Workflow Templates

Who is this for This template is for sales teams, recruiters, and growth professionals who need to enrich a list of email addresses with full contact details -- names, phone numbers, and physical addresses -- and push verified new leads directly into HubSpot CRM without manual data entry. How it works The workflow accepts a list of email addresses defined in a configuration node. It submits each email to the ScraperCity People Finder API, which performs a reverse lookup to surface associated names, phones, and addresses. Because the scrape runs asynchronously, the workflow polls the job status every 60 seconds until completion. Once the scrape succeeds, it downloads the CSV results, parses each row into structured contact records, removes duplicates, and upserts every new contact into HubSpot CRM. How to set up Create a ScraperCity API Key credential in n8n (HTTP Header Auth, header name Authorization, value Bearer YOUR_KEY). Create a HubSpot App Token credential in n8n. Open the Configure Lookup Parameters node and replace the example emails with your target list. Execute the workflow manually and monitor the polling loop until results appear in HubSpot. Requirements ScraperCity account with People Finder access (app.scrapercity.com) HubSpot account with a valid private app token n8n instance (cloud or self-hosted) How to customize the workflow Add more emails to the Configure Lookup Parameters node or replace it with a Google Sheets or webhook trigger to feed emails dynamically. Adjust the Wait Before Retry node duration if your scrapes consistently finish faster or slower. Extend the Map Contact Fields node to populate additional HubSpot properties such as lifecycle stage or lead source.

Receive WhatsApp messages via Whapi, generate AI replies with a local Ollama model, log conversations in Google Sheets, and auto-capture leads — all without touching a cloud LLM. This n8n template builds a fully automated WhatsApp AI CRM using Whapi.cloud for messaging and Ollama for 100% local AI inference — no OpenAI costs, no data leaving your server. How it works A Webhook node receives inbound WhatsApp messages from Whapi.cloud. A Code node extracts the sender's phone, name, message text, and filters out outbound/non-text messages. An IF node ensures only real inbound text messages from customers are processed. Google Sheets is used to fetch that customer's full conversation history, enabling memory across sessions. A Code node builds a full prompt — system instructions + conversation history + new message — passed to the AI model. Ollama (via LangChain LLM Chain node) generates a contextual reply using a local model (default: gemma3:1b). The user message and AI reply are each appended to Google Sheets as conversation history logs. A separate Google Sheets upsert captures or updates the lead record with phone and name. The AI reply is sent back to the customer via Whapi's HTTP API. How to use Set up a Whapi.cloud account and connect a WhatsApp number. Point the webhook to your n8n webhook URL. Create a Google Sheet with a History tab (columns: Phone, Name, Role, Message, Timestamp) and a Leads tab (columns: Phone, Name, CreatedAt). Add your Google Sheets credentials and replace YOUR_GOOGLE_SHEET_ID in the relevant nodes. Run Ollama locally or on your server. Pull the model: ollama pull gemma3:1b. Update the model name in the Ollama node if using a different model. Customise the system prompt inside the Build AI Prompt node to match your business (real estate, support, bookings, etc.). Activate the workflow and send a WhatsApp message to test. Requirements Whapi.cloud account (WhatsApp Business API) Ollama running locally or on a self-hosted server Google Sheets (with OAuth2 credentials connected in n8n) Customising this workflow Switch AI models: Swap gemma3:1b for any Ollama-supported model like llama3, mistral, or phi3 depending on your hardware. Change the industry: Edit the system prompt in Build AI Prompt to serve any business — bookings, customer support, sales qualification, etc. Upgrade the CRM: Replace Google Sheets with Airtable, Notion, or a real CRM (HubSpot, Pipedrive) by swapping out the Sheets nodes. Add handoff logic: Insert a condition to escalate to a human agent if the message contains keywords like "speak to someone" or "human". Multi-language: The system prompt already instructs the AI to reply in the customer's language — no extra setup needed. Who is this for It's designed for service businesses (real estate, consultants, agencies) that want to respond to inbound WhatsApp leads instantly, log conversations, and build a simple CRM — all from a single workflow.

