Workflow Templates

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

Description Never miss a lead again with this SLA Breach Alert automation powered by n8n! This workflow continuously monitors your Google Sheets for un-replied leads and automatically triggers instant Telegram alerts, ensuring your team takes immediate action. By running frequent SLA checks, enriching alerts with direct Google Sheet links, and sending real-time notifications, this automation helps prevent unattended leads, reduce response delays, and boost customer engagement. What This Template Does 📅 Runs every 5 minutes to monitor SLA breaches 📋 Fetches lead data (status, contact, timestamps) from Google Sheets 🕒 Identifies leads marked “Un-replied” beyond the 15-minute SLA 🔗 Enriches alerts with direct Google Sheet row links for quick action 📲 Sends Telegram alerts with lead details for immediate response Step-by-Step Setup Prepare Your Google Sheet Create a sheet with the following columns (minimum required): Lead Name Email Phone Status (values: Replied, Un-replied) Timestamp (time of last update/reply) Set Up Google Sheets in n8n Connect your Google account in n8n. Point the workflow to your sheet (remove any hardcoded document IDs before sharing). Configure SLA Check Use the IF node to filter leads where: Status = Un-replied Time since timestamp > 15 minutes Enrich Alerts with Links Add a Code node to generate direct row links to the sheet. Set Up Telegram Bot Create a Telegram bot via @BotFather. Add the bot to your team chat. Store the botToken securely (remove chatId before sharing templates). Send Alerts Configure the Telegram node in n8n to send lead details + direct Google Sheet link. Customization Guidance Adjust the SLA window (e.g., 30 minutes or 1 hour) by modifying the IF node condition. Add more fields from Google Sheets (e.g., Company, Owner) to enrich the alert. Replace Telegram with Slack or Email if your team prefers a different channel. Extend the workflow to auto-assign leads in your CRM once alerted. Perfect For Sales teams that need to respond to leads within strict SLAs Support teams ensuring no customer request is ignored Businesses aiming to keep lead response times sharp and consistent

This template syncs prospects from ProspectPro into HubSpot. It checks if a company already exists in HubSpot (by ProspectPro ID or domain), then updates the record or creates a new one. Sync results are logged back in ProspectPro with tags to prevent duplicates and mark errors, ensuring reliable and repeatable integrations. ✨ Features Automatically sync ProspectPro prospects to HubSpot companies Smart search logic: match by ProspectPro ID first, then by domain Creates new HubSpot companies when no match is found Updates existing HubSpot companies with latest ProspectPro data Logs sync results back into ProspectPro with tags (HubspotSynced, HubspotSyncFailed) Extendable and modular: use as a trigger workflow or callable sub-flow ⚙ Requirements n8n instance or cloud workspace Install the ProspectPro Verified Community Node ProspectPro account & API credentials (14-day free trial) HubSpot account with OAuth2 app and API credentials 🔧 Setup Instructions Import the template and set your credentials (ProspectPro, HubSpot). Connect to a trigger (e.g., ProspectPro "New website visitor") or call as a sub-workflow. Add a propery to Hubspot for the ProspectPro ID if you don't already have one Adjust sync logic in the "Continue?"-node and HubSpot fields to match your setup. Optional: extend error handling, add Slack/CRM notifications, or sync back HubSpot data into ProspectPro. 🔐 Security Notes Prevents re-processing of failed syncs using the HubspotSyncFailed tag Error branches included for failed updates/creates Manual resolution required if sync errors persist 🧪 Testing Run with a ProspectPro ID of a company with a known domain Check HubSpot for creation or update of the company record Verify updated tags (HubspotSynced / HubspotSyncFailed) in ProspectPro 📌 About ProspectPro ProspectPro is a B2B Prospecting Platform for Dutch SMEs. It helps sales teams identify prospects, track website visitors, and streamline sales without a full CRM. Website: https://www.prospectpro.nl Platform: https://mijn.prospectpro.nl API docs: https://www.docs.bedrijfsdata.nl Support: https://www.prospectpro.nl/klantenservice Support hours: Monday–Friday, 09:00–17:00 CET 📌 About HubSpot HubSpot is a leading CRM platform offering marketing, sales, and customer service tools. It helps companies manage contacts, automate workflows, and grow their customer base. Website: https://www.hubspot.com Developer Docs: https://developers.hubspot.com

My Telegram bot provides specialized support through dedicated slash commands for different departments. Users can directly access the right support team using: /billing - For payment and invoice questions /tech-support - For technical assistance /return-policy - For returns and refunds Key Features: Command-based routing Direct department access via slash commands State management Tracks active conversations in PostgreSQL Knowledge base integration Pinecone vector stores for each department Auto-updating New Google Drive documents automatically populate the knowledge base Context-aware Maintains department choice

