Workflow Templates

🧑‍💼 Who is this for? This workflow is for any YouTube user who wants to bulk delete all playlists from their own channel — whether to start fresh, clean up old content, or prepare the account for a new purpose. It’s useful for: Creators reorganizing their channel People transferring content to another account Anyone who wants to avoid deleting playlists manually one by one 🧠 What problem is this workflow solving? YouTube does not offer a built-in way to delete multiple playlists at once. If you have dozens or hundreds of playlists, removing them manually is extremely time-consuming. This workflow automates the entire deletion process in seconds, saving you hours of repetitive effort. ⚙️ What this workflow does Connects to your YouTube account Fetches all playlists you’ve created (excluding system playlists) Deletes them one by one** automatically > ⚠️ This action is irreversible. Once a playlist is deleted, it cannot be recovered. Use with caution. 🛠️ Setup 🔐 Create a YouTube OAuth2 credential in n8n for your channel. 🧭 Assign the credential to both YouTube nodes. ✅ Click “Test workflow” to execute. > 🟨 By default, this workflow deletes everything. If you want to be more selective, see the customization tips below. 🧩 How to customize this workflow to your needs ✅ Add a confirmation flag Insert a Set node with a custom field like confirm_delete = true, and follow it with an IF node to prevent accidental execution. ✂️ Delete only some playlists Add a Filter node after fetching playlists — you can match by title, ID, or keyword (e.g. only delete playlists containing “old”). 🛑 Add a pause before deletion Insert a Wait or NoOp node to give you a moment to cancel before it runs. 🔁 Adapt to scheduled cleanups Use a Cron trigger if you want to periodically clear temporary playlists.

🚀 Channable + Google Ads + Relevance AI: Scalable AI Workflow for Automated Ad Copy Generation & Publishing 🧩 Overview This workflow automates the entire ad creation process for Google Ads by integrating product data, AI-generated copy, compliance checks, and publication into your marketing pipeline. It connects n8n, Relevance AI, Google Sheets, and optionally Channable to: Fetch product data from your catalog Generate Google Text Ad headlines and descriptions using Relevance AI Validate character limits and ensure Google Ads compliance Route non-compliant ads to a Slack review channel Save compliant, ready-to-publish ads in Google Sheets Notify your marketing team automatically after each generation cycle 🧠 Key Benefits ✅ 100% automated ad copy pipeline ✅ AI-generated, human-quality Google Ads text ✅ Built-in compliance verification (Google Ads policy) ✅ Google Sheet integration for team review ✅ Daily automatic schedule (zero manual effort) ✅ Slack alerts for QA and transparency ✅ Modular design — extendable for Shopping and Performance Optimization ✅ Scalable for 10 → 10,000+ product ads ⚙️ System Architecture Tech Stack n8n** – Automation Orchestrator Relevance AI** – AI tools for copy generation and policy compliance Google Sheets** – Data storage and team collaboration Slack** – Real-time alerts and notifications (Optional) Channable – Product feed integration 🧭 Workflow Logic Daily Trigger (00:00) ⬇️ 1️⃣ Get Product Feed (Channable or custom API) ⬇️ 2️⃣ Split Into Batches (50 products each) ⬇️ 3️⃣ Generate Ad Copy (Relevance AI tool → Claude 3.5 prompt) ⬇️ 4️⃣ Validate Character Limits (JS node: max 30 headline / 90 description) ⬇️ 5️⃣ Compliance Check (Relevance AI agent → Google Ads policies) ⬇️ 6️⃣ IF Compliant → CSV / Google Sheets ↳ ❌ Non-Compliant → Slack Alert ⬇️ 7️⃣ Aggregate Batches + Generate CSV ⬇️ 8️⃣ Save to Google Sheets (“Generated Ads” tab) ⬇️ 9️⃣ Slack Notification → Summary Report 📋 Environment Variables Set these in n8n → Settings → Variables → Add Variable Copy-paste from your ENVIRONMENT_VARIABLES_CORRECTED.txt. Includes: ✅ Relevance AI region, API key, tool & agent IDs ✅ Google Ads, Merchant Center, and Sheets credentials ✅ Slack channel name ✅ Optional Channable endpoint Example: RELEVANCE_AI_API_URL=https://api-f1db6c.stack.tryrelevance.com/latest RELEVANCE_TOOL_AD_COPY_ID=bueQG8io04dw RELEVANCE_AGENT_COMPLIANCE_ID=xT29mQ4QKsl GOOGLE_SHEET_ID=1q2w3e4r5t6y7u8i9o0p SLACK_CHANNEL=#google-ads-automation 🏗️ Node-by-Node Breakdown | Node | Description | Endpoint / Logic | | -------------------------------------- | ----------------------------------------------- | ----------------------------------------------------------------------------- | | 🕓 Schedule Trigger | Runs daily at 00:00 | Cron 0 0 * * * | | 📦 Get Product Feed | Pulls product data from Channable or custom API | GET {{$env.CHANNABLE_API_URL}}/v1/projects/{{$env.PROJECT_ID}}/items | | 🧮 Split Into Batches | Processes 50 products at a time | Avoids rate limits | | ✍️ Generate Ad Copy (Relevance AI) | Calls AI tool for each product | POST {{$env.RELEVANCE_AI_API_URL}}/tools/google_text_ad_copy_generator/run | | 🔍 Validate Character Limits | JS validation (≤30 headline / ≤90 description) | Truncates smartly | | 🧠 Compliance Check Agent | Verifies Google Ads compliance | POST {{$env.RELEVANCE_AI_API_URL}}/agents/google_ads_compliance_checker/run | | ⚖️ IF Compliant | Routes APPROVED vs REJECTED | "contains 'APPROVED'" | | 💾 Format for CSV | Formats compliant ads for export | Maps ID, headline, desc, URLs | | 📊 Aggregate Batches | Combines all results | Merges datasets | | 🧱 Generate CSV File | Converts JSON → CSV | Escaped string-safe format | | 📑 Save to Google Sheets | Saves reviewed ads | Sheet: Generated Ads | | 📢 Slack Notification (Success) | Posts completion summary | Shows ad count, timestamp | | 🚨 Slack Alert (Non-Compliant) | Notifies team for review | Includes issues, category | 🔑 API Authentication Setup 🔹 Relevance AI Create “HTTP Header Auth” credential Header Name: Authorization Header Value: Bearer {{$env.RELEVANCE_AI_API_KEY}} 🔹 Google Sheets Credential type: “Google OAuth2 API” Scopes: https://www.googleapis.com/auth/spreadsheets https://www.googleapis.com/auth/drive.file 🔹 Slack Create Slack App → Add Bot Token Scopes → chat:write Paste token in n8n “Slack API” credential. 🔹 (Optional) Channable Header Auth: Bearer {{$env.CHANNABLE_API_TOKEN}} 🧩 Google Sheet Template Sheet name: Generated Ads Columns: | product_id | headline | description | final_url | display_url | generated_at | Optional: Add compliance_status or notes columns for QA. ⚙️ Testing Procedure Manual Trigger: Disable the schedule → click “Execute Workflow”. Batch Size: Start small (3 products). Expected Output: ✅ Ad copy generated ✅ Character limits validated ✅ Slack alerts for rejects ✅ Google Sheet filled Check logs in Executions for errors. Re-enable the cron trigger after successful validation. 🧾 Example Output | product_id | headline | description | final_url | display_url | generated_at | | ---------- | ------------------ | --------------------------------------------- | ------------------------------------------------ | ----------- | -------------------- | | 12243 | “Eco Bamboo Socks” | “Soft, breathable comfort for everyday wear.” | https://shop.com/socks | shop.com | 2025-10-22T00:00:00Z | 📬 Slack Alert Templates ✅ Success Notification ✅ Google Ads Generation Complete 📊 Summary: • Total Ads Generated: 50 • Saved to Google Sheets: Generated Ads • Timestamp: 2025-10-22T00:00:00Z ⚠️ Non-Compliant Alert ⚠️ Non-Compliant Ad Flagged Product: Bamboo Socks Issues: Contains “Free Shipping” Headline too long Timestamp: 2025-10-22T00:00:00Z 🧰 Maintenance & Monitoring | Frequency | Task | | --------- | -------------------------------- | | Daily | Check Slack alerts for rejects | | Weekly | Review ad performance metrics | | Monthly | Update Relevance AI prompts | | Quarterly | Refresh API tokens and variables | 📊 Success Metrics ✅ Compliance approval rate: >85% 🚫 Disapproval rate: <5% 📈 CTR improvement: +15–25% ⏱️ Time saved: 10–15 hours/week 🌐 Scalable: 1,000+ ads/day 🪜 Next Steps Deploy and monitor for 7 days. After 30 days → activate Workflow 2: Performance Optimization Loop. Extend to Shopping Feed Optimization. Add multi-language generation using Relevance AI. Integrate Google Ads API publishing (full automation). 🔗 Resources n8n Docs Relevance AI Docs Google Ads API Merchant API Channable Help 🎉 Conclusion You now have a production-ready, scalable AI-powered ad generation system integrating Channable, Google Ads, and Relevance AI — built entirely on n8n. This delivers: 💡 AI creativity at scale ✅ Google Ads policy compliance ⚙️ Hands-free daily automation 📊 Transparent reporting and collaboration > Start small → validate → scale to 10,000+ ads per day. > Within weeks, you’ll have a self-learning, always-on ad pipeline driving consistent performance.

