{ "id": "eFXzg1O4PWujvjQZ", "meta": { "templateCredsSetupCompleted": true }, "name": "31 Monitor Sales Pipeline Metrics", "tags": [], "nodes": [ { "id": "df762772-ed58-47e6-b95c-cd75d399d230", "name": "\u26a1 Trigger: Start CRM Scraper", "type": "n8n-nodes-base.manualTrigger", "position": [ -80, 0 ], "parameters": {}, "typeVersion": 1 }, { "id": "87a7f944-eb5f-4554-a296-83270d2069f5", "name": "\ud83d\udd17 Set Source URL (CRM/JSONPlaceholder)", "type": "n8n-nodes-base.set", "position": [ 120, 0 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "7a1b9454-dbc2-4805-899b-268a0cfc2cdf", "name": "URL", "type": "string", "value": "https://jsonplaceholder.typicode.com/users" } ] } }, "typeVersion": 3.4 }, { "id": "fb1472a0-27d2-4d73-ae55-7853ec9c7372", "name": "\ud83e\udd16 Monitor Sales Pipeline (CRM AI Agent)", "type": "@n8n/n8n-nodes-langchain.agent", "position": [ 400, 0 ], "parameters": { "text": "=You are a data analyst connected to Bright Data MCP scraping tool.\n\nScrape CRM-like sales data from this public API:\n{{ $json.URL }}\n\nTreat each user as a sales lead. For each entry, extract and simulate the following fields:\n\n{\n\"leadId\": ,\n\"rep\": ,\n\"stage\": ,\n\"value\": ,\n\"status\": \n}\n\nThen:\n\nCalculate total number of leads\n\nTotal value of pipeline\n\nCount of leads in each stage\n\nCount of deals by status: open, won, lost\n\nIdentify top 3 reps based on simulated deal value", "options": {}, "promptType": "define", "hasOutputParser": true }, "typeVersion": 2 }, { "id": "f7aac7e3-10e8-4564-a634-391f5285e917", "name": "\ud83e\udde0 AI Brain ", "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi", "position": [ 300, 260 ], "parameters": { "model": { "__rl": true, "mode": "list", "value": "gpt-4.1-mini" }, "options": {} }, "credentials": { "openAiApi": { "name": "" } }, "typeVersion": 1.2 }, { "id": "9b888f4b-be89-43b1-819e-eafb3bb02643", "name": "\ud83c\udf10 Bright Data MCP", "type": "n8n-nodes-mcp.mcpClientTool", "position": [ 440, 260 ], "parameters": { "toolName": "scrape_as_markdown", "operation": "executeTool", "toolParameters": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Tool_Parameters', ``, 'json') }}" }, "credentials": { "mcpClientApi": { "name": "" } }, "typeVersion": 1 }, { "id": "83dfb033-a62e-47dc-bdea-be936f0534d9", "name": "\ud83e\udde9 Split Metrics for Sheet Rows", "type": "n8n-nodes-base.code", "position": [ 800, 0 ], "parameters": { "jsCode": "return (() => {\nconst result = [];\n\nconst data = items[0].json.output;\n\n// 1. Total Leads\nresult.push({\n\"Metric Type\": \"Summary\",\n\"Label\": \"Total Leads\",\n\"Value\": data.totalLeads\n});\n\n// 2. Total Pipeline Value\nresult.push({\n\"Metric Type\": \"Summary\",\n\"Label\": \"Total Value\",\n\"Value\": data.totalPipelineValue\n});\n\n// 3. Status Breakdown\nfor (const status in data.statusBreakdown) {\nresult.push({\n\"Metric Type\": \"Status Count\",\n\"Label\": status,\n\"Value\": data.statusBreakdown[status]\n});\n}\n\n// 4. Stage Breakdown\nfor (const stage in data.stageBreakdown) {\nresult.push({\n\"Metric Type\": \"Stage Count\",\n\"Label\": stage,\n\"Value\": data.stageBreakdown[stage]\n});\n}\n\n// 5. Top Reps\nfor (const rep of data.topReps) {\nresult.push({\n\"Metric Type\": \"Top Reps\",\n\"Label\": rep.rep,\n\"Value\": rep.totalValue\n});\n}\n\nreturn result.map(r => ({ json: r }));\n})();" }, "typeVersion": 2 }, { "id": "bde8a138-5106-4278-b86a-a5b2e1719706", "name": "\ud83d\udcca Store CRM Insights (Google Sheet)", "type": "n8n-nodes-base.googleSheets", "position": [ 1000, 0 ], "parameters": { "columns": { "value": { "Label": "={{ $json.Label }}", "Value": "={{ $json.Value }}", "Metric Type": "={{ $json['Metric Type'] }}" }, "schema": [ { "id": "Metric Type", "type": "string", "display": true, "required": false, "displayName": "Metric Type", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Label", "type": "string", "display": true, "required": false, "displayName": "Label", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Value", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Value", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {}, "operation": "append", "sheetName": { "__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1D8VmSbOUEf1jQWQ-_BaHVV_HOdb_d5DIyXzRSMlU5xs/edit#gid=0", "cachedResultName": "Sheet1" }, "documentId": { "__rl": true, "mode": "list", "value": "1D8VmSbOUEf1jQWQ-_BaHVV_HOdb_d5DIyXzRSMlU5xs", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1D8VmSbOUEf1jQWQ-_BaHVV_HOdb_d5DIyXzRSMlU5xs/edit?usp=drivesdk", "cachedResultName": "Monitor Sales Pipeline Metrics" } }, "credentials": { "googleSheetsOAuth2Api": { "name": "" } }, "typeVersion": 4.6 }, { "id": "d363f7ce-1ff8-4dd6-9517-aa0ffaa6dc32", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -1620, -700 ], "parameters": { "color": 4, "width": 1300, "height": 2700, "content": "# \ud83d\ude80 Smart CRM Scraper & Pipeline Health Analyzer (n8n + Bright Data + Google Sheets)\n\nThis automation workflow is perfect for sales ops, marketers, analysts, or even founders who want to:\n\n* \ud83d\udce5 Scrape sales pipeline data from CRM dashboards\n* \ud83d\udcca Get insights into reps, leads, and statuses\n* \ud83d\udcc1 Store it all in Google Sheets automatically \u2014 no copy/paste, no coding\n\nLet\u2019s break this into 3 simple sections \ud83d\udc47\n\n---\n\n\ud83d\udd37\u2002SECTION 1: Start & Set Target\n\ud83e\udde9 Combines these nodes:\n\n* \u26a1 Trigger: Start CRM Scraper\n* \ud83d\udd17 Set Source URL (CRM/JSONPlaceholder)\n\n\ud83d\udccc\u2002What Happens Here?\nThis section is where your automation begins. You:\n\n1. Manually run the workflow by clicking \u25b6\ufe0f \u201cExecute Workflow\u201d\n2. Define the website or CRM source you want to scrape\n\nExample:\n\n* You paste a mock CRM URL (e.g. [https://jsonplaceholder.typicode.com](https://jsonplaceholder.typicode.com)) \u2014 but in a real scenario, it could be a Bright Data-accessible CRM dashboard.\n\n\u2728 Benefits for Beginners:\n\u2705 No coding \u2014 just click + paste a URL\n\u2705 Easily swap out URLs for different CRM dashboards\n\u2705 Full control over when scraping starts\n\n\ud83c\udfaf Icons Summary:\n\u26a1 Manual Start | \ud83d\udd17 Source URL Setup\n\n\ud83d\udca1 Real-World Use:\nReplace the URL with a live CRM performance dashboard hosted inside Bright Data\u2019s mobile proxy network.\n\n---\n\n\ud83e\udd16\u2002SECTION 2: AI Agent \u2014 Scrape + Analyze\n\ud83e\udde9 Combines:\n\n* \ud83e\udd16 Monitor Sales Pipeline (CRM AI Agent)\n\n * \ud83e\udde0 AI Brain (CRM Query Generator)\n * \ud83c\udf10 Bright Data MCP (scrape\\_as\\_markdown)\n * \ud83e\uddfe Clean JSON Parser (Pipeline Metrics)\n\n\ud83d\udccc\u2002What Happens Here?\n\nThis is the \u201cthinking\u201d part of the workflow.\n\n1. \ud83e\udde0 AI Brain: OpenAI understands the task. It generates instructions like:\n \u2003\u201cScrape rep names, stages, leads, health from this CRM dashboard as markdown.\u201d\n\n2. \ud83c\udf10 Bright Data Tool: The MCP tool accesses the page invisibly (like a phone browser) and extracts pipeline data using its scrape\\_as\\_markdown tool.\n\n3. \ud83e\uddfe Structured Output Parser: Converts the scraped messy text into a structured JSON format like this:\n\n```json\n[\n {\n \"rep\": \"Alice\",\n \"leads\": 22,\n \"stage\": \"Proposal\",\n \"status\": \"At Risk\"\n },\n ...