冷线索成交关闭工作流
中级
这是一个Content Creation, Multimodal AI领域的自动化工作流，包含 15 个节点。主要使用 Code, Gmail, Slack, Filter, Hubspot 等节点。 基于Gmail反馈和Slack通知的HubSpot冷线索交易自动关闭
前置要求
- •Google 账号和 Gmail API 凭证
- •Slack Bot Token 或 Webhook URL
- •HubSpot API Key
- •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": "INSTANCE_ID_PLACEHOLDER",
"templateCredsSetupCompleted": false
},
"name": "冷线索成交关闭工作流",
"tags": [],
"nodes": [
{
"id": "99a95283-6245-4d88-ae58-07aaef8ddf14",
"name": "计划触发器",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-304,
-16
],
"parameters": {
"rule": {
"interval": [
{}
]
}
},
"typeVersion": 1.1
},
{
"id": "35be2b12-2b12-42ee-aa01-df7c49daf6d4",
"name": "获取 HubSpot 交易",
"type": "n8n-nodes-base.hubspot",
"position": [
-80,
-16
],
"parameters": {
"filters": {
"propertiesCollection": {
"propertiesValues": {
"properties": [
"dealname",
"hs_lastmodifieddate",
"notes_last_updated",
"notes_last_contacted"
],
"propertyMode": "valueOnly"
}
}
},
"resource": "deal",
"operation": "getAll",
"returnAll": true,
"authentication": "appToken"
},
"credentials": {
"hubspotAppToken": {
"id": "YOUR_HUBSPOT_CREDENTIAL_ID",
"name": "HubSpot account"
}
},
"typeVersion": 2
},
{
"id": "ff92028e-afa9-4ed2-b123-aa2619f612dd",
"name": "提取交易字段",
"type": "n8n-nodes-base.code",
"position": [
144,
-16
],
"parameters": {
"jsCode": "return items.map(item => {\n const props = item.json.properties || {};\n\n return {\n json: {\n dealId: item.json.dealId || '',\n dealname: props.dealname?.value || '',\n lastmodifieddate: props.hs_lastmodifieddate?.value || '',\n notes_last_updated: props.notes_last_updated?.value || '',\n notes_last_contacted: props.notes_last_contacted?.value || ''\n }\n };\n});"
},
"typeVersion": 2
},
{
"id": "5f50f06b-dc6a-45eb-b8b5-17b3f092f7ce",
"name": "筛选冷线索（21天以上）",
"type": "n8n-nodes-base.filter",
"position": [
368,
-16
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 1,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "1",
"operator": {
"type": "number",
"operation": "lt"
},
"leftValue": "={{ $json.lastmodifieddate.toNumber() }}",
"rightValue": "={{ Date.now() - 21 * 24 * 60 * 60 * 1000 }}"
}
]
}
},
"typeVersion": 2
},
{
"id": "f3e64724-432c-4354-a115-61185fb3d23e",
"name": "更新交易为\"已关闭-失败\"",
"type": "n8n-nodes-base.hubspot",
"position": [
592,
-16
],
"parameters": {
"dealId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.dealId }}"
},
"resource": "deal",
"operation": "update",
"updateFields": {
"stage": "closedlost"
},
"authentication": "appToken"
},
"credentials": {
"hubspotAppToken": {
"id": "YOUR_HUBSPOT_CREDENTIAL_ID",
"name": "HubSpot account"
}
},
"typeVersion": 2.1
},
{
"id": "4d51776d-1c40-435a-989f-660f4546b401",
"name": "获取交易关联",
"type": "n8n-nodes-base.httpRequest",
"position": [
800,
-16
],
"parameters": {
"url": "=https://api.hubapi.com/crm/v3/objects/deals/{{ $json.dealId }}?associations=contacts",
"options": {},
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "Authorization",
"value": "Bearer YOUR_HUBSPOT_ACCESS_TOKEN"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "2d48cf93-9066-482b-9c7d-0b317ff99406",
"name": "提取联系人ID",
"type": "n8n-nodes-base.code",
"position": [
1008,
-16
],
"parameters": {
"jsCode": "// Extract contact IDs from deals data\nconst dealsData = $input.all();\nconst contactIds = [];\n\ndealsData.forEach(item => {\n const deal = item.json;\n if (deal.associations && deal.associations.contacts && deal.associations.contacts.results) {\n deal.associations.contacts.results.forEach(contact => {\n contactIds.push({\n contactId: contact.id,\n dealId: deal.id,\n dealName: deal.properties.dealname\n });\n });\n }\n});\n\nreturn contactIds;"
},
"typeVersion": 2
},
{
"id": "955cad66-4b5e-45b0-9c82-78f27ed78823",
"name": "获取联系人详情",
"type": "n8n-nodes-base.hubspot",
"position": [
1216,
-16
],
"parameters": {
"contactId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.contactId }}"
},
"operation": "get",
"authentication": "appToken",
"additionalFields": {
"propertiesCollection": {
"propertiesValues": {
"properties": [
"email",
"firstname",
"lastname",
"hs_full_name_or_email"
]
}
}
}
},
"credentials": {
"hubspotAppToken": {
"id": "YOUR_HUBSPOT_CREDENTIAL_ID",
"name": "HubSpot account"
}
},
"typeVersion": 2.1
},
{
"id": "0ef1bd2f-8986-42eb-b09f-3e3c09ed3403",
"name": "提取联系人邮箱",
"type": "n8n-nodes-base.code",
"position": [
1424,
-16
],
"parameters": {