This workflow manages subscription billing reminders and data updates via Telegram. It runs daily at 8:00 AM to check for upcoming due subscriptions, formats relevant information, and sends reminders to users. It also processes user messages for subscription management—adding, updating, or retrieving billing info—using AI-powered natural language understanding. Main outcomes include automated subscription tracking, timely reminders, and conversational interaction through Telegram, reducing manual tracking efforts and improving billing accuracy. Automation Benefits Time & Cost Savings Manual Process: Several hours/week spent managing subscriptions and reminders manually. Automated Process: Workflow completes checks, reminders, and data updates in under a minute. Time Savings: Saves approximately 5 hours weekly, translating to significant productivity gains and cost reduction. ROI: Automation pays for itself within the first month due to saved labor. Error Reduction: Minimized manual entry errors, ensuring accurate billing records and timely reminders. Business Impact Solves the problem of manual subscription tracking and reminders. Scales effortlessly as subscription list grows. Opens new opportunities for proactive customer engagement, personalized messaging, and integrated billing insights. Setup Guide Prerequisites Google Sheets account with subscription data sheet. OpenAI API key with access to GPT-4. Telegram bot token with messaging permissions. Email SMTP setup if email reminders are used. API Configuration Google Sheets: Generate OAuth2 credentials, enable Sheets API, and authorize access. OpenAI: Create API key, set model to GPT-4, and test connectivity. Telegram: Create bot via BotFather, retrieve token, and set webhook URL. Webhook URL: Use the provided URL in the Telegram bot settings. Node-by-Node Setup OpenAI Chat Model: Enter API credentials, select GPT-4 model. Google Sheets: Input spreadsheet ID, sheet name, and ensure correct permissions. Telegram Nodes: Insert chat ID, message parsing, and response formatting. Schedule Trigger: Confirm cron expression for daily execution. For AI nodes, test with sample messages to verify formatting and extraction. Testing & Validation Run workflow manually. Confirm data is retrieved, processed, and responses sent. Verify subscription updates in Google Sheets. Check Telegram chats for correct message flow. N8N Documentation References Google Sheets Node OpenAI Node Telegram Node Schedule Trigger Maintenance & Troubleshooting Regular Maintenance (Monthly) Check API credentials and renew tokens if expired. Monitor workflow logs for errors. Review Google Sheets data for consistency. Update API keys when new versions or permissions are granted. Verify currency conversion accuracy periodically. Common Issues & Solutions Workflow not triggering: check schedule settings and webhook URLs. Data not updating: verify Google Sheets credentials and permissions. Incorrect responses: test AI prompt inputs and outputs. API failures: regenerate API keys or check quota limits. Reconfigure nodes if external API changes. Monitoring & Alerts Set up email or Slack alerts for failures. Regularly review execution logs. Track key metrics like successful runs, error rates, and response times. Support & Escalation Check n8n logs first for errors. Export workflow for support if needed. Use n8n community forums for common issues. Contact API providers for account-specific problems. Emergency procedures: restart workflow, regenerate tokens. Updates & Improvements Review workflow performance quarterly. Optimize AI prompts for better accuracy. Backup workflow configurations before major changes. Incorporate user feedback for feature enhancements.

