Workflow Templates

Who’s it for: SALES teams and AGENCIES that want to automatically send call summaries to their CRM. This flow is best suited for agencies and businesses that use ZoomInfo Chorus AI to capture and analyze calls, and HubSpot as their main CRM system for managing client data. How it works / What it does: The flow runs every hour and checks Chorus for new call summaries. If new summaries are found, they are added as notes to the corresponding HubSpot company record. If the company does not exist in HubSpot, the summary will be skipped. If the engagement already exists as a note in HubSpot, it will also be skipped. In short: every hour, Chorus → HubSpot notes sync (only when unique & matched). Workflow Overview Here’s how the logic works, step by step: Triggers Run every hour (scheduled) or When clicking Execute workflow (manual testing). Fetch from Chorus.AI Get Chorus Engagement per last day: requests new engagements from the last 24h. Pagination is handled automatically (up to 15 requests). Merge paginated engagements: combines all pages into a single list. Filter items with empty meeting_summary: removes calls without summaries. Loop through engagements Loop Over Engagements: processes each engagement one by one. Find matching HubSpot company Search Company In HubSpot By Name: looks for an exact match with account_name. If company exists: continues only if a match is found. Otherwise → Skip, if company not found. Check for existing notes Search notes: searches HubSpot for a note containing the engagement_id. If note not exist: continues only if no duplicate is found. Otherwise → Skip, if note already exists. Create a new HubSpot note Create Note Payload: builds a formatted note body with: Call date/time Summary text Link to call recording Engagement ID Create Note: inserts the note into HubSpot, associated with the matched company. Loop continues After processing, the flow moves back to Loop Over Engagements until all are handled. Requirements Chorus AI account or an existing API Token. HubSpot account with the ability to create applications OR an existing App Token. How to set up: Generate a Chorus.AI API Token: Go to Settings → Personal Settings → API Access → Generate API Token. Save this token in a secure place. In your N8N instance, create new credentials with any name you prefer (e.g., Chorus.AI - API Token). Type: Header Auth Header Name: Authorization Header Value: your generated Chorus API Token Save the credentials. Create a HubSpot Application with the following access scopes: crm.objects.contacts.write crm.objects.companies.read Save the Access Token and Client Secret securely. The Access Token will be used in this flow. In your N8N instance, create new credentials with any name you prefer (e.g., HubSpot App Token). Type: HubSpot App Token App Token: paste the token from step 3 Save the credentials. Install this flow in your N8N instance (cloud or self-hosted). After installation, some nodes—Get Chorus Engagement per last day, Search Company In HubSpot By Name, Search notes, Create Note—will show errors. This is expected, as they need to be linked to your new credentials. Open the node Get Chorus Engagement per last day and update the credentials: Authentication: Generic Credential Type Generic Auth Type: Header Auth Header Auth: select the Chorus credentials you created in step 2. Open the node Search Company In HubSpot By Name and update the credentials: Authentication: Predefined Credential Type Credential Type: HubSpot App Token HubSpot App Token: select the credentials from step 4. Repeat step 8 for the node Search notes. Repeat step 8 for the node Create Note. Save your updated flow by clicking Save in the top-right corner. Run the workflow by clicking Execute Workflow to test if all credentials work correctly. Once confirmed, activate your flow by toggling the switch in the top-right corner. That’s it! 🎉 Your flow will now run every hour, syncing new Chorus call summaries to HubSpot—only when the company names match and the engagement isn’t already logged.

