{
"id": "sales-pipeline-trigger",
"name": "自动化潜在客户监控触发器",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
400,
800
],
"parameters": {
"rule": {
"interval": [
{
"field": "hours",
"hoursInterval": 2
}
]
}
},
"typeVersion": 1.2
},
{
"id": "crm-webhook-trigger",
"name": "CRM新潜在客户Webhook触发器",
"type": "n8n-nodes-base.webhook",
"position": [
400,
600
],
"webhookId": "new-lead-webhook",
"parameters": {
"path": "new-lead-webhook",
"options": {
"noResponseBody": false
},
"httpMethod": "POST"
},
"typeVersion": 1.1
},
{
"id": "crm-leads-scraper",
"name": "AI CRM潜在客户抓取器",
"type": "n8n-nodes-scrapegraphai.scrapegraphAi",
"position": [
800,
500
],
"parameters": {
"userPrompt": "Extract new leads from this CRM dashboard. Focus on lead information, contact details, and source data. Use this schema for response: { \"request_id\": \"unique_id\", \"status\": \"completed\", \"platform\": \"CRM System\", \"leads\": [{ \"lead_id\": \"LEAD-12345\", \"first_name\": \"John\", \"last_name\": \"Smith\", \"email\": \"john@company.com\", \"phone\": \"+1-555-0123\", \"company_name\": \"Acme Corp\", \"job_title\": \"Marketing Director\", \"lead_source\": \"Website Form\", \"campaign_source\": \"Google Ads\", \"lead_score\": null, \"status\": \"New\", \"created_date\": \"2024-01-15T10:30:00Z\", \"last_activity\": \"2024-01-15T10:30:00Z\", \"industry\": null, \"company_size\": null, \"annual_revenue\": null, \"website\": \"https://acmecorp.com\", \"linkedin_profile\": null, \"notes\": \"Interested in enterprise solution\", \"tags\": [\"enterprise\", \"marketing\"], \"assigned_sales_rep\": null, \"priority\": \"Medium\" }] }",
"websiteUrl": "https://your-crm.com/leads/dashboard?status=new"
},
"credentials": {
"scrapegraphAIApi": {
"id": "",
"name": ""
}
},
"typeVersion": 1
},
{
"id": "company-enrichment-scraper",
"name": "AI公司信息丰富抓取器",
"type": "n8n-nodes-scrapegraphai.scrapegraphAi",
"position": [
800,
700
],
"parameters": {
"userPrompt": "Extract detailed company information from this LinkedIn company page for sales intelligence. Focus on company size, industry, recent news, and key personnel. Use this schema: { \"request_id\": \"unique_id\", \"status\": \"completed\", \"platform\": \"LinkedIn\", \"company_data\": { \"company_name\": \"Acme Corp\", \"industry\": \"Technology\", \"company_size\": \"201-500 employees\", \"headquarters\": \"San Francisco, CA\", \"founded\": \"2010\", \"website\": \"https://acmecorp.com\", \"description\": \"Leading provider of innovative solutions\", \"specialties\": [\"Software\", \"AI\", \"Machine Learning\"], \"recent_posts\": [{ \"title\": \"Company expansion announcement\", \"date\": \"2024-01-10T00:00:00Z\", \"engagement\": 125 }], \"key_personnel\": [{ \"name\": \"Jane CEO\", \"title\": \"Chief Executive Officer\", \"linkedin_url\": \"https://linkedin.com/in/janeceo\" }], \"company_updates\": [\"Recently raised Series B funding\", \"Expanding to European market\"], \"tech_stack\": [\"Salesforce\", \"HubSpot\", \"Slack\"], \"competitors\": [\"Competitor1\", \"Competitor2\"] } }",
"websiteUrl": "={{ 'https://www.linkedin.com/company/' + $json.company_name.toLowerCase().replace(/[^a-z0-9]/g, '-') }}"
},
"credentials": {
"scrapegraphAIApi": {
"id": "",
"name": ""
}
},
"typeVersion": 1
},
{
"id": "financial-data-scraper",
"name": "AI财务数据抓取器",
"type": "n8n-nodes-scrapegraphai.scrapegraphAi",
"position": [
800,
900
],
"parameters": {
