自动化贷款机构 CRM 工作流
中级
这是一个CRM领域的自动化工作流,包含 11 个节点。主要使用 Code, Twilio, Webhook, GoogleDrive, GoogleSheets 等节点。 使用 Twilio、Google Sheets 和 Drive 自动化贷款机构潜在客户管理
前置要求
- •HTTP Webhook 端点(n8n 会自动生成)
- •Google Drive API 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
{
"id": "DmeYocUMLd2GidjA",
"meta": {
"instanceId": "a287613f1596da776459594685fbf4e2b4a12124f80ab8c8772f5e37bff103ae"
},
"name": "自动化贷款机构 CRM 工作流",
"tags": [],
"nodes": [
{
"id": "89258a0e-d884-4904-9d90-c16ca02a6a33",
"name": "Webhook",
"type": "n8n-nodes-base.webhook",
"position": [
0,
0
],
"webhookId": "83679504-f9d5-4133-9086-e72ede8ecd55",
"parameters": {},
"typeVersion": 2
},
{
"id": "69e8ccc5-83b2-46d5-b549-7c09d896462c",
"name": "数据清理与重复项",
"type": "n8n-nodes-base.code",
"position": [
208,
0
],
"parameters": {},
"typeVersion": 2
},
{
"id": "45fba5ea-b903-41b0-bded-8f94e93dbdc5",
"name": "自动分配代理",
"type": "n8n-nodes-base.code",
"position": [
416,
0
],
"parameters": {},
"typeVersion": 2
},
{
"id": "4972f43b-f5bd-46b0-a3b0-1ce2b5c8bdb7",
"name": "存储数据",
"type": "n8n-nodes-base.googleSheets",
"position": [
624,
0
],
"parameters": {},
"typeVersion": 4.6
},
{
"id": "bb9f7707-10ad-4cce-9d64-1d640eec87c1",
"name": "发送通知",
"type": "n8n-nodes-base.twilio",
"position": [
832,
0
],
"parameters": {},
"typeVersion": 1
},
{
"id": "89ff9c35-cb8b-4c8d-b5cb-e4d8cca828eb",
"name": "Webhook1",
"type": "n8n-nodes-base.webhook",
"position": [
0,
336
],
"webhookId": "dc145909-e028-438b-ae43-15c8c4864d7b",
"parameters": {},
"typeVersion": 2
},
{
"id": "679ea89a-4d27-4229-af09-a00194b2b95c",
"name": "更新状态",
"type": "n8n-nodes-base.googleSheets",
"position": [
208,
336
],
"parameters": {},
"typeVersion": 4.6
},
{
"id": "ed81111d-5780-49dc-a2b2-ba5d50ec79d8",
"name": "文档管理",
"type": "n8n-nodes-base.googleDrive",
"position": [
416,
336
],
"parameters": {},
"typeVersion": 3
},
{
"id": "7d622673-2dc8-472a-9a65-22de7e7b383a",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-48,
272
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "e0f85838-4bad-4544-a7b3-57710d5c0dcd",
"name": "新潜在客户接收与分配",
"type": "n8n-nodes-base.stickyNote",
"position": [
-48,
-80
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "5cf9ea36-70f3-4ab1-8ffb-7022bab56eb4",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-880,
-80
],
"parameters": {
"content": ""
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "24d03e3f-c089-4e1b-96f8-dc3f494476eb",
"connections": {
"Webhook": {
"main": [
[
{
"node": "Data Cleansing & Duplicates",
"type": "main",
"index": 0
}
]
]
},
"Webhook1": {
"main": [
[
{
"node": "Update Status",
"type": "main",
"index": 0
}
]
]
},
"Store Data": {
"main": [
[
{
"node": "Send Notifications",
"type": "main",
"index": 0
}
]
]
},
"Update Status": {
"main": [
[
{
"node": "Document Management",
"type": "main",
"index": 0
}
]
]
},
"Auto-Assign Agent": {
"main": [
[
{
"node": "Store Data",
"type": "main",
"index": 0
}
]
]
},
"Data Cleansing & Duplicates": {
"main": [
[
{
"node": "Auto-Assign Agent",
"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 - 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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工作流信息
难度等级
中级
节点数量11
分类1
节点类型6
作者
Marth
@marthSimplifying Business with Smart Automation. I create and share user-friendly, highly efficient n8n workflow templates for SMEs, focusing on digital marketing, sales, and operational excellence. Get ready to automate, innovate, and elevate your business. Connect me on Linkedin for custom solutions.
外部链接
在 n8n.io 查看 →
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