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Qualify and enrich inbound leads with contextual insights and Slack alerts Who is this for? Sales teams, account executives, and RevOps professionals who need more than just basic lead scoring. Built for teams that want deep contextual insights about qualified prospects to enable truly relevant conversations from the first touchpoint. What problem does this solve? Most qualification stops at "good fit" or "bad fit" - but that leaves sales teams flying blind when it comes to actually engaging the prospect. You know they're qualified, but what are their specific pain points? What value propositions resonate? Which reference customers should you mention? This workflow uses Octave's context engine to not only qualify leads but enrich them with actionable insights that turn cold outreach into warm, contextualized conversations. What this workflow does Inbound Lead Processing: Receives lead information via webhook (firstName, companyName, companyDomain, profileURL, jobTitle) Processes leads from website forms, demo requests, content downloads, or trial signups Validates and structures lead data for intelligent qualification and enrichment Contextualized Lead Qualification: Leverages Octave's context engine to score leads against your specific ICP Analyzes company fit, role relevance, and timing indicators Generates qualification scores (1-10) with detailed rationale Filters out low-scoring leads (configurable threshold - default >5) Deep Lead Enrichment: Uses Octave's enrichment engine to generate contextual insights about qualified leads Identifies primary responsibilities, pain points, and relevant value propositions Suggests appropriate reference customers and use cases to mention Provides sales teams with conversation starters grounded in your business context Enhanced Sales Alerts: Sends enriched Slack alerts with qualification score plus actionable insights Includes suggested talking points, pain points, and reference customers Enables sales teams to have contextualized conversations from first contact Setup Required Credentials: Octave API key and workspace access Slack OAuth credentials with channel access Access to your lead source system (website forms, CRM, etc.) Step-by-Step Configuration: Set up Octave Qualification Agent: Add your Octave API credentials in n8n Replace your-octave-qualification-agent-id with your actual qualification agent ID Configure your qualification agent with your ICP criteria and business context Set up Octave Enrichment Agent: Replace your-octave-enrichment-agent-id with your actual enrichment agent ID Configure enrichment outputs based on the insights most valuable to your sales process Test enrichment quality with sample leads from your target market Configure Slack Integration: Add your Slack OAuth credentials to n8n Replace your-slack-channel-id with the channel for enriched lead alerts Customize the Slack message template with the enrichment fields most useful for your sales team Set up Lead Source: Replace your-webhook-path-here with a unique, secure path Configure your website forms, CRM, or lead source to send data to the webhook Ensure consistent data formatting across lead sources Customize Qualification Filter: Adjust the Filter node threshold (default: score > 5) Modify based on your lead volume and qualification standards Test with sample leads to calibrate scoring Required Webhook Payload Format: { "body": { "firstName": "Sarah", "lastName": "Johnson", "companyName": "ScaleUp Technologies", "companyDomain": "scaleuptech.com", "profileURL": "https://linkedin.com/in/sarahjohnson", "jobTitle": "VP of Engineering" } } How to customize Qualification Criteria: Customize scoring in your Octave qualification agent: Product Level:** Define "good fit" and "bad fit" questions that determine if someone needs your core offering Persona Level:** Set criteria for specific buyer personas and their unique qualification factors Segment Level:** Configure qualification logic for different market segments or use cases Multi-Level Qualification:** Qualify against Product + Persona, Product + Segment, or all three levels combined Enrichment Insights: Configure your Octave enrichment agent to surface the most valuable insights: Primary Responsibilities:** What this person actually does day-to-day Pain Points:** Specific challenges they face that your solution addresses Value Propositions:** Which benefits resonate most with their role and situation Reference Customers:** Similar companies/roles that have succeeded with your solution Conversation Starters:** Contextual talking points for outreach Slack Alert Format: Customize the enrichment data included in alerts: Add or remove enrichment fields based on sales team preferences Modify message formatting for better readability Include additional webhook data if needed Scoring Threshold: Adjust the Filter node to match your qualification standards Integration Channels: Replace Slack with email, CRM updates, or other notification systems Use Cases High-value enterprise lead qualification and research automation Demo request enrichment for contextual sales conversations Event lead processing with immediate actionable insights Website visitor qualification and conversation preparation Trial signup enrichment for targeted sales outreach Content download lead scoring with context-aware follow-up preparation