Quick overview This workflow handles inbound WhatsApp insurance inquiries, uses OpenAI to converse with leads and remember context per phone number, then extracts a qualification decision, score, and summary, upserts qualified leads to HubSpot, and alerts a Slack channel when a lead requests a human. How it works Triggers whenever a new WhatsApp message is received via WhatsApp Business Cloud. Uses OpenAI to reply in the lead’s language, collect consent and key qualifying details, and maintain conversation context per phone number. Sends the assistant’s reply back to the lead on WhatsApp. Uses OpenAI again to convert the latest message and reply into structured lead data (qualified flag, 0–100 score, intent, wants-human flag, email, and a one-sentence summary). Upserts the lead as a HubSpot contact with the AI summary and score when the lead is marked qualified. Posts a handover alert to Slack when the lead asks for a human or the conversation indicates a human is needed. Setup Connect credentials for WhatsApp Business Cloud, OpenAI, HubSpot, and Slack. Set your WhatsApp Phone Number ID in the WhatsApp send message step and ensure the WhatsApp trigger is subscribed to message updates. Select the Slack channel to receive handover alerts. Review and customize the assistant’s system prompt (persona, consent/STOP handling, and qualifying questions) to match your compliance and sales process. Requirements WhatsApp Business Cloud account (Meta) with a connected phone number ID OpenAI API key (works great with gpt-4o-mini) HubSpot account (free tier is fine) Slack workspace + a channel for sales alerts n8n with the LangChain / AI nodes available (cloud or self-hosted v1.x+) Customization Swap the CRM: replace the HubSpot node with Salesforce, Pipedrive, or an HTTP Request to a custom REST API Edit the persona and qualifying questions in the "AI Insurance Assistant" node to fit any industry (real estate, solar, healthcare, etc.) Change the qualification threshold/logic in the "Qualified Lead?" and "Wants a Human?" IF nodes Add omnichannel fallback: a Twilio call, SendGrid email, or Calendly booking link off the routing branches Route handover to email or a ticketing tool instead of Slack Add a Google Sheets / database node to log every conversation for analytics Additional info This template uses natural-language qualification (not button trees) with per-contact memory, so it handles multi-message, multi-day conversations and auto-detects the lead's language. It includes a built-in consent prompt and STOP opt-out for POPIA/GDPR-friendly handling. No credentials are bundled — connect your own WhatsApp, OpenAI, HubSpot and Slack accounts, set your WhatsApp phone number ID on the two WhatsApp nodes, and activate. Each inbound message uses ~1–2 OpenAI calls, so a low-cost model is recommended.

📊 Description Streamline sales prioritization by automatically identifying, scoring, and routing high-value leads from GoHighLevel CRM to your sales team. This workflow scores contacts daily, flags top prospects, alerts sales reps in Slack, logs data to Google Sheets, and schedules instant follow-ups in Google Calendar — ensuring no valuable lead slips through the cracks. 🚀📈 What This Template Does Triggers daily at 8:00 AM to fetch all contacts from GoHighLevel CRM. ⏰ Processes lead data and extracts key details from custom fields. 🧩 Calculates lead scores using your predefined CRM field mappings. 🔢 Filters out incomplete or invalid contacts to ensure clean data flow. 🧼 Identifies high-value leads with a score above 80 for immediate attention. 🎯 Sends real-time Slack alerts to sales teams with contact and lead score details. 💬 Logs high-priority leads into a dedicated Google Sheet for tracking and analytics. 📊 Creates automatic Google Calendar follow-up events within 1 hour of detection. 📅 Key Benefits ✅ Automatically surfaces top leads for faster follow-up ✅ Keeps sales teams aligned through instant Slack alerts ✅ Eliminates manual data review and prioritization ✅ Centralizes performance tracking via Google Sheets ✅ Ensures consistent follow-up with Google Calendar scheduling ✅ Fully customizable lead score threshold and timing Features Daily scheduled trigger (8:00 AM) GoHighLevel CRM integration for contact retrieval Smart lead scoring via custom field mapping Conditional filtering for high-value leads Slack alert system for real-time engagement Google Sheets logging for transparency and analytics Auto-created Google Calendar events for follow-ups Requirements GoHighLevel API credentials with contact read permissions Slack Bot token with chat:write access Google Sheets OAuth2 credentials Google Calendar OAuth2 credentials Defined custom fields for Lead Score and Assigned Representative in GoHighLevel Target Audience Sales and business development teams tracking high-value leads Marketing teams optimizing lead qualification and follow-up Agencies using GoHighLevel for CRM and lead management Operations teams centralizing sales activity and analytics Step-by-Step Setup Instructions Connect your GoHighLevel OAuth2 credentials and ensure contact API access. Replace placeholder custom field IDs (Lead Score & Assigned Rep) in the Code node. Add your Slack channel ID for team notifications. Connect your Google Sheets document and replace its Sheet ID in the workflow. Link Google Calendar for automatic follow-up event creation. Adjust the lead score threshold (default: 80) if needed. Run a manual test to verify data flow, then enable the daily trigger for automation.