Job offers are a goldmine of information. Use them to boost your outreach results. They'll give you: more context to personalize your messaging a steady flow of new leads the right timing to contact your lead

This n8n workflow is designed to automate the aggregation, processing, and reporting of community statistics related to n8n creators and workflows. Its primary purpose is to generate insightful reports that highlight top contributors, popular workflows, and key trends within the n8n ecosystem. Here's how it works and why it's important: How It Works Data Retrieval: The workflow fetches JSON data files from a GitHub repository containing statistics about creators and workflows. It uses HTTP requests to access these files dynamically based on pre-defined global variables. Data Processing: The data is parsed into separate streams for creators and workflows. It processes the data to identify key metrics such as unique weekly and monthly inserters/visitors. Ranking and Filtering: The workflow sorts creators by their weekly inserts and workflows by their popularity. It selects the top 10 creators and top 50 workflows for detailed analysis. Report Generation: Using AI tools like GPT-4 or Google Gemini, the workflow generates a Markdown report summarizing trends, contributors, and workflow statistics. The report includes tables with detailed metrics (e.g., unique visitors, inserters) and insights into why certain workflows are popular. Distribution: The report is saved locally or uploaded to Google Drive. It can also be shared via email or Telegram for broader accessibility. Automation: A schedule trigger ensures the workflow runs daily or as needed, keeping the reports up-to-date. Why It's Important Community Insights**: This workflow provides actionable insights into the n8n community by identifying impactful contributors and popular workflows. This fosters collaboration and innovation within the ecosystem. Time Efficiency**: By automating data collection, processing, and reporting, it saves significant time and effort for community managers or administrators. Recognition of Contributors**: Highlighting top creators encourages engagement and recognizes individuals driving value in the community. Trend Analysis**: The workflow helps uncover patterns in usage, enabling better decision-making for platform improvements or feature prioritization. Scalability**: With its modular design, this workflow can be easily adapted to include additional metrics or integrate with other tools.

This workflow synchronizes data one-way from Pipedrive to HubSpot. Cron node** schedules the workflow to run every minute. Pipedrive* and *Hubspot1 nodes pull in both lists of persons from Pipedrive and contacts from HubSpot. Merge node* with the option *Remove Key Matches identifies the items that uniquely exist in Pipedrive. Hubspot2 node** takes those unique items and adds them to HubSpot.

🔧 AI-Powered B2B Prospecting Automation This automation is a complete end-to-end system designed to find, qualify, and contact B2B leads — fully automated and powered by AI. 1. Lead Discovery & Scoring Searches for target companies on LinkedIn via Ghost Genius API, using filters like location, and company size. Enriches each company with details like website, description, and follower count. Uses OpenAI to score each company (0 to 10) based on fit with your product. Filters out irrelevant companies and stores only qualified ones (score ≥ 7) into a Google Sheet CRM. 2. Decision-Maker Enrichment & Outreach Finds key decision-makers at each qualified company via LinkedIn Sales Navigator. Retrieves their job titles, descriptions, and LinkedIn summaries. Generates a fully personalized 3-email cold outreach sequence using OpenAI. Retrieves verified email addresses using a waterfall enrichment system. Stores all contact data and email content in your CRM and updates lead status. Key Features Fully automated**: runs daily with no manual input required. Smart targeting**: all filters and parameters managed in Google Sheets. AI-enhanced**: leverages OpenAI for scoring, personalization, and copywriting. Compliant & safe**: uses Ghost Genius API (cookieless scraping). Ideal for B2B startups, agencies, or growth teams looking to scale outbound without manual effort.

