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ZohoMCP

中级

这是一个自动化工作流,包含 14 个节点。主要使用 ZohoCrmTool, Agent, McpTrigger, ChatTrigger, LmChatOpenAi 等节点。 基于AI的Zoho CRM潜在客户管理(OpenAI GPT)

前置要求
  • OpenAI API Key

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": "vjGbKloQsG8ffOZd",
  "meta": {
    "instanceId": "949a401c83597c2ef6ff4654dc4eadf958e058e8d68f04fa5deb21cb217cf620",
    "templateCredsSetupCompleted": true
  },
  "name": "ZohoMCP",
  "tags": [],
  "nodes": [
    {
      "id": "9b3a9170-e9e5-41bf-92eb-b044d0f9a84a",
      "name": "MCP 服务器触发器",
      "type": "@n8n/n8n-nodes-langchain.mcpTrigger",
      "position": [
        -448,
        -336
      ],
      "webhookId": "ff22d66b-7cc7-4f8f-a47e-f6beae65b2a0",
      "parameters": {
        "path": "ff22d66b-7cc7-4f8f-a47e-f6beae65b2a0"
      },
      "typeVersion": 2
    },
    {
      "id": "0c592c54-b21e-40fe-b1bc-e49088be7730",
      "name": "在Zoho CRM中创建潜在客户",
      "type": "n8n-nodes-base.zohoCrmTool",
      "position": [
        -688,
        -128
      ],
      "parameters": {
        "Company": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Company', ``, 'string') }}",
        "lastName": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Last_Name', ``, 'string') }}",
        "resource": "lead",
        "additionalFields": {
          "Email": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Email', ``, 'string') }}",
          "Mobile": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Mobile', ``, 'string') }}",
          "Website": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Website', ``, 'string') }}",
          "First_Name": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('First_Name', ``, 'string') }}",
          "Lead_Source": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Lead_Source', ``, 'string') }}",
          "Lead_Status": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Lead_Status', ``, 'string') }}"
        }
      },
      "credentials": {
        "zohoOAuth2Api": {
          "id": "RjbVlvhPIOsCXhde",
          "name": "Zoho account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "b63e3d6a-743a-4b40-a39c-03e51ad7c84e",
      "name": "在Zoho CRM中删除潜在客户",
      "type": "n8n-nodes-base.zohoCrmTool",
      "position": [
        -512,
        -128
      ],
      "parameters": {
        "leadId": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Lead_ID', ``, 'string') }}",
        "resource": "lead",
        "operation": "delete"
      },
      "credentials": {
        "zohoOAuth2Api": {
          "id": "RjbVlvhPIOsCXhde",
          "name": "Zoho account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "43531271-45db-4a2d-93b0-96095ac8f98f",
      "name": "在Zoho CRM中获取潜在客户",
      "type": "n8n-nodes-base.zohoCrmTool",
      "position": [
        -96,
        -128
      ],
      "parameters": {
        "leadId": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Lead_ID', ``, 'string') }}",
        "resource": "lead",
        "operation": "get"
      },
      "credentials": {
        "zohoOAuth2Api": {
          "id": "RjbVlvhPIOsCXhde",
          "name": "Zoho account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "712a8aa5-97db-4620-8036-5d611d5807fb",
      "name": "在Zoho CRM中获取所有潜在客户",
      "type": "n8n-nodes-base.zohoCrmTool",
      "position": [
        64,
        -128
      ],
      "parameters": {
        "options": {},
        "resource": "lead",
        "operation": "getAll",
        "returnAll": true
      },
      "credentials": {
        "zohoOAuth2Api": {
          "id": "RjbVlvhPIOsCXhde",
          "name": "Zoho account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "7efe805e-4cb2-4f79-be08-64646a32b00c",
      "name": "在Zoho CRM中更新潜在客户",
      "type": "n8n-nodes-base.zohoCrmTool",
      "position": [
        -256,
        -128
      ],
      "parameters": {
        "leadId": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Lead_ID', ``, 'string') }}",
        "resource": "lead",
        "operation": "update",
        "updateFields": {
          "Company": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Company', ``, 'string') }}",
          "Last_Name": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Last_Name', ``, 'string') }}",
          "First_Name": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('First_Name', ``, 'string') }}",
          "Description": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Description', ``, 'string') }}",
          "Lead_Source": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Lead_Source', ``, 'string') }}",
          "Lead_Status": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Lead_Status', ``, 'string') }}"