This n8n template from Intuz provides a complete solution to automate your expense approval and accounting process. It seamlessly connects an Airtable base, where expenses are submitted, to your QuickBooks account, eliminating manual data entry and ensuring financial records are always up-to-date. Who's this workflow for? Accountants & Bookkeepers Small Business Owners Finance Teams Operations Managers How it works 1. Trigger on New Expense: The workflow starts automatically when a new expense record is added to your Airtable base. 2. Filter for Approval: It checks if the expense's Status field is marked as "Approved". Unapproved items are ignored. 3. Create Expense in QuickBooks: For every approved item, the workflow creates a new expense record in QuickBooks, mapping data like amount, date, vendor, and accounts directly from Airtable. 4. Download and Upload Receipt: It downloads the receipt from the URL provided in Airtable and uploads it as an attachment to the corresponding expense record in QuickBooks. 5. Update Airtable Status: Once the expense and receipt are successfully logged in QuickBooks, the workflow updates the record's Status in Airtable to "Done", closing the loop. Setup Instructions 1. Airtable Configuration: Create an Airtable base with a table for your expenses. Ensure your table includes the following columns: Status, Receipt URL, Amount, Date, Memo, QBO Vendor ID, QBO Expense Account ID, and QBO Payment Account ID. Connect your Airtable account to n8n. In the Airtable Trigger, Search records, and Update record nodes, select your credentials and specify your Base ID and Table ID. 2. QuickBooks Configuration: Connect your QuickBooks account to n8n using OAuth2 credentials. In the QBO-Create Expense and QBO-Upload File nodes, replace {YOUR_QUICKBOOKS_COMPANY_ID} in the URL with your actual QuickBooks Company ID. Ensure the Vendor ID and Account IDs in your Airtable records correspond to valid IDs in your QuickBooks account. 3. Activate Workflow: Save the workflow and toggle the "Active" switch to ON. Your expense management is now fully automated! Connect with us: Website: https://www.intuz.com/services Email: getstarted@intuz.com LinkedIn: https://www.linkedin.com/company/intuz Get Started: https://n8n.partnerlinks.io/intuz For Custom Worflow Automation Click here- Get Started

Gather leads into Mailchimp, automate marketing, and sales process.

Companion workflow for Switch node docs

🧑‍💻 Description This workflow checks a Monday.com board/group for items with Status = "Stuck" and sends a Slack alert (e.g., to a user or channel). Great for nudging owners on blocked work without manual chasing. ⚙️ Setup Instructions 1️⃣ Connect Monday.com Node In Monday.com → go to your Admin → API Copy your Personal API Token Docs: Generate Monday API Token In n8n → Credentials → New → Monday.com API Paste your token and save. Open the Get many items node → choose your credential → set your Board ID and Group ID (these must match where your items live). 2️⃣ Connect Slack API Create an app → https://api.slack.com/apps OAuth & Permissions → add scopes: chat:write (send messages) channels:read, groups:read, users:read (to look up channels and users) Install the app to your workspace → copy the Bot User OAuth Token In n8n → Credentials → New → Slack OAuth2 API → paste token and save In the Slack node (“Alert Team”), select your Slack credential and pick a user or channel. 🧠 How it works Get many items** (Monday.com): pulls items from your board/group Set Columns**: maps item fields (Name, Status, Due Date) Filter for Stuck Items**: keeps only items where Status = "Stuck" Alert Team** (Slack): posts a message like "<Item Name> task is stuck" ✅ Tips Adjust the Status column index/field mapping if your board uses a different column order or a custom status label. Point the Slack node to a channel (for team visibility) or a user (for direct nudges). Add a Schedule Trigger if you want automatic daily/weekly checks. 📬 Contact Need help mapping custom columns or routing alerts by owner? 📧 robert@ynteractive.com 🔗 Robert Breen 🌐 ynteractive.com