This n8n template from Intuz provides a complete solution to automate your entire invoicing process. It intelligently syncs confirmed sales orders from your Airtable base to QuickBooks, automatically creating new customers if they don't exist before generating a perfectly matched invoice. It then logs all invoice details back into Airtable, creating a flawless, end-to-end financial workflow. Use Cases 1. Accounting & Finance Teams: Automatically generate QuickBooks invoices from new orders confirmed in Airtable. Keep all invoices and customer details synced across systems in real time. 2. Sales & Operations Teams: Track order status and billing progress directly from Airtable without switching platforms. Ensure every confirmed sale automatically triggers an invoice in QuickBooks. 3. Business Owners / Admins: Eliminate double-entry between Airtable and QuickBooks. Maintain accurate, audit-ready financial records with minimal effort. How it works 1. Trigger from Airtable: The workflow starts instantly when a sales order is ready to be invoiced in your Airtable base (triggered via a webhook). 2. Check for Customer in QuickBooks: It searches your QuickBooks account to see if the customer from the sales order already exists. 3. Create New Customer (If Needed): If the customer is not found, it automatically creates a new customer record in QuickBooks using the details from your Airtable Customers table. 4. Create QuickBooks Invoice: Using the correct customer record (either existing or newly created), it gathers all order line items from Airtable and generates a detailed invoice in QuickBooks. 5. Log Invoice Back to Airtable: After the invoice is successfully created, the workflow updates your Airtable base by adding a new record to your Invoices & Payments table and updating the original Confirmed Orders record with the new QuickBooks Invoice ID, marking it as synced. Key Requirements to Use This Template 1. n8n Instance: An active n8n account (Cloud or self-hosted). 2. Airtable Base: An Airtable base on a "Pro" plan or higher with tables for Confirmed Orders, Customers, Order Lines, Product & Service, and Invoices & Payments. Field names must match those in the setup guide. 3. QuickBooks Online Account: An active QuickBooks Online account with API access. Step-by-Step Setup Instructions Step 1: Import and Configure the n8n Workflow Import Workflow:** In n8n, import the Client-Quickbook-Invoices-via-AirTable.json file. Get Webhook URL:** Click on the first node, "Webhook". Copy the "Test URL". Keep this n8n tab open. Configure Airtable Nodes:** There are six Airtable nodes. For each one, connect your Airtable credentials and select the correct Base and Table. Configure QuickBooks Nodes:** There are four QuickBooks-related nodes. For each one, connect your QuickBooks Online credentials. CRITICAL:** Click on the "Create Invoice URL" (HTTP Request) node. You must edit the URL and replace the placeholder number (9341455145770046) with your own QuickBooks Company ID. (Find this in your QuickBooks account settings under "Billing & Subscription"). Save and Activate**: Click "Save", then toggle the workflow to "Active". After activating, copy the new "Production URL" from the Webhook node. Customization Guide You can adapt this template for various workflows by tweaking a few nodes: Use a different Airtable Base:** Update the Base ID and Table ID in all Airtable nodes (Get Orders Records, Get Customer Details, Get Products, etc.). Switch from Sandbox to Live QuickBooks:** Replace the Sandbox company ID and endpoint in the “Create Invoice URL” node with your production QuickBooks company ID. Add more invoice details:** Edit the Code and Parse in HTTP nodes to include additional fields (like Tax, Shipping, or Notes). Support multiple currencies:** Add a “Currency” field mapping in both Airtable and QuickBooks nodes. 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 Workflow Automation Click here- Get Started

