自动化潜在客户跟进系统 - 验证、邮件和消息来自Follow Up Boss的新潜在客户
高级
这是一个自动化工作流，包含 24 个节点。主要使用 If, Set, Code, Wait, Gmail 等节点。 使用Follow Up Boss、Gmail、Twilio和WhatsApp消息的自动化潜在客户跟进
前置要求
- •Google 账号和 Gmail API 凭证
- •可能需要目标 API 的认证凭证
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": "rkhgnsQGutrmwcFP",
"meta": {
"instanceId": "e4d0e159d8908850b6af510bbd50decb04ea0c219fce7fbb97f383f3499aaad7",
"templateCredsSetupCompleted": true
},
"name": "自动化潜在客户跟进系统 – 验证、邮件和消息来自 Follow Up Boss 的新潜在客户",
"tags": [
{
"id": "baIdEJyPHqa8m5k8",
"name": "CRM",
"createdAt": "2025-10-07T21:33:11.637Z",
"updatedAt": "2025-10-07T21:33:11.637Z"
}
],
"nodes": [
{
"id": "4cf0c726-f652-4379-a76e-7e8ecc3834bc",
"name": "计划触发器",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-368,
848
],
"parameters": {
"rule": {
"interval": [
{
"field": "minutes",
"minutesInterval": 3
}
]
}
},
"typeVersion": 1.2
},
{
"id": "4206086d-f8d5-47f3-9c8f-ec74d1898a91",
"name": "获取上次运行时间",
"type": "n8n-nodes-base.code",
"position": [
-144,
848
],
"parameters": {
"jsCode": "const data = $getWorkflowStaticData('global');\n\nconst lastRun = data.lastRun || new Date(Date.now() - 15 * 60 * 1000).toISOString();\n\nreturn [{ lastRun }];\n"
},
"typeVersion": 2
},
{
"id": "029d7042-56f8-4bd3-a31d-6707137d51a2",
"name": "上次运行时间",
"type": "n8n-nodes-base.code",
"position": [
2160,
864
],
"parameters": {
"jsCode": "const data = $getWorkflowStaticData('global');\ndata.lastRun = new Date().toISOString();\nreturn items;"
},
"typeVersion": 2
},
{
"id": "8ec31f87-92f8-416c-b257-6faeda41f15f",
"name": "获取最后潜在客户 (FUB)",
"type": "n8n-nodes-base.httpRequest",
"position": [
80,
848
],
"parameters": {
"url": "=https://api.followupboss.com/v1/people?createdAfter={{$json[\"lastRun\"]}}",
"options": {},
"sendQuery": true,
"authentication": "genericCredentialType",
"genericAuthType": "httpBasicAuth",
"queryParameters": {
"parameters": [
{}
]
}
},
"credentials": {
"httpBasicAuth": {
"id": "GdCCLDqKl1ns5iSd",
"name": "Unnamed credential"
}
},
"typeVersion": 4.2
},
{
"id": "a4d56163-3c53-4997-941a-3add6637a950",
"name": "虚假邮件或虚假电话",
"type": "n8n-nodes-base.if",
"position": [
944,
864
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "4bd16be0-69ae-498f-85d9-b09c9f560b40",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.emails[0].status }}",
"rightValue": "Valid"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "7b9d5935-0b43-4f94-8a41-17ad4c611ca3",
"name": "无效号码和邮件",
"type": "n8n-nodes-base.filter",
"position": [
576,
848
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "or",
"conditions": [
{
"id": "ce4a677d-0089-4b09-84f2-1bcc3fb33fbf",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.emails[0].status }}",
"rightValue": "Valid"
},
{
"id": "85d35324-19a3-4c35-9db7-a55fe002d078",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.phones[0].status }}",
"rightValue": "Valid"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "99bfaa21-fdba-4baa-ac98-901d996e8f2c",
"name": "分割每个潜在客户",
"type": "n8n-nodes-base.splitOut",
"position": [
416,
848
],
"parameters": {
"options": {},
"fieldToSplitOut": "people"
},
"typeVersion": 1
},
{
"id": "0f42153e-0b2b-4b0b-b66c-a28d1ee7d1ce",
"name": "发送邮件",
"type": "n8n-nodes-base.gmail",
"position": [
1632,
576
],
"webhookId": "1f0fa421-8f48-49eb-85af-00cb77520c6d",
"parameters": {
"sendTo": "={{ $json.Email }}",
"message": "( Type your ideal Email )",
"options": {},
"subject": "Following Up!"
