基于 HubSpot、Clearbit 和 Slack 的自动化线索捕获、评分与 CRM 集成
高级
这是一个Lead Generation, Multimodal AI领域的自动化工作流，包含 22 个节点。主要使用 If, Code, Merge, Slack, Hubspot 等节点。 基于 HubSpot、Clearbit 和 Slack 的自动化线索捕获、评分与 CRM 集成
前置要求
- •Slack Bot Token 或 Webhook URL
- •HubSpot API Key
- •HTTP Webhook 端点（n8n 会自动生成）
- •可能需要目标 API 的认证凭证
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
{
"meta": {
"instanceId": "5a648bd3f759c69d3a1e71a0e47ad1046af7ce76a6f331a86cd6058d8a6372fa",
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "fb029ad8-8110-4407-8a54-614bcbafddd8",
"name": "便签 - 概览",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1312,
-144
],
"parameters": {
"width": 492,
"height": 464,
"content": "## 潜在客户捕获与自动筛选工作流"
},
"typeVersion": 1
},
{
"id": "49d3b848-dc51-43cf-b22b-cfb9f8e24c77",
"name": "潜在客户捕获 Webhook",
"type": "n8n-nodes-base.webhook",
"position": [
-224,
400
],
"webhookId": "lead-capture-hook",
"parameters": {
"path": "lead-capture",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2
},
{
"id": "ad3ce370-da9d-4ba3-ab48-834c2e6bce34",
"name": "便利贴 - Webhook设置",
"type": "n8n-nodes-base.stickyNote",
"position": [
-816,
-144
],
"parameters": {
"width": 520,
"height": 460,
"content": "## Webhook 配置"
},
"typeVersion": 1
},
{
"id": "059a2f3a-dc94-42c6-9273-cbb24ad894e7",
"name": "验证潜在客户数据",
"type": "n8n-nodes-base.if",
"position": [
0,
400
],
"parameters": {
"options": {},
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "email-validation",
"operator": {
"type": "string",
"operation": "isNotEmpty"
},
"leftValue": "={{ $json.email }}",
"rightValue": ""
},
{
"id": "email-format",
"operator": {
"type": "string",
"operation": "regex"
},
"leftValue": "={{ $json.email }}",
"rightValue": "^[\\w-\\.]+@[\\w-]+\\.[a-zA-Z]{2,}$"
}
]
}
},
"typeVersion": 2
},
{
"id": "c50640e7-bdab-4680-beb4-96e9dd379ebe",
"name": "便签 - 数据验证",
"type": "n8n-nodes-base.stickyNote",
"position": [
-288,
-448
],
"parameters": {
"width": 340,
"height": 408,
"content": "## 数据验证规则"
},
"typeVersion": 1
},
{
"id": "409667ca-b5ab-4cab-864b-1b468da0ddca",
"name": "使用 Clearbit 丰富信息",
"type": "n8n-nodes-base.clearbit",
"position": [
224,
208
],
"parameters": {
"email": "={{ $json.email }}",
"resource": "person",
"additionalFields": {}
},
"typeVersion": 1
},
{
"id": "b16da09c-2e02-4a25-8ffb-fb6d18d44273",
"name": "便签 - 丰富信息",
"type": "n8n-nodes-base.stickyNote",
"position": [
48,
-448
],
"parameters": {
"width": 344,
"height": 268,
"content": "## 潜在客户丰富"
},
"typeVersion": 1
},
{
"id": "c4e3201e-f8f8-42bf-b142-e12a63d6cdd6",
"name": "使用 Apollo 进行丰富化",
"type": "n8n-nodes-base.httpRequest",
"position": [
224,
400
],
"parameters": {
"url": "={{ $env.APOLLO_API_URL }}/v1/people/match",
"options": {},
"sendBody": true,
"sendHeaders": true,
"authentication": "genericCredentialType",
"bodyParameters": {
"parameters": [
{
"name": "email",
"value": "={{ $json.email }}"
},
{
"name": "first_name",
"value": "={{ $json.firstName }}"
},
{
"name": "last_name",
