智能潜在客户资格认证与多渠道接入路由系统
高级
这是一个Lead Nurturing, AI Summarization领域的自动化工作流，包含 19 个节点。主要使用 If, Set, Code, Merge, Slack 等节点。 使用 GPT-4o、Slack 和 CRM 集成跨渠道筛选和路由潜在客户
前置要求
- •Slack Bot Token 或 Webhook URL
- •HubSpot API Key
- •HTTP Webhook 端点（n8n 会自动生成）
- •Salesforce OAuth 凭证
- •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": "jZ5YGjDrbtOvVOQU",
"meta": {
"instanceId": "f7efda6e0fb3e5b5aba58995b43b7c79234174dc1e6bcfb5578eff460018af38",
"templateCredsSetupCompleted": true
},
"name": "智能潜在客户资格认证与多渠道接入路由系统",
"tags": [],
"nodes": [
{
"id": "87b304de-91b5-45a3-bda0-901812662913",
"name": "邮件触发器",
"type": "n8n-nodes-base.gmailTrigger",
"position": [
4624,
3488
],
"parameters": {
"filters": {},
"pollTimes": {
"item": [
{
"mode": "everyMinute"
}
]
}
},
"credentials": {},
"typeVersion": 1.3
},
{
"id": "a65a643f-5daa-4a1b-9056-b475d15f088a",
"name": "表单提交Webhook",
"type": "n8n-nodes-base.webhook",
"position": [
4624,
3680
],
"webhookId": "648db646-76c1-44b4-bab0-5955971721e5",
"parameters": {
"path": "648db646-76c1-44b4-bab0-5955971721e5",
"options": {}
},
"typeVersion": 2.1
},
{
"id": "3bfe7c3d-3ffc-423e-98ac-882115871880",
"name": "合并输入",
"type": "n8n-nodes-base.merge",
"position": [
4848,
3584
],
"parameters": {},
"typeVersion": 3.2
},
{
"id": "a6b72464-b3c4-4737-8205-9695b54def91",
"name": "工作流配置",
"type": "n8n-nodes-base.set",
"position": [
5072,
3584
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "id-1",
"name": "targetIndustries",
"type": "string",
"value": "technology,software,saas,fintech,healthcare,manufacturing,retail,ecommerce"
},
{
"id": "id-2",
"name": "minCompanySize",
"type": "string",
"value": "100"
},
{
"id": "id-3",
"name": "buyerRoles",
"type": "string",
"value": "ceo,cto,cfo,vp,director,head,manager,founder,owner"
},
{
"id": "id-4",
"name": "taskDueHours",
"type": "string",
"value": "24"
},
{
"id": "id-5",
"name": "slackChannel",
"type": "string",
"value": "C1234567890"
},
{
"id": "id-6",
"name": "googleSheetUrl",
"type": "string",
"value": "https://docs.google.com/spreadsheets/d/YOUR_SHEET_ID/edit"
},
{
"id": "id-7",
"name": "crmSystem",
"type": "string",
"value": "hubspot"
},
{
"id": "id-8",
"name": "note",
"type": "string",
"value": "SETUP REQUIRED: Configure all parameters below with your specific values. This centralizes all workflow settings for easy maintenance."
}
]
},
"includeOtherFields": true
},
"typeVersion": 3.4
},
{
"id": "c27ff33d-3ffa-474b-9ce2-3a691b3099fb",
"name": "验证输入数据",
"type": "n8n-nodes-base.code",
"position": [
5296,
3584
],
"parameters": {
"mode": "runOnceForEachItem",
"jsCode": "// Validate input data from email or form submission\nconst item = $input.item.json;\n\n// Initialize validation result\nlet isValid = true;\nlet errors = [];\n\n// Check for required fields\nif (!item.email && !item.text && !item.body && !item.content) {\n isValid = false;\n errors.push('Missing required field: email or text content');\n}\n\n// Validate email format if present\nif (item.email) {\n const emailRegex = /^[^\\s@]+@[^\\s@]+\\.[^\\s@]+$/;\n if (!emailRegex.test(item.email)) {\n isValid = false;\n errors.push('Invalid email format');\n }\n}\n\n// Check for text content\nconst textContent = item.text || item.body || item.content || '';\nif (textContent.trim().length === 0) {\n isValid = false;\n errors.push('Missing text content');\n}\n\n// Return validation result\nreturn {\n ...item,\n validation: {\n isValid: isValid,\n errors: errors,\n timestamp: new Date().toISOString()\n }\n};",
"notice": "Validates incoming data to ensure required fields are present and properly formatted. Invalid data is routed to the failure logging branch."