},
"credentials": {
"gmailOAuth2": {
"id": "YwRPxRgVNrcPcyIa",
"name": "Gmail account"
}
},
"typeVersion": 2.1
},
{
"id": "db4f5850-751c-4d23-a5db-66077d4d26e4",
"name": "发送短信/WhatsApp",
"type": "n8n-nodes-base.twilio",
"position": [
1872,
576
],
"parameters": {
"to": "={{ $('Full data → Send both Email + SMS/WhatsApp').item.json.phones[0].value }}",
"from": "8887944798",
"message": "( Type your ideal Message )",
"options": {}
},
"credentials": {
"twilioApi": {
"id": "n6T2CpJxeKt9Aw6Q",
"name": "Account 1"
}
},
"typeVersion": 1
},
{
"id": "61b7f8d7-19ed-42d2-ba4c-00c177809008",
"name": "等待",
"type": "n8n-nodes-base.wait",
"position": [
240,
848
],
"webhookId": "61bb704a-40f6-4b2b-a332-9736271b4551",
"parameters": {
"amount": 6
},
"typeVersion": 1.1
},
{
"id": "1b7eb467-11ea-4358-9514-ef16aed8c728",
"name": "发送短信/WhatsApp1",
"type": "n8n-nodes-base.twilio",
"position": [
1600,
1120
],
"parameters": {
"to": "=+1{{ $('Full data → Send both Email + SMS/WhatsApp').item.json.phones[0].value }}",
"from": "+18887944798",
"message": "( Type your ideal Message )",
"options": {},
"toWhatsapp": true
},
"credentials": {
"twilioApi": {
"id": "n6T2CpJxeKt9Aw6Q",
"name": "Account 1"
}
},
"typeVersion": 1
},
{
"id": "d0f970bd-c357-48e2-a5e1-bf645863273e",
"name": "完整数据 → 发送邮件 + 短信/WhatsApp",
"type": "n8n-nodes-base.splitInBatches",
"position": [
1184,
560
],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "18c15563-c9ba-4849-8b60-18bcad929e3f",
"name": "缺失/无效电话 → 仅邮件",
"type": "n8n-nodes-base.splitInBatches",
"position": [
1168,
848
],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "712c390e-6afd-4f8f-aad0-e62bf7fdb453",
"name": "缺失/无效邮件 → 仅短信/WhatsApp",
"type": "n8n-nodes-base.splitInBatches",
"position": [
1168,
1104
],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "12bf1e10-5204-411f-827c-9360dfb7ddd0",
"name": "提取字段",
"type": "n8n-nodes-base.set",
"position": [
1408,
576
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "1d8722a0-7b66-44ce-b46b-2e38fea49dc5",
"name": "firstName",
"type": "string",
"value": "={{ $json.firstName }}"
},
{
"id": "b8dd1bff-106c-482f-a678-6b383a018ebf",
"name": "lastName",
"type": "string",
"value": "={{ $json.lastName }}"
},
{
"id": "16f5fb9d-849c-47b7-b9b0-f02c2d15cb1f",
"name": "CurrentStage",
"type": "string",
"value": "={{ $json.stage }}"
},
{
"id": "f6efa820-9185-4986-ab33-7e81d55935fe",
"name": "Source",
"type": "string",
"value": "={{ $if($json.source === \"<unspecified>\", \"Manually/Other\", $json.people[0].source) }}"
},
{
"id": "a26edb95-4683-46ff-a2dc-6a8b468498b8",
"name": "Email",
"type": "string",
"value": "={{ $json.emails[0].value }}"
},
{
"id": "d019e1c2-87d0-46f0-ac65-d8dddff65eca",
"name": "Phone Number",
"type": "string",
"value": "={{ $json.phones[0].value }}"
},
{
"id": "0284bc6f-d249-42df-8564-f0cfe393e115",
"name": "Email Verification",
"type": "string",
"value": "={{ $json.emails[0].status }}"
},
{
"id": "44457cf3-b416-47d9-9855-b52bacf2a555",
"name": "Phone Verification",
"type": "string",
"value": "={{ $json.phones[0].status }}"
},
{
"id": "c0622a7e-feca-4546-a31f-032bfcbd4390",
"name": "Task ID",
"type": "string",
