Workflow Templates

🚀 LinkedIn Lead-Gen Flywheel – Apify → GPT-4o → Google Sheets → Phantombuster What this workflow does Collect audience specs – simple web-form asks for your ideal company profile. Generate a laser-targeted Apollo search URL with GPT-4o (no manual filtering). Scrape the matching leads via an Apify actor (returns clean JSON). Craft hyper-personalized icebreakers for each lead using GPT-4o (ultra-short, human-sounding). Log everything to Google Sheets – name, LinkedIn URL, company site, summary, and the icebreaker. (Optional) Auto-launch Phantombuster to fire off those connection requests at scale. Why it matters Zero grunt work:** audience research, scraping, copy-writing, and outreach all run hands-free. Punchy personalization:** micro-icebreakers outperform canned intros, boosting accept rates. Scales with you:** flip a switch to go from 10 to 1 000+ connections/day. Node rundown | Step | Node | Key Inputs | Key Outputs | |------|------|-----------|-------------| | 1 | Form Trigger | Audience description | description_of_company | | 2 | OpenAI (GPT-4o) | Audience text | SearchUrl | | 3 | HTTP Request – Apify | SearchUrl, APIFY_TOKEN | Lead JSON | | 4 | OpenAI (GPT-4o) | Lead JSON | Icebreaker | | 5 | Google Sheets | Lead + Icebreaker | Row append/update | | 6 | Aggregate | Sheet rows | Batched output | | 7 | HTTP Request – Phantombuster | PHANTOM_KEY, AGENT_ID | Launch status | Prerequisites OpenAI API key** (GPT-4o access recommended) Apify API token** with access to actor id Google Service Account creds** shared with your target sheet Phantombuster API key** and Agent ID for your LinkedIn connector Active Apollo account to open the generated search URL (only required for debugging) Setup (5-minute sprint) Import the workflow into n8n. Add the required credentials in Credentials → OpenAI, Apify, Google Sheets, Phantombuster. Paste your Phantombuster Agent ID into the HTTP Request node URL. Publish the Form Trigger URL—this is where you (or your SDRs) describe the target audience. Hit Execute Workflow once to verify data flows end-to-end. Customization tips Titles & keywords:** tweak the prompt in the first GPT-4o node to lock in different roles or industries. Icebreaker style:** adjust the second GPT-4o prompt to match your brand voice. Data columns:** map extra fields from Apify into Google Sheets as needed. Skip outreach:** disable the Phantombuster node if you only want the leads + icebreakers.

Create your own intelligent Telegram bot that summarizes articles and processes commands automatically. This powerful workflow turns Telegram into your personal AI assistant, handling /help, /summary <URL>, and /img <prompt> commands with intelligent responses - perfect for teams, content creators, and anyone wanting smart automation in their messaging. 🚀 What It Does Smart Command Processing: Automatically recognizes and routes /help, /summary, and /img commands to appropriate AI-powered responses. Article Summarization: Fetches any URL, extracts content, and generates professional 10-12 bullet point summaries using OpenAI. Image Generation: Processes image prompts and integrates with AI image generation services. Help System: Provides users with clear command instructions and usage examples. 🎯 Key Benefits ✅ Personal AI Assistant: Get instant article summaries in Telegram ✅ Team Productivity: Share quick content summaries with colleagues ✅ Content Research: Rapidly digest articles and web content ✅ 24/7 Availability: Bot works around the clock without maintenance ✅ Easy Commands: Simple /summary <link> format anyone can use ✅ Scalable: Handles multiple users and requests simultaneously 🏢 Perfect For Content Teams & Researchers Journalists quickly summarizing news articles Marketing teams researching competitor content Students processing academic papers and articles Analysts digesting industry reports Business Applications Team Communication**: Share article insights in group chats Research Assistance**: Quick content analysis for decision making Content Curation**: Summarize articles for newsletters or reports Knowledge Sharing**: Help teams stay informed efficiently ⚙️ What's Included Complete Bot Workflow: Ready-to-deploy Telegram bot with all commands AI Integration: OpenAI-powered content summarization and processing Smart Routing: Intelligent command recognition and response system Error Handling: Robust system handles invalid commands gracefully Extensible Design: Easy to add new commands and features 🔧 Quick Setup Requirements n8n Platform**: Cloud or self-hosted instance Telegram Bot Token**: Create via @BotFather (free, 5 minutes) OpenAI API**: For content summarization (pay-per-use) Basic Configuration**: Follow 15-minute setup guide 📱 User Experience Simple Commands: /help - Show available commands /summary https://example.com - Get article summary /img sunset over mountains - Generate image (with supported APIs) Sample Summary Output: 📄 Article Summary: • Company reports 40% revenue growth in Q3 2024 • New AI features driving customer acquisition • Expansion into European markets planned for 2025 • Investment in R&D increased