"userPrompt": "Extract funding and financial information from this Crunchbase company profile for lead qualification. Use this schema: { \"request_id\": \"unique_id\", \"status\": \"completed\", \"platform\": \"Crunchbase\", \"financial_data\": { \"company_name\": \"Acme Corp\", \"total_funding\": \"$50M\", \"last_funding_round\": \"Series B\", \"last_funding_date\": \"2023-06-15T00:00:00Z\", \"funding_amount\": \"$25M\", \"valuation\": \"$200M\", \"investors\": [\"VC Fund 1\", \"Angel Investor\"], \"employee_count\": 350, \"growth_stage\": \"Growth\", \"revenue_estimate\": \"$10M-50M\", \"funding_history\": [{ \"round\": \"Series A\", \"amount\": \"$10M\", \"date\": \"2021-03-01\" }], \"acquisition_history\": [], \"ipo_status\": \"Private\", \"contact_info\": { \"email\": \"contact@acmecorp.com\", \"phone\": \"+1-555-ACME\" } } }",
"websiteUrl": "={{ 'https://www.crunchbase.com/organization/' + $json.company_name.toLowerCase().replace(/[^a-z0-9]/g, '-') }}"
},
"credentials": {
"scrapegraphAIApi": {
"id": "",
"name": ""
}
},
"typeVersion": 1
},
{
"id": "lead-intelligence-processor",
"name": "潜在客户智能处理器",
"type": "n8n-nodes-base.code",
"position": [
1200,
700
],
"parameters": {
"jsCode": "// Advanced Sales Pipeline Automation & Lead Intelligence Processing\nconst inputData = $input.all();\nconst processedLeads = [];\n\n// Configuration for lead scoring and qualification\nconst salesConfig = {\n leadScoringWeights: {\n company_size: {\n '1-10 employees': 10,\n '11-50 employees': 25,\n '51-200 employees': 40,\n '201-500 employees': 60,\n '501-1000 employees': 80,\n '1000+ employees': 100\n },\n industry_fit: {\n 'Technology': 90,\n 'Software': 95,\n 'Financial Services': 85,\n 'Healthcare': 80,\n 'Manufacturing': 70,\n 'Retail': 60,\n 'Education': 50,\n 'Non-profit': 20\n },\n funding_stage: {\n 'Seed': 30,\n 'Series A': 50,\n 'Series B': 70,\n 'Series C+': 85,\n 'IPO': 90,\n 'Profitable': 95\n },\n lead_source: {\n 'Website Form': 60,\n 'Demo Request': 90,\n 'Webinar': 70,\n 'Content Download': 40,\n 'Referral': 85,\n 'Cold Outreach': 20,\n 'Trade Show': 75,\n 'Partner': 80\n },\n job_title: {\n 'CEO': 95, 'CTO': 90, 'VP': 85, 'Director': 75,\n 'Manager': 60, 'Coordinator': 40, 'Specialist': 50,\n 'Analyst': 45, 'Assistant': 25\n }\n },\n idealCustomerProfile: {\n min_employees: 50,\n target_industries: ['Technology', 'Software', 'Financial Services'],\n min_funding: 5000000, // $5M\n target_titles: ['CEO', 'CTO', 'VP', 'Director'],\n priority_sources: ['Demo Request', 'Referral', 'Website Form']\n },\n automationTriggers: {\n high_score_threshold: 70,\n enterprise_threshold: 85,\n immediate_follow_up_threshold: 90\n }\n};\n\n// Advanced lead scoring algorithm\nfunction calculateLeadScore(lead, companyData, financialData) {\n let totalScore = 0;\n const scoringDetails = [];\n \n // Company size scoring\n const companySize = companyData?.company_size || lead.company_size || 'Unknown';\n const companySizeScore = salesConfig.leadScoringWeights.company_size[companySize] || 15;\n totalScore += companySizeScore;\n scoringDetails.push({ factor: 'Company Size', value: companySize, score: companySizeScore });\n \n // Industry fit scoring\n const industry = companyData?.industry || lead.industry || 'Unknown';\n const industryScore = salesConfig.leadScoringWeights.industry_fit[industry] || 30;\n totalScore += industryScore;\n scoringDetails.push({ factor: 'Industry Fit', value: industry, score: industryScore });\n \n // Funding stage scoring\n const fundingStage = financialData?.last_funding_round || 'Unknown';\n const fundingScore = salesConfig.leadScoringWeights.funding_stage[fundingStage] || 25;\n totalScore += fundingScore;\n scoringDetails.push({ factor: 'Funding Stage', value: fundingStage, score: fundingScore });\n \n // Lead source scoring\n const leadSource = lead.lead_source || 'Unknown';\n const sourceScore = salesConfig.leadScoringWeights.lead_source[leadSource] || 30;\n totalScore += sourceScore;\n scoringDetails.push({ factor: 'Lead Source', value: leadSource, score: sourceScore });\n \n // Job title scoring\n const jobTitle = lead.job_title || '';\n let titleScore = 30; // default\n Object.entries(salesConfig.leadScoringWeights.job_title).forEach(([title, score]) => {\n if (jobTitle.toLowerCase().includes(title.toLowerCase())) {\n titleScore = Math.max(titleScore, score);\n }\n });\n totalScore += titleScore;\n scoringDetails.push({ factor: 'Job Title', value: jobTitle, score: titleScore });\n \n // Engagement and intent signals\n let engagementScore = 0;\n if (lead.lead_source === 'Demo Request') engagementScore += 20;\n if (lead.notes && lead.notes.toLowerCase().includes('enterprise')) engagementScore += 15;\n if (lead.notes && lead.notes.toLowerCase().includes('urgent')) engagementScore += 10;\n if (lead.tags && lead.tags.includes('high-intent')) engagementScore += 15;\n \n totalScore += engagementScore;\n scoringDetails.push({ factor: 'Engagement Signals', value: 'Multiple factors', score: engagementScore });\n \n // Company traction scoring\n let tractionScore = 0;\n if (financialData?.total_funding) {\n const fundingAmount = parseFloat(financialData.total_funding.replace(/[^0-9.]/g, '')) * 1000000;\n if (fundingAmount > 50000000) tractionScore += 25;\n else if (fundingAmount > 10000000) tractionScore += 20;\n else if (fundingAmount > 5000000) tractionScore += 15;\n else if (fundingAmount > 1000000) tractionScore += 10;\n }\n \n if (companyData?.recent_posts && companyData.recent_posts.length > 0) {\n tractionScore += 10; // Active on social media\n }\n \n totalScore += tractionScore;\n scoringDetails.push({ factor: 'Company Traction', value: 'Funding + Activity', score: tractionScore });\n \n return {\n total_score: Math.min(totalScore, 100), // Cap at 100\n scoring_details: scoringDetails,\n score_breakdown: {\n company_size: companySizeScore,\n industry_fit: industryScore,\n funding_stage: fundingScore,\n lead_source: sourceScore,\n job_title: titleScore,\n engagement: engagementScore,\n traction: tractionScore\n }\n };\n}\n\n// Lead qualification and categorization\nfunction qualifyLead(lead, leadScore, companyData, financialData) {\n const qualification = {\n grade: 'C', // Default\n category: 'Standard',\n priority: 'Low',\n fit_assessment: [],\n red_flags: [],\n opportunity_indicators: []\n };\n \n // Grade assignment based on score\n if (leadScore.total_score >= 85) qualification.grade = 'A+';\n else if (leadScore.total_score >= 75) qualification.grade = 'A';\n else if (leadScore.total_score >= 65) qualification.grade = 'B+';\n else if (leadScore.total_score >= 55) qualification.grade = 'B';\n else if (leadScore.total_score >= 45) qualification.grade = 'C+';\n \n // Category and priority assignment\n if (leadScore.total_score >= salesConfig.automationTriggers.enterprise_threshold) {\n qualification.category = 'Enterprise';\n