How it works This Lead Capture & Auto-Qualification workflow transforms raw leads into qualified prospects through intelligent automation. Here's the high-level flow: Lead Intake → Data Validation → Enrichment → Scoring → Smart Routing → CRM Integration & Notifications The system captures leads from any source, validates the data, enriches it with company intelligence, scores based on qualification criteria, and automatically routes high-value prospects to sales while nurturing lower-priority leads. Set up steps Time to set up: Approximately 30-45 minutes Prerequisites: Active accounts with HubSpot, Clearbit, Apollo, and Slack Step 1: Import Workflow (2 minutes) Copy the workflow JSON and import into your n8n instance The workflow will appear with all nodes and sticky note documentation Step 2: Configure Environment Variables (5 minutes) Set these in your n8n environment: APOLLO_API_URL SLACK_SALES_CHANNEL_ID SLACK_MARKETING_CHANNEL_ID CRM_ASSIGNMENT_URL Step 3: Set Up API Credentials (15 minutes) Create credential connections for: Clearbit API (enrichment) Apollo API (HTTP Header Auth) HubSpot API (CRM integration) Slack API (notifications) Step 4: Customize Scoring Logic (10 minutes) Review the qualification criteria in the Code node Adjust scoring weights based on your ideal customer profile Modify industry targeting and company size thresholds Step 5: Test & Activate (8 minutes) Send test webhook requests to validate the flow Verify CRM contact creation and Slack notifications Activate the workflow for live lead processing

📌 Overview This workflow automatically processes incoming Shopify/Gmail leads and pushes them into HubSpot as both Contacts and Deals. It helps sales and marketing teams capture leads instantly, enrich CRM data, and avoid missed opportunities. ⚡ How it works Trigger: Watches for new emails in Gmail. Extract Data: Parses email body (Name, Email, City, Phone, Message, Product URL/Title). Condition: Checks if sender is Shopify before processing. HubSpot: Creates/updates a Contact with customer details. Creates a Deal associated with that contact. 🎯 Benefits 📥 Automates lead capture → CRM 🚫 Eliminates manual copy-paste from Gmail 🔄 Real-time sync between Gmail and HubSpot 📈 Improves sales follow-up speed and accuracy 🛠 Setup Steps Import this workflow into your n8n instance. Connect your Gmail and HubSpot credentials. Replace the HubSpot Deal Stage ID with your own pipeline stage. (Optional) Adjust the Code Node regex if your email format differs. Activate the workflow and test with a sample lead email. 📝 Example Email Format Name: John Doe Email: john@example.com City: London Phone: +44 7000 000000 Body: Interested in product Product Url: https://example.com/product Product Title: Sample Product sticky_notes: name: Gmail Trigger note: > 📧 Watches for new emails in Gmail. Polls every minute and passes email data into the flow. name: Get a Message note: > 📩 Fetches the full Gmail message content (body + metadata) for parsing. name: Extract From Email note: > 🔍 Extracts the sender’s email address from Gmail to identify the source. name: If Sender is Shopify note: > ✅ Condition node that ensures only Shopify-originated emails/leads are processed. name: Code Node (Regex Parser) note: > 🧾 Parses the email body using regex to extract Name, Email, City, Phone, Message, Product URL, and Title. name: Edit Fields (Set Node) note: > 📝 Cleans and structures the extracted fields into proper JSON format before sending to HubSpot. name: HubSpot → Create/Update Contact note: > 👤 Creates or updates a HubSpot Contact with the extracted lead details. name: HubSpot → Create Deal note: > 💼 Creates a HubSpot Deal linked to the Contact, including campaign/product information.

