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15 - LeadFlow 自动化

中级

这是一个AI Summarization, Multimodal AI领域的自动化工作流,包含 14 个节点。主要使用 If, Set, Code, Slack, Hubspot 等节点。 使用OpenAI GPT-4O、HubSpot、Slack和Google Sheets自动化Gmail潜在客户跟进

前置要求
  • Slack Bot Token 或 Webhook URL
  • HubSpot API Key
  • Google 账号和 Gmail API 凭证
  • Google Sheets API 凭证
  • OpenAI API Key
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": "REMOVED_FOR_PRIVACY",
  "meta": {
    "instanceId": "REMOVED_FOR_PRIVACY",
    "templateCredsSetupCompleted": true
  },
  "name": "15 - LeadFlow 自动化",
  "tags": [],
  "nodes": [
    {
      "id": "91039bef-b0cf-4aaa-b5d7-8151f3fe5bf4",
      "name": "📧 Gmail:新潜在客户回复",
      "type": "n8n-nodes-base.gmailTrigger",
      "position": [
        -80,
        -160
      ],
      "parameters": {
        "filters": {
          "labelIds": [
            "YOUR_GMAIL_LABEL_ID"
          ]
        },
        "pollTimes": {
          "item": [
            {
              "mode": "everyMinute"
            }
          ]
        }
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "YOUR_GMAIL_CREDENTIAL_ID",
          "name": "Gmail Account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "def6d1d6-c2cc-4b63-b387-7e38cc8e19b1",
      "name": "🔧 标准化 Gmail 数据",
      "type": "n8n-nodes-base.set",
      "position": [
        360,
        -160
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "normalize-gmail",
              "name": "leadEmail",
              "type": "string",
              "value": "={{ $json.From }}"
            },
            {
              "id": "normalize-gmail-subject",
              "name": "subject",
              "type": "string",
              "value": "={{ $json.Subject }}"
            },
            {
              "id": "normalize-gmail-message",
              "name": "message",
              "type": "string",
              "value": "={{ $json.snippet }}"
            },
            {
              "id": "normalize-gmail-source",
              "name": "source",
              "type": "string",
              "value": "Gmail"
            },
            {
              "id": "normalize-gmail-timestamp",
              "name": "receivedAt",
              "type": "string",
              "value": "={{ $json.internalDate }}"
            }
          ]
        }
      },
      "typeVersion": 3.3
    },
    {
      "id": "b1d38a73-0376-433a-82da-a7a04d3d5da7",
      "name": "📋 解析 AI 分析结果",
      "type": "n8n-nodes-base.code",
      "position": [
        956,
        -160
      ],
      "parameters": {
        "jsCode": "let aiResponse = $json.output;\n\n// Remove triple backticks and possible \"json\" label\naiResponse = aiResponse.replace(/```json|```/g, '').trim();\n\nlet analysis;\n\ntry {\n  analysis = JSON.parse(aiResponse);\n} catch (error) {\n  // Fallback parsing if JSON is malformed\n  analysis = {\n    sentiment: 'Neutral',\n    intent: 'Needs Info',\n    urgency: 'Medium',\n    nextAction: 'Email',\n    summary: 'Could not parse AI response',\n    priority: 'Warm'\n  };\n}\n\n// Get the original lead data from Normalize Gmail node\nconst leadData = $node['🔧 Normalize Gmail Data'].json;\n\n// Combine everything\nconst result = {\n  ...leadData,\n  ...analysis,\n  analysisDate: new Date().toISOString(),\n  needsFollowUp: analysis.nextAction !== 'No Action',\n  isHighPriority: analysis.priority === 'Hot' || analysis.urgency === 'High'\n};\n\nreturn [{ json: result }];"
      },
      "typeVersion": 2
    },
    {
      "id": "b92abdcc-33b5-4785-b1c4-84c210112dcf",
      "name": "📝 HubSpot:创建跟进任务",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        1396,
        -360
      ],
      "parameters": {
        "type": "task",
        "metadata": {
          "body": "={{ $json.message }}",
          "subject": "={{ $json.subject }}",
          "forObjectType": "CONTACT"
        },
        "resource": "engagement",
        "authentication": "appToken",
        "additionalFields": {}
      },
      "credentials": {
        "hubspotAppToken": {
          "id": "YOUR_HUBSPOT_CREDENTIAL_ID",
          "name": "HubSpot Account"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "74068c78-2ea1-4447-987a-8d40088483d4",
      "name": "💬 Slack:通知销售团队",
      "type": "n8n-nodes-base.slack",
      "position": [
        1396,
        40
      ],
      "webhookId": "YOUR_SLACK_WEBHOOK_ID",
      "parameters": {