qualification.priority = 'Critical';\n } else if (leadScore.total_score >= salesConfig.automationTriggers.high_score_threshold) {\n qualification.category = 'High-Value';\n qualification.priority = 'High';\n } else if (leadScore.total_score >= 50) {\n qualification.category = 'Qualified';\n qualification.priority = 'Medium';\n } else {\n qualification.category = 'Nurture';\n qualification.priority = 'Low';\n }\n \n // Fit assessment\n if (companyData?.company_size && companyData.company_size.includes('200+')) {\n qualification.fit_assessment.push('Target company size');\n }\n \n if (salesConfig.idealCustomerProfile.target_industries.includes(companyData?.industry)) {\n qualification.fit_assessment.push('Target industry match');\n }\n \n if (financialData?.last_funding_round && ['Series B', 'Series C+', 'IPO'].includes(financialData.last_funding_round)) {\n qualification.fit_assessment.push('Well-funded company');\n }\n \n // Red flags detection\n if (companyData?.company_size && companyData.company_size.includes('1-10')) {\n qualification.red_flags.push('Very small company');\n }\n \n if (lead.email && lead.email.includes('gmail.com')) {\n qualification.red_flags.push('Personal email address');\n }\n \n if (!companyData?.website && !lead.website) {\n qualification.red_flags.push('No company website');\n }\n \n // Opportunity indicators\n if (lead.lead_source === 'Demo Request') {\n qualification.opportunity_indicators.push('Requested product demo');\n }\n \n if (lead.notes && lead.notes.toLowerCase().includes('budget')) {\n qualification.opportunity_indicators.push('Mentioned budget');\n }\n \n if (companyData?.recent_posts && companyData.recent_posts.some(post => \n post.title.toLowerCase().includes('hiring') || post.title.toLowerCase().includes('expansion'))) {\n qualification.opportunity_indicators.push('Company in growth phase');\n }\n \n return qualification;\n}\n\n// Sales automation recommendations\nfunction generateSalesActions(lead, qualification, leadScore) {\n const actions = {\n immediate_actions: [],\n follow_up_sequence: [],\n sales_rep_assignment: 'Auto-assign',\n meeting_priority: 'Standard',\n email_template: 'standard_intro',\n calendar_booking_type: 'discovery_call'\n };\n \n // Immediate actions based on score and qualification\n if (leadScore.total_score >= salesConfig.automationTriggers.immediate_follow_up_threshold) {\n actions.immediate_actions.push('Send immediate personal email');\n actions.immediate_actions.push('Schedule same-day call');\n actions.sales_rep_assignment = 'Senior AE';\n actions.meeting_priority = 'Urgent';\n actions.email_template = 'high_value_intro';\n } else if (leadScore.total_score >= salesConfig.automationTriggers.enterprise_threshold) {\n actions.immediate_actions.push('Add to priority sequence');\n actions.immediate_actions.push('Research company background');\n actions.sales_rep_assignment = 'Enterprise AE';\n actions.meeting_priority = 'High';\n actions.email_template = 'enterprise_intro';\n } else if (leadScore.total_score >= salesConfig.automationTriggers.high_score_threshold) {\n actions.immediate_actions.push('Add to qualified lead sequence');\n actions.sales_rep_assignment = 'Standard AE';\n actions.email_template = 'qualified_intro';\n } else {\n actions.immediate_actions.push('Add to nurture sequence');\n actions.sales_rep_assignment = 'Junior AE';\n actions.email_template = 'nurture_intro';\n }\n \n // Follow-up sequence generation\n if (qualification.category === 'Enterprise') {\n actions.follow_up_sequence = [\n 'Day 1: Personal welcome email + calendar invite',\n 'Day 2: Follow-up call attempt',\n 'Day 3: Executive summary email',\n 'Day 5: Case study sharing',\n 'Day 7: Executive meeting proposal'\n ];\n } else if (qualification.category === 'High-Value') {\n actions.follow_up_sequence = [\n 'Day 1: Welcome email with demo offer',\n 'Day 3: Follow-up call',\n 'Day 5: Product demo scheduling',\n 'Day 10: ROI calculator sharing'\n ];\n } else {\n actions.follow_up_sequence = [\n 'Day 1: Welcome email',\n 'Day 7: Educational content',\n 'Day 14: Industry insights',\n 'Day 21: Product webinar invitation'\n ];\n }\n \n return actions;\n}\n\n// Main processing logic\nfor (const data of inputData) {\n try {\n const lead = data.leads?.[0] || data;\n const companyData = data.company_data || {};\n const financialData = data.financial_data || {};\n \n // Calculate lead score\n const leadScore = calculateLeadScore(lead, companyData, financialData);\n \n // Qualify lead\n const qualification = qualifyLead(lead, leadScore, companyData, financialData);\n \n // Generate sales actions\n const salesActions = generateSalesActions(lead, qualification, leadScore);\n \n // Create comprehensive lead record\n const processedLead = {\n ...lead,\n lead_score: leadScore.total_score,\n scoring_details: leadScore.scoring_details,\n score_breakdown: leadScore.score_breakdown,\n qualification: qualification,\n sales_actions: salesActions,\n processing_timestamp: new Date().toISOString(),\n enriched_data: {\n company: companyData,\n financial: financialData\n }\n };\n \n processedLeads.push(processedLead);\n } catch (error) {\n console.error('Error processing lead:', error);\n }\n}\n\nreturn processedLeads;"
},
"typeVersion": 2
},
{
"id": "lead-categorization-splitter",
"name": "潜在客户分类分流器",
"type": "n8n-nodes-base.if",
"position": [
1400,
700
],
"parameters": {
"options": {},
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "or",
"conditions": [
{
"id": "enterprise-leads",
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.qualification.category }}",
"rightValue": "Enterprise"
},
{
"id": "high-value-leads",
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.qualification.category }}",
"rightValue": "High-Value"
},
{
"id": "qualified-leads",
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.qualification.category }}",
"rightValue": "Qualified"
}
]
}
},
"typeVersion": 2
},
{
"id": "crm-contact-creator",
"name": "CRM联系人创建器",
"type": "n8n-nodes-base.hubspot",
"position": [
1600,
600
],
"parameters": {
"resource": "contact",
"operation": "create",
"additionalFields": {
"email": "={{ $json.email }}",
"phone": "={{ $json.phone }}",
"status": "Qualified Lead",
"company": "={{ $json.company_name }}",
"jobTitle": "={{ $json.job_title }}",
"lastName": "={{ $json.last_name }}",
"firstName": "={{ $json.first_name }}",
"leadScore": "={{ $json.lead_score }}",
"leadSource": "={{ $json.lead_source }}",
"customFields": {
"red_flags": "={{ JSON.stringify($json.qualification.red_flags) }}",
"lead_grade": "={{ $json.qualification.grade }}",
"lead_category": "={{ $json.qualification.category }}",
"lead_priority": "={{ $json.qualification.priority }}",
"email_template": "={{ $json.sales_actions.email_template }}",
"fit_assessment": "={{ JSON.stringify($json.qualification.fit_assessment) }}",