Enrich Monday.com leads with AI-powered company research and personalized email drafts using Explorium MCP and GPT-4.1 AI-Powered Lead Enrichment & Email Writer for Monday.com 🚀 Overview Stop losing deals to slow response times! Transform your inbound leads into qualified opportunities with this intelligent workflow that automates lead enrichment and personalized outreach. When a new lead drops into your Monday.com board, magic happens: 🔍 Deep-dives into company data using Explorium MCP's advanced intelligence engine 🧠 Analyzes business priorities, pain points, and growth opportunities 💡 Identifies specific AI automation use cases tailored to each company ✉️ Crafts hyper-personalized email drafts with GPT-4.1 (under 120 words!) 📊 Enriches your CRM with actionable insights and AI solution recommendations 📧 Saves draft emails directly to Gmail for your review 🔄 Updates Monday.com automatically with all the juicy insights Perfect for sales teams, growth marketers, and BizDev pros who want to turn every lead into a conversation starter that actually converts! 👥 Who's it for? B2B sales teams drowning in inbound leads Growth teams needing lightning-fast lead qualification BizDev professionals seeking that personal touch at scale Companies rocking Monday.com as their CRM ⚡ How it works Webhook triggers when fresh lead hits Monday.com Company Researcher agent unleashes Explorium MCP for company intel Email Writer agent crafts personalized outreach that doesn't sound like a robot CRM Enrichment agent adds golden nuggets of AI recommendations Gmail integration parks the draft in your inbox Monday.com updates with all the enriched goodness 🛠️ Setup Instructions Time to magic: 20 minutes You'll need: OpenAI API Key (for GPT-4.1) Explorium MCP API Key Monday.com API Token Gmail OAuth credentials Monday.com webhook setup Step-by-step: Import this template into your n8n instance Hook up Monday.com webhook via "Respond to Webhook" node Deactivate that "Respond to Webhook" node (important!) Plug in your API credentials Customize agent prompts with YOUR company's secret sauce Match your Monday.com columns to the workflow Test drive with a dummy lead Hit activate and watch the magic! ✨ 📋 Requirements Monday.com board with these columns: Company Name, Contact Name, Email, Comments Explorium MCP access (for that company intelligence gold) OpenAI API (GPT-4.1 model ready) Gmail account (where drafts go to shine) 🎨 Make it yours Tweak email tone - formal, casual, or somewhere in between Adjust research depth in Company Researcher Add your unique value props to agent prompts Connect more data sources for extra enrichment Hook up other CRMs (HubSpot, Salesforce, Pipedrive) Add Slack alerts for hot leads 🔥 💪 Why this rocks Real talk: Manual lead research is SO 2023. While your competitors are still googling companies, you're already in their inbox with an email that mentions their latest funding round, understands their tech stack, and offers solutions to problems they didn't even know you could solve. This isn't just another "Hi {{first_name}}" template. It's AI that actually gets context, writes like a human, and makes your prospects think "How did they know exactly what we need?" Results you can expect: Faster lead response time Higher email open rates Actually useful CRM data (not just "interested in our product") Your sales team thanking you (seriously) Built with ❤️ by: Elay Guez Pro tip: The more context you feed the AI agents about your business, the scarier-good the personalization gets. Don't hold back on those System Message customizations!

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. How it works This workflow automatically synchronizes contact data from multiple CRM systems (HubSpot, Pipedrive, and Salesforce) into a unified Google Sheets database. The system runs on a daily schedule or can be triggered manually via webhook. It uses AI-powered data processing to intelligently deduplicate records, calculate data quality scores, and merge similar contacts. The workflow generates comprehensive quality reports and sends notifications via Slack, ensuring your master database stays clean and up-to-date. Who is this for This template is designed for revenue operations teams, data managers, and business analysts who need to consolidate customer data from multiple CRM platforms. It's particularly valuable for organizations using multiple sales tools simultaneously or during CRM migration projects. The workflow helps maintain data integrity while providing insights into data quality across different systems. Requirements Google Sheets Account**: For storing master database and quality reports CRM Platform Access**: API credentials for HubSpot, Pipedrive, and/or Salesforce OpenAI API Key**: For AI-powered data processing and deduplication MCP Server**: Github:marlonluo2018/pandas-mcp-server (optional - can be replaced with Code node) Slack Webhook**: For receiving sync completion and error notifications How to set up Configure Environment Variables - Set up secure credential storage for all API keys: HUBSPOT_API_KEY, PIPEDRIVE_API_KEY, SALESFORCE_ACCESS_TOKEN, OPENAI_API_KEY, and SLACK_WEBHOOK_URL Create Google Sheets Structure - Create a master Google Sheet with two tabs: "Master_CRM_Data" for the unified contact database and "Quality_Reports" for tracking sync statistics and data quality metrics Set Up MCP Server - Install and configure "marlonluo2018/pandas-mcp-server" Update Configuration Center - Modify all placeholder values in the Configuration Center node with your actual Google Sheet IDs, quality thresholds, deduplication keys, and batch processing settings