"value": "={{ $json.id }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "e3c332f1-152e-473c-a050-6877907ef06d",
"name": "提取字段1",
"type": "n8n-nodes-base.set",
"position": [
1408,
864
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "1d8722a0-7b66-44ce-b46b-2e38fea49dc5",
"name": "firstName",
"type": "string",
"value": "={{ $json.firstName }}"
},
{
"id": "b8dd1bff-106c-482f-a678-6b383a018ebf",
"name": "lastName",
"type": "string",
"value": "={{ $json.lastName }}"
},
{
"id": "16f5fb9d-849c-47b7-b9b0-f02c2d15cb1f",
"name": "CurrentStage",
"type": "string",
"value": "={{ $json.stage }}"
},
{
"id": "f6efa820-9185-4986-ab33-7e81d55935fe",
"name": "Source",
"type": "string",
"value": "={{ $if($json.source === \"<unspecified>\", \"Manually/Other\", $json.people[0].source) }}"
},
{
"id": "a26edb95-4683-46ff-a2dc-6a8b468498b8",
"name": "Email",
"type": "string",
"value": "={{ $json.emails[0].value }}"
},
{
"id": "d019e1c2-87d0-46f0-ac65-d8dddff65eca",
"name": "Phone Number",
"type": "string",
"value": "={{ $json.phones[0].value }}"
},
{
"id": "0284bc6f-d249-42df-8564-f0cfe393e115",
"name": "Email Verification",
"type": "string",
"value": "={{ $json.emails[0].status }}"
},
{
"id": "44457cf3-b416-47d9-9855-b52bacf2a555",
"name": "Phone Verification",
"type": "string",
"value": "={{ $json.phones[0].status }}"
},
{
"id": "c0622a7e-feca-4546-a31f-032bfcbd4390",
"name": "Task ID",
"type": "string",
"value": "={{ $json.id }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "e7971f7e-94ca-487a-a3de-950ef73c8e0d",
"name": "提取字段2",
"type": "n8n-nodes-base.set",
"position": [
1408,
1120
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "1d8722a0-7b66-44ce-b46b-2e38fea49dc5",
"name": "firstName",
"type": "string",
"value": "={{ $json.firstName }}"
},
{
"id": "b8dd1bff-106c-482f-a678-6b383a018ebf",
"name": "lastName",
"type": "string",
"value": "={{ $json.lastName }}"
},
{
"id": "16f5fb9d-849c-47b7-b9b0-f02c2d15cb1f",
"name": "CurrentStage",
"type": "string",
"value": "={{ $json.stage }}"
},
{
"id": "f6efa820-9185-4986-ab33-7e81d55935fe",
"name": "Source",
"type": "string",
"value": "={{ $if($json.source === \"<unspecified>\", \"Manually/Other\", $json.people[0].source) }}"
},
{
"id": "a26edb95-4683-46ff-a2dc-6a8b468498b8",
"name": "Email",
"type": "string",
"value": "={{ $json.emails[0].value }}"
},
{
"id": "d019e1c2-87d0-46f0-ac65-d8dddff65eca",
"name": "Phone Number",
"type": "string",
"value": "={{ $json.phones[0].value }}"
},
{
"id": "0284bc6f-d249-42df-8564-f0cfe393e115",
"name": "Email Verification",
"type": "string",
"value": "={{ $json.emails[0].status }}"
},
{
"id": "44457cf3-b416-47d9-9855-b52bacf2a555",
"name": "Phone Verification",
"type": "string",
"value": "={{ $json.phones[0].status }}"
},
{
"id": "c0622a7e-feca-4546-a31f-032bfcbd4390",
"name": "Task ID",
"type": "string",
"value": "={{ $json.id }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "8e95855e-fb87-44fc-9d3d-70f98cb21bf8",
"name": "发送邮件1",
"type": "n8n-nodes-base.gmail",
"position": [
1584,
864
],
"webhookId": "1f0fa421-8f48-49eb-85af-00cb77520c6d",
"parameters": {
"sendTo": "={{ $json.Email }}",
"message": "( Type your ideal Email )",
"options": {},
"subject": "Following Up!"