},
"typeVersion": 2
},
{
"id": "e770dba1-d250-4af5-9286-c11e37b21c92",
"name": "检查验证",
"type": "n8n-nodes-base.if",
"position": [
5520,
3584
],
"parameters": {
"options": {},
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "id-1",
"operator": {
"type": "boolean",
"operation": "equals"
},
"leftValue": "={{ $('Validate Input Data').item.json.validation.isValid }}",
"rightValue": true
}
]
}
},
"typeVersion": 2.2
},
{
"id": "cad2ba36-5c01-45c9-b018-2f6b02a5d0b4",
"name": "解析AI响应",
"type": "n8n-nodes-base.code",
"position": [
6096,
3488
],
"parameters": {
"mode": "runOnceForEachItem",
"jsCode": "// Parse AI Response and extract structured lead data\n// Note: Parses AI response into structured fields for downstream processing\nconst aiResponse = $input.item.json;\n\n// If the AI response is a string, parse it as JSON\nlet leadData;\nif (typeof aiResponse === 'string') {\n try {\n leadData = JSON.parse(aiResponse);\n } catch (error) {\n // If parsing fails, try to extract JSON from the string\n const jsonMatch = aiResponse.match(/\\{[\\s\\S]*\\}/);\n if (jsonMatch) {\n leadData = JSON.parse(jsonMatch[0]);\n } else {\n throw new Error('Unable to parse AI response as JSON');\n }\n }\n} else {\n leadData = aiResponse;\n}\n\n// Extract and structure the lead data fields\nconst structuredLead = {\n firstName: leadData.firstName || leadData.first_name || '',\n lastName: leadData.lastName || leadData.last_name || '',\n email: leadData.email || '',\n phone: leadData.phone || leadData.phoneNumber || '',\n company: leadData.company || leadData.companyName || '',\n jobTitle: leadData.jobTitle || leadData.title || '',\n industry: leadData.industry || '',\n companySize: leadData.companySize || leadData.company_size || '',\n country: leadData.country || leadData.location || '',\n state: leadData.state || leadData.region || '',\n city: leadData.city || '',\n budget: leadData.budget || '',\n timeline: leadData.timeline || leadData.purchaseTimeline || '',\n painPoints: leadData.painPoints || leadData.pain_points || [],\n interests: leadData.interests || leadData.products_interested || [],\n source: leadData.source || 'unknown',\n notes: leadData.notes || leadData.additionalInfo || '',\n rawResponse: aiResponse\n};\n\nreturn structuredLead;"
},
"typeVersion": 2
},
{
"id": "c21948dc-f3c6-45e0-965a-84088865a7af",
"name": "计算潜在客户评分",
"type": "n8n-nodes-base.code",
"position": [
6320,
3488
],
"parameters": {
"mode": "runOnceForEachItem",
"jsCode": "// Calculate lead score using transparent rubric (0-100 points)\n// Scores leads 0-100 based on ICP criteria from Workflow Configuration: Industry Match (30pts), Company Size (25pts), Role Match (25pts), Problem Statement (10pts), Budget Signals (10pts). Categorizes as Hot (80+), Warm (60-79), Cold (40-59), or Unqualified (<40).\nconst item = $input.item.json;\n\n// Initialize scoring\nlet score = 0;\nlet breakdown = {};\nlet reasoning = [];\n\n// Target industries for scoring - read from Workflow Configuration\nconst targetIndustries = ($('Workflow Configuration').first().json.targetIndustries || '').toLowerCase().split(',').map(i => i.trim());\n\n// Buyer roles that indicate decision-making authority - read from Workflow Configuration\nconst buyerRoles = ($('Workflow Configuration').first().json.buyerRoles || '').toLowerCase().split(',').map(r => r.trim());\n\n// Budget signal keywords\nconst budgetSignals = ['budget', 'investment', 'funding', 'purchase', 'buy', 'pricing', 'cost', 'quote', 'proposal'];\n\n// 1. Industry Match (30 points)\nconst industry = (item.industry || '').toLowerCase();\nconst industryMatch = targetIndustries.some(target => industry.includes(target));\nif (industryMatch) {\n score += 30;\n