\n]\n```\n\n\u2728 Benefits for Beginners:\n\u2705 Zero scraping code\n\u2705 Handles login-blocked or bot-protected CRMs via mobile proxies\n\u2705 Clean data format \u2014 easy to use in Sheets or dashboards\n\n\ud83c\udfaf Icons Summary:\n\ud83e\udde0 OpenAI Logic | \ud83c\udf10 Bright Data Scraper | \ud83e\uddfe JSON Cleaner\n\n\ud83d\udca1 Real-World Use:\nScrape weekly CRM dashboards from tools like HubSpot, Pipedrive, Salesforce (if routed via Bright Data), and turn them into structured performance data.\n\n---\n\n\ud83d\udfe8\u2002SECTION 3: Format & Store to Google Sheets\n\ud83e\udde9 Combines:\n\n* \ud83e\udde9 Split Metrics for Sheet Rows\n* \ud83d\udcca Store CRM Insights (Google Sheet)\n\n\ud83d\udccc\u2002What Happens Here?\n\n1. \ud83e\udde9 Split JSON: This node breaks the final structured output into individual items (one per sales rep), so each one becomes a row in your spreadsheet.\n\n2. \ud83d\udcca Google Sheet Node: Adds each row into a connected Google Sheet \u2014 storing columns like:\n\n| rep | leads | stage | status |\n| ----- | ----- | --------- | ------- |\n| Alice | 22 | Proposal | At Risk |\n| Bob | 17 | Qualified | Healthy |\n\n\u2728 Benefits for Beginners:\n\u2705 Saves all CRM data automatically \u2014 no manual data entry\n\u2705 Compatible with Google Data Studio / Looker / Excel\n\u2705 Great for sharing with managers or teams\n\n\ud83c\udfaf Icons Summary:\n\ud83e\udde9 JSON Splitter | \ud83d\udcca Sheet Writer\n\n\ud83d\udca1 Real-World Use:\nUse it for live pipeline visibility. Sync Sheets with dashboards or reporting tools, or use for daily monitoring via automations.\n\n---\n\n\ud83d\udce6 Final Summary Table\n\n| Step | Node Name | Purpose |\n| ---------- | ----------------------------------------- | -------------------------------------------- |\n| 1\ufe0f\u20e3 Input | \u26a1 Trigger: Start CRM Scraper | Manually trigger the workflow |\n| | \ud83d\udd17 Set Source URL (CRM/JSONPlaceholder) | Define where to scrape the CRM data from |\n| 2\ufe0f\u20e3 Agent | \ud83e\udd16 Monitor Sales Pipeline (CRM AI Agent) | Smart agent to analyze CRM |\n| | \ud83e\udde0 AI Brain (CRM Query Generator) | Creates scrape instructions |\n| | \ud83c\udf10 Bright Data MCP (scrape\\_as\\_markdown) | Executes scrape via MCP mobile network |\n| | \ud83e\uddfe Clean JSON Parser (Pipeline Metrics) | Converts scrape results into structured data |\n| 3\ufe0f\u20e3 Output | \ud83e\udde9 Split Metrics for Sheet Rows | Breaks each record into its own row |\n| | \ud83d\udcca Store CRM Insights (Google Sheet) | Saves data into Google Sheet row-by-row |\n\n" }, "typeVersion": 1 }, { "id": "3913ffe7-126f-4162-9533-286d9cb7e010", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ 300, -1060 ], "parameters": { "color": 5, "width": 420, "height": 1260, "content": "\ud83e\udd16\u2002SECTION 2: AI Agent \u2014 Scrape + Analyze\n\ud83e\udde9 Combines:\n\n* \ud83e\udd16 Monitor Sales Pipeline (CRM AI Agent)\n\n * \ud83e\udde0 AI Brain (CRM Query Generator)\n * \ud83c\udf10 Bright Data MCP (scrape\\_as\\_markdown)\n * \ud83e\uddfe Clean JSON Parser (Pipeline Metrics)\n\n\ud83d\udccc\u2002What Happens Here?\n\nThis is the \u201cthinking\u201d part of the workflow.\n\n1. \ud83e\udde0 AI Brain: OpenAI understands the task. It generates instructions like:\n \u2003\u201cScrape rep names, stages, leads, health from this CRM dashboard as markdown.\u201d\n\n2. \ud83c\udf10 Bright Data Tool: The MCP tool accesses the page invisibly (like a phone browser) and extracts pipeline data using its scrape\\_as\\_markdown tool.