"value": "={{ $json.lastName }}"
}
]
},
"genericAuthType": "httpHeaderAuth",
"headerParameters": {
"parameters": [
{
"name": "Content-Type",
"value": "application/json"
},
{
"name": "Cache-Control",
"value": "no-cache"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "dbbb2ca7-c9e1-4a32-8270-fb9bdf328c54",
"name": "合并丰富数据",
"type": "n8n-nodes-base.merge",
"position": [
448,
304
],
"parameters": {},
"typeVersion": 3
},
{
"id": "6c14adc8-bdac-4a21-a1ae-ce9fc61605d1",
"name": "便签 - 潜在客户评分",
"type": "n8n-nodes-base.stickyNote",
"position": [
400,
-448
],
"parameters": {
"width": 396,
"height": 388,
"content": "## 潜在客户筛选标准"
},
"typeVersion": 1
},
{
"id": "1318776b-db42-4031-bc8c-5224889da500",
"name": "计算潜在客户评分",
"type": "n8n-nodes-base.code",
"position": [
672,
304
],
"parameters": {
"jsCode": "// Lead Qualification & Scoring Logic\nconst lead = $input.first().json;\nconst enrichment = lead.enrichment_data || {};\n\n// Initialize score\nlet score = 0;\nlet qualificationNotes = [];\n\n// Company Size Scoring\nif (enrichment.company?.metrics?.employees) {\n const employees = enrichment.company.metrics.employees;\n if (employees >= 500) {\n score += 30;\n qualificationNotes.push('Large company (500+ employees)');\n } else if (employees >= 50) {\n score += 20;\n qualificationNotes.push('Medium company (50-500 employees)');\n } else if (employees >= 10) {\n score += 10;\n qualificationNotes.push('Small company (10-50 employees)');\n }\n}\n\n// Industry Scoring\nconst targetIndustries = ['Technology', 'Software', 'SaaS', 'Finance', 'Healthcare'];\nif (enrichment.company?.category?.industry) {\n if (targetIndustries.includes(enrichment.company.category.industry)) {\n score += 25;\n qualificationNotes.push(`Target industry: ${enrichment.company.category.industry}`);\n }\n}\n\n// Title/Role Scoring\nif (enrichment.person?.employment?.title) {\n const title = enrichment.person.employment.title.toLowerCase();\n if (title.includes('ceo') || title.includes('founder') || title.includes('president')) {\n score += 25;\n qualificationNotes.push('C-level executive');\n } else if (title.includes('director') || title.includes('vp') || title.includes('manager')) {\n score += 15;\n qualificationNotes.push('Management level');\n }\n}\n\n// Email Domain Scoring\nconst email = lead.email || '';\nconst domain = email.split('@')[1];\nconst personalDomains = ['gmail.com', 'yahoo.com', 'hotmail.com', 'outlook.com'];\nif (!personalDomains.includes(domain)) {\n score += 10;\n qualificationNotes.push('Business email domain');\n} else {\n qualificationNotes.push('Personal email domain');\n}\n\n// Revenue Scoring (if available)\nif (enrichment.company?.metrics?.annualRevenue) {\n const revenue = enrichment.company.metrics.annualRevenue;\n if (revenue >= 10000000) { // $10M+\n score += 20;\n qualificationNotes.push('High revenue company ($10M+)');\n } else if (revenue >= 1000000) { // $1M+\n score += 10;\n qualificationNotes.push('Medium revenue company ($1M+)');\n }\n}\n\n// Determine qualification level\nlet qualificationLevel;\nlet priority;\nif (score >= 80) {\n qualificationLevel = 'High';\n priority = 'Immediate Follow-up';\n} else if (score >= 50) {\n qualificationLevel = 'Medium';\n priority = 'Follow-up within 24h';\n} else if (score >= 25) {\n qualificationLevel = 'Low';\n priority = 'Add to nurture sequence';\n} else {\n qualificationLevel = 'Unqualified';\n priority = 'Archive or reject';\n}\n\n// Return enriched lead data\nreturn {\n ...lead,\n qualification: {\n score: score,\n level: qualificationLevel,\n priority: priority,\n notes: qualificationNotes,\n timestamp: new Date().toISOString()\n },\n enriched_company: enrichment.company || {},\n enriched_person: enrichment.person || {}\n};"
},
"typeVersion": 2
},
{
"id": "2398e080-42c8-405e-a430-f27389b930c8",
"name": "按筛选结果路由",
"type": "n8n-nodes-base.if",
"position": [
896,
304
],
"parameters": {
"options": {},
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "high-score",
"operator": {
"type": "number",
"operation": "gte"
},
"leftValue": "={{ $json.qualification.score }}",
"rightValue": 80
}
]
}
},
"typeVersion": 2
},
{
"id": "6490475a-d9bb-43c1-8bbf-3379cfd40754",
"name": "便签 - 高优先级行动",
"type": "n8n-nodes-base.stickyNote",
"position": [
800,
-448
],
"parameters": {
"width": 392,
"height": 316,
"content": "## 高优先级潜在客户行动"
},
"typeVersion": 1
},
{
"id": "7a157570-3e7d-4584-81a1-1f2502516843",
"name": "创建 HubSpot 联系人",
"type": "n8n-nodes-base.hubspot",
"position": [
1120,
16
],
"parameters": {
"operation": "create"
},
"typeVersion": 2
},
{
"id": "98170537-d67e-49ee-9819-709a12e29710",
"name": "通知销售团队 - 高优先级",
"type": "n8n-nodes-base.slack",
"position": [
1120,
208
],
"webhookId": "364aca1f-ce36-4174-8cbd-9ae11535b690",
"parameters": {
"text": "🚨 **High Priority Lead Alert!** 🚨",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "id",
"value": "={{ $env.SLACK_SALES_CHANNEL_ID }}"
},
"otherOptions": {}
},
"typeVersion": 2.2
},
{
"id": "99245b66-8d64-4b85-b998-892f59b2a2e1",
"name": "创建 HubSpot 联系人 - 中优先级",
"type": "n8n-nodes-base.hubspot",
"position": [
1120,
400
],
"parameters": {
"operation": "create"
},
"typeVersion": 2
},
{
"id": "e1bc4f06-267e-426a-a064-836b448a4403",
"name": "便签 - 中优先级行动",
"type": "n8n-nodes-base.stickyNote",
"position": [
800,
-128
],
"parameters": {
"width": 392,
"height": 120,
"content": "## 中/低优先级行动"
},
"typeVersion": 1
},
{
"id": "402a9234-f2c2-483f-81df-32629b306d55",
"name": "通知营销团队 - 中优先级",
"type": "n8n-nodes-base.slack",
"position": [
1120,
592
],
"webhookId": "c4c6452c-34e9-4e0c-9fff-4fd93daf81d1",
"parameters": {
"text": "📋 New Medium Priority Lead",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "id",
"value": "={{ $env.SLACK_MARKETING_CHANNEL_ID }}"
},
"otherOptions": {}
},
"typeVersion": 2.2
},
{
"id": "63d95fd7-f5ac-4192-9f2b-d35bd0fa1d0b",
"name": "记录无效数据",
"type": "n8n-nodes-base.noOp",
"position": [
224,
592
],
"parameters": {},
