AutomationFlows › CRM & Sales

CRM & Sales workflows.

HubSpot, Pipedrive, lead enrichment, attribution.
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CRM & Sales

This project automates the process of collecting and managing new leads submitted through a web form. It eliminates the need for manual data entry and ensures that each lead is: Properly recorded and

Google Sheets Trigger, Slack, Gmail +1
CRM & Sales

📄 Smart Lead Capture, Scoring & Slack Alerts

Typeform Trigger, HubSpot, Slack
CRM & Sales

This workflow is built for sales professionals, recruiters, founders, and marketers who want to automatically capture LinkedIn profile visitors and convert them into actionable CRM leads. Perfect for

@Apify/N8N Nodes Apify, HubSpot, HTTP Request
CRM & Sales

This workflow creates a SubmitraX-hosted HTML contact form, serves it via an n8n webhook, and syncs each submission to HubSpot as a create-or-update contact. Starts manually to fetch your SubmitraX wo

Custom, HubSpot
CRM & Sales

Zendesk Hubspot. Uses zendesk, hubspot, functionItem. Scheduled trigger; 13 nodes.

Zendesk, HubSpot, Function Item
CRM & Sales

This template automatically discovers companies that match your Ideal Customer Profile (ICP), finds the right people inside those companies and enriches them — ready to drop straight into HubSpot. Lau

HTTP Request, HubSpot, Gmail
CRM & Sales

This workflow automatically syncs your Zendesk tickets to your HubSpot contacts. Every 5 minutes, your Zendesk account collects all the new or updated tickets and syncs them accordingly, with your Hub

Zendesk, HubSpot, Function Item
CRM & Sales

This automation enriches company data based on email domain and LinkedIn profile, calculates an ICP (Ideal Customer Profile) score, and updates the corresponding company record in HubSpot. It’s ideal

Form Trigger, Execute Workflow Trigger
CRM & Sales

This workflow captures new subscribers from a Mailchimp list and extracts their key details. It then enriches the subscriber data using AI, predicting professional attributes and assigning a lead scor

Mailchimp Trigger, Agent, OpenAI Chat +2
CRM & Sales

This workflow starts whenever a new lead submits a Typeform. It captures the lead’s details, checks their budget, and routes them based on priority and source. High-budget leads are pushed into HubSpo

Typeform Trigger, HubSpot, Google Sheets +2
CRM & Sales

Microsoftexcel. Uses manualTrigger, salesforce, itemLists, renameKeys. Event-driven trigger; 12 nodes.

Salesforce, Item Lists, Microsoft Excel
CRM & Sales

Noop Hubspot. Uses noOp, stickyNote, httpRequest, hubspot. Event-driven trigger; 12 nodes.

HTTP Request, HubSpot, HubSpot Trigger
CRM & Sales

Sync Local Falcon rankings to HubSpot company records. Uses @local-falcon/n8n-nodes-localfalcon, hubspot. Scheduled trigger; 12 nodes.

@Local Falcon/N8N Nodes Localfalcon, HubSpot
CRM & Sales

This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from Excel 365 (the online version of Microsoft Excel). For a version working with regular Exce

Salesforce, Item Lists, Microsoft Excel
CRM & Sales

This workflow gets leads' contacts from a CSV file and adds it to the Pipedrive CRM by creating an organization and a person. The CSV file in this workflow serves as a universal connector allowing you

Google Drive Trigger, Google Drive, Spreadsheet File +1
CRM & Sales

This workflow automatically analyzes website visitors in real-time, enriches their data with company intelligence, and provides lead scoring and sales alerts. Webhook Trigger - Receives visitor data f

N8N Nodes Scrapegraphai, HubSpot, Slack
CRM & Sales

This workflow automates the entire lead qualification process from form submission to personalized follow-up. When a prospect fills out your JotForm, the workflow instantly captures their information,

Jot Form Trigger, HubSpot, Google Sheets +2
CRM & Sales

A webhook receives a chatbot message or demo request form with an email address The email is validated and cleaned, then Lusha enriches the lead A priority score is calculated based on seniority, comp

@Lusha Org/N8N Nodes Lusha, HubSpot, Slack
CRM & Sales

A webhook receives form submissions with an email address The email is validated and checked against HubSpot for duplicates Lusha enriches the lead with phone number, job title, seniority, and company

HubSpot, @Lusha Org/N8N Nodes Lusha, Slack
CRM & Sales

Hunter Form. Uses formTrigger, hunter, stickyNote, clearbit. Event-driven trigger; 11 nodes.

Form Trigger, Hunter, Clearbit +1
CRM & Sales

Schedule. Uses manualTrigger, stickyNote, executeWorkflow, gong. Event-driven trigger; 11 nodes.