by 25% this quarter • Customer satisfaction scores improved to 94% • Three new product launches scheduled for next year • Remote work policy made permanent post-pandemic • Sustainability goals on track to meet 2025 targets • Partnership with major tech firm announced • Stock price up 15% following earnings report 🎨 Customization Options Command Extensions: Add custom commands for specific workflows Response Formatting: Customize summary style and length Multi-Language: Support different languages for international teams Integration APIs: Connect additional AI services and tools User Permissions: Control who can use specific commands Analytics: Track usage patterns and popular content 🏷️ Tags & Categories #telegram-bot #ai-automation #content-summarization #article-processing #team-productivity #openai-integration #smart-assistant #workflow-automation #messaging-bot #content-research #ai-agent #n8n-workflow #business-automation #telegram-integration #ai-powered-bot 💡 Use Case Examples News Team: Quickly summarize breaking news articles for editorial meetings Marketing Agency: Research competitor content and industry trends efficiently Sales Team: Digest industry reports and share insights with prospects Remote Team: Keep everyone informed with summarized company updates 📈 Expected Results 80% faster** content research and analysis 50% more articles** processed per day vs manual reading 100% team accessibility** through familiar Telegram interface 24/7 availability** for global teams across time zones 🛠️ Setup & Support Quick Start: Deploy your bot in 15 minutes with included guide Video Tutorial: Complete walkthrough available Template Commands: Pre-built responses and formatting Expert Support: Direct help from workflow creator 📞 Get Help & Resources YouTube: https://www.youtube.com/@YaronBeen/videos 💼 Professional Support LinkedIn: https://www.linkedin.com/in/yaronbeen/ 📧 Direct Help Email: Yaron@nofluff.online - Response within 24 hours Ready to build your intelligent Telegram assistant? Get this AI Telegram Bot Agent and transform your messaging app into a powerful content processing tool. Perfect for teams, researchers, and anyone who wants AI-powered assistance directly in Telegram. Stop manually reading long articles. Start getting instant, intelligent summaries with simple commands.

This workflow automates daily or manual keyword rank tracking on Google Search for your target domain. Results are logged in Google Sheets and sent via email using Bright Data's SERP API. Requirements: n8n (local or cloud) with Google Sheets and Gmail nodes enabled Bright Data API credentials Main Use Cases Track Google search rankings for multiple keywords and domains automatically Maintain historical rank logs in Google Sheets for SEO analysis Receive scheduled or on-demand HTML email reports with ranking summaries Customize or extend for advanced SEO monitoring and reporting How it works The workflow is divided into several logical steps: 1. Workflow Triggers Manual:** Start by clicking 'Test workflow' in n8n. Scheduled:** Automatically triggers every 24 hours via Schedule Trigger. 2. Read Keywords and Target Domains Fetches keywords and domains from a specified Google Sheets document. The sheet must have columns: Keyword and Domain. 3. Transform Keywords Formats each keyword for URL querying (spaces become +, e.g., seo expert → seo+expert). 4. Batch Processing Processes keywords in batches so each is checked individually. 5. Get Google Search Results via Bright Data Sends a request to Bright Data's SERP API for each keyword with location (default: US). Receives the raw HTML of the search results. 6. Parse and Find Ranking Extracts all non-Google links from HTML. Searches for the target domain among the results. Captures the rank (position), URL, and total number of results checked. Saves timestamp. 7. Save Results to Google Sheets Appends the findings (keyword, domain, rank, found URL, check time) to a “Results” sheet for history. 8. Generate HTML Report and Send Email Builds an HTML table with current rankings. Emails the formatted table to the specified recipient(s) with Gmail. Setup Steps Google Sheets: Create a sheet named “Results”, and another with Keyword and Domain columns. Update document ID and sheet names in the workflow’s config. Bright Data API: Acquire your Bright Data API token. Enter it in the Authorization header of the 'Getting Ranks' HTTP Request node. Gmail: Connect your Gmail account via OAuth2 in n8n. Set your destination email in the 'Sending Email Message' node. Location Customization: Modify the gl= parameter in the SERP API URL to change country/location (e.g., gl=GB for the UK). Notes This workflow is designed for n8n local or cloud environments with suitable connector credentials. Customize batch size, recipient list, or ranking extraction logic per your needs. Use sticky notes in n8n for further setup guidance and workflow tips. With this workflow, you have an automated, repeatable process to monitor, log, and report Google search rankings for your domains—ideal for SEO, digital marketing, and reporting to clients or stakeholders.