"typeVersion": 1
},
{
"id": "9fc03270-9915-46ab-a08c-8ff937119a31",
"name": "便签 - 错误处理",
"type": "n8n-nodes-base.stickyNote",
"position": [
48,
-176
],
"parameters": {
"width": 356,
"height": 120,
"content": "## 错误处理"
},
"typeVersion": 1
},
{
"id": "a42f2d44-3eaf-4896-bc04-223fe770bc04",
"name": "便签 - 环境变量",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1328,
320
],
"parameters": {
"width": 524,
"height": 480,
"content": "## 必需的环境变量"
},
"typeVersion": 1
},
{
"id": "6ee62c3b-f74a-466b-899d-b61edff40f8f",
"name": "便签 - 集成点",
"type": "n8n-nodes-base.stickyNote",
"position": [
-816,
320
],
"parameters": {
"width": 520,
"height": 480,
"content": "## 集成来源"
},
"typeVersion": 1
}
],
"pinData": {},
"connections": {
"Enrich with Apollo": {
"main": [
[
{
"node": "Merge Enrichment Data",
"type": "main",
"index": 1
}
]
]
},
"Validate Lead Data": {
"main": [
[
{
"node": "Enrich with Clearbit",
"type": "main",
"index": 0
},
{
"node": "Enrich with Apollo",
"type": "main",
"index": 0
}
],
[
{
"node": "Log Invalid Data",
"type": "main",
"index": 0
}
]
]
},
"Calculate Lead Score": {
"main": [
[
{
"node": "Route by Qualification",
"type": "main",
"index": 0
}
]
]
},
"Enrich with Clearbit": {
"main": [
[
{
"node": "Merge Enrichment Data",
"type": "main",
"index": 0
}
]
]
},
"Lead Capture Webhook": {
"main": [
[
{
"node": "Validate Lead Data",
"type": "main",
"index": 0
}
]
]
},
"Merge Enrichment Data": {
"main": [
[
{
"node": "Calculate Lead Score",
"type": "main",
"index": 0
}
]
]
},
"Route by Qualification": {
"main": [
[
{
"node": "Create HubSpot Contact",
"type": "main",
"index": 0
},
{
"node": "Notify Sales Team - High Priority",
"type": "main",
"index": 0
}
],
[
{
"node": "Create HubSpot Contact - Medium",
"type": "main",
"index": 0
},
{
"node": "Notify Marketing - Medium Priority",
"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 - 潜在客户开发, 多模态 AI
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。
相关工作流推荐
使用GPT-4、Zendesk和HubSpot预测客户流失风险并创建干预措施
使用GPT-4、Zendesk和HubSpot预测客户流失风险并创建干预措施
If
Cron
Merge
+8
17 节点shae
客户关系管理
防欺诈潜在客户捕获与培育系统
通过AI评分、表格跟踪和多渠道提醒捕获和培育防欺诈潜在客户
If
Set
Code
+11
28 节点Jitesh Dugar
内容创作
CB资助公司及信息丰富
自动化潜在客户生成与邮件外联：Apify、Apollo.io、GPT-4和Google Sheets
If
Code
Merge
+8
32 节点Intuz
潜在客户开发
构建用于Slack候选人评估的AI驱动聊天机器人
AI简历分析与候选人评估：Slack和Google表格集成
If
Code
Slack
+12
29 节点Trung Tran
AI 聊天机器人
会议纪要和行动项跟踪器
基于AI的会议纪要：使用GPT-4、任务分配和多渠道分发
If
Set
Code
+10
38 节点Jitesh Dugar
内容创作
基于Claap通话使用GPT-4o和Google Slides自动生成销售演示文稿
基于Claap通话使用GPT-4o和Google Slides自动生成销售演示文稿
If
Set
Code
+7
20 节点Robin Bonduelle
客户关系管理
工作流信息
难度等级
高级
节点数量22
分类2
节点类型10
作者
shae
@senshaeFull-stack automation expert combining n8n, frontend & backend development, and hard-coded solutions to build powerful, scalable workflows. Skilled in data parsing (PDF/Excel), API integrations (banking, property, financial), email systems, and real-time sync. I create custom dashboards, API layers, and advanced automations that go beyond “no-code,”
外部链接
在 n8n.io 查看 →
分享此工作流