\n\n3. \ud83e\uddfe Structured Output Parser: Converts the scraped messy text into a structured JSON format like this:\n\n```json\n[\n {\n \"rep\": \"Alice\",\n \"leads\": 22,\n \"stage\": \"Proposal\",\n \"status\": \"At Risk\"\n },\n ...\n]\n```\n\n\u2728 Benefits for Beginners:\n\u2705 Zero scraping code\n\u2705 Handles login-blocked or bot-protected CRMs via mobile proxies\n\u2705 Clean data format \u2014 easy to use in Sheets or dashboards\n\n\ud83c\udfaf Icons Summary:\n\ud83e\udde0 OpenAI Logic | \ud83c\udf10 Bright Data Scraper | \ud83e\uddfe JSON Cleaner\n\n\ud83d\udca1 Real-World Use:\nScrape weekly CRM dashboards from tools like HubSpot, Pipedrive, Salesforce (if routed via Bright Data), and turn them into structured performance data.\n\n" }, "typeVersion": 1 }, { "id": "08dd1bdc-e20c-4d67-9d49-d4b8d98dd083", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ 740, -700 ], "parameters": { "color": 6, "width": 440, "height": 900, "content": "\ud83d\udfe8\u2002SECTION 3: Format & Store to Google Sheets\n\ud83e\udde9 Combines:\n\n* \ud83e\udde9 Split Metrics for Sheet Rows\n* \ud83d\udcca Store CRM Insights (Google Sheet)\n\n\ud83d\udccc\u2002What Happens Here?\n\n1. \ud83e\udde9 Split JSON: This node breaks the final structured output into individual items (one per sales rep), so each one becomes a row in your spreadsheet.\n\n2. \ud83d\udcca Google Sheet Node: Adds each row into a connected Google Sheet \u2014 storing columns like:\n\n| rep | leads | stage | status |\n| ----- | ----- | --------- | ------- |\n| Alice | 22 | Proposal | At Risk |\n| Bob | 17 | Qualified | Healthy |\n\n\u2728 Benefits for Beginners:\n\u2705 Saves all CRM data automatically \u2014 no manual data entry\n\u2705 Compatible with Google Data Studio / Looker / Excel\n\u2705 Great for sharing with managers or teams\n\n\ud83c\udfaf Icons Summary:\n\ud83e\udde9 JSON Splitter | \ud83d\udcca Sheet Writer\n\n\ud83d\udca1 Real-World Use:\nUse it for live pipeline visibility. Sync Sheets with dashboards or reporting tools, or use for daily monitoring via automations.\n\n" }, "typeVersion": 1 }, { "id": "4f470e7c-148e-4486-b15b-083bcef250af", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ -120, -720 ], "parameters": { "color": 3, "width": 400, "height": 920, "content": "\ud83d\udd37\u2002SECTION 1: Start & Set Target\n\ud83e\udde9 Combines these nodes:\n\n* \u26a1 Trigger: Start CRM Scraper\n* \ud83d\udd17 Set Source URL (CRM/JSONPlaceholder)\n\n\ud83d\udccc\u2002What Happens Here?\nThis section is where your automation begins. You:\n\n1. Manually run the workflow by clicking \u25b6\ufe0f \u201cExecute Workflow\u201d\n2. Define the website or CRM source you want to scrape\n\nExample:\n\n* You paste a mock CRM URL (e.g. [https://jsonplaceholder.typicode.com](https://jsonplaceholder.typicode.com)) \u2014 but in a real scenario, it could be a Bright Data-accessible CRM dashboard.\n\n\u2728 Benefits for Beginners:\n\u2705 No coding \u2014 just click + paste a URL\n\u2705 Easily swap out URLs for different CRM dashboards\n\u2705 Full control over when scraping starts\n\n\ud83c\udfaf Icons Summary:\n\u26a1 Manual Start | \ud83d\udd17 Source URL Setup\n\n\ud83d\udca1 Real-World Use:\nReplace the URL with a live CRM performance dashboard hosted inside Bright Data\u2019s mobile proxy network.\n" }, "typeVersion": 1 }, { "id": "b9e43f5f-eeb7-463b-8a68-2086acb14253", "name": "Sticky Note5", "type": "n8n-nodes-base.stickyNote", "position": [ 1240, -700 ], "parameters": { "color": 7, "width": 380, "height": 240, "content": "## I\u2019ll receive a tiny commission if you join Bright Data through this link\u2014thanks for fueling more free content!