使用JotForm、HubSpot、邮件和AI评分的自动化潜在客户资格认证与培育
中级
这是一个AI Summarization领域的自动化工作流,包含 12 个节点。主要使用 If, Set, Code, Slack, Hubspot 等节点。 使用JotForm、HubSpot、邮件和AI评分的自动化潜在客户资格认证与培育
前置要求
- •Slack Bot Token 或 Webhook URL
- •HubSpot API Key
- •Google Sheets API 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
{
"meta": {
"instanceId": "162ac074e4d71c45bf56839ebdf3fced34910e0c755169697977507dcb193b1b",
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "c016b293-b976-428f-b72c-f1d287c74a4d",
"name": "JotForm触发器",
"type": "n8n-nodes-base.jotFormTrigger",
"position": [
-560,
576
],
"webhookId": "jotform-webhook",
"parameters": {},
"typeVersion": 1
},
{
"id": "ae285cb5-4ac1-4cbf-beb7-37be3e90c747",
"name": "提取和格式化潜在客户数据",
"type": "n8n-nodes-base.set",
"position": [
-336,
576
],
"parameters": {
"mode": "combine",
"options": {}
},
"executeOnce": false,
"typeVersion": 3.3
},
{
"id": "681c776e-6e28-4b04-96fe-ea656438b55e",
"name": "AI 潜在客户评分",
"type": "n8n-nodes-base.code",
"position": [
-112,
576
],
"parameters": {
"jsCode": "// AI-powered lead scoring algorithm\nconst items = $input.all();\nconst scoredItems = [];\n\nfor (const item of items) {\n const data = item.json;\n let score = 0;\n let qualificationNotes = [];\n \n // Email domain scoring (business vs personal)\n const email = data.email || '';\n const domain = email.split('@')[1] || '';\n const personalDomains = ['gmail.com', 'yahoo.com', 'hotmail.com', 'outlook.com'];\n \n if (!personalDomains.includes(domain.toLowerCase())) {\n score += 25;\n qualificationNotes.push('Business email domain (+25)');\n } else {\n qualificationNotes.push('Personal email domain (0)');\n }\n \n // Company size scoring\n const companySize = data.companySize || data.company_size || '';\n if (companySize.includes('50+') || companySize.includes('100+') || companySize.includes('500+')) {\n score += 30;\n qualificationNotes.push('Large company size (+30)');\n } else if (companySize.includes('10-50') || companySize.includes('25-99')) {\n score += 20;\n qualificationNotes.push('Medium company size (+20)');\n } else {\n score += 10;\n qualificationNotes.push('Small company size (+10)');\n }\n \n // Budget scoring\n const budget = data.budget || data.estimatedBudget || '';\n if (budget.includes('$10,000+') || budget.includes('$25,000+') || budget.includes('Enterprise')) {\n score += 25;\n qualificationNotes.push('High budget (+25)');\n } else if (budget.includes('$5,000') || budget.includes('$10,000')) {\n score += 15;\n qualificationNotes.push('Medium budget (+15)');\n } else {\n score += 5;\n qualificationNotes.push('Lower budget (+5)');\n }\n \n // Timeline scoring (urgency)\n const timeline = data.timeline || data.implementation_timeline || '';\n if (timeline.includes('Immediately') || timeline.includes('Within 1 month') || timeline.includes('ASAP')) {\n score += 20;\n qualificationNotes.push('Urgent timeline (+20)');\n } else if (timeline.includes('1-3 months') || timeline.includes('Next quarter')) {\n score += 10;\n qualificationNotes.push('Medium timeline (+10)');\n } else {\n score += 5;\n qualificationNotes.push('Long timeline (+5)');\n }\n \n // Determine lead tier\n let leadTier = 'Cold';\n if (score >= 75) {\n leadTier = 'Hot';\n } else if (score >= 50) {\n leadTier = 'Warm';\n }\n \n scoredItems.push({\n json: {\n ...data,\n leadScore: score,\n leadTier: leadTier,\n qualificationNotes: qualificationNotes,\n scoredAt: new Date().toISOString()\n }\n });\n}\n\nreturn scoredItems;"
},
"typeVersion": 2
},
{
"id": "c3bf276b-f38e-47e5-87e4-b0055d6aa140",
"name": "按潜在客户质量路由",
"type": "n8n-nodes-base.if",
"position": [
112,
576
],
"parameters": {
"options": {},
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": false,