How it works This workflow automatically scrapes LinkedIn job postings for a list of target companies and organizes the results in Google Sheets. Every Monday morning, it checks your company list, runs a LinkedIn job scrape using Phantombuster, waits for the data to be ready, and then fetches the results. Finally, it formats the job postings into a clean structure and saves them into a results sheet for easy analysis. Step-by-step Start with Scheduled Trigger The workflow runs automatically at 9:00 AM every Monday. It reads your “Companies Sheet” in Google Sheets and filters only those marked with Status = Pending. Scrape LinkedIn Jobs The workflow launches your Phantombuster agent with the LinkedIn profile URLs from the sheet. It waits 3 minutes to let the scraper finish running. Then it fetches the output CSV link containing the job posting results. Format the Data The scraped data is cleaned and structured into fields like: Company Name Job Title Job Description Job Link Date Posted Location Employment Type Save Everything in Google Sheets The formatted job data is appended into your “Job Results” Google Sheet. Each entry includes a scrape date so you can track when the data was collected. Why use this? Automates job market research and competitive hiring analysis. Collects structured job posting data from multiple companies at scale. Saves time by running on a schedule with no manual effort. Keeps all results organized in Google Sheets for easy review and sharing. Helps HR and recruitment teams stay ahead of competitors’ hiring activity.

Discover relevant contacts from target accounts using Octave intelligent prospecting Who is this for? Sales development teams, account-based marketing professionals, and RevOps teams who are tired of generic job title filtering that misses the real decision makers. Built for teams that need to find the right people based on actual responsibilities and business context, not just titles on LinkedIn. What problem does this solve? Most prospecting tools are flying blind when it comes to finding the right contacts. You search for "VP of Engineering" but miss the "Head of Platform" who actually owns your use case. You filter by "Marketing Director" but the "Growth Lead" is the real buyer. Traditional prospecting relies on job title matching, but titles vary wildly across companies. This workflow uses Octave's context engine to find contacts based on who actually does the work your solution impacts, regardless of their specific job title. What this workflow does Target Account Processing: Reads target account lists from Airtable (or other data sources) Processes company domains for intelligent contact discovery Handles batch processing for multiple target accounts Context-Aware Contact Discovery: Uses Octave's prospector agent to find relevant stakeholders within target organizations Leverages your defined personas to identify the right people based on responsibilities, not just titles Analyzes organizational structure, role responsibilities, and KPIs to match contacts to your solution Discovers decision makers and influencers who might be missed by traditional job title searches Structured Contact Output: Returns discovered contacts with complete profile information Includes LinkedIn profiles, contact details, and role context Organizes contacts by relevance and decision-making authority Exports contact lists back to Airtable for sales team action Setup Required Credentials: Octave API key and workspace access Airtable API credentials (or your preferred contact management platform) Access to your target account list Step-by-Step Configuration: Set up Target Account Source: Add your Airtable credentials to n8n Replace your-airtable-base-id and your-accounts-table-id with your actual account list Ensure your account list includes company domains for prospecting Configure trigger method (manual, scheduled, or webhook-based) Configure Octave Prospector Agent: Add your Octave API credentials in n8n Replace your-octave-prospector-agent-id with your actual prospector agent ID Configure your prospector with relevant personas and role definitions Test prospecting with sample companies to verify contact quality Set up Contact Output Destination: Replace your-contacts-table-id with your target contact list table Configure field mapping between Octave output and your contact database Set up data validation and deduplication rules Test contact creation and data formatting Customize Contact Selection: Configure which personas to prioritize in your prospector agent Set relevance thresholds for contact discovery Define organizational levels to target (individual contributors vs. management) Adjust contact volume per account based on your outreach capacity Required Account List Format: Your Airtable (or data source) should include: Company Name Company Domain (required for prospecting) Account status/priority (optional) Target personas (optional) How to customize Prospector Configuration: Customize contact discovery in your Octave prospector agent: Persona Targeting:** Define which of your Library personas to prioritize when prospecting Role Responsibilities:** Configure the specific responsibilities and KPIs that indicate a good fit Organizational Level:** Target specific levels (IC, manager, director, VP, C-level) based on your solution Company Size Adaptation:** Adjust prospecting approach based on organization size and structure Contact Selection Criteria: Refine who gets discovered: Decision-Making Authority:** Prioritize contacts with budget authority or implementation influence Problem Ownership:** Focus on roles that directly experience the pain points your solution solves Technical Influence:** Target contacts who influence technical decisions if relevant to your offering Process Ownership:** Identify people who own the processes your solution improves Data Integration: Adapt for different contact management systems: Replace Airtable with your CRM, database, or spreadsheet system Modify field mapping to match your contact database schema Add data enrichment steps for additional contact information Integrate with email platforms for immediate outreach Batch Processing: Configure for scale: Adjust processing volume based on API limits and prospecting quotas Add scheduling for regular account list updates Implement error handling for accounts that can't be prospected Set up monitoring for prospecting success rates Use Cases Account-based marketing contact list generation Sales territory planning and contact mapping Competitive displacement campaign targeting Product expansion within existing customer accounts Event-based prospecting for specific personas Market research and competitive intelligence gathering