breakdown.industry = 30;\n reasoning.push(`Industry \\\"${item.industry}\\\" matches target industries (+30 points)`);\n} else {\n breakdown.industry = 0;\n reasoning.push(`Industry \\\"${item.industry}\\\" does not match target industries (0 points)`);\n}\n\n// 2. Company Size (25 points)\nconst companySize = parseInt(item.companySize || item.company_size || 0);\nif (companySize >= 100) {\n score += 25;\n breakdown.companySize = 25;\n reasoning.push(`Company size ${companySize} meets minimum threshold (+25 points)`);\n} else if (companySize >= 50) {\n score += 15;\n breakdown.companySize = 15;\n reasoning.push(`Company size ${companySize} is moderate (+15 points)`);\n} else if (companySize >= 10) {\n score += 5;\n breakdown.companySize = 5;\n reasoning.push(`Company size ${companySize} is small (+5 points)`);\n} else {\n breakdown.companySize = 0;\n reasoning.push(`Company size ${companySize} is below threshold (0 points)`);\n}\n\n// 3. Role Match (25 points)\nconst role = (item.role || item.jobTitle || item.title || '').toLowerCase();\nconst roleMatch = buyerRoles.some(buyerRole => role.includes(buyerRole));\nif (roleMatch) {\n score += 25;\n breakdown.role = 25;\n reasoning.push(`Role \\\"${item.role || item.jobTitle || item.title}\\\" indicates decision-making authority (+25 points)`);\n} else {\n breakdown.role = 0;\n reasoning.push(`Role \\\"${item.role || item.jobTitle || item.title}\\\" does not indicate decision-making authority (0 points)`);\n}\n\n// 4. Clear Problem Statement (10 points)\nconst message = (item.message || item.description || item.problem || '').toLowerCase();\nconst hasProblemStatement = message.length > 50 && (message.includes('need') || message.includes('problem') || message.includes('challenge') || message.includes('looking for') || message.includes('help'));\nif (hasProblemStatement) {\n score += 10;\n breakdown.problemStatement = 10;\n reasoning.push('Clear problem statement provided (+10 points)');\n} else {\n breakdown.problemStatement = 0;\n reasoning.push('No clear problem statement (0 points)');\n}\n\n// 5. Budget Signals (10 points)\nconst hasBudgetSignals = budgetSignals.some(signal => message.includes(signal));\nif (hasBudgetSignals) {\n score += 10;\n breakdown.budgetSignals = 10;\n reasoning.push('Budget signals detected in message (+10 points)');\n} else {\n breakdown.budgetSignals = 0;\n reasoning.push('No budget signals detected (0 points)');\n}\n\n// Determine lead quality tier\nlet tier = '';\nif (score >= 80) {\n tier = 'Hot Lead';\n} else if (score >= 60) {\n tier = 'Warm Lead';\n} else if (score >= 40) {\n tier = 'Cold Lead';\n} else {\n tier = 'Unqualified';\n}\n\n// Return enriched data with scoring\nreturn {\n ...item,\n leadScore: score,\n leadTier: tier,\n scoreBreakdown: breakdown,\n scoreReasoning: reasoning,\n scoredAt: new Date().toISOString()\n};"
},
"typeVersion": 2
},
{
"id": "44b4da8a-8531-4ade-9a2f-ab36b72ad723",
"name": "按区域路由",
"type": "n8n-nodes-base.switch",
"position": [
6544,
3472
],
"parameters": {
"rules": {
"values": [
{
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $('Workflow Configuration').first().json.crmSystem }}",
"rightValue": "hubspot"
}
]
}
},
{
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $('Workflow Configuration').first().json.crmSystem }}",
"rightValue": "salesforce"
}
]
}
}
]
},
"options": {
"fallbackOutput": "extra"
}
},
"typeVersion": 3.3
},
{
"id": "a21e9adb-f9cd-4777-b93b-90d83eebe5de",
"name": "创建HubSpot联系人",
"type": "n8n-nodes-base.hubspot",
"position": [
6768,
3392
],
"parameters": {
"email": "={{ $json.email }}",
"options": {},
"additionalFields": {
"firstName": "={{ $json.firstName }}",
"companyName": "={{ $json.companyName }}",