Automate Pinterest Analysis & AI-Powered Content Suggestions With Pinterest API This workflow automates the collection, analysis, and summarization of Pinterest Pin data to help marketers optimize content strategy. It gathers Pinterest Pin performance data, analyzes trends using an AI agent, and delivers actionable insights to the Marketing Manager via email. This setup is ideal for content creators and marketing teams who need weekly insights on Pinterest trends to refine their content calendar and audience engagement strategy. Prerequisites Before setting up this workflow, ensure you have the following: Pinterest API Access & Developer Account Sign up at Pinterest Developers and obtain API credentials. Ensure you have access to both Organic and Paid Pin data. Airtable Account & API Key Create an account at Airtable and set up a database. Obtain an API key from Account Settings. AI Agent for Trend Analysis An AI-powered agent (such as OpenAI's GPT or a custom ML model) is required to analyze Pinterest trends. Ensure integration with your workflow automation tool (e.g., Zapier, Make, or a custom Python script). Email Automation Setup Configure an SMTP email service (e.g., Gmail, Outlook, SendGrid) to send the summarized results to the Marketing Manager. Step-by-Step Guide to Automating Pinterest Pin Analysis 1. Scheduled Trigger for Data Collection At 8:00 AM (or your preferred time), an automated trigger starts the workflow. Adjust the timing based on your marketing schedule to optimize trend tracking. 2. Fetch Data from Pinterest API Retrieve recent Pinterest Pin performance data, including impressions, clicks, saves, and engagement rate. Ensure both Organic and Paid Ads data are labeled correctly for clarity. 3. Store Data in Airtable Pins are logged and categorized in an Airtable database for further analysis. Sample Airtable Template for Pinterest Pins | Column Name | Description | |---------------|---------------------------------------| | pin_id | Unique identifier for each Pin | | created_at | Timestamp of when the Pin was created | | title | Title of the Pin | | description| Short description of the Pin | | link | URL linking to the Pin | | type | Type of Pin (e.g., organic, ad) | 4. AI Agent Analyzes Pinterest Trends The AI model reviews the latest Pinterest data and identifies: Trending Topics & Keywords** Engagement Patterns** Audience Interests & Behavior Changes** Optimal Posting Times & Formats** 5. Generate Content Suggestions with AI The AI Agent recommends new Pin ideas and content calendar updates to maximize engagement. Suggestions include creative formats, hashtags, and timing adjustments for better performance. 6. Summary & Insights Generated by AI A concise report is created, summarizing Pinterest trends and actionable insights for content strategy. 7. Email Report Sent to the Marketing Manager The summary is emailed to the Marketing Manager to assist with content planning and execution. The report includes: Performance Overview of Recent Pins Trending Content Ideas Best Performing Pin Formats AI-Generated Recommendations This workflow enables marketing teams to automate Pinterest analysis and optimize their content strategy through AI-driven insights. 🚀

Overview This workflow helps you compare Claude 3.5 Sonnet and Gemini 2.0 Flash when extracting data from a PDF This workflow extracts and processes the data within a PDF in one single step, instead of calling an OCR and then an LLM” How it works The initial 2 steps download the PDF and convert it to base64. This base64 string is then sent to both Claude 3.5 Sonnet and Gemini 2.0 Flash to extract information. This workflow is made to let you compare results, latency, and cost (in their dedicated dashboard). How to use it Set up your Google Drive if not already done Select a document on your Google Drive Modify the prompt in "Define Prompt" to extract the information you need and transform it as wanted. Get a Claude API key and/or Gemini API key Note that you can deactivate one of the 2 API calls if you don't want to try both Test the Workflow

This workflow syncs your GitHub issues to your Notion database. Whenever a new issue is opened in your GitHub repository, it will be shown in your Notion database, syncing the status property (opened/edited/closed/deleted). In case there’s no Notion database existing yet, a new one will be created automatically. Prerequisites Notion account and Notion credentials GitHub account and GitHub credentials How it works Github trigger starts the workflow when a new issue is created in a GitHub repository. If node splits the workflow conditionally, showing whether the issue is new or an update of an existing issue. If data is new, the Notion node will create a new database page in Notion. If the data is not new, the Function node will create a Notion filter that will find its specific database page by issue ID. Switch node will then conditionally route the data into the appropriate Notion page, based on the update made upon it.