Sales Pipeline Automation Dashboard with AI Lead Intelligence 🎯 Target Audience Sales managers and team leads Business development representatives Marketing teams managing lead generation CRM administrators and sales operations Account executives and sales representatives Sales enablement professionals Revenue operations (RevOps) teams 🚀 Problem Statement Manual lead qualification and sales pipeline management is inefficient and often leads to missed opportunities or poor lead prioritization. This template solves the challenge of automatically scoring, qualifying, and routing leads using AI-powered intelligence to maximize conversion rates and sales team productivity. 🔧 How it Works This workflow automatically processes new leads using AI-powered intelligence, scores and qualifies them based on multiple factors, and automates the entire sales pipeline from lead capture to deal creation. Key Components Dual Trigger System - Scheduled monitoring and webhook triggers for real-time lead processing AI-Powered Lead Intelligence - Advanced scoring algorithm based on 7 key factors Multi-Source Data Enrichment - LinkedIn and Crunchbase integration for comprehensive lead profiles Automated Sales Actions - Intelligent routing, task creation, and follow-up sequences Multi-Platform Integration - HubSpot CRM, Slack notifications, and Google Sheets dashboard 📊 Google Sheets Column Specifications The template creates the following columns in your Google Sheets: | Column | Data Type | Description | Example | |--------|-----------|-------------|---------| | timestamp | DateTime | When the lead was processed | "2024-01-15T10:30:00Z" | | lead_id | String | Unique lead identifier | "LEAD-2024-001234" | | first_name | String | Lead's first name | "John" | | last_name | String | Lead's last name | "Smith" | | email | String | Lead's email address | "john@company.com" | | company_name | String | Company name | "Acme Corp" | | job_title | String | Lead's job title | "Marketing Director" | | lead_score | Number | AI-calculated score (0-100) | 85 | | grade | String | Lead grade (A+, A, B+, B, C+) | "A+" | | category | String | Lead category | "Enterprise" | | priority | String | Priority level | "Critical" | | lead_source | String | How the lead was acquired | "Website Form" | | assigned_rep | String | Assigned sales representative | "Senior AE" | | company_size | String | Company employee count | "201-500 employees" | | industry | String | Company industry | "Technology" | | funding_stage | String | Company funding stage | "Series B" | | estimated_value | String | Estimated deal value | "$50K-100K" | 🛠️ Setup Instructions Estimated setup time: 25-30 minutes Prerequisites n8n instance with community nodes enabled ScrapeGraphAI API account and credentials HubSpot CRM account with API access Google Sheets account with API access Slack workspace for notifications (optional) Email service for welcome emails (optional) Step-by-Step Configuration 1. Install Community Nodes Install required community nodes npm install n8n-nodes-scrapegraphai npm install n8n-nodes-slack 2. Configure ScrapeGraphAI Credentials Navigate to Credentials in your n8n instance Add new ScrapeGraphAI API credentials Enter your API key from ScrapeGraphAI dashboard Test the connection to ensure it's working 3. Set up HubSpot CRM Integration Add HubSpot API credentials Grant necessary permissions for contacts, deals, and tasks Configure custom properties for lead scoring and qualification Test the connection to ensure it's working 4. Set up Google Sheets Connection Add Google Sheets OAuth2 credentials Grant necessary permissions for spreadsheet access Create a new spreadsheet for sales pipeline data Configure the sheet name (default: "Sales Pipeline") 5. Configure Lead Scoring Parameters Update the lead scoring weights in the Code node Customize ideal customer profile criteria Set automation trigger thresholds Adjust sales rep assignment logic 6. Set up Notification Channels Configure Slack webhook or API credentials Set up email service credentials for welcome emails Define notification preferences for different lead grades Test notification delivery 7. Configure Triggers Set up webhook endpoint for real-time lead capture Configure scheduled trigger for periodic monitoring Choose appropriate time zones for your business hours Test both trigger mechanisms 8. Test and Validate Run the workflow manually with sample lead data Check HubSpot for proper contact and deal creation Verify Google Sheets data formatting Test all notification channels 🔄 Workflow Customization Options Modify Lead Scoring Algorithm Adjust scoring weights for different factors Add new scoring criteria (geographic location, technology stack, etc.) Customize ideal customer profile parameters Implement industry-specific scoring models Extend Data Enrichment Add more data sources (ZoomInfo, Apollo, etc.) Include social media presence analysis Add technographic data collection Implement intent signal detection Customize Sales Automation Modify follow-up sequences for different lead categories Add more sophisticated sales rep assignment logic Implement territory-based routing Add automated meeting scheduling Output Customization Add data visualization and reporting features Implement sales pipeline analytics Create executive dashboards with key metrics Add