This template transforms your sales and outreach process by automating deep, personalized research on any contact. Go beyond simple data enrichment; this workflow acts as an AI research assistant. Starting with just a name and company, it finds the person's professional profile, analyzes it through the lens of your specific business offering, and returns actionable insights to prepare for the perfect outreach. Stop spending hours manually researching prospects. With this template, you get a synthesized report in seconds, highlighting a contact's potential pain points and exactly how your solution can provide value, setting the stage for more meaningful and effective conversations. Who is this for? Sales Development & Business Development Reps (SDRs/BDRs):** Drastically cut down on research time and increase the quality and personalization of your outreach efforts. Account Executives:** Prepare for meetings with a deep, relevant understanding of a prospect's background and potential needs. Founders & Solopreneurs:** Handle your own sales and lead generation efficiently by automating the research phase. Marketing Teams:** Power your Account-Based Marketing (ABM) campaigns with tailored insights for key accounts. What problem does this solve? Eliminates time-consuming manual research:** Automates the entire process of finding a person, reading their profile, and connecting the dots back to your business. Prevents generic outreach:** Provides you with specific, synthesized talking points, moving you beyond "I saw your profile on LinkedIn" to a message that shows you've done your homework. Solves "writer's block":** Delivers a clear summary of a prospect's potential challenges and how you can help, making it much easier to start writing a compelling message. Creates actionable intelligence, not just data:** Instead of just returning a list of job titles and skills, it synthesizes that information into strategic summaries ready to be used. How it works Input contact details: The workflow is triggered by a form where you enter the first name, last name, and company of the person you want to research. Find the person with Apollo: The workflow uses the Apollo.io API to find the contact's professional data, including their verified LinkedIn profile URL. Define your business context: This is the "smart" part. The workflow injects information you provide about your offering and the typical pain points your customers face. Analyze profile with Linkup: Using the Linkup API, the workflow reads the person's public LinkedIn profile. Crucially, it analyzes the profile through the lens of your business context. Get synthesized insights: Linkup's AI returns three structured summaries: a general overview of the person, their potential pain points relative to your business, and a concise explanation of how your offering could bring them value. Consolidate results: The final node gathers all the enriched data and AI-generated summaries into a single, clean output, ready for your CRM or next action. Setup Define your business context (Critical Step): This is the most important part. In the Define our business context node, fill in the two fields: Area for which the prospect could experience pain points: Describe the general problems your customers face. My offering: Briefly describe your product or service. This context is what makes the AI analysis relevant to you. Connect your accounts: Apollo: Add your Apollo API key to the Enrich contact with Apollo HTTP node. Linkup: Add your Linkup API key to the Find Linkedin profile information with Linkup HTTP node. Their free plan offers €5 of credits, enough for ~1,000 runs. Activate the workflow: Toggle the workflow to "Active". You can now run it by filling out the form trigger! Taking it further Automate CRM enrichment:* Connect the final *Consolidate results* node to a *HubSpot, **Attio, or Salesforce node to automatically save these rich insights to your contact records. Generate AI-powered outreach:* Add an *OpenAI** node after this workflow to take the synthesized insights and generate a first draft of a personalized outreach email or LinkedIn message. Process leads in bulk:* Replace the *Form Trigger* with a *Google Sheets* or *Airtable** trigger to run this enrichment process for an entire list of new leads automatically.

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