Overview This n8n workflow is designed to extract specific interests from messages in a Telegram chat and retrieve related information using the Facebook Graph API. It aims to provide a streamlined solution for parsing and analyzing user-provided interests within the Telegram platform. Features Interest Extraction:** Automatically identifies and extracts interests from messages that start with the hashtag "#interest". Data Retrieval:** Utilizes the Facebook Graph API to retrieve information related to the extracted interests. Structured Outputs:** Presents the retrieved data in an organized format for further analysis and review. Requirements Operational instance of n8n (self-hosted or cloud version). Basic understanding of n8n workflows and nodes. Setup and Configuration Import Workflow: Load the provided JSON workflow into your n8n instance. Configure Telegram Trigger Node: Ensure the Telegram trigger node is set up with the appropriate credentials and webhook ID. Configure and Test Nodes: Adjust node parameters as necessary and test the workflow to ensure proper functionality. How it Works Telegram Trigger: Listens for incoming messages in a specified Telegram chat. Check Message Contents: Verifies if the message begins with the specified hashtag and is from the designated chat ID. Extract Message: Extracts the content of the message for further processing. Split Message: Splits the extracted message to identify the interest and remaining content. Connect to Graph API: Utilizes the Facebook Graph API to search for information related to the extracted interest. Split Interests into a Table: Organizes the retrieved data into a structured table format. Get Variables: Maps the retrieved data to create a new JSON object containing specific fields related to the interest. Create a Spreadsheet: Generates a spreadsheet file in CSV format based on the retrieved and formatted data. Send the Spreadsheet File: Sends the generated spreadsheet file back to the original Telegram chat. Customization Modify the filtering conditions and fields to suit specific requirements. Adjust the frequency of the trigger node based on preference. Best Practices Regularly test the workflow to ensure consistent performance. Stay informed about any changes to external APIs that might affect the workflow's functionality. Contributing Your feedback and contributions are highly valued. Feel free to adapt, modify, and share enhancements with the n8n community.

This template is a set of building blocks to access Monday.com in ways not supported by the official Monday node. Prerequisites Monday account and Monday credentials. Included are setups to: Find a column value by the column's name (instead of a numerical index which can change when board structure is changed) Find a column value by the column's ID (again, instead of using a numerical index) Pull a board relation column, and get all the related pulses Pull an items subitems and split them out Upload a file to an item's files field Setup Create a Monday.com credential Update the nodes in the template to use your credential Copy/Paste the nodes you need from this template into any other workflow To retreive a column by name: Route a Monday.com node that gets an item to the COLUMN BY NAME node Edit the COLUMN BY NAME node, and enter the name in the first line of code. To retreive a column by its ID: Follow Monday.com's instructions to locate the column's ID Route a Monday.com node that gets an item to the COLUMN BY ID node -Edit the COLUMN BY ID node, and enter the ID in the first line of code. To retreive all linked pulses from a Board Relation column: Route a Monday.com node that gets an item to the GET BOARD RELATION node Edit the GET BOARD RELATION node to specify the column name. All linked pulses will be retrieved by the subsequent PULL LINKEDPULSE node To pull all subitems from an item: Route a Monday.com node that gets an item to the PULL SUBITEMS node All subitems will be retrieved by the subsequent GET EACH SUBITEM node To upload a File: Repalce the Convert to File node with whatever node you are using to output your binary file data Enable the MONDAY UPLOAD node If the destination column is named anything other then the default of "file" - edit the MONDAY UPLOAD node and change column_id:"file" in the first Value field to match the name of your file column