},
"credentials": {
"gmailOAuth2": {
"id": "YwRPxRgVNrcPcyIa",
"name": "Gmail account"
}
},
"typeVersion": 2.1
},
{
"id": "00356ece-b0ec-4f9b-b6bb-da84dfa26ddf",
"name": "一切正常？",
"type": "n8n-nodes-base.if",
"position": [
768,
848
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "e7db0078-1076-4783-beac-d11cd13a7af5",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.emails[0].status }}",
"rightValue": "Valid"
},
{
"id": "6adb6a66-29c8-41e4-bb3b-eece6ece7e88",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.phones[0].status }}",
"rightValue": "Valid"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "82aea6ee-e9c6-4479-8fb5-83002214e1c8",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
1072,
0
],
"parameters": {
"width": 304,
"height": 1312,
"content": "# 🟨 步骤 3：智能跟进逻辑"
},
"typeVersion": 1
},
{
"id": "557ea5c2-0dbe-4292-946c-c9261958e098",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
1392,
304
],
"parameters": {
"color": 3,
"width": 960,
"height": 1008,
"content": "# 🟧 步骤 4：个性化消息与日志记录"
},
"typeVersion": 1
},
{
"id": "37b94b74-c294-4129-8296-89b29816327a",
"name": "便签2",
"type": "n8n-nodes-base.stickyNote",
"position": [
528,
576
],
"parameters": {
"color": 4,
"width": 528,
"height": 736,
"content": "# 🟦 步骤 2：验证与过滤"
},
"typeVersion": 1
},
{
"id": "fb3a98b3-3963-4573-91d9-e2986d100ecb",
"name": "便签3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-416,
576
],
"parameters": {
"width": 928,
"height": 736,
"content": "# 🟩 步骤 1：计划触发与潜在客户获取"
},
"typeVersion": 1
},
{
"id": "4c7fbbb6-1167-44c1-80a6-eabe4d620520",
"name": "便签4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-416,
0
],
"parameters": {
"color": 5,
"width": 1472,
"height": 560,
"content": "# 此工作流自动化您的整个潜在客户跟进流程，涵盖邮件、短信和 WhatsApp。"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "5fae024f-992b-4c6f-afa5-5f737fcbe553",
"connections": {
"Wait": {
"main": [
[
{
"node": "DIvide Each Lead",
"type": "main",
"index": 0
}
]
]
},
"All Good?": {
"main": [
[
{
"node": "Full data → Send both Email + SMS/WhatsApp",
"type": "main",
"index": 0
}
],
[
{
"node": "False Email or False Phone",
"type": "main",
"index": 0
}
]
]
},
"Send Email": {
"main": [
[
{
"node": "Send SMS/Whatsapp",
"type": "main",
"index": 0
}
]
]
},
"Send Email1": {
"main": [
[
{
"node": "Missing/Invalid phone → Email only",
"type": "main",
"index": 0
}
]
]
},
"Extract Fields": {
"main": [
[
{
"node": "Send Email",
"type": "main",
"index": 0
}
]
]
},
"Extract Fields1": {
"main": [
[
{
"node": "Send Email1",
"type": "main",
"index": 0
}
]
]
},
"Extract Fields2": {
"main": [
[
{
"node": "Send SMS/Whatsapp1",
"type": "main",
"index": 0
}
]
]
},
"DIvide Each Lead": {
"main": [
[
{
"node": "Invalid Number and Email",
"type": "main",
"index": 0
}
]
]
},
"Schedule Trigger": {
"main": [
[
{
"node": "Get Last time run",
"type": "main",
"index": 0
}
]
]
},
"Get Last time run": {
"main": [
[
{
"node": "Get Last Lead (FUB)",
"type": "main",
"index": 0
}
]
]
},
"Send SMS/Whatsapp": {
"main": [
[
{
"node": "Full data → Send both Email + SMS/WhatsApp",
"type": "main",
"index": 0
}
]
]
},
"Send SMS/Whatsapp1": {
"main": [
[
{
"node": "Missing/Invalid email → SMS/WhatsApp only",
"type": "main",
"index": 0
}
]
]
},
"Get Last Lead (FUB)": {
"main": [
[
{
"node": "Wait",
"type": "main",
"index": 0
}
]
]
},
"Invalid Number and Email": {
"main": [
[
{
"node": "All Good?",
"type": "main",
"index": 0
}
]
]
},
"False Email or False Phone": {
"main": [
[
{
"node": "Missing/Invalid phone → Email only",
"type": "main",
"index": 0
}
],
[
{
"node": "Missing/Invalid email → SMS/WhatsApp only",
"type": "main",
"index": 0
}
]
]
},
"Missing/Invalid phone → Email only": {
"main": [
[
{
"node": "Last Time Run",
"type": "main",
"index": 0
}
],
[
{
"node": "Extract Fields1",
"type": "main",
"index": 0
}
]
]
},
"Missing/Invalid email → SMS/WhatsApp only": {
"main": [
[
{
"node": "Last Time Run",
"type": "main",
"index": 0
}
],
[
{
"node": "Extract Fields2",
"type": "main",
"index": 0
}
]
]
},
"Full data → Send both Email + SMS/WhatsApp": {
"main": [
[
{
"node": "Last Time Run",
"type": "main",
"index": 0
}
],
[
{
"node": "Extract Fields",
"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
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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产品
工作流信息
难度等级
高级
节点数量24
分类-
节点类型12
作者
Fabian Perez
@fabianprzHi 👋 I’m Fabian — I build automations with n8n that make business easier. I love connecting with other creators, so if you have questions or ideas, drop them below — happy to help!
外部链接
在 n8n.io 查看 →
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