How it works This workflow captures new subscribers from a Mailchimp list and extracts their key details. It then enriches the subscriber data using AI, predicting professional attributes and assigning a lead score. Based on the score, high-value leads are identified, and all leads are synced into HubSpot and Pipedrive. For top-priority leads, the workflow automatically creates new deals in Pipedrive for sales follow-up. Step-by-step Step-by-step 1. Capture subscriber data Mailchimp Subscriber Trigger** – Detects new signups in a Mailchimp list. Extract Subscriber Data** – Normalizes payload into clean fields like name, email, and timestamp. 2. Enrich with AI Lead Enrichment AI** – Uses AI to infer company, role, industry, intent, LinkedIn, and lead score. Parse & Merge Enrichment** – Merges AI output with subscriber info and sets defaults if parsing fails. 3. Qualify leads High-Value Lead Check** – Filters leads with a score ≥70 to flag them as priority. Create High-Value Deal** – Opens a new deal in Pipedrive for high-value leads. 4. Sync to CRMs HubSpot Contact Sync** – Updates enriched lead data in HubSpot CRM. Pipedrive Person Create** – Adds lead as a person in Pipedrive. Why use this? Automatically enrich raw Mailchimp subscribers with valuable professional insights. Score and qualify leads instantly for prioritization. Keep HubSpot and Pipedrive updated with enriched lead records. Automate deal creation for high-value opportunities, saving sales team effort. Build a seamless pipeline from marketing signups to CRM-ready opportunities.

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. This template generates structured synthetic company content using live web data from the Bedrijfsdata.nl API combined with an LLM. Provide a company domain (directly or via a Bedrijfsdata.nl ID) and the workflow retrieves relevant website and search engine content, then produces ready-to-use descriptions of the company, its offerings, and its target audience. ✨ Features Create high-quality Dutch-language company descriptions on demand Automatically pull live web content via Bedrijfsdata.nl RAG Domain & RAG Search Structured JSON output for consistent downstream use (e.g., CRM updates, lead qualification) Flexible trigger: run from ProspectPro ID, domain input, or another workflow Secure, modular, and extendable structure (error handling included) 🏢 Example Output The workflow produces structured content fields you can directly use in your sales, marketing, or enrichment flows: company_description** – 1-2 paragraph summary of the company products_and_services** – detailed overview of offerings target_audience** – specific characteristics of ideal customers (e.g., industry, location, company size, software usage) Example: { "company_description": "Bedrijfsdata.nl B.V. is een Nederlands bedrijf dat uitgebreide data levert over meer dan 3,7 miljoen bedrijven in Nederland...", "products_and_services": "Het bedrijf biedt API-toegang tot bedrijfsprofielen, sectoranalyses, en SEO-gegevens...", "target_audience": "Nederlandse MKB's die behoefte hebben aan actuele bedrijfsinformatie voor marketing- of salesdoeleinden..." } ⚙ Requirements n8n instance or cloud workspace Install the Bedrijfsdata.nl n8n Verified Community Node OpenAI API credentials (tested with gpt-4.1-mini and gpt-3.5-turbo) Bedrijfsdata.nl developer account (14-day free trial, 500 credits) 🔧 Setup Instructions 1. Trigger configuration Use Bedrijfsdata.nl ID (default) or provide a domain directly Can be called from another workflow using “Execute Workflow” 2. Configure API credentials Bedrijfsdata.nl API key OpenAI API key 3. Customize Output (Optional) Adjust prompt in the LLM node to create other types of synthetic content Extend structured output schema for your use case 4. Integrate with Your Stack Example node included to update HubSpot descriptions Replace or extend to match your CRM, database, or messaging tools 🔐 Security Notes Input validation for required domain Dedicated error branches for invalid input, API errors, LLM errors, and downstream integration errors RAG content checks before running the LLM 🧪 Testing Run workflow with a Bedrijfsdata.nl ID linked to a company with a known website Review generated JSON output Verify content accuracy before production use 📌 About Bedrijfsdata.nl Bedrijfsdata.nl operates the most comprehensive company database in the Netherlands. With real-time data on 3.7M+ businesses and AI-ready APIs, we help Dutch SMEs enrich their CRM, workflows, and marketing automation. Built on 25+ years of experience in data collection and enrichment, our technology brings corporate-grade data quality to every organisation. Website: https://www.bedrijfsdata.nl Developers: https://developers.bedrijfsdata.nl API docs: https://docs.bedrijfsdata.nl 📞 Support Email: klantenservice@bedrijfsdata.nl Phone: +31 20 789 50 50 Support hours: Monday–Friday, 09:00–17:00 CET