"typeValidation": "strict"
},
"combinator": "or",
"conditions": [
{
"id": "hot-lead",
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.leadTier }}",
"rightValue": "Hot"
},
{
"id": "warm-lead",
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.leadTier }}",
"rightValue": "Warm"
}
]
}
},
"typeVersion": 2
},
{
"id": "6ad68ea3-621f-4abd-b8c6-1b6d55c8d95e",
"name": "添加到 HubSpot CRM",
"type": "n8n-nodes-base.hubspot",
"position": [
560,
384
],
"parameters": {
"operation": "create"
},
"typeVersion": 2
},
{
"id": "cfb3e0c8-9b5d-43e5-ab58-6a5cd542f566",
"name": "记录到Google表格",
"type": "n8n-nodes-base.googleSheets",
"position": [
336,
768
],
"parameters": {
"columns": {
"value": {
"Name": "={{ $json.firstName }} {{ $json.lastName }}",
"Email": "={{ $json.email }}",
"Phone": "={{ $json.phone }}",
"Budget": "={{ $json.budget }}",
"Source": "JotForm",
"Status": "New",
"Company": "={{ $json.company }}",
"Timeline": "={{ $json.timeline }}",
"Lead Tier": "={{ $json.leadTier }}",
"Timestamp": "={{ $now.toISO() }}",
"Lead Score": "={{ $json.leadScore }}",
"Company Size": "={{ $json.companySize }}"
},
"mappingMode": "defineBelow"
},
"options": {},
"operation": "appendOrUpdate",
"sheetName": {
"__rl": true,
"mode": "list",
"value": "gid=0",
"cachedResultName": "Sheet1"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "your-spreadsheet-id",
"cachedResultName": "Lead Tracker"
}
},
"typeVersion": 4.4
},
{
"id": "27c1fd07-3abf-4183-8c5f-a39c859b5652",
"name": "通知销售团队 (热门线索)",
"type": "n8n-nodes-base.slack",
"position": [
336,
240
],
"webhookId": "a119a8a8-18dd-4783-be1f-24112f82edd9",
"parameters": {
"text": "🔥 *HOT LEAD ALERT!*\n\n*{{ $json.firstName }} {{ $json.lastName }}* from *{{ $json.company }}*\n📧 {{ $json.email }}\n📱 {{ $json.phone }}\n\n*Lead Score:* {{ $json.leadScore }}/100\n*Tier:* {{ $json.leadTier }}\n*Budget:* {{ $json.budget }}\n*Timeline:* {{ $json.timeline }}\n*Company Size:* {{ $json.companySize }}\n\n*Qualification Notes:*\n{{ $json.qualificationNotes.join('\\n') }}\n\n_Action Required: Follow up within 1 hour!_",
"otherOptions": {}
},
"typeVersion": 2.1
},
{
"id": "a02fd656-7794-45f1-9695-fcf64c51a825",
"name": "生成个性化邮件",
"type": "n8n-nodes-base.code",
"position": [
336,
576
],
"parameters": {
"jsCode": "// Generate personalized email content based on lead data\nconst items = $input.all();\nconst emailItems = [];\n\nfor (const item of items) {\n const data = item.json;\n const firstName = data.firstName || data.first_name || data.name?.split(' ')[0] || 'there';\n const company = data.company || data.companyName || 'your company';\n const leadTier = data.leadTier || 'Warm';\n \n let subject = '';\n let body = '';\n \n if (leadTier === 'Hot') {\n subject = `Quick follow-up - Let's get ${company} started!`;\n body = `Hi ${firstName},\n\nThank you for your interest! I noticed you're looking to get started soon, and I wanted to reach out personally.\n\nBased on your requirements:\n• Budget: ${data.budget}\n• Timeline: ${data.timeline}\n• Company size: ${data.companySize}\n\nI've reserved a spot in my calendar for a demo specifically tailored to ${company}'s needs. We can show you exactly how our solution will work for you.\n\nI'm available for a quick 15-minute call tomorrow. What time works best for you?\n\nLooking forward to speaking soon!\n\nBest regards,\nSales Team`;\n } else {\n subject = `Great to connect, ${firstName}! Here's what you need to know`;\n body = `Hi ${firstName},\n\nThank you for reaching out! I'm excited to learn more about ${company} and how we can help.\n\nI've put together some resources that I think you'll find valuable:\n\n📊 Case Study: How companies like yours improved results by 3x\n📹 Quick Demo: See our platform in action (5 min video)\n📚 Guide: Best practices for your industry\n\nI'll follow up in a few days to see if you have any questions. In the meantime, feel free to reply to this email or book a time on my calendar: [Calendar Link]\n\nBest regards,\nSales Team`;\n }\n \n emailItems.push({\n json: {\n ...data,\n emailSubject: subject,\n emailBody: body\n }\n });\n}\n\nreturn emailItems;"