"customPropertiesUi": {
"customPropertiesValues": [
{
"value": "={{ $json.leadScore }}",
"property": "lead_score"
},
{
"value": "={{ $json.region }}",
"property": "region"
}
]
}
}
},
"typeVersion": 2.2
},
{
"id": "5a66f775-7468-4d26-a15e-656ee0bef1b4",
"name": "创建Salesforce潜在客户",
"type": "n8n-nodes-base.salesforce",
"position": [
6768,
3584
],
"parameters": {
"company": "={{ $json.companyName }}",
"lastname": "={{ $json.role }}",
"additionalFields": {
"email": "={{ $json.email }}",
"leadSource": "Web",
"description": "={{ $json.problemStatement }}"
}
},
"typeVersion": 1
},
{
"id": "32f7110b-6959-416c-9d81-97d6cca18c3e",
"name": "发布到Slack",
"type": "n8n-nodes-base.slack",
"position": [
6992,
3488
],
"webhookId": "bac607da-654f-4b0b-a603-ad5ba3fc6ec7",
"parameters": {
"text": "New lead qualified",
"select": "channel",
"blocksUi": "=[\n {\n \"type\": \"section\",\n \"text\": {\n \"type\": \"mrkdwn\",\n \"text\": \"*New Lead Qualified*\\n\\n*Company:* {{ $json.companyName }}\\n*Lead Score:* {{ $json.leadScore }}/100\\n\\n*Score Breakdown:*\\n{{ $json.scoreReasoning }}\\n\\n*Next Best Action:*\\n{{ $json.nextBestAction }}\"\n }\n },\n {\n \"type\": \"actions\",\n \"elements\": [\n {\n \"type\": \"button\",\n \"text\": {\n \"type\": \"plain_text\",\n \"text\": \"Create intro email\"\n },\n \"action_id\": \"create_intro_email\",\n \"style\": \"primary\"\n }\n ]\n }\n]",
"channelId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Workflow Configuration').first().json.slackChannel }}"
},
"messageType": "block",
"otherOptions": {}
},
"typeVersion": 2.3
},
{
"id": "a0a91663-c96c-4241-a68d-f23321485bc8",
"name": "记录到Google Sheets",
"type": "n8n-nodes-base.googleSheets",
"position": [
7216,
3488
],
"parameters": {
"operation": "appendOrUpdate",
"sheetName": {
"__rl": true,
"mode": "list",
"value": ""
},
"documentId": {
"__rl": true,
"mode": "url",
"value": "={{ $('Workflow Configuration').first().json.googleSheetUrl }}"
}
},
"credentials": {},
"typeVersion": 4.7
},
{
"id": "702156e9-9ea0-4c23-ba93-d0c1fbc7bd0d",
"name": "记录验证失败",
"type": "n8n-nodes-base.set",
"position": [
5808,
3680
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "id-1",
"name": "status",
"type": "string",
"value": "validation_failed"
},
{
"id": "id-2",
"name": "timestamp",
"type": "string",
"value": "={{ $now.toISO() }}"
},
{
"id": "id-3",
"name": "errorMessage",
"type": "string",
"value": "={{ $json.validation.errors }}"
},
{
"id": "id-4",
"name": "note",
"type": "string",
"value": "Formats validation failure data for logging"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "209c94df-6322-4966-a1f8-a8ceaba25dd4",
"name": "记录失败潜在客户",
"type": "n8n-nodes-base.googleSheets",
"position": [
6096,
3680
],
"parameters": {
"operation": "appendOrUpdate",
"sheetName": {
"__rl": true,
"mode": "list",
"value": ""
},
"documentId": {
"__rl": true,
"mode": "url",
"value": "={{ $('Workflow Configuration').first().json.googleSheetUrl }}"
}
},
"credentials": {},
"typeVersion": 4.7
},
{
"id": "8b5cc002-3b62-494e-b255-9523f719f825",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
4544,
3208
],
"parameters": {
"color": 3,
"width": 1152,
"height": 632,
"content": "# 🟡 接入与配置"
},
"typeVersion": 1
},
{
"id": "daa43d30-6209-4176-8864-7eac0fbde1d6",
"name": "便签2",
"type": "n8n-nodes-base.stickyNote",
"position": [
5688,
3088
],
"parameters": {
"color": 5,
"width": 784,
"height": 752,
"content": "## 🧠 AI提取与评分"
},
"typeVersion": 1
},
{
"id": "e6abb887-5d52-4e87-a3b5-05b28da27d93",
"name": "便签 - 路由",
"type": "n8n-nodes-base.stickyNote",
"position": [
6488,
3088
],
"parameters": {
"color": 6,
"width": 880,
"height": 656,
"content": "## 📨 路由与通知"
},
"typeVersion": 1
},
{
"id": "e5414e6c-3e26-4e49-9659-ba5a99034ced",