🔧 AI-Powered Cold Call Machine 🎯 Purpose The AI-Powered Cold Call Machine is a fully automated workflow designed to generate qualified leads from LinkedIn, evaluate them using AI-based scoring, identify key decision-makers, and generate personalized cold call scripts. All results are saved to a Google Sheet-based CRM. ⚙️ How It Works 1. Initialization Triggered either manually or via schedule. Pulls configuration from a Google Sheet’s Settings tab (e.g., target product, keywords, company size, API key). 2. Company Search on LinkedIn Uses the Ghost Genius API to search for companies based on cleaned, relevant keywords extracted by OpenAI. Handles pagination, up to 1000 companies per batch. 3. Company Filtering Each company goes through: Data enrichment via Ghost Genius (website, size, followers, etc.). Filtering: Must have a LinkedIn page with a website. Must have 200+ followers. Deduplication: checks if the company already exists in the CRM. 4. AI-Based Company Scoring A specialized AI model scores each company from 0 to 10 based on: Industry fit. Size/location alignment. Potential pain points that match your offering. If the company is new and relevant (score ≥ 7), it is saved in the Companies sheet. 5. Decision Maker Identification Uses Sales Navigator API (via Ghost Genius) to find employees with targeted job titles. For each matching profile: Enriches contact data (title, bio, etc.). Retrieves phone number (if available). Generates a 20-second personalized cold call script using OpenAI, based on company and profile data. Saves all information in the Leads tab of the CRM. If no decision maker is found, the company status is marked accordingly. 📈 Outcome A fully enriched, qualified lead database. Custom cold call scripts** ready to be used by SDRs or founders. Zero manual work – from search to lead generation, everything is automated. 💡 Use Case Perfect for SDRs, founders, or growth marketers looking to scale cold outreach without sacrificing personalization or running into LinkedIn scraping limits.

Beginner AI Agent Duo: Lead‑Qualifier Task Automator & Ecommerce Chatbot Status: Ready for Use ✅ Note: This template is built entirely with official n8n nodes—no community‑node installation required. 📝 Description This template demonstrates two beginner‑friendly AI‑agent patterns that cover the most common use cases: | Agent | Purpose | Flow Highlights | |-------|---------|-----------------| | Lead‑Qualifier Task Automator | Classifies phone‑call transcripts to decide if the caller is a good bulk‑order lead. | Manual Trigger → Code (sample data) → AI Agent (GPT‑4o‑mini) → Structured Output Parser → Set (clean fields) | | Ecommerce Chatbot | Answers customer questions about products, bulk pricing, shipping, and returns. | Chat Trigger (webhook) → AI Agent (GPT‑4o‑mini) with Memory → If node → Order‑placed reply or no‑op | Both agents run on GPT‑4o‑mini and use n8n’s LangChain‑powered nodes for quick, low‑code configuration. ⚙️ How to Install & Run Import the Workflow In n8n, go to Workflows → Import from File or Paste JSON, then save. Add Your OpenAI API Key Go to Credentials → New → OpenAI API. Paste your key from <https://platform.openai.com>. Select this credential in both OpenAI Chat Model nodes. (Optional) Select a Different Model Default model is gpt‑4o‑mini. Change to GPT‑4o, GPT‑3.5‑turbo, or any available model in each OpenAI node. Test the Lead‑Qualifier Agent Click Activate. Press Test workflow. The Code node feeds four sample transcripts; the AI Agent returns JSON like: { "Name": "Jordan Lee", "Is Good Lead": "Yes", "Reasoning": "Customer requests 300 custom mugs, indicating a bulk order." } Test the Ecommerce Chatbot Copy the Webhook URL from the When chat message received trigger. POST a payload like: { "message": "Hi, do you offer discounts if I buy 120 notebooks?" } The AI Agent replies with bulk‑pricing info. If the customer confirms an order, it appends *; the If node then sends “Your order has been placed”. 🧩 Customization Ideas Refine Qualification Logic** Edit the Task Agent’s system prompt to match your own lead criteria. Save Leads Automatically** Add Google Sheets, Airtable, or a database node after the Set node. Expand the Chatbot** Connect inventory APIs, payment gateways, or CRM integrations. Adjust Memory Length* Change the *Simple Memory node’s window to retain more conversation context. 🤝 Connect with Me Description I’m Robert Breen, founder of Ynteractive — a consulting firm that helps businesses automate operations using n8n, AI agents, and custom workflows. I’ve helped clients build everything from intelligent chatbots to complex sales automations, and I’m always excited to collaborate or support new projects. If you found this workflow helpful or want to talk through an idea, I’d love to hear from you. Links 🌐 Website: https://www.ynteractive.com 📺 YouTube: @ynteractivetraining 💼 LinkedIn: https://www.linkedin.com/in/robert-breen 📬 Email: rbreen@ynteractive.com