🧠 How It Works This AI Agent automatically qualifies property buyer leads from form submissions. Form Submission Trigger When a user submits their details via a property inquiry form, the workflow is triggered. AI Lead Classification The buyer's input (budget, location, timeline, etc.) is analyzed by OpenAI to extract structured data and generate a lead score (0–100). Lead Qualification Logic Leads with a score of 70 or above are marked as qualified, the rest are ignored or stored separately. Follow-Up Action Qualified leads trigger: Email notification to the agent Record creation in Airtable as CRM ⚙️ How to Set Up Form Setup Replace the form trigger with your preferred source (Typeform, Google Form, etc.) Make sure the form includes: Name, Email, Budget, Location, Timeline, Property Type Connect Your Credentials Add your OpenAI API key for the LLM node Connect your Gmail account for notifications Link your Airtable base and table to store qualified leads Customize Scoring Logic (Optional) You can tweak the prompt in the Information Extractor node to change how scoring works Test the Workflow Submit a test entry via the form Check if you receive an email and see the lead in Airtable Activate & Go Live Turn on the workflow and start qualifying real buyer leads in real time Connect with my linkedin: https://www.linkedin.com/in/bheta-dwiki-maranatha-15654b227/

This template can be used to verify an email address with Icypeas. Be sure to have an active account to use this template. How it works This workflow can be divided into three steps : The workflow initiates with a manual trigger (On clicking 'execute'). It connects to your Icypeas account. It performs an HTTP request to verify an email address. Set up steps You will need a working icypeas account to run the workflow and get your API Key, API Secret and User ID. You will need an email address to perform the verification.

Zoho CRM - Smart Meeting Scheduler This workflow automatically schedules meetings for new Zoho CRM leads by detecting their timezone, checking the sales rep’s Google Calendar, generating conflict-free time slots, creating a Zoom meeting and sending a personalized AI-generated email to the lead. If no slots are available, it sends a fallback message to the lead without updating Zoho CRM. When a meeting is created, all details are logged inside Zoho CRM for visibility. ⚡ Quick Implementation Steps (Fast Start Guide) Import the workflow JSON into n8n. Configure Zoho CRM, Google Calendar, Gmail, Zoom OAuth and Gemini AI credentials. Update meeting duration, working hours, buffer time and search window. Set email recipient to the lead’s email instead of test/static values. Add the webhook URL to Zoho CRM → Automation → Webhooks. Test with a new lead and activate the workflow. 📘 What It Does This workflow automates scheduling for new Zoho CRM leads. As soon as a lead is created, it retrieves full lead and owner details, detects the lead’s timezone and checks the assigned sales rep’s upcoming Google Calendar events. This helps identify when the rep is available. Using your settings—working hours, meeting duration, buffer before/after and days to evaluate—the system generates valid meeting time slots with no conflicts. If suitable slots exist, it authenticates with Zoom and creates a meeting for the earliest option, then generates a polished HTML invitation using Gemini AI and emails it to the lead. This ensures a fast, smart and personalized lead engagement process. If no slots exist, the workflow sends a fallback email informing the lead that no availability is open in the next few days. In this branch, Zoho CRM is not updated, because no meeting was scheduled. 