        "text": "=Summary: {{ $json.summary }}\nEmail: {{ $json.leadEmail }}\nPriority: {{ $json.priority }}\nUrgency: {{ $json.urgency }}\nDate: {{ $json.analysisDate }}",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "list",
          "value": "YOUR_SLACK_CHANNEL_ID",
          "cachedResultName": "general"
        },
        "otherOptions": {
          "mrkdwn": false
        }
      },
      "credentials": {
        "slackApi": {
          "id": "YOUR_SLACK_CREDENTIAL_ID",
          "name": "Slack Account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "ae8454de-6504-4947-8571-87bd4bc0e0b0",
      "name": "📊 记录到 Google Sheets",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        1396,
        -160
      ],
      "parameters": {
        "columns": {
          "value": {
            "Date": "={{ $json.analysisDate }}",
            "Email": "={{ $json.leadEmail }}",
            "Intent ": "={{ $json.intent }}",
            "Message": "={{ $json.message }}",
            "Subject": "={{ $json.subject }}",
            "Summary": "={{ $json.summary }}",
            "Urgency": "={{ $json.urgency }}",
            "Priority": "={{ $json.priority }}",
            "Sentiment": "={{ $json.sentiment }}",
            "nextAction": "={{ $json.nextAction }}"
          },
          "schema": [
            {
              "id": "Email",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Email",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Date",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Date",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Subject",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Subject",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Message",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Message",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Sentiment",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Sentiment",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Intent ",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Intent ",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Urgency",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Urgency",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "nextAction",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "nextAction",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Summary",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Summary",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Priority",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Priority",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "append",
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "gid=0",
          "cachedResultUrl": "YOUR_GOOGLE_SHEETS_URL",
          "cachedResultName": "Sheet1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "YOUR_GOOGLE_SHEETS_ID",
          "cachedResultUrl": "YOUR_GOOGLE_SHEETS_URL",
          "cachedResultName": "Follow Up"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "YOUR_GOOGLE_SHEETS_CREDENTIAL_ID",
          "name": "Google Sheets Account"
        }
      },
      "typeVersion": 4
    },
    {
      "id": "6b10e13b-d8b0-42e2-ad8a-704a7202148f",
      "name": "OpenAI 聊天模型",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        668,
        60
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4o-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "YOUR_OPENAI_CREDENTIAL_ID",
          "name": "OpenAI Account"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "ad3e3fb6-2e91-41c8-8082-30fe37202a71",
      "name": "🔀 检查数据是否存在",
      "type": "n8n-nodes-base.if",
      "position": [
        140,
        -160
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 1,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "condition-1",
              "operator": {
                "type": "object",
                "operation": "exists",
                "rightType": "any"
              },
              "leftValue": "={{ $node['📧 Gmail: New Lead Response'].json }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "88cd5104-9389-4664-8e03-3adee0c408a5",
      "name": "🔍 需要跟进吗?",
      "type": "n8n-nodes-base.if",
      "position": [
        1176,
        -160
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "b2831020-9725-454b-a3dc-0b6465587288",
              "operator": {
                "type": "boolean",
                "operation": "true",
                "singleValue": true
              },
              "leftValue": "={{ $json.needsFollowUp }}",