"jsCode": "// Code Node (JavaScript)\n\nreturn items.map(item => {\n let email = null;\n\n // try to safely access the email field\n if (item.json?.properties?.email?.value) {\n email = item.json.properties.email.value;\n }\n\n return {\n json: {\n email\n }\n };\n});"
},
"typeVersion": 2
},
{
"id": "ea48344a-33e0-442d-9b15-24708f6376f4",
"name": "发送 Gmail 反馈请求",
"type": "n8n-nodes-base.gmail",
"position": [
1648,
-16
],
"webhookId": "WEBHOOK_ID_PLACEHOLDER",
"parameters": {
"sendTo": "=your-email@example.com",
"message": "=Hi {{ $('Get Contact Details').item.json.properties.firstname.value }},<br><br>\n\nI hope you're doing well.<br><br>\n\nThank you once again for considering [Your Company] for your project. While I understand you've decided to move in a different direction, I truly appreciate the time and effort you spent engaging with us.<br><br>\n\nWe'd Love Your Feedback<br>\nIf you're open to it, I'd be grateful for any thoughts you'd like to share about your decision—anything that could help us improve going forward.<br><br>\n\nOpen Door for the Future<br>\nShould your needs evolve in the future, I'd be happy to reconnect and support you in any way we can.<br><br>\n\nWishing you all the best with your project and continued success ahead.<br><br>\n\nWarm regards,<br><br>\n[Your Company]<br>\n",
"options": {
"appendAttribution": false
},
"subject": "=Thank You — We'd Value Your Feedback"
},
"credentials": {
"gmailOAuth2": {
"id": "YOUR_GMAIL_CREDENTIAL_ID",
"name": "Gmail account"
}
},
"typeVersion": 2.1
},
{
"id": "da6063b5-6c22-4312-960a-276b9a8a90dd",
"name": "发送 Slack 通知",
"type": "n8n-nodes-base.slack",
"position": [
1856,
-16
],
"webhookId": "WEBHOOK_ID_PLACEHOLDER",
"parameters": {
"text": "=Deals which are moved to Closed Lost: {{ $('Extract Contact IDs').item.json.dealId }}",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "list",
"value": "YOUR_SLACK_CHANNEL_ID",
"cachedResultName": "general"
},
"otherOptions": {},
"authentication": "oAuth2"
},
"credentials": {
"slackOAuth2Api": {
"id": "YOUR_SLACK_CREDENTIAL_ID",
"name": "Slack account"
}
},
"typeVersion": 2.3
},
{
"id": "00280018-e849-44a3-a90a-e4b41e3d3fb4",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-352,
-336
],
"parameters": {
"color": 4,
"width": 640,
"height": 624,
"content": "## 触发器与交易获取"
},
"typeVersion": 1
},
{
"id": "26416831-06bb-45ef-983a-44c74160ae87",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
304,
-336
],
"parameters": {
"color": 2,
"width": 432,
"height": 624,
"content": "## 线索资格认定（冷交易）"
},
"typeVersion": 1
},
{
"id": "9bf5bb30-24d1-4f31-a07b-dd781175e066",
"name": "便签2",
"type": "n8n-nodes-base.stickyNote",
"position": [
752,
-336
],
"parameters": {
"color": 6,
"width": 832,
"height": 624,
"content": "## 交易 → 联系人映射"
},
"typeVersion": 1
},
{
"id": "cedf1213-f134-4ddd-a96c-764d1320193e",
"name": "便签3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1600,
-336
],
"parameters": {
"color": 3,
"width": 384,
"height": 624,
"content": "## 跟进与通知"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "TEMPLATE_VERSION_ID",
"connections": {
"Schedule Trigger": {
"main": [
[
{
"node": "Get HubSpot Deals",
"type": "main",
"index": 0
}
]
]
},
"Get HubSpot Deals": {
"main": [
[
{
"node": "Extract Deal Fields",
"type": "main",
"index": 0
}
]
]
},
"Extract Contact IDs": {
"main": [
[
{
"node": "Get Contact Details",
"type": "main",
"index": 0
}
]
]
},
"Extract Deal Fields": {
"main": [
[
{
"node": "Filter Cold Leads (21+ days)",
"type": "main",
"index": 0
}
]
]
},
"Get Contact Details": {
"main": [
[
{
"node": "Extract Contact Email",
"type": "main",
"index": 0
}
]
]
},
"Extract Contact Email": {
"main": [
[
{
"node": "Send Gmail Feedback Request",
"type": "main",
"index": 0
}
]
]
},
"Fetch Deal Associations": {
"main": [
[
{
"node": "Extract Contact IDs",
"type": "main",
"index": 0
}
]
]
},
"Update Deal to Closed Lost": {
"main": [
[
{
"node": "Fetch Deal Associations",
"type": "main",
"index": 0
}
]
]
},
"Send Gmail Feedback Request": {
"main": [
[
{
"node": "Send Slack Notification",
"type": "main",
"index": 0
}
]
]
},
"Filter Cold Leads (21+ days)": {
"main": [
[
{
"node": "Update Deal to Closed Lost",
"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 - 内容创作, 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。
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工作流信息
难度等级
中级
节点数量15
分类2
节点类型8
作者
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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