🎯 Who’s It For This workflow is perfect for: Sales teams managing high inbound volume CRM managers automating lead qualification & engagement SaaS companies scheduling demos automatically Agencies booking consultation calls Any team struggling with timezone-based scheduling manually 🔧 Requirements to Use This Workflow Platform Requirements n8n (Cloud or self-hosted) Required Integrations Zoho CRM OAuth2 Google Calendar OAuth2 Gmail OAuth2 Zoom OAuth (account-level) Gemini AI / Google PaLM API Required Lead Fields Email (mandatory for sending the invite) Country / State (for timezone detection) Lead Owner (to fetch rep details) 🔄 How It Works Zoho CRM Webhook triggers when a new lead is created. Workflow fetches full lead and owner details. Detects the lead’s timezone using country/state mapping. Fetches the sales rep’s availability from Google Calendar. Generates valid time slots based on working hours, buffers and meeting duration. If slots exist: Authenticate with Zoom Create a Zoom meeting Generate personalized HTML invite using Gemini AI Send email to the lead Log meeting details in Zoho CRM If no slots exist: Generate fallback message Send fallback email to the lead (Zoho CRM is NOT updated in this path) 🛠️ Setup Steps (Configuration Guide) 1. Import Workflow Go to: n8n → Workflows → Import and upload the JSON file. 2. Add Required Credentials Configure the following inside n8n: Zoho CRM OAuth Google Calendar OAuth Gmail OAuth Zoom OAuth Gemini AI API key 3. Update Workflow Configuration Node Set: Meeting duration Buffer before/after Working hours Days to look ahead Default meeting provider (Zoom) 4. Fix Email Recipient In Send Meeting Invite node, set: sendTo = {{$('Detect Lead Timezone').item.json.Email}} yaml Copy code 5. Update Google Calendar Email/ID Ensure the calendar ID matches the sales rep’s Google Calendar. 6. Add Webhook in Zoho CRM Navigate to: Setup → Automation → Webhooks → Create Webhook → Lead Created Paste the webhook URL from n8n. 7. Test the Automation Verify: Correct timezone detection Calendar availability check Zoom meeting creation AI email sent to the lead Zoho CRM updated only when meeting is created 8. Activate Workflow Enable the workflow for live operation. 🧩 How To Customize Nodes 1. Adjust Meeting Logic Modify the Workflow Configuration node to change: Slot duration Buffer time Working hour ranges Days to consider 2. Expand Timezone Detection Edit the Detect Lead Timezone node to add new countries/states. 3. Personalize Email Content Update the prompt inside the Generate Personalized Invite node. 4. Add New Regions Duplicate timezone logic for new regions (Australia, Middle East, etc.) 5. Replace Zoom Swap Zoom with Google Meet, Microsoft Teams or Zoho Meeting. ➕ Add-Ons (Optional Enhancements) Auto-book calendar events when lead confirms a slot WhatsApp notifications via Twilio or Gupshup Slack/Email internal alerts for reps Follow-up reminder emails Log lead activity to Google Sheets Attach downloadable ICS calendar file 💼 Use Case Examples SaaS demo scheduling Consultation & discovery calls Global timezone-based sales teams Onboarding/support calls Event follow-up scheduling (And many more…) 🩻 Troubleshooting Guide | Issue | Possible Cause | Solution | |-------|----------------|----------| | Lead not receiving email | Gmail OAuth expired / wrong email field | Reconnect Gmail OAuth & fix sendTo value | | Wrong time slots | Incorrect timezone detection | Update mapping in Detect Lead Timezone | | Zoom meeting not created | Invalid/expired Zoom OAuth | Reconnect Zoom credentials | | CRM not updated after fallback email | Expected behavior | No CRM update when slots don’t exist | | Workflow not triggering | Missing Zoho webhook | Re-add webhook | | Empty AI email | Gemini key incorrect | Reconfigure Gemini credentials | 🤝 Need Help? If you want assistance setting up, customizing or extending this workflow, the n8n automation team at WeblineIndia is here to help. We specialize in: Advanced automation workflows Multi-timezone scheduling systems CRM-integrated AI communication Custom Zoho + n8n development End-to-end automation architecture 👉 Contact WeblineIndia for expert workflow development and enhancements.