"scoring_details": "={{ JSON.stringify($json.scoring_details) }}",
"meeting_priority": "={{ $json.sales_actions.meeting_priority }}",
"immediate_actions": "={{ JSON.stringify($json.sales_actions.immediate_actions) }}",
"follow_up_sequence": "={{ JSON.stringify($json.sales_actions.follow_up_sequence) }}",
"sales_rep_assignment": "={{ $json.sales_actions.sales_rep_assignment }}",
"enriched_company_data": "={{ JSON.stringify($json.enriched_data.company) }}",
"opportunity_indicators": "={{ JSON.stringify($json.qualification.opportunity_indicators) }}",
"enriched_financial_data": "={{ JSON.stringify($json.enriched_data.financial) }}"
}
}
},
"credentials": {
"hubspotApi": {
"id": "",
"name": ""
}
},
"typeVersion": 1
},
{
"id": "crm-deal-creator",
"name": "CRM交易创建器",
"type": "n8n-nodes-base.hubspot",
"position": [
1600,
800
],
"parameters": {
"resource": "deal",
"operation": "create",
"additionalFields": {
"amount": "={{ $json.enriched_data.financial.revenue_estimate || '50000' }}",
"dealname": "={{ $json.company_name + ' - ' + $json.job_title + ' Deal' }}",
"closedate": "={{ new Date(Date.now() + 90 * 24 * 60 * 60 * 1000).toISOString().split('T')[0] }}",
"dealstage": "Qualification",
"customFields": {
"industry": "={{ $json.enriched_data.company.industry || 'Unknown' }}",
"lead_grade": "={{ $json.qualification.grade }}",
"lead_score": "={{ $json.lead_score }}",
"deal_source": "={{ $json.lead_source }}",
"company_size": "={{ $json.enriched_data.company.company_size || 'Unknown' }}",
"deal_priority": "={{ $json.qualification.priority }}",
"funding_stage": "={{ $json.enriched_data.financial.last_funding_round || 'Unknown' }}",
"lead_category": "={{ $json.qualification.category }}",
"expected_value": "={{ $json.enriched_data.financial.revenue_estimate || '50000' }}",
"assigned_sales_rep": "={{ $json.sales_actions.sales_rep_assignment }}"
}
}
},
"credentials": {
"hubspotApi": {
"id": "",
"name": ""
}
},
"typeVersion": 1
},
{
"id": "welcome-email-sender",
"name": "欢迎邮件发送器",
"type": "n8n-nodes-base.sendEmail",
"position": [
1800,
700
],
"parameters": {
"message": "={{ '<h2>Welcome ' + $json.first_name + '!</h2><p>Thank you for your interest in our solutions. Based on your profile at ' + $json.company_name + ', we believe we can help you achieve your goals.</p><p><strong>Next Steps:</strong></p><ul>' + $json.sales_actions.immediate_actions.map(action => '<li>' + action + '</li>').join('') + '</ul><p>We look forward to connecting with you!</p>' }}",
"subject": "={{ 'Welcome ' + $json.first_name + ' - Next Steps for ' + $json.company_name }}",
"toEmail": "={{ $json.email }}",
"emailType": "html",
"additionalFields": {
"replyTo": "sales@yourcompany.com",
"fromName": "Sales Team"
}
},
"credentials": {
"sendEmail": {
"id": "",
"name": ""
}
},
"typeVersion": 1
},
{
"id": "sales-task-creator",
"name": "销售任务创建器",
"type": "n8n-nodes-base.hubspot",
"position": [
1800,
900
],
"parameters": {
"resource": "task",
"operation": "create",
"additionalFields": {
"status": "Not Started",
"dueDate": "={{ new Date(Date.now() + 24 * 60 * 60 * 1000).toISOString() }}",
"subject": "={{ 'Follow up with ' + $json.first_name + ' ' + $json.last_name + ' from ' + $json.company_name }}",
"priority": "={{ $json.qualification.priority === 'Critical' ? 'High' : $json.qualification.priority }}",