},
"typeVersion": 2
},
{
"id": "fbe3c39e-0c45-42c9-a524-89448f0056b7",
"name": "发送个性化邮件",
"type": "n8n-nodes-base.emailSend",
"position": [
560,
576
],
"webhookId": "645b63b2-4336-4149-83be-3de2d28985e6",
"parameters": {
"options": {
"replyTo": "sales@yourcompany.com",
"allowUnauthorizedCerts": false
},
"subject": "={{ $json.emailSubject }}",
"toEmail": "={{ $json.email }}",
"fromEmail": "sales@yourcompany.com"
},
"typeVersion": 2.1
},
{
"id": "6959cd8f-3c3e-4584-ad90-382404e801d9",
"name": "通知营销团队 (温/冷线索)",
"type": "n8n-nodes-base.slack",
"position": [
336,
960
],
"webhookId": "8dc28fe0-5a5d-482c-bf3c-b99b99431916",
"parameters": {
"text": "📋 *New Lead Submission*\n\n*{{ $json.firstName }} {{ $json.lastName }}* from *{{ $json.company }}*\n📧 {{ $json.email }}\n\n*Lead Score:* {{ $json.leadScore }}/100\n*Tier:* {{ $json.leadTier }}\n\n_Automated nurture sequence initiated_",
"otherOptions": {}
},
"typeVersion": 2.1
},
{
"id": "2a936548-a209-4577-a514-09eafb7a51d2",
"name": "创建每日摘要",
"type": "n8n-nodes-base.set",
"position": [
784,
480
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "summary-text",
"name": "dailySummary",
"type": "string",
"value": "={{ $json.totalLeads }} new leads processed:\n• {{ $json.hotLeads }} Hot Leads\n• {{ $json.warmLeads }} Warm Leads \n• {{ $json.coldLeads }} Cold Leads\n\nAverage Lead Score: {{ $json.avgScore }}/100"
}
]
}
},
"typeVersion": 3.3
},
{
"id": "6552c1da-6b0d-4501-9768-587246d1b94c",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1152,
400
],
"parameters": {
"width": 500,
"height": 476,
"content": "# 🎯 潜在客户资格认证与培育系统"
},
"typeVersion": 1
}
],
"pinData": {},
"connections": {
"AI Lead Scoring": {
"main": [
[
{
"node": "Route by Lead Quality",
"type": "main",
"index": 0
}
]
]
},
"JotForm Trigger": {
"main": [
[
{
"node": "Extract & Format Lead Data",
"type": "main",
"index": 0
}
]
]
},
"Add to HubSpot CRM": {
"main": [
[
{
"node": "Create Daily Summary",
"type": "main",
"index": 0
}
]
]
},
"Route by Lead Quality": {
"main": [
[
{
"node": "Add to HubSpot CRM",
"type": "main",
"index": 0
},
{
"node": "Log to Google Sheets",
"type": "main",
"index": 0
},
{
"node": "Notify Sales Team (Hot Lead)",
"type": "main",
"index": 0
},
{
"node": "Generate Personalized Email",
"type": "main",
"index": 0
}
],
[
{
"node": "Add to HubSpot CRM",
"type": "main",
"index": 0
},
{
"node": "Log to Google Sheets",
"type": "main",
"index": 0
},
{
"node": "Notify Marketing (Warm/Cold)",
"type": "main",
"index": 0
},
{
"node": "Generate Personalized Email",
"type": "main",
"index": 0
}
]
]
},
"Send Personalized Email": {
"main": [
[
{
"node": "Create Daily Summary",
"type": "main",
"index": 0
}
]
]
},
"Extract & Format Lead Data": {
"main": [
[
{
"node": "AI Lead Scoring",
"type": "main",
"index": 0
}
]
]
},
"Generate Personalized Email": {
"main": [
[
{
"node": "Send Personalized Email",
"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 - 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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工作流信息
难度等级
中级
节点数量12
分类1
节点类型9
作者
Daniel Shashko
@tomaxAI automation specialist and a marketing enthusiast. More than 6 years of experience in SEO/GEO. Senior SEO at Bright Data.
外部链接
在 n8n.io 查看 →
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