SignSnapHome to Multi-CRM Auto Follow-up: Complete Real Estate Open House Automation Transform Your Open House Leads into Clients with Zero Manual Work Are you tired of manually entering open house visitor information into your CRM? Losing hot leads because you didn't follow up fast enough? This powerful n8n workflow automatically syncs every SignSnapHome open house sign-in to three major real estate CRMs and executes a customizeable 7-day follow-up sequence via email and SMS. Setup Video Here 🎯 What This Workflow Does This automation creates a complete, hands-free lead nurturing system for real estate agents using SignSnap Home for open house visitor management. Every time someone signs in at your open house, this workflow: Instantly captures all visitor data from SignSnap Home via webhook Intelligently scores each lead based on agent status and property interest Automatically syncs contact information to three CRMs simultaneously: HubSpot - For marketing automation and pipeline management Follow Up Boss - For real estate-specific lead management Monday.com - For team collaboration and task tracking Logs everything to Google Sheets for complete audit trail and reporting Sends personalized follow-ups over 7 days for qualified leads: Day 0: Immediate thank you email Day 2: SMS text message check-in Day 5: Market update email with consultation offer Day 7: Automatic task created in HubSpot for agent to call 🔥 Key Features Smart Lead Qualification Not all open house visitors are equal. This workflow automatically identifies qualified leads who receive the full follow-up sequence: ✅ Visitors who don't currently have a real estate agent ✅ Visitors who have an agent but haven't signed a buyer agreement Leads who already have representation get the basic treatment (thank you email + CRM sync) to respect existing relationships while still capturing their information for future opportunities. Multi-CRM Distribution Why limit yourself to one CRM? This workflow syncs to three platforms simultaneously: HubSpot**: Creates/updates contacts with full lead scoring and property visit history Follow Up Boss**: Adds leads with source attribution and detailed notes Monday.com**: Creates board items for team visibility and collaboration Complete Activity Tracking Every touchpoint is logged to Google Sheets across three tabs: Lead Master Log**: Complete record of every visitor with lead scores and qualification status Follow-up Activity**: Timestamp of every email, SMS, and task created Errors**: Captures any visitors without email addresses for manual follow-up TCPA-Compliant SMS Follow-up Automated SMS messaging via Twilio includes: Proper consent tracking (via open house sign-in) "Reply STOP to unsubscribe" compliance footer Personalized messaging based on agent status Complete activity logging for audit trail 💼 Perfect For Real Estate Agents** using SignSnap Home for open house management Real Estate Teams** who need centralized lead tracking across multiple CRMs Brokerages** wanting to standardize follow-up processes across agents Property Marketing Teams** managing multiple open houses simultaneously 🛠️ What You'll Need Required Accounts & Credentials: SignSnapHome account with webhook integration enabled HubSpot account (Free or paid tier) with API access Follow Up Boss account with API key Monday.com account with API token Twilio account with SMS-enabled phone number SMTP Email service (Gmail, SendGrid, etc.) Google Sheets with OAuth2 access Technical Requirements: Active n8n instance (cloud or self-hosted) Basic familiarity with n8n workflows 30 minutes for initial setup and credential configuration 📊 Lead Scoring Algorithm This workflow includes intelligent lead scoring to help you prioritize follow-up: Base Score: 50 points Scoring Adjustments: No real estate agent: +30 points (HOT lead!) Property rating 4-5 stars: +20 points Property rating 1-2 stars: -20 points No buyer agreement signed: +10 points Lead Status Categories: 70-100 points**: HOT 🔥 50-69 points**: WARM 40-49 points**: OPEN 0-39 points**: COLD The Day 7 follow-up task is automatically prioritized as HIGH for leads scoring 70+ points. 🚀 Setup Overview Step 1: Import Workflow Download this workflow JSON and import it into your n8n instance. Step 2: Configure Credentials Set up authentication for all seven services: HubSpot OAuth2 or API Token Follow Up Boss HTTP Basic Auth (API key as username) Monday.com API Token Twilio API credentials SMTP email settings Google Sheets OAuth2 Step 3: Create Google Sheets Structure Create one Google Sheet with three tabs: Tab 1: "Lead Master Log" Timestamp First Name Last Name Email Phone Property Lead Score Lead Status Has Agent Buyer Agreement Qualifies for Follow-up Source Tab 2: "Follow-up Activity" Timestamp Contact Email Contact Name Activity Type Message Property Success Notes Tab 3: "Errors" Timestamp Guest Name Property Phone Error Reason Step 4: Update Placeholders Replace these values in the workflow nodes: YOUR_GOOGLE_SHEET_ID_HERE - Your Google Sheet ID (or select manually) YOUR_EMAIL@DOMAIN.COM - Your from email address YOUR_TWILIO_PHONE_NUMBER - Your Twilio phone number (format: +15551234567) YOUR_MONDAY_BOARD_ID - Your Monday.com board ID Step 5: Configure SignSnap Home Activate the workflow in n8n Copy the webhook URL Go to SignSnapHome.com → Settings → Integrations Paste webhook URL and enable "Send on each submission" Step 6: Test! Have someone sign in at your next open house (or use test mode) and watch the magic happen! 