        }
      },
      "credentials": {
        "zohoOAuth2Api": {
          "id": "RjbVlvhPIOsCXhde",
          "name": "Zoho account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "e67008c6-776a-4f33-bf5a-c54471dc3c85",
      "name": "当收到聊天消息时",
      "type": "@n8n/n8n-nodes-langchain.chatTrigger",
      "position": [
        512,
        -368
      ],
      "webhookId": "762e231f-98a8-4e03-b1c0-7425b1cedd1a",
      "parameters": {
        "options": {}
      },
      "typeVersion": 1.3
    },
    {
      "id": "cf3071d3-5189-4a97-91db-7939077b894c",
      "name": "AI Agent",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        464,
        -160
      ],
      "parameters": {
        "options": {
          "systemMessage": "You are an AI assistant that helps manage leads in Zoho CRM.\nWhen the user asks to create, update, or delete a lead, use the appropriate tool.\nProvide confirmations in natural language."
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "e2d2b1c1-dbb4-4c94-9500-e252e0510c79",
      "name": "OpenAI 聊天模型",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        336,
        48
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-5-mini",
          "cachedResultName": "gpt-5-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "DKf6I4HwiNPw9TWL",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "2ad8529a-1e84-4522-9ee5-632dff0958d1",
      "name": "简单记忆",
      "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
      "position": [
        480,
        48
      ],
      "parameters": {},
      "typeVersion": 1.3
    },
    {
      "id": "8279e190-dff3-45aa-87ed-77ec46250d4c",
      "name": "MCP Client",
      "type": "@n8n/n8n-nodes-langchain.mcpClientTool",
      "position": [
        736,
        48
      ],
      "parameters": {
        "options": {},
        "endpointUrl": "http://localhost:5678/mcp/ff22d66b-7cc7-4f8f-a47e-f6beae65b2a0"
      },
      "typeVersion": 1.2
    },
    {
      "id": "b9da96be-06b3-42c5-b73f-99e7acd6314d",
      "name": "便签",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1552,
        -464
      ],
      "parameters": {
        "width": 688,
        "height": 624,
        "content": "### 🚀 配置n8n Zoho CRM + MCP + OpenAI流程"
      },
      "typeVersion": 1
    },
    {
      "id": "8aeecab8-d866-47ee-8bf0-fa6a916e8012",
      "name": "便签1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -800,
        -464
      ],
      "parameters": {
        "width": 1008,
        "height": 624,
        "content": "## Zoho CRM MCP服务器"
      },
      "typeVersion": 1
    },
    {
      "id": "e62154ed-9a85-4521-8d87-46dd97083410",
      "name": "便签2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        272,
        -464
      ],
      "parameters": {
        "width": 608,
        "height": 624,
        "content": "## AI代理聊天机器人"
      },
      "typeVersion": 1
    }
  ],
  "active": true,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "582b01a8-5393-4e1b-98a5-b3deefd179ed",
  "connections": {
    "MCP Client": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Simple Memory": {
      "ai_memory": [
        [
          {
            "node": "AI Agent",
            "type": "ai_memory",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "AI Agent",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Get a lead in Zoho CRM": {
      "ai_tool": [
        [
          {
            "node": "MCP Server Trigger",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Create a lead in Zoho CRM": {
      "ai_tool": [
        [
          {
            "node": "MCP Server Trigger",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Delete a lead in Zoho CRM": {
      "ai_tool": [
        [
          {
            "node": "MCP Server Trigger",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Get All leads in Zoho CRM": {
      "ai_tool": [
        [
          {
            "node": "MCP Server Trigger",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Update a lead in Zoho CRM": {
      "ai_tool": [
        [
          {
            "node": "MCP Server Trigger",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "When chat message received": {
      "main": [
        [
          {
            "node": "AI 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

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-
节点类型8
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
Rohit Dabra

Rohit Dabra

@rohitdabra

As the CTO of QServices, I lead digital transformation for startups and SMBs by building scalable, AI-powered SaaS solutions that solve real-world business challenges.

外部链接
在 n8n.io 查看

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