\n\n### https://get.brightdata.com/1tndi4600b25" }, "typeVersion": 1 }, { "id": "23b951f8-8dd3-4e3b-b4e3-a5fc474ee033", "name": "Sticky Note9", "type": "n8n-nodes-base.stickyNote", "position": [ -1620, -1060 ], "parameters": { "color": 4, "width": 1300, "height": 320, "content": "=======================================\n WORKFLOW ASSISTANCE\n=======================================\nFor any questions or support, please contact:\n Yaron@nofluff.online\n\nExplore more tips and tutorials here:\n - YouTube: https://www.youtube.com/@YaronBeen/videos\n - LinkedIn: https://www.linkedin.com/in/yaronbeen/\n=======================================\n" }, "typeVersion": 1 }, { "id": "4f1a9df8-f864-4d44-840b-80b9bc4f9e5e", "name": "Auto-fixing Output Parser", "type": "@n8n/n8n-nodes-langchain.outputParserAutofixing", "position": [ 580, 260 ], "parameters": { "options": {} }, "typeVersion": 1 }, { "id": "fba56334-ce0c-470b-b7ed-f62e96eab480", "name": "OpenAI Chat Model", "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi", "position": [ 520, 480 ], "parameters": { "model": { "__rl": true, "mode": "list", "value": "gpt-4.1-mini" }, "options": {} }, "credentials": { "openAiApi": { "name": "" } }, "typeVersion": 1.2 }, { "id": "d4df16f4-12d0-4ce0-be84-744b0b861e5a", "name": "\ud83e\uddfe Clean JSON Parser ", "type": "@n8n/n8n-nodes-langchain.outputParserStructured", "position": [ 700, 480 ], "parameters": { "jsonSchemaExample": "{\n\"totalLeads\": 10,\n\"totalPipelineValue\": 556281,\n\"statusBreakdown\": {\n\"open\": 3,\n\"won\": 4,\n\"lost\": 3\n},\n\"stageBreakdown\": {\n\"Bret\": 1,\n\"Antonette\": 1,\n\"Samantha\": 1,\n\"Karianne\": 1,\n\"Kamren\": 1,\n\"Leopoldo_Corkery\": 1,\n\"Elwyn.Skiles\": 1,\n\"Maxime_Nienow\": 1,\n\"Delphine\": 1,\n\"Moriah.Stanton\": 1\n},\n\"topReps\": [\n{\n\"rep\": \"Leanne Graham\",\n\"stage\": \"Bret\",\n\"totalValue\": 929983874\n},\n{\n\"rep\": \"Ervin Howell\",\n\"stage\": \"Antonette\",\n\"totalValue\": 905667771\n},\n{\n\"rep\": \"Clementine Bauch\",\n\"stage\": \"Samantha\",\n\"totalValue\": 595904157\n}\n]\n}" }, "typeVersion": 1.3 } ], "active": false, "settings": { "executionOrder": "v1" }, "versionId": "72c19df5-d177-40b7-9390-21cfb599878c", "connections": { "\ud83e\udde0 AI Brain ": { "ai_languageModel": [ [ { "node": "\ud83e\udd16 Monitor Sales Pipeline (CRM AI Agent)", "type": "ai_languageModel", "index": 0 } ] ] }, "OpenAI Chat Model": { "ai_languageModel": [ [ { "node": "Auto-fixing Output Parser", "type": "ai_languageModel", "index": 0 } ] ] }, "\ud83c\udf10 Bright Data MCP": { "ai_tool": [ [ { "node": "\ud83e\udd16 Monitor Sales Pipeline (CRM AI Agent)", "type": "ai_tool", "index": 0 } ] ] }, "\ud83e\uddfe Clean JSON Parser ": { "ai_outputParser": [ [ { "node": "Auto-fixing Output Parser", "type": "ai_outputParser", "index": 0 } ] ] }, "Auto-fixing Output Parser": { "ai_outputParser": [ [ { "node": "\ud83e\udd16 Monitor Sales Pipeline (CRM AI Agent)", "type": "ai_outputParser", "index": 0 } ] ] }, "\u26a1 Trigger: Start CRM Scraper": { "main": [ [ { "node": "\ud83d\udd17 Set Source URL (CRM/JSONPlaceholder)", "type": "main", "index": 0 } ] ] }, "\ud83e\udde9 Split Metrics for Sheet Rows": { "main": [ [ { "node": "\ud83d\udcca Store CRM Insights (Google Sheet)", "type": "main", "index": 0 } ] ] }, "\ud83d\udd17 Set Source URL (CRM/JSONPlaceholder)": { "main": [ [ { "node": "\ud83e\udd16 Monitor Sales Pipeline (CRM AI Agent)", "type": "main", "index": 0 } ] ] }, "\ud83e\udd16 Monitor Sales Pipeline (CRM AI Agent)": { "main": [ [ { "node": "\ud83e\udde9 Split Metrics for Sheet Rows", "type": "main", "index": 0 } ] ] } } }