"description": "={{ 'Lead Score: ' + $json.lead_score + '\\nGrade: ' + $json.qualification.grade + '\\nCategory: ' + $json.qualification.category + '\\nImmediate Actions: ' + $json.sales_actions.immediate_actions.join(', ') + '\\nFollow-up Sequence: ' + $json.sales_actions.follow_up_sequence.join('\\n') }}",
"customFields": {
"deal_value": "={{ $json.enriched_data.financial.revenue_estimate || '50000' }}",
"lead_grade": "={{ $json.qualification.grade }}",
"lead_score": "={{ $json.lead_score }}",
"assigned_sales_rep": "={{ $json.sales_actions.sales_rep_assignment }}"
}
}
},
"credentials": {
"hubspotApi": {
"id": "",
"name": ""
}
},
"typeVersion": 1
},
{
"id": "slack-notification-sender",
"name": "Slack通知发送器",
"type": "n8n-nodes-base.slack",
"position": [
2000,
700
],
"parameters": {
"text": "={{ '🚨 NEW HIGH-VALUE LEAD: ' + $json.first_name + ' ' + $json.last_name + ' from ' + $json.company_name + '\\n📊 Lead Score: ' + $json.lead_score + ' (' + $json.qualification.grade + ')\\n🎯 Category: ' + $json.qualification.category + '\\n💰 Estimated Value: ' + ($json.enriched_data.financial.revenue_estimate || 'Unknown') + '\\n👤 Assigned to: ' + $json.sales_actions.sales_rep_assignment + '\\n⚡ Priority: ' + $json.qualification.priority }}",
"channel": "sales-alerts",
"otherOptions": {
"username": "Sales Pipeline Bot",
"icon_emoji": ":rocket:"
}
},
"credentials": {
"slackApi": {
"id": "",
"name": ""
}
},
"typeVersion": 1
},
{
"id": "dashboard-logger",
"name": "仪表板记录器",
"type": "n8n-nodes-base.googleSheets",
"position": [
2000,
900
],
"parameters": {
"options": {
"headerRow": true
},
"operation": "append",
"sheetName": "Processed Leads",
"documentId": "sales-pipeline-dashboard",
"valuesToSend": {
"matchingColumns": [
{
"value": "={{ new Date().toISOString() }}",
"column": "Timestamp"
},
{
"value": "={{ $json.lead_id }}",
"column": "Lead ID"
},
{
"value": "={{ $json.first_name + ' ' + $json.last_name }}",
"column": "Name"
},
{
"value": "={{ $json.company_name }}",
"column": "Company"
},
{
"value": "={{ $json.job_title }}",
"column": "Job Title"
},
{
"value": "={{ $json.email }}",
"column": "Email"
},
{
"value": "={{ $json.lead_score }}",
"column": "Lead Score"
},
{
"value": "={{ $json.qualification.grade }}",
"column": "Grade"
},
{
"value": "={{ $json.qualification.category }}",
"column": "Category"
},
{
"value": "={{ $json.qualification.priority }}",
"column": "Priority"
},
{
"value": "={{ $json.lead_source }}",
"column": "Lead Source"
},
{
"value": "={{ $json.sales_actions.sales_rep_assignment }}",
"column": "Assigned Rep"
},
{
"value": "={{ $json.enriched_data.company.company_size || 'Unknown' }}",
"column": "Company Size"
},
{
"value": "={{ $json.enriched_data.company.industry || 'Unknown' }}",
"column": "Industry"
},
{
"value": "={{ $json.enriched_data.financial.last_funding_round || 'Unknown' }}",
"column": "Funding Stage"
},
{
"value": "={{ $json.enriched_data.financial.revenue_estimate || 'Unknown' }}",
"column": "Estimated Value"
},
{
"value": "={{ $json.sales_actions.immediate_actions.join('; ') }}",
"column": "Immediate Actions"
},
{
"value": "={{ $json.qualification.red_flags.join('; ') }}",
"column": "Red Flags"
},
{
"value": "={{ $json.qualification.opportunity_indicators.join('; ') }}",
"column": "Opportunity Indicators"
}
]
},
"valueToMatchOn": "",
"columnToMatchOn": ""
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "",
"name": ""
}
},
"typeVersion": 4
},
{
"id": "overview-sticky-note",
"name": "工作流概览",
"type": "n8n-nodes-base.stickyNote",
"position": [
400,
100
],
"parameters": {