"name": "使用AI提取潜在客户数据",
"type": "@n8n/n8n-nodes-langchain.openAi",
"position": [
5744,
3488
],
"parameters": {
"modelId": {
"__rl": true,
"mode": "id",
"value": "gpt-4o-mini"
},
"options": {},
"messages": {
"values": [
{
"content": "=Extract lead information from the following input and return a structured JSON object.\n\nRequired fields:\n- firstName: First name of the contact\n- lastName: Last name of the contact \n- email: Email address\n- phone: Phone number\n- company: Company name\n- jobTitle: Job title or role\n- industry: Industry sector\n- companySize: Number of employees (numeric)\n- country: Country\n- state: State or region\n- city: City\n- budget: Budget information or signals\n- timeline: Purchase timeline or urgency\n- painPoints: Array of pain points or challenges mentioned\n- interests: Array of products/services interested in\n- source: Source of the lead (email or form)\n\nInput data:\n={{ JSON.stringify($json) }}"
}
]
},
"jsonOutput": true
},
"credentials": {},
"typeVersion": 1.8
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "c71b55ca-3ccb-472b-8376-2d40d6c07a61",
"connections": {
"Merge Inputs": {
"main": [
[
{
"node": "Workflow Configuration",
"type": "main",
"index": 0
}
]
]
},
"Email Trigger": {
"main": [
[
{
"node": "Merge Inputs",
"type": "main",
"index": 0
}
]
]
},
"Post to Slack": {
"main": [
[
{
"node": "Log to Google Sheets",
"type": "main",
"index": 0
}
]
]
},
"Check Validation": {
"main": [
[
{
"node": "Extract Lead Data with AI",
"type": "main",
"index": 0
}
],
[
{
"node": "Log Validation Failure",
"type": "main",
"index": 0
}
]
]
},
"Parse AI Response": {
"main": [
[
{
"node": "Calculate Lead Score",
"type": "main",
"index": 0
}
]
]
},
"Route by Territory": {
"main": [
[
{
"node": "Create HubSpot Contact",
"type": "main",
"index": 0
}
],
[
{
"node": "Create Salesforce Lead",
"type": "main",
"index": 0
}
]
]
},
"Validate Input Data": {
"main": [
[
{
"node": "Check Validation",
"type": "main",
"index": 0
}
]
]
},
"Calculate Lead Score": {
"main": [
[
{
"node": "Route by Territory",
"type": "main",
"index": 0
}
]
]
},
"Create HubSpot Contact": {
"main": [
[
{
"node": "Post to Slack",
"type": "main",
"index": 0
}
]
]
},
"Create Salesforce Lead": {
"main": [
[
{
"node": "Post to Slack",
"type": "main",
"index": 0
}
]
]
},
"Log Validation Failure": {
"main": [
[
{
"node": "Log Failed Leads",
"type": "main",
"index": 0
}
]
]
},
"Workflow Configuration": {
"main": [
[
{
"node": "Validate Input Data",
"type": "main",
"index": 0
}
]
]
},
"Form Submission Webhook": {
"main": [
[
{
"node": "Merge Inputs",
"type": "main",
"index": 1
}
]
]
},
"Extract Lead Data with AI": {
"main": [
[
{
"node": "Parse AI Response",
"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 - 客户培育, AI 摘要总结
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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每日 WhatsApp 群组智能分析：GPT-4.1 分析与语音消息转录
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If
Set
Code
+20
52 节点Daniel Lianes
杂项
潜在客户开发与邮件工作流
使用Google Maps、SendGrid和AI自动化B2B潜在客户开发与邮件营销
If
Set
Code
+21
141 节点Ezema Kingsley Chibuzo
潜在客户开发
15 - LeadFlow 自动化
使用OpenAI GPT-4O、HubSpot、Slack和Google Sheets自动化Gmail潜在客户跟进
If
Set
Code
+7
14 节点Avkash Kakdiya
AI 摘要总结
09 - 潜在客户档案增强器
自动化潜在客户信息丰富与个性化外联：HubSpot、Phantombuster和GPT
If
Set
Code
+11
30 节点Avkash Kakdiya
客户培育
工作流信息
难度等级
高级
节点数量19
分类2
节点类型13
作者
NodeAlchemy
@robertsantini🧠 NodeAlchemy turns ideas into powerful automations. I build modular n8n workflows for creators and businesses — from personal productivity tools to full-scale systems. ⚡ Explore ready-made templates or request a custom build.
外部链接
在 n8n.io 查看 →
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