Turn LinkedIn Noise Into Weekly Slack Insights 🚀 What if your team could skim the best of LinkedIn in 2 minutes instead of scrolling for hours? This workflow transforms raw LinkedIn posts into a bite-sized Slack digest — summarized, grouped, and delivered automatically every week. ⚡ What It Does Scrapes Posts Automatically**: Pulls fresh posts from LinkedIn profiles you specify (via Apify). Summarizes with AI: Condenses each post into **2–3 bullets (≤15 words). Keeps It Lean: Digest capped at **500 words total. Organized by Author**: See exactly who said what, without searching. Delivers to Slack**: Neatly formatted digest drops in your channel on schedule, with post links in thread replies. 🛠 How It Works Google Sheets → Profile URLs Add LinkedIn profile URLs into a Google Sheet tab — this is your watchlist. Apify Scraper → Posts Fetches up to 10 posts per profile within the past 7 days. Clean & Format Code nodes strip out clutter (hashtags, broken links, escapes). OpenAI Summarizer AI rewrites posts into concise bullets and trims the digest under 500 words. Slack Delivery Digest posts directly in Slack every Sunday morning, with original links attached as thread replies. ✅ Pre-conditions / Requirements Google Sheets API credentials** connected in n8n. Apify account + API Token** for the LinkedIn profile posts actor. OpenAI API Key** for summarization. Slack Bot Token** with permission to post messages in your chosen channel. Profiles you want to track must be publicly viewable or accessible to Apify. 🎛 Customization Options Schedule**: Change the Cron node if you prefer daily or monthly digests. Batch Size**: Default is 5 profiles per batch — increase or decrease for performance. Summaries**: Adjust OpenAI system prompt to allow longer or shorter bullet points. Filters**: Extend extendOutputFunction to exclude reposts, sponsored posts, or keep specific authors only. Slack Output**: Change formatting, channel, or send as direct message instead of posting in a channel. 💡 Why This Is Valuable Saves your team 3–5 hours/week of scrolling. Keeps everyone updated with actionable insights, not filler. Turns a chaotic LinkedIn feed into a signal-only digest. Positions you as the one who always brings the smartest highlights to the table. 🎯 Best For Founders who want LinkedIn insights without endless scrolling. Marketing and growth teams tracking thought leaders. Operators who want signal over noise, delivered straight to Slack. No more mindless scrolling. Just sharp insights, automatically packaged. ✅

Who's it for This template is perfect for business owners, developers, and marketers who want to add a professional, branded AI chatbot to their website. Whether you're running an e-commerce site, a SaaS platform, or a corporate website, this template gives you a fully customizable chat widget that integrates seamlessly with your brand. How it works The template creates a webhook endpoint that receives chat messages and processes them through an AI agent powered by DeepSeek. The workflow includes: Webhook endpoint** that accepts POST requests from your website AI Agent** that processes user messages and maintains conversation context Memory buffer** that remembers conversation history for each user session Response formatting** that sends AI replies back to your chat widget The chat widget itself is a vanilla JavaScript component that you embed on your website. It features: Customizable colors, branding, and positioning Light/dark theme support Mobile-responsive design Local conversation history Session management with expiration WordPress plugin integration How to set up Import the workflow into your n8n instance Configure your DeepSeek API credentials in the DeepSeek Chat Model node Activate the workflow to generate your webhook URL Copy the webhook URL from the Webhook node Embed the chat widget on your website using the provided JavaScript files Requirements n8n instance** (self-hosted or cloud) DeepSeek API account** and API key Website** where you want to embed the chatbot Basic HTML/JavaScript knowledge** for customization How to customize the workflow AI Agent Configuration Modify the AI Agent prompt to change how the bot responds Adjust the memory buffer settings for conversation context Change the AI model parameters for different response styles Webhook Customization Add authentication headers if needed Modify the response format to match your requirements Add additional processing nodes before the AI Agent Chat Widget Styling Change brandColor and accentColor to match your brand Customize the bot name, avatar, and welcome message Adjust positioning and launcher style Enable dark mode or HTML responses as needed Advanced Features Add user authentication integration Implement rate limiting Connect to your CRM or support system Add analytics and tracking Template Features ✅ No hardcoded API keys - uses n8n credential system ✅ Sticky notes included - explains the entire workflow ✅ Professional branding - fully customizable appearance ✅ WordPress ready - includes plugin and shortcode support ✅ Mobile responsive - works on all devices ✅ Session management - remembers conversations per user Use Cases Customer Support**: Provide instant AI-powered assistance Lead Generation**: Engage visitors and collect contact information Product Guidance**: Help customers find the right products/services FAQ Automation**: Answer common questions automatically Booking Assistant**: Help with appointments and reservations E-commerce Support**: Guide customers through purchases Technical Details The workflow uses the LangChain AI Agent with DeepSeek as the language model and includes a Memory Buffer for conversation context. The webhook response format is optimized for the chat widget. Live Demo Try it online: Live Demo Experience the chatbox widget in action with a working n8n webhook integration. The demo showcases all features including light/dark themes, HTML responses, and session management. Note: This template includes a complete JavaScript chat widget and WordPress plugin, making it ready for immediate use on any website. The workflow is designed to be production-ready with proper error handling and security considerations.