📈 Expected Results Time Savings: 15-20 minutes per open house visitor (data entry, CRM updates, follow-up scheduling) Response Rate Improvements: Immediate thank you email: Builds rapport instantly Day 2 SMS: 98% open rate (vs 20-30% for email) Day 5 market update: Re-engages interested prospects Day 7 agent call task: Ensures no lead falls through cracks, make sure you set up your crm or change this to a simple notification node. Conversion Rate Impact: Many agents report 2-3x increase in open house visitor conversions with automated follow-up vs manual processes. 🎨 Customization Ideas This workflow is designed to be easily customizable: Adjust Follow-up Timing Change Wait node durations (Day 2 → Day 1, Day 5 → Day 3, etc.) Add more touchpoints (Day 10, Day 30, Day 90) Remove SMS and use email-only sequence Modify Lead Scoring Edit the JavaScript code in "Parse SignSnap Data" node Add new scoring criteria (property price range, visit duration, etc.) Change threshold values for HOT/WARM/COLD status Expand CRM Coverage Add Salesforce using HTTP Request node Include Pipedrive (native node available) Connect Zoho CRM (native node available) Add your brokerage's proprietary CRM via API Enhance Email Content Add property photos and listing details Include market statistics and neighborhood data Embed video tours or agent introduction videos Add social proof (testimonials, recent sales) Create Property-Specific Sequences Use IF nodes to branch by property address Send different messaging per listing Customize follow-up based on price range Include neighborhood-specific content 🔐 Compliance & Privacy This workflow is designed with real estate compliance in mind: TCPA Compliance (SMS): Consent established via open house sign-in "Reply STOP to unsubscribe" included in all messages Complete activity logging for audit trail Business relationship already established CAN-SPAM Compliance (Email): Easy unsubscribe mechanism Clear sender identification Accurate subject lines Business address included Data Privacy: No data stored in n8n workflow memory All data passed through encrypted connections CRM platforms handle data retention per their policies Google Sheets can be restricted to specific users 🆘 Troubleshooting "No email address" errors Make email required in SignSnap Home form settings Check "Errors" tab in Google Sheet for missed leads Follow up manually via phone using logged information CRM sync failures Verify all API credentials are current and not expired Check API rate limits (especially HubSpot free tier) Review execution logs in n8n for specific error messages SMS not sending Confirm Twilio account has sufficient balance Verify phone number format: +1XXXXXXXXXX (E.164 format) Check that recipient's country allows SMS from your Twilio number Ensure phone number was captured in SignSnap Home Wait nodes not resuming Confirm workflow is ACTIVE (not just saved) Check n8n queue system is running properly Verify execution mode settings allow waiting executions 📚 Additional Resources SignSnap Home: Website: https://signsnaphome.com Documentation: Contact SignSnap Home support Webhook setup guide: Available in app settings n8n Documentation: Webhook nodes: https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.webhook/ Wait node: https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.wait/ Code node: https://docs.n8n.io/code-examples/ CRM API Documentation: HubSpot: https://developers.hubspot.com/ Follow Up Boss: https://docs.followupboss.com/ Monday.com: https://developer.monday.com/ 🌟 Success Story "Before this automation, I was spending 30+ minutes after every open house manually entering contacts into HubSpot, then setting reminders to follow up. Now it's completely hands-free. The SMS follow-up on Day 2 alone has doubled my response rate. Best workflow I've ever implemented!" 🚦 Next Steps Download this workflow from the n8n Creator Hub Import into your n8n instance Follow the setup guide in the sticky notes Test with a sample submission before your next open house Monitor results in your Google Sheets activity log Customize and optimize based on your response rates 💡 Pro Tips A/B test your messaging**: Duplicate the workflow and test different email subject lines or SMS wording Track conversion rates**: Add a "Converted" column to your Google Sheet and update it when leads become clients Segment by property**: Use IF nodes to send different follow-up sequences for luxury vs starter homes Add social media enrichment**: Connect Clearbit or Hunter.io to automatically find LinkedIn profiles Create dashboard reports**: Connect Google Sheets to Data Studio for visual analytics 📞 Support For workflow-specific questions, please comment on this workflow in the n8n Creator Hub. For SignSnap Home account issues, contact SignSnap Home support directly. For CRM-specific questions, consult each platform's documentation linked above. 🏷️ Tags real-estate open-house crm-automation lead-nurturing sms-marketing email-automation hubspot follow-up-boss monday.com twilio google-sheets webhook multi-crm lead-scoring signsnap-home Version: 1.0 Last Updated: January 2025 Compatibility: n8n v1.0+ License: MIT Built with ❤️ for the real estate community. Questions or improvements? Drop a comment below!