              "rightValue": {}
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "ad81e8cb-6e5d-4b3a-8b1e-5a00853ed3c2",
      "name": "🧠 分析潜在客户回复(AI)",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        580,
        -160
      ],
      "parameters": {
        "text": "=Analyze this lead response and provide:\n\n1. Sentiment: (Positive/Neutral/Negative)\n2. Intent: (Interested/Not Interested/Needs Info/Ready to Buy/Objection)\n3. Urgency: (High/Medium/Low)\n4. Next Action: (Call/Email/Demo/Quote/No Action)\n5. Summary: Brief 1-2 sentence summary\n6. Priority: (Hot/Warm/Cold)\n\nLead Email: {{ $json.leadEmail }}\nSubject: {{ $json.subject }}\nMessage: {{ $json.message }}\nRespond in JSON format with keys: sentiment, intent, urgency, nextAction, summary, priority",
        "options": {},
        "promptType": "define"
      },
      "typeVersion": 2
    },
    {
      "id": "b970147b-c301-49e4-924d-535e7cf3a01e",
      "name": "便签",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -120,
        -500
      ],
      "parameters": {
        "color": 5,
        "width": 640,
        "height": 680,
        "content": "## 节点:"
      },
      "typeVersion": 1
    },
    {
      "id": "885d848a-de98-48bb-8fc1-dab28cc20570",
      "name": "便签1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        540,
        -500
      ],
      "parameters": {
        "color": 3,
        "width": 580,
        "height": 680,
        "content": "## 节点:"
      },
      "typeVersion": 1
    },
    {
      "id": "90a8e89d-42fe-498e-950e-c9e1a6eb6878",
      "name": "便签2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1140,
        -500
      ],
      "parameters": {
        "width": 160,
        "height": 680,
        "content": "## 节点:"
      },
      "typeVersion": 1
    },
    {
      "id": "fbd6f660-c7e3-4e8e-ad7f-a8ca871b89dc",
      "name": "便签3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1320,
        -760
      ],
      "parameters": {
        "color": 4,
        "width": 300,
        "height": 1000,
        "content": "## 节点:"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "REMOVED_FOR_PRIVACY",
  "connections": {
    "OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "🧠 Analyze Lead Response (AI)",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "🔍 Needs Follow-Up?": {
      "main": [
        [
          {
            "node": "📝 HubSpot: Create Follow-up Task",
            "type": "main",
            "index": 0
          },
          {
            "node": "💬 Slack: Notify Sales Team",
            "type": "main",
            "index": 0
          },
          {
            "node": "📊 Log to Google Sheets",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "🔀 Check if Data Exists": {
      "main": [
        [
          {
            "node": "🔧 Normalize Gmail Data",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "🔧 Normalize Gmail Data": {
      "main": [
        [
          {
            "node": "🧠 Analyze Lead Response (AI)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "💬 Slack: Notify Sales Team": {
      "main": [
        []
      ]
    },
    "📧 Gmail: New Lead Response": {
      "main": [
        [
          {
            "node": "🔀 Check if Data Exists",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "📋 Parse AI Analysis Results": {
      "main": [
        [
          {
            "node": "🔍 Needs Follow-Up?",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "🧠 Analyze Lead Response (AI)": {
      "main": [
        [
          {
            "node": "📋 Parse AI Analysis Results",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "📝 HubSpot: Create Follow-up Task": {
      "main": [
        []
      ]
    }
  }
}
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 - AI 摘要总结, 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。

工作流信息
难度等级
中级
节点数量14
分类2
节点类型10
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
Avkash Kakdiya

Avkash Kakdiya

@itechnotion

🚀 Founder of iTechNotion — we build custom AI-powered automation workflows for startups, agencies, and founders. 💡 Specializing in agentic AI systems, content automation, sales funnels, and digital workers. 🔧 14+ years in tech | Building scalable no-code/low-code solutions using n8n, OpenAI, and other API-first tools. 📬 Let’s automate what slows you down.

外部链接
在 n8n.io 查看

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