Who is this for? If you hate SPAM emails or don't want to clean them up frequently. What problem is this workflow solving? It automatically deletes SPAM emails for you, so you don't have to. Save a bit of your time. What this workflow does You can specify when to execute the workflow: daily, weekly, or monthly. Setup Select the preferred execution time Configure credentials for Gmail OAuth2 How to customize this workflow to your needs There's no need. It just works!

This workflow automates the prioritization and escalation of customer support tickets. It acts as an intelligent triage system that identifies high-value customers and potential churn risks in HubSpot, syncs them to Jira, and enforces response times via Slack alerts. Who’s it for This workflow is ideal for Customer Success (CS) teams, Support Leads, and Account Managers who need to ensure VIP clients and critical issues receive immediate engineering or support attention without manual monitoring. How it works The workflow runs on a schedule to process new tickets: Monitor: Checks HubSpot every 10 minutes for newly created tickets. Enrich: Retrieves the associated Contact’s data, specifically looking for Annual Revenue and Lifecycle Stage. Analyze: A Code node evaluates the ticket content and customer value. It assigns a "Severity" level (Critical/High/Normal) based on revenue thresholds (>10k) or churn-risk keywords (e.g., "refund," "lawyer," "cancel"). Action: Creates a formatted Jira task with all context included and notifies a Slack channel. SLA Check: Waits 15 minutes to allow for a response. Escalate: If the Jira ticket status hasn't changed to "In Progress" or "Done" after the wait period, it triggers a high-priority "Churn Risk Escalation" alert in Slack. Requirements HubSpot** account (CRM and Service Hub). Jira Software Cloud** account. Slack** workspace. How to set up Configure your credentials for HubSpot, Jira Software, and Slack. In the HubSpot: Get Associations and Get Contact Data nodes, ensure the properties match your internal naming conventions. In the Jira: Create Triage Ticket node, select your specific Project and Issue Type from the dropdown lists. In the Slack nodes, select the channel where you want alerts to be posted. How to customize the workflow Integrate other tools:** This system is modular and works with any other tool (contact us for help). You can easily replace the nodes to use your specific stack: CRM: Pipedrive, WeClapp Ticketing System: Zendesk, Intercom, FreshDesk Modify Logic:* Open the *Code: Calculate Severity** node to change the revenue threshold (currently set to 10,000). You can also replace the manual keyword matching with an LLM (AI) node to intelligently analyze ticket sentiment and intent. Adjust SLA:* Change the duration in the *Wait: Response Timer** node if your Service Level Agreement (SLA) differs from the default 15 minutes. Change Status Check:* Update the *Check: Escalation Needed?** node if your team uses different Jira statuses (e.g., "Under Review" instead of "In Progress") to determine if a ticket is being handled.

How It Works The workflow starts with a scheduled trigger that activates at set intervals. Behavioral data from multiple sources is parsed and sent to the MCDN routing engine, which intelligently assigns leads to the right teams based on predefined rules. AI-powered scoring evaluates each prospect’s potential, ensuring high-quality leads are prioritized. The results are synced to the CRM, and updates are reflected on an analytics dashboard for real-time visibility. Setup Steps Trigger: Define schedule frequency. Data Fetch: Configure APIs for all behavioral data sources. MCDN Router: Set routing rules, thresholds, and team assignments. AI Models: Connect OpenAI/NVIDIA APIs and configure scoring prompts. CRM Integration: Enter credentials for Salesforce, HubSpot, or other CRMs. Dashboard: Link to analytics tools like Tableau or Google Sheets for reporting. Prerequisites API credentials: NVIDIA AI, OpenAI, CRM platform; data sources; spreadsheet/analytics access Use Cases Lead prioritization for sales teams; customer segmentation; automated routing; Customization Adjust routing rules, add custom scoring models, modify team assignments, expand data sources, integrate additional AI providers Benefits Reduces manual lead routing 90%; improves scoring accuracy; accelerates sales cycle; enables data-driven team assignments;

This workflow turns a light red when an update is made to a GitHub repository. By default, updates include pull requests, issues, pushes just to name a few. Prerequisites GitHub credentials. Home Assistant credentials. How it works Triggers off on the On any update in repository node. Uses Home Assistant to turn on a light and then configure the light to turn red.