Gong, Salesforce
CRM & Sales

Pipedrive Stickynote. Uses itemLists, pipedrive, httpRequest, pipedriveTrigger. Event-driven trigger; 11 nodes.

Item Lists, Pipedrive, HTTP Request +1
CRM & Sales

Sync Local Falcon rankings to Pipedrive deals. Uses @local-falcon/n8n-nodes-localfalcon, pipedrive. Scheduled trigger; 11 nodes.

@Local Falcon/N8N Nodes Localfalcon, Pipedrive
CRM & Sales

Sync Local Falcon rankings to Zoho CRM. Uses @local-falcon/n8n-nodes-localfalcon, zohoCrm. Scheduled trigger; 11 nodes.

@Local Falcon/N8N Nodes Localfalcon, Zoho Crm
CRM & Sales

Sync Local Falcon rankings to Salesforce. Uses @local-falcon/n8n-nodes-localfalcon, salesforce. Scheduled trigger; 11 nodes.

@Local Falcon/N8N Nodes Localfalcon, Salesforce
CRM & Sales

When collecting leads via a form you're typically facing a few problems: Often end up with a bunch of leads who don't have a valid email address You want to know as much about the new lead as possible

Form Trigger, Hunter, Clearbit +1
CRM & Sales

This workflow is designed for sales and revenue teams using Gong and Salesforce to track and analyze sales calls. It helps automate the extraction, filtering, and preprocessing of Gong call data for f

Gong, Salesforce
CRM & Sales

This n8n template posts a quick weekly snapshot to Slack so your team sees last week’s funnel movement at a glance. It counts how many contacts entered the Lead stage in the past week—and optionally r

HubSpot, Slack
CRM & Sales

HubSpot Contact Enrichment with Explorium

HubSpot Trigger, HubSpot, @Exploriumai/N8N Nodes Explorium Ai
CRM & Sales

Boost your sales team’s efficiency with an end-to-end, privacy-first lead-scoring engine—ready to drop straight into your n8n instance.

Salesforce Trigger, OpenAI, Slack +1
CRM & Sales

This automation enriches a person’s professional profile using their name and work email, scores them against an ICP (Ideal Customer Profile), and updates their record in HubSpot. It’s ideal for sales

Form Trigger, Execute Workflow Trigger
CRM & Sales

This workflow captures new leads from Typeform, instantly checks if their budget is above $5,000, and prioritizes them for faster sales follow-up. High-budget leads are enriched in HubSpot as contacts

Typeform Trigger, HubSpot, Google Sheets +1
CRM & Sales

This n8n workflow captures lead data from a landing-page webhook, validates required fields and then processes the lead by creating a Zoho CRM Lead, generating a Jira Task and notifying a Slack channe

Zoho Crm, Jira, Slack
CRM & Sales

Automatically sync your Beex leads to HubSpot by handling both creation and update events in real time. Trigger Activation: The workflow is triggered when a lead is created or updated in Beex. Data Tr

HTTP Request, N8N Nodes Beex
CRM & Sales

Automatically syncs your Zoho contacts with Beex Contact Center by handling creation and update events in real time. Trigger: The workflow is activated when a contact is created or updated in Zoho CRM

N8N Nodes Beex
CRM & Sales

2116. Uses formTrigger, hunter, clearbit, hubspot. Event-driven trigger; 11 nodes.

Form Trigger, Hunter, Clearbit +1
CRM & Sales

Workflow 2116. Uses formTrigger, hunter, clearbit, hubspot. Event-driven trigger; 11 nodes.

Form Trigger, Hunter, Clearbit +1
CRM & Sales

Capture Contact Requests: This template efficiently handles contact requests coming through a WordPress website using the Contact Form 7 (CF7) plugin with a webhook extension. Contact Management: It a

Pipedrive, HTTP Request
CRM & Sales

Salesforce Lead Enrichment with Explorium

Salesforce Trigger, Salesforce, @Exploriumai/N8N Nodes Explorium Ai
CRM & Sales

This workflow automatically syncs Calendly meeting bookings into HubSpot CRM by checking if the invitee already exists as a contact. It extracts attendee details, creates or updates contacts in HubSpo

Calendly Trigger, HubSpot
CRM & Sales

This workflow automatically captures website visitors using Albacross, enriches their data with Datagma, and syncs it into HubSpot. Once leads are created or updated, a personalized email is generated

HTTP Request, HubSpot, Gmail
CRM & Sales

> ⚠️ Self-hosted only — This template uses a community node () and cannot run on n8n Cloud.