"color": 0,
"width": 600,
"height": 400,
"content": "# 🎯 销售管道自动化概览"
},
"typeVersion": 1
},
{
"id": "triggers-sticky-note",
"name": "潜在客户监控系统",
"type": "n8n-nodes-base.stickyNote",
"position": [
280,
450
],
"parameters": {
"color": 4,
"width": 500,
"height": 350,
"content": "# ⏱️ 自动化潜在客户监控"
},
"typeVersion": 1
},
{
"id": "scraper-sticky-note",
"name": "CRM数据提取",
"type": "n8n-nodes-base.stickyNote",
"position": [
680,
450
],
"parameters": {
"color": 5,
"width": 500,
"height": 350,
"content": "# 🤖 AI驱动的数据提取"
},
"typeVersion": 1
},
{
"id": "enrichment-sticky-note",
"name": "数据丰富系统",
"type": "n8n-nodes-base.stickyNote",
"position": [
680,
850
],
"parameters": {
"color": 5,
"width": 500,
"height": 350,
"content": "# 🏢 公司智能丰富"
},
"typeVersion": 1
},
{
"id": "scoring-sticky-note",
"name": "潜在客户智能处理",
"type": "n8n-nodes-base.stickyNote",
"position": [
1080,
450
],
"parameters": {
"color": 1,
"width": 550,
"height": 450,
"content": "# 🧠 高级潜在客户评分算法"
},
"typeVersion": 1
},
{
"id": "routing-sticky-note",
"name": "潜在客户分类和路由",
"type": "n8n-nodes-base.stickyNote",
"position": [
1280,
450
],
"parameters": {
"color": 3,
"width": 500,
"height": 350,
"content": "# 🔀 智能潜在客户路由"
},
"typeVersion": 1
},
{
"id": "crm-sticky-note",
"name": "CRM和销售自动化",
"type": "n8n-nodes-base.stickyNote",
"position": [
1480,
450
],
"parameters": {
"color": 6,
"width": 550,
"height": 400,
"content": "# 💼 CRM集成和自动化"
},
"typeVersion": 1
},
{
"id": "collaboration-sticky-note",
"name": "团队通知和分析",
"type": "n8n-nodes-base.stickyNote",
"position": [
1880,
450
],
"parameters": {
"color": 7,
"width": 550,
"height": 400,
"content": "# 🔔 团队协作和分析"
},
"typeVersion": 1
},
{
"id": "config-sticky-note",
"name": "设置和配置指南",
"type": "n8n-nodes-base.stickyNote",
"position": [
1080,
100
],
"parameters": {
"color": 0,
"width": 550,
"height": 400,
"content": "# ⚙️ 配置要求"
},
"typeVersion": 1
}
],
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"updatedAt": "2024-01-15T10:00:00.000Z",
"versionId": "1",
"staticData": null,
"connections": {
"AI CRM Leads Scraper": {
"main": [
[
{
"node": "AI Company Enrichment Scraper",
"type": "main",
"index": 0
},
{
"node": "AI Financial Data Scraper",
"type": "main",
"index": 0
}
]
]
},
"AI Financial Data Scraper": {
"main": [
[
{
"node": "Lead Intelligence Processor",
"type": "main",
"index": 0
}
]
]
},
"Lead Intelligence Processor": {
"main": [
[
{
"node": "Lead Categorization Splitter",
"type": "main",
"index": 0
}
]
]
},
"CRM New Lead Webhook Trigger": {
"main": [
[
{
"node": "AI CRM Leads Scraper",
"type": "main",
"index": 0
}
]
]
},
"Lead Categorization Splitter": {
"main": [
[
{
"node": "CRM Contact Creator",
"type": "main",
"index": 0
},
{
"node": "CRM Deal Creator",
"type": "main",
"index": 0
},
{
"node": "Welcome Email Sender",
"type": "main",
"index": 0
},
{
"node": "Sales Task Creator",
"type": "main",
"index": 0
},
{
"node": "Slack Notification Sender",
"type": "main",
"index": 0
},
{
"node": "Dashboard Logger",
"type": "main",
"index": 0
}
]
]
},
"AI Company Enrichment Scraper": {
"main": [
[
{
"node": "Lead Intelligence Processor",
"type": "main",
"index": 0
}
]
]
},
"Automated Lead Monitor Trigger": {
"main": [
[
{
"node": "AI CRM Leads Scraper",
"type": "main",
"index": 0
}
]
]
}
},
"triggerCount": 2
}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, AI 摘要总结
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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