conversion rate tracking and analysis 📈 Use Cases Lead Qualification**: Automatically score and qualify incoming leads Sales Pipeline Management**: Streamline the entire sales process Lead Routing**: Intelligently assign leads to appropriate sales reps Follow-up Automation**: Ensure consistent and timely follow-up Sales Intelligence**: Provide comprehensive lead insights Performance Tracking**: Monitor sales team and pipeline performance 🚨 Important Notes Respect LinkedIn and Crunchbase terms of service and rate limits Implement appropriate delays between requests to avoid rate limiting Regularly review and update your lead scoring parameters Monitor API usage to manage costs effectively Keep your credentials secure and rotate them regularly Ensure GDPR compliance for lead data processing 🔧 Troubleshooting Common Issues: ScrapeGraphAI connection errors: Verify API key and account status HubSpot API errors: Check API key and permissions Google Sheets permission errors: Check OAuth2 scope and permissions Lead scoring errors: Review the Code node's JavaScript logic Rate limiting: Adjust request frequency and implement delays Support Resources: ScrapeGraphAI documentation and API reference HubSpot API documentation and developer resources n8n community forums for workflow assistance Google Sheets API documentation for advanced configurations Sales automation best practices and guidelines

How it works This workflow automatically analyzes website visitors in real-time, enriches their data with company intelligence, and provides lead scoring and sales alerts. Key Steps Webhook Trigger - Receives visitor data from your website tracking system. AI-Powered Company Intelligence - Uses ScrapeGraphAI to extract comprehensive company information from visitor domains. Visitor Enrichment - Combines visitor behavior data with company intelligence to create detailed visitor profiles. Lead Scoring - Automatically scores leads based on company size, industry, engagement, and intent signals. CRM Integration - Updates your CRM with enriched visitor data and lead scores. Sales Alerts - Sends real-time notifications to your sales team for high-priority leads. Set up steps Setup time: 10-15 minutes Configure ScrapeGraphAI credentials - Add your ScrapeGraphAI API key for company intelligence gathering. Set up HubSpot connection - Connect your HubSpot CRM to automatically update contact records. Configure Slack integration - Set up your Slack workspace and specify the sales alert channel. Customize lead scoring criteria - Adjust the scoring algorithm to match your target customer profile. Set up website tracking - Configure your website to send visitor data to the webhook endpoint. Test the workflow - Verify all integrations are working correctly with a test visitor. Key Features Real-time visitor analysis** with company intelligence enrichment Automated lead scoring** based on multiple factors (company size, industry, engagement) Intent signal detection** (pricing interest, demo requests, contact intent) Priority-based sales alerts** with recommended actions CRM integration** for seamless lead management Deal size estimation** based on company characteristics

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. This workflow automatically tracks key sales pipeline metrics—new leads, deal stages, win rates—and sends actionable insights to your team. Eliminate manual CRM exports and stay on top of revenue health. Overview The automation queries your CRM API (HubSpot, Salesforce, or Pipedrive) on a schedule, pulls pipeline data, and feeds it into OpenAI for anomaly detection (e.g., stalled deals). Summaries and alerts appear in Slack, while daily snapshots are archived in Google Sheets for trend analysis. Tools Used n8n** – Pipeline orchestration CRM API** – Connects to your chosen CRM OpenAI** – Detects anomalies and highlights risks Slack** – Notifies reps and managers in real time Google Sheets** – Stores historical pipeline data How to Install Import the Workflow into n8n. Connect Your CRM: Provide API credentials in the HTTP Request node. Set Up OpenAI: Add your API key. Authorize Slack & Google Sheets. Customize Thresholds: Adjust what constitutes a stalled deal or low conversion. Use Cases Sales Management**: Monitor pipeline health without dashboards. Revenue Operations**: Detect bottlenecks early. Forecasting**: Use historical snapshots to improve predictions. Rep Coaching**: Alert reps when deals stagnate. Connect with Me Website**: https://www.nofluff.online YouTube**: https://www.youtube.com/@YaronBeen/videos LinkedIn**: https://www.linkedin.com/in/yaronbeen/ Get Bright Data**: https://get.brightdata.com/1tndi4600b25 (Using this link supports my free workflows with a small commission) #n8n #automation #salespipeline #crm #openai #slackalerts #n8nworkflow #nocode #revenueops

