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优雅的客户入职礼宾服务 — 专业版(通用,v3)

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这是一个CRM, Multimodal AI领域的自动化工作流,包含 31 个节点。主要使用 If, Set, Notion, Hubspot, Webhook 等节点。 使用Notion、邮件和CRM集成的自动客户入职系统

前置要求
  • Notion API Key
  • HubSpot API Key
  • HTTP Webhook 端点(n8n 会自动生成)
  • Airtable API Key
  • Telegram Bot Token
工作流预览
可视化展示节点连接关系,支持缩放和平移

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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": {
    "templateCredsWarning": "Attach credentials after import. No secrets in JSON. Markdown stickies included for submission."
  },
  "name": "优雅的客户入职礼宾服务 — 专业版(通用,v3)",
  "nodes": [
    {
      "name": "便签:自述文件",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        40,
        -120
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "name": "便签:先决条件 + CSV",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        40,
        0
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "name": "便签:设置清单",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        40,
        120
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "name": "便签:测试笔记",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        40,
        240
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "name": "便签:合规性 + 故障排除",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        40,
        360
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "name": "便签:更新日志",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        40,
        480
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "name": "客户接收 Webhook",
      "type": "n8n-nodes-base.webhook",
      "position": [
        -160,
        40
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "name": "手动触发器",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
        -160,
        200
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "name": "设置:用户配置",
      "type": "n8n-nodes-base.set",
      "position": [
        80,
        200
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "name": "函数:模拟接收",
      "type": "n8n-nodes-base.function",
      "position": [
        80,
        200
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "name": "函数:映射接收",
      "type": "n8n-nodes-base.function",
      "position": [
        360,
        60
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "name": "函数:评分潜在客户",
      "type": "n8n-nodes-base.function",
      "position": [
        540,
        60
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "name": "Notion:创建客户",
      "type": "n8n-nodes-base.notion",
      "position": [
        780,
        120
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "name": "函数:构建欢迎邮件",
      "type": "n8n-nodes-base.function",
      "position": [
        960,
        60
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "name": "邮件:发送欢迎邮件",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        1140,
        60
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "name": "如果:启用了 Telegram?",
      "type": "n8n-nodes-base.if",
      "position": [
        980,
        180
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "name": "Telegram:通知所有者",
      "type": "n8n-nodes-base.telegram",
      "position": [
        1140,
        140
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "name": "如果:启用了 Airtable?",
      "type": "n8n-nodes-base.if",
      "position": [
        980,
        300
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "name": "Airtable:创建行",
      "type": "n8n-nodes-base.airtable",
      "position": [
        980,
        520
      ],
      "parameters": {},
      "typeVersion": 3
    },
    {
      "name": "如果:启用了 HubSpot?",
      "type": "n8n-nodes-base.if",
      "position": [
        980,
        420
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "name": "HubSpot:创建联系人",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        1140,
        420
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "name": "如果:启用了日历保留?",
      "type": "n8n-nodes-base.if",
      "position": [
        960,
        540
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "name": "函数:保留时间",
      "type": "n8n-nodes-base.function",
      "position": [
        1080,
        540
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "name": "Google Calendar:创建保留",
      "type": "n8n-nodes-base.googleCalendar",
      "position": [
        1140,
        540
      ],
      "parameters": {},
      "typeVersion": 3
    },
    {
      "name": "选择加入确认 Webhook",
      "type": "n8n-nodes-base.webhook",
      "position": [
        -160,
        540
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "name": "函数:解析选择加入",
      "type": "n8n-nodes-base.function",
      "position": [
        80,
        540
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "name": "Notion:通过令牌查找",
      "type": "n8n-nodes-base.notion",
      "position": [
        360,
        540
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "name": "函数:选择页面",
      "type": "n8n-nodes-base.function",
      "position": [
        540,
        540
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "name": "Notion:设置同意 + 状态",
      "type": "n8n-nodes-base.notion",
      "position": [
        780,
        400
      ],
      "parameters": {},
      "typeVersion": 2
    },
    {
      "name": "出错时",
      "type": "n8n-nodes-base.errorTrigger",
      "position": [
        -160,
        360
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "name": "出错时 → 邮件通知所有者",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        1140,
        60
      ],
      "parameters": {},
      "typeVersion": 2
    }
  ],
  "pinData": {},
  "connections": {
    "On Error": {
      "main": [
        [
          {
            "node": "On Error → Email Owner",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Manual Trigger": {
      "main": [
        [
          {
            "node": "Function: Simulate Intake",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Set: User Config": {
      "main": [
        [
          {
            "node": "Function: Map Intake",
            "type": "main",
            "index": 0
          },
          {
            "node": "Function: Parse Optin",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Function: Pick Page": {
      "main": [
        [
          {
            "node": "Notion: Set Consent + Status",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Function: Hold Times": {
      "main": [
        [
          {
            "node": "Google Calendar: Create Hold",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Function: Map Intake": {
      "main": [
        [
          {
            "node": "Function: Score Lead",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Function: Score Lead": {
      "main": [
        [
          {
            "node": "Notion: Create Client",
            "type": "main",
            "index": 0
          },
          {
            "node": "Function: Build Welcome Email",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "If: HubSpot Enabled?": {
      "main": [
        [
          {
            "node": "HubSpot: Create Contact",
            "type": "main",
            "index": 0
          }
        ],
        []
      ]
    },
    "Client Intake Webhook": {
      "main": [
        [
          {
            "node": "Set: User Config",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Function: Parse Optin": {
      "main": [
        [
          {
            "node": "Notion: Find by Token",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "If: Airtable Enabled?": {
      "main": [
        [
          {
            "node": "Airtable: Create Row",
            "type": "main",
            "index": 0
          }
        ],
        []
      ]
    },
    "If: Telegram Enabled?": {
      "main": [
        [
          {
            "node": "Telegram: Notify Owner",
            "type": "main",
            "index": 0
          }
        ],
        []
      ]
    },
    "Notion: Find by Token": {
      "main": [
        [
          {
            "node": "Function: Pick Page",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Function: Simulate Intake": {
      "main": [
        [
          {
            "node": "Function: Map Intake",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "If: Calendar Hold Enabled?": {
      "main": [
        [
          {
            "node": "Function: Hold Times",
            "type": "main",
            "index": 0
          }
        ],
        []
      ]
    },
    "Function: Build Welcome Email": {
      "main": [
        [
          {
            "node": "Email: Send Welcome",
            "type": "main",
            "index": 0
          },
          {
            "node": "If: Telegram Enabled?",
            "type": "main",
            "index": 0
          },
          {
            "node": "If: Airtable Enabled?",
            "type": "main",
            "index": 0
          },
          {
            "node": "If: HubSpot Enabled?",
            "type": "main",
            "index": 0
          },
          {
            "node": "If: Calendar Hold Enabled?",
            "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, 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
高级
节点数量31
分类2
节点类型13
难度说明

适合高级用户,包含 16+ 个节点的复杂工作流

作者
Shelly-Ann Davy

Shelly-Ann Davy

@shecodesflo

Founder of The Workflow Muse & @SheCodesFlow. I design elegant, feminine automations for content creators and entrepreneurs. “Automate with grace. Scale with power.”

外部链接
在 n8n.io 查看

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