N8N Nodes Tallyforms, HubSpot
CRM & Sales

This n8n workflow automatically detects high‑spending hotel guests after checkout and emails them a personalized, one‑time reward offer. Watches Salesforce custom object for checkout updates. Pulls gu

Chain Llm, Output Parser Structured, Salesforce Trigger +3
CRM & Sales

This n8n workflow streamlines the process of enriching prospect information by automatically pulling data from HubSpot, processing it through Explorium's AI-powered tools, and creating new leads in Sa

HubSpot Trigger, HubSpot, Salesforce +1
CRM & Sales

Code Typeform. Uses stickyNote, pipedrive, typeformTrigger. Event-driven trigger; 8 nodes.

Pipedrive, Typeform Trigger
CRM & Sales

Http Github. Uses pipedrive, githubTrigger, httpRequest. Event-driven trigger; 8 nodes.

Pipedrive, Github Trigger, HTTP Request
CRM & Sales

AI Lead Qualifier. Uses httpRequest, openAi, salesforce, slack. Webhook trigger; 8 nodes.

HTTP Request, OpenAI, Salesforce +2
CRM & Sales

This automated workflow takes a Typeform form, and once it is filled out, it is automatically uploaded as a Lead in Pipedrive. There is an option for custom fields (this workflow works with company si

Pipedrive, Typeform Trigger
CRM & Sales

This workflow automatically adds a new lead to Pipedrive once someone forks your GitHub repository. Pipedrive account and Pipedrive credentials GitHub account and GitHub credentials GitHub Trigger nod

Pipedrive, Github Trigger, HTTP Request
CRM & Sales

Bring your Eventbrite attendee data into Pipedrive automatically—no spreadsheets, CSVs, or manual uploads. Polls Eventbrite on a schedule (default 30 min) for new registrations. Creates or updates mat

Pipedrive
CRM & Sales

Every time a new company is added to your HubSpot CRM, this workflow automatically enriches it with multi-source company data from Coresignal - no manual research required. It detects the creation eve

HubSpot Trigger, N8N Nodes Coresignal Api, HubSpot
CRM & Sales

Functionitem Http. Uses pipedriveTrigger, functionItem, httpRequest, itemLists. Event-driven trigger; 7 nodes.

Pipedrive Trigger, Function Item, HTTP Request +1
CRM & Sales

This workflow transforms n8n into a smart Web Lead Form alternative to Salesforce's traditional Web-to-Lead, capturing leads, creating Salesforce records, and sending AI-personalized responses via ema

Salesforce, Form Trigger, OpenAI +2
CRM & Sales

Http Github. Uses httpRequest, pipedrive, noOp, githubTrigger. Event-driven trigger; 6 nodes.

HTTP Request, Pipedrive, Github Trigger
CRM & Sales

Enterprise AI Lead Scoring & CRM Sync. Uses httpRequest, hubspot, googleSheets. Webhook trigger; 6 nodes.

HTTP Request, HubSpot, Google Sheets
CRM & Sales

Stop wasting time on manual data entry and instantly engage with your new leads! This powerful and production-ready n8n workflow automates the entire process of capturing leads from Facebook Lead Ads

Start, Facebook Lead Ads Trigger, Google Sheets +1
CRM & Sales

01 - New Lead → CRM + Welcome Email + Slack Alert. Uses hubspot, gmail, slack. Webhook trigger; 6 nodes.

HubSpot, Gmail, Slack
CRM & Sales

Zendesk Hubspot. Uses functionItem, hubspot, zendesk. Scheduled trigger; 9 nodes.

Function Item, HubSpot, Zendesk
CRM & Sales

This workflow automatically syncs your Zendesk tickets to your HubSpot contacts. Every 5 minutes, your HubSpot account collects all the newly modified data and updates it into your Zendesk account, up

Function Item, HubSpot, Zendesk
CRM & Sales

When tracking your contacts and leads in Hubspot CRM, every new contact might be a potential customer. To guarantee that you're keeping the overview you'd normally need to look at every new lead that

HubSpot, Slack

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FAQ

What is in the CRM & Sales category?

All n8n workflows in the AutomationFlows catalog that automate crm & sales use cases. 136 workflows live here, each integration-tagged and importable into a self-hosted or cloud n8n instance.

How do I use a CRM & Sales workflow?

Open any workflow detail page, click 'Copy JSON', then in n8n go to Workflows → Import from File or paste into a new workflow. Add your credentials (the catalog strips them before publishing) and activate.

Are these workflows free?

Yes — the entire catalog is free to browse and copy. Pro adds a multi-signal QualityScore on every workflow plus bulk JSON download.