This workflow is a supporting automation to a common Airtable situation, that as of this writing, has no direct solution but has great demand. Interfaces are your secret weapon for managing a variety of tasks – from sales funnels and task tracking to creating dynamic dashboards. But here's a common situation: how do you efficiently bulk upload records (like contacts, leads, or clients) from an interface with just a click? Once set up, you'll be able to upload CSV files directly to your tables from the Interfaces with ease. Workflow Key Points: 1. Bulk Upload Functionality: Say goodbye to the limitations of standard Airtable interfaces. Now, you can upload multiple leads or contacts simultaneously, making your work swift and efficient. 2. Customizable Fields: Tailor the base to meet your specific data needs. This ensures seamless integration with your existing systems and simplifies data management. ​ Perfect for teams in e-commerce, CRM, or any sector where managing a high volume of leads or contacts is key. Our Airtable Base is designed to eliminate the tediousness of importing contacts. It makes large-scale data management straightforward, saving you precious time and hassle. ​ Get ready to streamline your operations and boost your productivity! 🚀💡

This comprehensive n8n workflow automates the entire travel business call management process, from initial customer inquiries to trip bookings and marketing outreach. The system handles incoming calls, validates trip details, processes bookings, captures leads, and manages outbound marketing campaigns to promote trip organizer services. It streamlines the complete sales cycle while maintaining organized data records for business intelligence. Essential Information The system operates across four distinct workflows to handle different aspects of travel call management. All call data is automatically captured and stored in organized spreadsheets for analysis and follow-up. The workflow validates trip details before processing to ensure data accuracy and prevent booking errors. Outbound marketing campaigns are automatically triggered based on lead detection and formatting. System Architecture Call Handling Pipeline**: The Detect Incoming Call node captures all incoming customer calls, followed by the Validate Trip Details node which verifies and processes trip information, and the Deliver Organizer Info node that provides relevant trip organizer details to callers. Booking Management Flow**: The Capture Voice Input node records customer booking requests, the Update Booking Record node processes and stores booking information, and the Send Booking Confirmation node delivers confirmation details to customers. Lead Generation Process**: The Detect New Lead node identifies potential customers from call data, the Format Lead Information node structures the lead data for marketing use, and the Initiate Marketing Outreach node launches targeted marketing campaigns. Data Management System**: The Receive Call Response node collects call interaction data, the Log User Input node records customer information in spreadsheets, and the Relay Response to System node ensures data synchronization across all components. Implementation Guide Import the workflow into n8n and configure phone system integration for call detection and voice capture. Set up spreadsheet connections for booking records, lead management, and call logging. Configure marketing automation tools for outbound campaign management. Test each workflow section independently before enabling the complete system. Monitor call handling accuracy and adjust validation rules as needed. Technical Dependencies Phone system API or telephony service for call detection and voice processing Spreadsheet service (Google Sheets, Excel Online) for data storage and management Marketing automation platform for outbound campaign execution Voice recognition service for capturing and processing customer input CRM integration for lead management and customer tracking Database & Sheet Structure Call Tracking Sheet**: Columns should include Call_ID, Customer_Phone, Call_Time, Call_Duration, Call_Status, Trip_Interest, Organizer_Assigned Booking Records Sheet**: Required columns are Booking_ID, Customer_Name, Customer_Phone, Destination, Travel_Dates, Group_Size, Booking_Status, Confirmation_Sent Lead Management Sheet**: Essential columns include Lead_ID, Customer_Name, Phone_Number, Email, Trip_Preference, Lead_Source, Lead_Status, Marketing_Campaign_Sent Trip Organizer Database**: Contains Organizer_ID, Organizer_Name, Specialization, Contact_Info, Availability_Status, Performance_Rating Marketing Outreach Log**: Tracks Campaign_ID, Lead_ID, Campaign_Type, Send_Date, Response_Status, Follow_up_Required Customization Possibilities Adjust the Validate Trip Details node to include specific travel validation rules or partner requirements. Modify the Format Lead Information node to match your CRM system's data structure and marketing campaign formats. Configure the Initiate Marketing Outreach node to integrate with your preferred marketing platforms and campaign templates. Customize the data logging structure in the Log User Input node to capture additional customer information or booking details. Add additional validation steps or approval workflows between booking capture and confirmation sending.

This workflow synchronizes data both ways between Pipedrive and HubSpot. Cron node** schedules the workflow to run every minute. Pipedrive* and *Hubspot nodes** pull in both lists of persons from Pipedrive and contacts from HubSpot. Merge1* and *Merge2 nodes** with the option Remove Key Matches identify the items that uniquely exist in HubSpot and Pipedrive, respectively. Update Pipedrive* and *Update HubSpot nodes** take those unique items and add them in Pipedrive and HubSpot, respectively.